DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| PORTLAND, | $1.2B | 11 | 2012 | ||||
| · probable Lower middle market | St. Michael, | $4.9M | 1 | 4 | |||
PORTLAND INVESTMENT ADVISORS, LLC. Registered adviser · RIA / Wealth · matched PORTLAND INVESTMENT ADVISORS, LLC | ISLAND FALLS, | $21.5M | 2026 | ||||
MARKIZ WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PORTLAND FINANCIAL ADVISORS INC · 801-115289 | $106M | 1 | 2019 | ||||
| Framingham, | 289 | ||||||
| 1 | 2025 |
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.