DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Durham, | 71 | ||||||
| Bedford, | 1,687 | ||||||
| Bedford, | $28.0M | 2025 | |||||
| WINSTON-SALEM, | $946M | 2011 | |||||
| $4.0M | 2025 | ||||||
| HOUSTON, | 2023 | ||||||
| 2026 | |||||||
| Harahan, | 607 | ||||||
| Foxboro, | 516 | ||||||
| Albert Lea, | 451 | ||||||
| Hingham, | 192 | ||||||
| Londonderry, | 74 | ||||||
| Islandia, | 90 | ||||||
| New Berlin, | 66 | ||||||
| Avon, | 63 | ||||||
| Pensacola, | 61 | ||||||
| New York, | 1 | ||||||
| 1998 | |||||||
| 1984 | |||||||
DONOVAN AXEL MORRIS Person · RIA / Wealth · matched Donovan Axel Morris Hernandez · CHARLES SCHWAB & CO., INC. | 2016 | ||||||
| 1999 | |||||||
| 1996 | |||||||
| 2002 | |||||||
Dominic Patrick O'Donovan Person · RIA / Wealth · matched DOMINIC PATRICK ODONOVAN · MERIT FINANCIAL ADVISORS | 2009 | ||||||
| 1997 | |||||||
| 1993 | |||||||
| 2002 | |||||||
| 1998 | |||||||
| 1985 | |||||||
| 2009 | |||||||
PATRICK RICHARD O'DONOVAN Person · RIA / Wealth · matched PATRICK RICHARD ODONOVAN · RAYMOND JAMES & ASSOCIATES, INC. | 1996 | ||||||
| 2000 | |||||||
| 1991 | |||||||
| 2012 | |||||||
| 2016 | |||||||
| 2012 | |||||||
| 2004 | |||||||
| 2007 | |||||||
| 1996 | |||||||
Captrust | 1996 | ||||||
| 1992 | |||||||
| 1996 | |||||||
| 1993 | |||||||
| 1996 | |||||||
| 2006 | |||||||
| 2006 | |||||||
| 1985 | |||||||
| 1987 | |||||||
| 2008 | |||||||
| 2011 |
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.