DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PONTE VEDRA, | 2018 | |||||||
PRIVATE WEALTH ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched PRIVATE WEALTH ASSET MANAGEMENT, LLC · 801-122065 | OMAHA, | $2.5B | 22 | 2021 | ||||
| MILL VALLEY, | $1.9B | 6 | 2012 | |||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| MEMPHIS, | $832M | 2 | 2012 | |||||
PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PRIVATE WEALTH ADVISORS, LLC · 801-68605 | FRESNO, | $451M | 1 | 2 | 2012 | |||
| TAMPA, | $274M | 1 | 2012 | |||||
NOVI WEALTH PARTNERS Registered adviser · RIA / Wealth · matched PRIVATE WEALTH MANAGEMENT GROUP LLC · 801-77565 | PRINCETON, | $613M | 7 | 2013 | ||||
| $126M | 1 | 2025 | ||||||
SHORE MORGAN YOUNG WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched PRIVATE WEALTH STRATEGIES, L.L.C. · 801-114104 Also on Allocators | NEW ALBANY, | $615M | 2018 | |||||
PWA WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PRIVATE WEALTH ADVISORS, INC. · 801-62312 Also on Allocators | GREENSBURG, | $575M | 2011 | |||||
| PRINCETON, | $128M | 2012 | ||||||
| EXTON, | $72.0M | 2026 | ||||||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
CIBC PRIVATE WEALTH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-57986 Also on Private Equity, Real Estate Funds | CHICAGO, | $68B | 173 | 2012 | ||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
CORIENT Registered adviser · RIA / Wealth · matched CORIENT PRIVATE WEALTH LP · 801-124978 Also on Private Equity | MIAMI, | $165B | 658 | 2022 | ||||
J.P. Morgan Private Wealth Advisors LLC Firm · Private equity · matched First Republic Private Wealth Management | · probable Unsized | San Francisco, | $86B | 65 | 6 | 2024 | ||
| BOISE, | $12.8M | 2026 | ||||||
| AUSTIN, | $13B | 209 | 2011 | |||||
Stifel, Nicolaus & Company, Incorporated Firm · Venture · matched TWP Private Wealth Management · Registered investment adviser | · probable | St Louis, | $198B | 1 | 13 | 2022 | ||
CITIZENS PRIVATE WEALTH Registered adviser · RIA / Wealth · matched CITIZENS PRIVATE WEALTH, LLC · 801-40835 Also on Family Offices | TARRYTOWN, | $17B | 92 | 2011 | ||||
| · probable Unsized | Oaks, | $195B | 10 | 7 | 2023 | |||
ASHTON THOMAS PRIVATE WEALTH Registered adviser · RIA / Wealth · matched ASHTON THOMAS PRIVATE WEALTH, LLC · 801-71512 | SCOTTSDALE, | $6.0B | 98 | 2012 | ||||
Tolleson Private Wealth Management Firm · Private equity · matched Tolleson Private Wealth Management, LP | · probable Lower middle market | Dallas, | $8.2B | 24 | 30 | 2024 | ||
| $14.2M | 2026 | |||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
WALDRON PRIVATE WEALTH Registered adviser · RIA / Wealth · matched WALDRON PRIVATE WEALTH, LLC · 801-77628 Also on Private Equity | BRIDGEVILLE, | $5.5B | 1 | 43 | 2013 | |||
| BOISE, | $3.6B | 11 | 20 | 2013 | ||||
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · 801-114364 Also on Private Equity | DALLAS, | $4.2B | 55 | 2018 | ||||
| CRANBERRY TOWNSHIP, | 2026 | |||||||
Sanctuary Advisors, LLC Firm · Venture · matched Upland Private Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| DENVER, | $3.7B | 27 | 2012 | |||||
| MIAMI, | $2.3B | 47 | 2012 | |||||
| PASADENA, | $1.6B | 6 | 19 | 2018 | ||||
| WELLESLEY, | $5.1B | 12 | 2012 | |||||
| LANCASTER, | $2.5B | 27 | 2012 | |||||
| CLEVELAND, | $3.9B | 15 | 2012 | |||||
STEPSTONE PRIVATE WEALTH Registered adviser · RIA / Wealth · matched STEPSTONE GROUP PRIVATE WEALTH LLC · 801-117639 Also on Venture Capital | CHARLOTTE, | $18B | 4 | 2019 | ||||
| LONDON, | $5.0B | 7 | 2012 | |||||
| BELLEVUE, | $3.0B | 15 | 2019 | |||||
EVOLVE PRIVATE WEALTH, LLC Registered adviser · RIA / Wealth · 801-131749 Also on Independent Sponsors | LOS ANGELES, | $2.1B | 1 | 18 | 2024 | |||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Opes Private Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| Chicago, | $10.0B | 26 | 7 | |||||
| NOVI, | $1.8B | 14 | 2017 | |||||
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-106484 Also on Private Equity | CENTER VALLEY, | $2.1B | 12 | 2015 | ||||
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC · 801-72857 | EUGENE, | $1.7B | 13 | 2011 | ||||
| · probable Unsized | Chicago, | $17B | 2 | 6 | ||||
| WEST PALM BEACH, | $1.8B | 15 | 2024 | |||||
| SALEM, | $1.4B | 11 | 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.