DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE, | $114M | 2013 | ||||||
| GLADSTONE, | $143M | 4 | 2012 | |||||
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. Registered adviser · RIA / Wealth · 801-111963 | KANSAS CITY, | $2.3B | 64 | 2017 | ||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| RYE, | $528M | 10 | 2014 | |||||
| FISHERS, | $403M | 7 | 2012 | |||||
| $716M | 2 | 2018 | ||||||
| SCOTTSDALE, | $481M | 1 | 2015 | |||||
| $237M | 2 | 2018 | ||||||
| PALM CITY, | $110M | 6 | 2025 | |||||
| AVENTURA, | $115M | 2 | 2025 | |||||
| MANASQUAN, | $32.7M | 4 | 2020 | |||||
| WILMINGTON, | $111M | 2012 | ||||||
ADAIR FINANCIAL PRIVATE CLIENT GROUP Registered adviser · RIA / Wealth · matched ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC | $79.0M | 2026 | ||||||
| KAMAS, | $36.6M | 2011 | ||||||
| $63.6M | 2026 | |||||||
| $7.4M | 2026 | |||||||
| NEWPORT BEACH, | 2014 | |||||||
THE COMMONWEALTH GROUP Registered adviser · RIA / Wealth · matched MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC · 801-61337 | PORTSMOUTH, | 2012 | ||||||
| LOUISVILLE, | $1.4B | 64 | 2011 | |||||
| MASSAPEQUA, | $181M | 2 | 2012 | |||||
| SCOTTSDALE, | $40.0M | 1 | 2011 | |||||
PRIVATE CLIENT ADVISORS Registered adviser · RIA / Wealth · matched PRIVATE CLIENT ADVISORS, LLC · 801-72667 | SAN JOSE, | $4.0M | 2012 |
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.