DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $69.5M | 5 | 1 | 2028 | ||||
| 4 | 7 | 2027 | |||||
| $14.3M | 2 | 1 | 2030 | ||||
NFP ADVISOR SERVICES, LLC Registered adviser · RIA / Wealth · 801- Also on Private Equity, Venture Capital | AUSTIN, | $12B | 2012 | ||||
| 2 | 2023 | ||||||
| $1.3B | 2 | 2023 | |||||
| SALT LAKE CITY, | $559M | 5 | 2014 | ||||
| WINDHAM, | $276M | 5 | 2012 | ||||
| MAYFIELD HEIGHTS, | $759M | 2011 | |||||
| ROCHESTER, | $152M | 2 | 2013 | ||||
| PLANTATION, | $312M | 2012 | |||||
| BEL AIR, | $349M | 2012 | |||||
| $125M | 1 | 2024 | |||||
| HUNTINGTON, | $65.2M | 1 | 2025 | ||||
| TROY, | $93.6M | 2012 | |||||
NEWMAN'S FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched NEWMAN'S FINANCIAL PLANNING, LLC | $94.1M | 2026 | |||||
| MILFORD, | $55.0M | 2026 | |||||
| $46.1M | 2026 | ||||||
| COLORADO SPRINGS, | $41.6M | 2012 | |||||
NORTHBROOK FINANCIAL Registered adviser · RIA / Wealth · matched NORTHBROOK FINANCIAL PLANNING LLC · 801-136522 | BALTIMORE, | $109M | 2 | 2026 | |||
| $24.3M | 2026 | ||||||
| FALLS CHURCH, | $21.3M | 2026 | |||||
NASHVILLE FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched NASHVILLE FINANCIAL PLANNING, LLC | $9.9M | 2026 | |||||
| HERMOSA BEACH, | $705,000 | 2026 | |||||
| 1 | 2023 | ||||||
| LONDON, | 2012 | ||||||
NAUTICAL FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched NAUTICAL FINANCIAL PLANNING LLC | 2026 | ||||||
| 2026 | |||||||
| PLYMOUTH, | $1.4B | 2012 | |||||
Wealthspire Retirement Advisory Investment consultant · Allocators · matched NFP Retirement · OCIO provider Also on RIA / Wealth Management | · probable | Aliso Viejo, | $36B | 11 | 2024 | ||
| Chicago, | $181M | 2 | 1 | 2024 | |||
| Camp Hill, | 1,135 | ||||||
| Camp Hill, | 1,182 | ||||||
| $484M | 466 | 2024 | |||||
| Northbrook, | 313 | ||||||
| 1 | 1 | 2027 | |||||
| Evanston, | 109 | ||||||
| Des Plaines, | 93 | ||||||
| Round Lake, | 88 | ||||||
| Rock Island, | 51 | ||||||
| $10.8M | 6 | 2024 | |||||
NFP CONTINUATION PARTNERS II, LP Fund · RIA / Wealth · ARGONNE CAPITAL GROUP, LLC Also on Private Equity | $43.5M | 79 | 2024 | ||||
NFP CONTINUATION PARTNERS PARALLEL, LP Fund · RIA / Wealth · ARGONNE CAPITAL GROUP, LLC Also on Private Equity | $81.8M | 42 | 2024 | ||||
| 1 | 1 | 2027 | |||||
| $101M | 11 | 2012 | |||||
| 1 | 1 | ||||||
NFP CONTINUATION PARTNERS PARALLEL II, LP Fund · RIA / Wealth · ARGONNE CAPITAL GROUP, LLC Also on Private Equity | $2.7M | 15 | 2024 | ||||
| $19.0M | 2023 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.