DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Philadelphia, | 56 | ||||||
| $32.8M | 3 | 2015 | |||||
| FORT LAUDERDALE, | $40.0M | 2012 | |||||
| Mansfield, | 1,283 | ||||||
| DEERFIELD, | $320M | 2012 | |||||
| PROVIDENCE, | $731M | 6 | 2011 | ||||
| · probable | Stamford, | $110M | 8 | 1 | 2023 | ||
| Jamestown, | 156 | ||||||
| CAMILLUS, | $108M | 2 | 2014 | ||||
| Browns Summit, | 68 | ||||||
| Verona, | 67 | ||||||
| Edwardsville, | 77 | ||||||
| MILWAUKEE, | $1.4B | 4 | 2012 | ||||
| Lebanon, | 65 | ||||||
| Albertville, | 228 | ||||||
| 1989 | |||||||
| Portland, | 465 | ||||||
| Fresno, | 211 | ||||||
| Tampa, | 192 | ||||||
| Westport, | $216M | 2024 | |||||
| Bakersfield, | 111 | ||||||
| Columbia, | 72 | ||||||
| Elkwood, | 69 | ||||||
| Roslyn, | 50 | ||||||
NEWMAN'S FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched NEWMAN'S FINANCIAL PLANNING, LLC | $94.1M | 2026 | |||||
| 1995 | |||||||
| 2010 | |||||||
Mariner | 2011 | ||||||
| 1994 | |||||||
| 2001 | |||||||
| 2007 | |||||||
| 1992 | |||||||
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| 1983 | |||||||
| 2006 | |||||||
| 2016 | |||||||
| 1993 | |||||||
| 2007 | |||||||
| 2007 | |||||||
| 1995 | |||||||
| 2014 | |||||||
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| 2006 | |||||||
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| 2013 | |||||||
| 1985 | |||||||
| 2010 | |||||||
| 1988 | |||||||
| 2009 |
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.