DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
PHILLIPS & COMPANY Registered adviser · RIA / Wealth · matched PHILLIPS AND COMPANY ADVISORS, LLC · 801- | PORTLAND, | $754M | 2011 | |||||
| Hanover, | 367 | |||||||
PHILLIPS FINANCIAL Registered adviser · RIA / Wealth · matched PHILLIPS FINANCIAL MANAGEMENT, LLC · 801-63343 | FORT WAYNE, | $2.6B | 15 | 2011 | ||||
| OKLAHOMA CITY, | $589M | 2012 | ||||||
| WOODLAND HILLS, | $185M | 2012 | ||||||
| PHOENIX, | 2020 | |||||||
| Greensboro, | 67 | |||||||
| $314,147 | 1 | 2021 | ||||||
| 2001 | ||||||||
| 2007 | ||||||||
| CINCINNATI, | $1.7B | 2012 | ||||||
| PORTLAND, | $2.7B | 13 | 2013 | |||||
| Houston, | $235M | 2025 | ||||||
| Houston, | $2.2B | 33 | 12 | 5 | 2024 | |||
| STARKVILLE, | $341M | 2 | 2022 | |||||
| Miami, | 154 | |||||||
| Cincinnati, | 416 | |||||||
| Lodi, | 210 | |||||||
| PICKERINGTON, | $102M | 2026 | ||||||
| Elmwood Park, | 332 | |||||||
| Phillips, | 79 | |||||||
| Pacoima, | 50 | |||||||
| Easton, | 947 | |||||||
| Middletown, | 93 | |||||||
| FORT WORTH, | $59.5M | 1 | 2012 | |||||
| Middletown, | 111 | |||||||
| Atlanta, | 105 | |||||||
| Omaha, | 374 | |||||||
| LOOKOUT MOUNTAIN, | $314M | 2 | 2012 | |||||
| Eden Prairie, | 528 | |||||||
| Wilmington, | 377 | |||||||
| Middlesex, | 88 | |||||||
| $69.5M | 5 | 1 | 2028 | |||||
| 2 | 1 | |||||||
| Atlanta, | 53 | |||||||
| 1996 | ||||||||
| 2004 | ||||||||
| Middletown, | 232 | |||||||
| RYE BROOK, | $7.0M | 2026 | ||||||
| 1 | 1 | |||||||
Chevron Phillips Chemical Company LP Retirement Plan Plan · Allocators · Chevron Phillips Chemical Company LP | The Woodlands, | $1.0B | 2024 | |||||
Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan Plan · Allocators · Chevron Phillips Chemical Puerto Rico Core LLC | The Woodlands, | $10.3M | 9 | 3 | 1 | 2024 | ||
| Manchester, | 180 | |||||||
| Buford, | 79 | |||||||
| 1 | ||||||||
| 1 | 1 | |||||||
| $407,000 | 1 | 2 | 2027 | |||||
| Gulfport, | 66 | |||||||
| Santa Fe Springs, | 307 | |||||||
| The Woodlands, | 192 |
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.