DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Irving, | 59 | |||||||
| · probable Upper middle market | Paris, | $14B | 13 | 28 | 17 | 2024 | ||
PROFESSIONAL PLANNING SERVICES Registered adviser · RIA / Wealth · matched PPS ADVISORS, INC. · 801-71231 | HOLBROOK, | $363M | 2012 | |||||
| · probable | Paris, | $2.5B | 3 | 12 | 14 | 2024 | ||
Middle market | Paris, | $4.2B | 25 | 11 | 2023 | |||
| $436M | 816 | 2024 | ||||||
| NAPLES, | $237M | 2 | 2021 | |||||
| $226M | 3 | 2024 | ||||||
| GREENSBORO, | $9.1M | 1 | 2011 | |||||
| WEST DES MOINES, | 2024 | |||||||
| 2 | ||||||||
| PORTAGE, | $254M | 3 | 2011 | |||||
PRISM PLANNING AND SOLUTIONS GROUP Registered adviser · RIA / Wealth · matched PPSGRP LLC · 801-135208 | WHITE PLAINS, | $157M | 3 | 2026 | ||||
| $232M | 251 | 2024 | ||||||
| 3 | 1 | 2024 | ||||||
| Irvine, | 111 | |||||||
Middle market | New York, | $1.6B | 38 | 11 | 26 | 2017 | ||
| · candidate Middle market | New York, | $11B | 21 | 5 | 2024 | |||
| MANHATTAN BEACH, | $763M | 6 | 2019 | |||||
| CHICAGO, | $810M | 4 | 2012 | |||||
Cloud Apps Capital Partners Firm · Venture · matched Cloud Apps Management, LLC · Exempt reporting adviser | Menlo Park, | $162M | 2 | 1 | 2017 | |||
| Claremont, | $819M | 2025 | ||||||
| FT Mitchell, | $878M | 2024 | ||||||
| Cininnati, | $361M | 2025 | ||||||
| Cincinnati, | $355M | 36 | 12 | 1 | 2024 | |||
| $3.3M | 10 | 2021 | ||||||
38 Ppsw Jv Real estate fund vehicle · RE funds · Greenbrook Management, LLC Also on RIA / Wealth Management | $3.3M | 10 | 2021 | |||||
Scripps/journal Pension Plan (albuquerque Publishi Plan · Allocators · Albuquerque Publishing Company | Cincinnati, | $17.0M | 33 | 11 | 1 | 2024 | ||
| Cincinnati, | $9.9M | 33 | 11 | 1 | 2024 | |||
| New York, | ||||||||
| 1 | 2022 | |||||||
| FRIENDSWOOD, | 2026 | |||||||
The Scripps Research Institute Cash Balance Retirement Plan Plan · Allocators · The Scripps Research Institute | LA Jolla, | $64.9M | 3 | 1 | 1 | 2024 | ||
| Cincinnati, | 4,472 | |||||||
| La Jolla, | 1,582 | |||||||
| Roseville, | 925 | |||||||
| New York, | 604 | |||||||
| Acton, | 514 | |||||||
| Germantown, | 354 | |||||||
| Milwaukee, | 334 | |||||||
| NEW York, | $53.2M | 2024 | ||||||
| NEW York, | $46.9M | 2025 | ||||||
| Dallas, | 233 | |||||||
| Dallas, | 206 | |||||||
| Wichita, | 160 | |||||||
| Irvine, | 153 | |||||||
| Richardson, | 93 | |||||||
| Jackson, | 73 | |||||||
| Athol, | 92 | |||||||
| Bryn Mawr, | 72 |
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.