DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| 2026 | ||||||||
| WALNUT CREEK, | $39.4M | 1 | 2019 | |||||
| 2026 | ||||||||
| Culver City, | 420 | |||||||
| San Francisco, | 2 | 1 | ||||||
| El Segundo, | 105 | |||||||
| Glen Allen, | 74 | |||||||
| Dallas, | 151 | |||||||
| Fort Lee, | 1 | |||||||
| Conshohocken, | 1 | |||||||
DOUGLAS W VAN ORDER Person · RIA / Wealth · matched DOUGLAS WAYNE VANORDER · MML INVESTORS SERVICES, LLC | 1996 | |||||||
| 1994 | ||||||||
| Denver, | 1 | |||||||
| Lehi, | 1 | |||||||
| 1 | 1 | |||||||
Lower middle market | Clermont, | $340M | 123 | 7 | 19 | 2024 | ||
LEGACY KNIGHT STRATEGIC OPPORTUNITIES FUND - ORDERMARK SERIES Fund · RIA / Wealth · LEGACY KNIGHT MFO, LLC Also on Private Equity, Venture Capital | $13.4M | 39 | 2022 | |||||
| NEW YORK, | $222M | 7 | 2018 | |||||
| New York, | $82.9M | 4 | 2 | |||||
| PHILADELPHIA, | $147M | 3 | 2025 | |||||
| · probable Lower middle market | Atlanta, | $41.4M | 1 | 3 | ||||
CROSS BORDER INVESTMENT MANAGEMENT LLC Registered adviser · RIA / Wealth · 801-117964 Also on Private Credit | BELLEVUE, | $137M | 2 | 2019 | ||||
| MONTRÉAL, | $64.6M | 2023 | ||||||
| MONTREAL, | $31.1M | 2013 | ||||||
| $1.4M | 6 | 2021 | ||||||
STAGE 2 CAPITAL SPV GROWTH SERIES LLC - SERIES ORDER Fund · RIA / Wealth · STAGE 2 CAPITAL ADVISORS Also on Venture Capital | $5.0M | 1 | 2024 | |||||
| $3.1M | 2024 | |||||||
| $1.6M | 2026 | |||||||
CLIENT-CENTERED CROSS-BORDER PRIVATE WEALTH ADVISORY Registered adviser · RIA / Wealth · matched CLIENT-CENTERED CROSS-BORDER FINANCIAL PLANNING LTD. · 801-66802 | KHLONG TAN, KHLONG TOEI, BANGKOK, | 2012 | ||||||
| New York, | ||||||||
BORDERLESS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched BORDERLESS INVESTMENT ADVISORS LLC · 801-125694 | BANGALORE, KARNATAKA, | 2022 | ||||||
| $482,568 | 2026 | |||||||
| PHOENIX, | 2011 | |||||||
| MONTREAL, QUEBEC, | 2024 | |||||||
CLARITY CROSS BORDER PLANNING Registered adviser · RIA / Wealth · matched CLARITY CROSS BORDER INC. · 801-133917 | EDMONTON, ALBERTA, | 2025 | ||||||
DUNHILL FINANCIAL, LLC Registered adviser · RIA / Wealth · matched CROSS BORDER PLANNING, LLC · 801-77111 | BRUSSELS, | $56.4M | 2012 | |||||
| Fargo, | 4,347 | |||||||
| Tucson, | 428 | |||||||
| Denver, | 163 | |||||||
| Wilmington, | 117 | |||||||
| Charlotte, | 136 | |||||||
| Peoria, | 84 | |||||||
| Round Lake, | 91 | |||||||
| El Paso, | 85 | |||||||
| Baltimore, | 51 | |||||||
| Wilmington, | 70 | |||||||
| Bottineau, | 50 | |||||||
| Woodland Hills, | 1 |
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.