DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| BRENTWOOD, | $759M | 5 | 2012 | |||
PROVIDENT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PROVIDENT WEALTH MANAGEMENT, INC. | BURLINGTON, | $85.2M | 2026 | |||
| ERIE, | $17.4M | 2 | 2011 | |||
| $98.5M | 2026 | |||||
| THE WOODLANDS, | 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.