DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||
|---|---|---|---|---|---|
| Fishers, | 1 | ||||
| 2006 | |||||
| 2007 | |||||
PATRICK JAMES ROBERTSON Person · RIA / Wealth · matched PATRICK JAMES REBERTSON · STRATEGIC WEALTH MANAGEMENT LLC | 1990 | ||||
| 2008 | |||||
| 2007 | |||||
| 1974 | |||||
| 2000 | |||||
| 2000 | |||||
| 2015 | |||||
Patrick James Fitzsimmons Person · RIA / Wealth · matched PATRICK JAMES FITZSMMONS · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 1998 | ||||
| 2001 | |||||
| 2014 | |||||
| 2010 | |||||
| 2013 | |||||
| 2002 | |||||
| 2005 | |||||
| 2016 | |||||
| 1993 | |||||
| 2006 | |||||
| 1994 | |||||
| 1993 | |||||
| 2013 | |||||
| 1993 | |||||
| 1996 | |||||
| 1987 | |||||
| 2001 | |||||
| 2001 | |||||
| 1994 | |||||
| 2004 | |||||
PATRICK JAMES OCONNOR Person · RIA / Wealth · matched PATRICK JAMES O'CONNOR · ADVICE AND PLANNING SERVICES | 2007 | ||||
Captrust | 2013 | ||||
| 1994 | |||||
| 2007 | |||||
| 2002 | |||||
| 1997 | |||||
| 1995 | |||||
| 1996 | |||||
| 1989 | |||||
| 2013 | |||||
| 1998 | |||||
| 2016 | |||||
| 1996 | |||||
Pathstone | 2002 | ||||
| 2010 | |||||
| 1984 | |||||
| 2016 | |||||
| 2006 | |||||
| 2012 | |||||
| 1987 |
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.