DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PRIVATE WEALTH ADVISORS, LLC · 801-68605 | FRESNO, | $451M | 1 | 2 | 2012 | |||
| BOISE, | $12.8M | 2026 | ||||||
PWA WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PRIVATE WEALTH ADVISORS, INC. · 801-62312 Also on Allocators | GREENSBURG, | $575M | 2011 | |||||
CIBC PRIVATE WEALTH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-57986 Also on Private Equity, Real Estate Funds | CHICAGO, | $68B | 173 | 2012 | ||||
| · probable Unsized | San Francisco, | $86B | 65 | 6 | 2024 | |||
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · 801-114364 Also on Private Equity | DALLAS, | $4.2B | 55 | 2018 | ||||
Sanctuary Advisors, LLC Firm · Venture · matched Jackson Hill & Fish Private Wealth Advisors · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| WELLESLEY, | $5.1B | 12 | 2012 | |||||
| CLEVELAND, | $3.9B | 15 | 2012 | |||||
| SALEM, | $1.4B | 11 | 2012 | |||||
ATLAS PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ATLAS PRIVATE WEALTH ADVISORS, LLC · 801-107919 | RED BANK, | $860M | 19 | 2016 | ||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| HOUSTON, | $391M | 7 | 2019 | |||||
| PORT CHARLOTTE, | $418M | 7 | 2025 | |||||
| SAN DIEGO, | $255M | 3 | 2022 | |||||
HALL PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HALL PRIVATE WEALTH ADVISORS, LLC · 801-111779 | SAN DIEGO, | $240M | 2015 | |||||
| MIAMI, | $124M | 1 | 2019 | |||||
| · probable Lower middle market | $30.7M | 2 | 3 | 2024 | ||||
| NAPLES, | $111M | 2016 | ||||||
| WEST CONSHOHOCKEN, | $98.2M | 2022 | ||||||
| CHESHIRE, | $65.6M | 2026 | ||||||
RISE PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched RISE PRIVATE WEALTH ADVISORS LLC | TUCSON, | $62.9M | 2026 | |||||
| DALLAS, | $11.0M | 1 | 2018 | |||||
| SAN FRANCISCO, | $5.2M | 1 | 2014 | |||||
Worden Capital Advisors Firm · Venture · matched Ascension Private Wealth Advisors Inc. · Exempt reporting adviser Also on Private Equity, RIA / Wealth Management | · candidate | $4.5M | 3 | 1 | 2023 | |||
| 2026 | ||||||||
| 1 | 2025 | |||||||
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 | |||||
| MEMPHIS, | $832M | 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 | ||||||
| PRINCETON, | $128M | 2012 | ||||||
| EXTON, | $72.0M | 2026 | ||||||
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 | |||||
| PONTE VEDRA, | 2018 | |||||||
| CRANBERRY TOWNSHIP, | 2026 | |||||||
| $14.2M | 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.