DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| LOS Angeles, | $231M | 9 | 3 | 2 | 2024 | |||
| Farmington, | $713M | 2025 | ||||||
| South Portland, | 50 | |||||||
| Oakland, | 85 | |||||||
| 2015 | ||||||||
| 2001 | ||||||||
| 2014 | ||||||||
| 1992 | ||||||||
| 2001 | ||||||||
Otis Leslie O'Connor Person · RIA / Wealth · matched OTIS LESLIE OCONNOR · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014 | |||||||
| 2 | 1 | |||||||
| Lyons Falls, | 127 | |||||||
| Davenport, | 69 | |||||||
| Farmington, | $3.2M | 2025 | ||||||
| 2002 | ||||||||
| 1991 | ||||||||
| 1992 | ||||||||
| 1993 | ||||||||
| 1995 | ||||||||
| 2003 | ||||||||
| 1997 | ||||||||
| 1985 | ||||||||
| 2011 | ||||||||
| 1987 | ||||||||
| 1986 | ||||||||
| 2013 | ||||||||
| 2010 | ||||||||
| 2014 | ||||||||
| 2008 | ||||||||
| 2007 | ||||||||
| 2015 | ||||||||
| 1995 | ||||||||
| 2002 | ||||||||
| 2013 | ||||||||
| 2006 | ||||||||
| 1977 | ||||||||
| $60,000 | 2025 | |||||||
| $42,000 | 2024 | |||||||
| $25,000 | 2024 | |||||||
| 1 | 2020 | |||||||
| Germantown, | 307 | |||||||
| Seattle, | 184 | |||||||
| Morristown, | 97 | |||||||
| Springfield, | 72 | |||||||
| Huntington Beach, | 69 | |||||||
| Madison, | 1 | |||||||
Katherine Higgins Person · RIA / Wealth · matched KATHERINE OTIS · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007 | |||||||
| 2006 | ||||||||
| 1992 |
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.