DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| HUNT VALLEY, | $595M | 2 | 2012 | |||
| $5.1M | 2026 | |||||
| BOISE, | $844M | 8 | 2012 | |||
PERSPECTIVE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PERSPECTIVE WEALTH ADVISORS LLC · 801-131075 | LOVELAND, | $158M | 5 | 2024 |
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.