DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
Nelly A Garcia Person · RIA / Wealth · matched Nelly E Aguilar · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||||||
| 2012 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
NELLY OLINDA MUBASHI Person · RIA / Wealth · matched NELLY OLINDA GREEN-HOOKER · NORTHWEST ASSET MANAGEMENT | 2004 | |||||||
| 2009 | ||||||||
| 1989 | ||||||||
| 2004 | ||||||||
Sanctuary Advisors, LLC Firm · Venture · matched Voss Genelly Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| W Cnshohocken, | $362M | 16 | 6 | 5 | 2024 | |||
| GUAYNABO, | $1.1B | 38 | 5 | 2024 | ||||
| 2013 | ||||||||
COPE CONNELLY Registered adviser · RIA / Wealth · 801-124729 Also on Independent Sponsors, Private Equity | ARLINGTON, | $151M | 5 | 2 | 2022 | |||
| SAN DIEGO, | $405M | 2012 | ||||||
| $54.2M | 2026 | |||||||
DONNELLY FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched DONNELLY FINANCIAL SERVICES LLC | $19.7M | 2026 | ||||||
| 2006 | ||||||||
| $4.1M | 2026 | |||||||
KEATSCONNELLY Registered adviser · RIA / Wealth · matched KEATS, CONNELLY AND ASSOCIATES, LLC · 801-69866 | PHOENIX, | 1 | 2011 | |||||
| NEW BUFFALO, | 2026 | |||||||
| MIAMI, | 2019 | |||||||
| Pittsburgh, | 626 | |||||||
| Kentwood, | 376 | |||||||
| Cincinnati, | 250 | |||||||
| Baltimore, | 177 | |||||||
| Boston, | 154 | |||||||
| Midlothian, | 121 | |||||||
| Lansdale, | 89 | |||||||
| Addison, | 87 | |||||||
| Middletown, | 94 | |||||||
| Wakefield, | 91 | |||||||
| Parsippany, | 88 | |||||||
| Queens Village, | 75 | |||||||
| Frederick, | 59 | |||||||
| $64.4M | 5 | 2 | 2030 | |||||
| 2008 | ||||||||
| 1982 | ||||||||
| 1993 | ||||||||
| 1985 | ||||||||
| 1999 | ||||||||
| 1992 | ||||||||
| 1999 | ||||||||
| 1996 | ||||||||
| 1991 | ||||||||
| 2002 | ||||||||
| 2014 | ||||||||
| 2001 | ||||||||
| 2008 | ||||||||
| 1997 |
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.