DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
PINNACLE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE WEALTH ADVISORS, LLC · 801-116763 | CLACKAMAS, | $550M | 16 | 2012 | ||
| NASHVILLE, | $936M | 2012 | ||||
WITHUM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC · 801-72657 Also on Private Equity | RED BANK, | $2.3B | 11 | 2011 | ||
| PLYMOUTH, | $244M | 4 | 2018 | |||
| WEST CHESTER, | $503M | 2012 | ||||
PINNACLE WEALTH MANAGEMENT, INC. Registered adviser · RIA / Wealth · matched PINNACLE WEALTH MANAGEMENT PARTNERS, INC. · 801-125967 | BRIGHTON, | $118M | 4 | 2022 | ||
| ROSEVILLE, | $211M | 2021 | ||||
| DENVER, | $162M | 2017 | ||||
| $163M | 2012 | |||||
| DYERSBURG, | $95.5M | 2026 | ||||
| ALBANY, | 2026 |
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.