DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Menlo Park, | $1.1B | 9 | 19 | 35 | 2023 | |||
| 2 | ||||||||
| LINCOLN, | $3.1B | 2 | 2012 | |||||
Lower middle market | Lincoln, | $100M | 43 | 6 | 2024 | |||
| Miami Beach, | $174M | 9 | 2 | 2 | 2024 | |||
| Minneapolis, | 1 | |||||||
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · 801-79808 Also on Allocators | FORT MYERS, | $478M | 2014 | |||||
| Carlsbad, | 1 | |||||||
| 3 | ||||||||
Middle market | London, | $2.3B | 12 | 23 | 2024 | |||
| $419M | 124 | 2023 | ||||||
| WINTER HAVEN, | $45.5M | 2012 | ||||||
| DEXTER, | $329M | 6 | 2025 | |||||
| PORTLAND, | $156M | 1 | 2021 | |||||
| $119M | 55 | 2017 | ||||||
FLIP FLOPS AND PEARLS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched FLIP FLOPS AND PEARLS, LLC | MOUNT PLEASANT, | $28.4M | 2026 | |||||
| $130M | 1 | 2026 | ||||||
| $193M | 29 | 2017 | ||||||
| $191M | 64 | 2020 | ||||||
| San Francisco, | $5.0M | |||||||
| $5.7M | 2026 | |||||||
Retirement Plan for Employees of Pearl River Valley Electric Power Association Plan · Allocators · Pearl River Valley Electric Power Association | Columbia, | $60.9M | 3 | 1 | 1 | 2025 | ||
Pearl River Capital, LLC Firm · Venture · Registered investment adviser Also on Family Offices, RIA / Wealth Management | · candidate | Niles, | $719M | 2 | ||||
Lower middle market | New York, | $74.6M | 5 | 12 | 2024 | |||
BEACH FINANCIAL ADVISORY SERVICE Registered adviser · RIA / Wealth · matched RONALD STEVEN PEARSON · 801-67513 | $47.0M | 2011 | ||||||
| Washington, | ||||||||
Sunsites Pearce Fire District Relief and Pension Allocator · Allocators · matched SUNSITES PEARCE FIRE DIST RELIEF & PENSION · <100M | $89,558 | 2024 | ||||||
| MUSCATINE, | $106M | 2012 | ||||||
| Chicago, | $8.0M | 3 | 1 | 1 | 2024 | |||
| $103M | 2 | 2026 | ||||||
| $22.7M | 2012 | |||||||
| Nashville, | 68 | |||||||
| Windsor, | 370 | |||||||
PEARSON FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched PEARSON AND ASSOCIATES, LLC · 801-137077 | DENNIS, | $885M | 6 | 2026 | ||||
| Spokane, | 334 | |||||||
| West Hollywood, | 1 | 2 | ||||||
| Covington, | 210 | |||||||
| Jessup, | 182 | |||||||
| Vienna, | 160 | |||||||
| La Jolla, | 124 | |||||||
| Seattle, | 94 | |||||||
DR. Stanley and Pearl Goodman Jfs of Broward County, Inc. Company · Sponsors · Individual family services | Davie, | 91 | ||||||
| Houston, | 85 | |||||||
| LONDON, | $210M | 1 | 2022 | |||||
| Jersey City, | 84 | |||||||
| Portland, | 78 | |||||||
| $103M | 2021 | |||||||
| North Bellmore, | 56 | |||||||
| Hendersonville, | 56 | |||||||
| Pacoima, | 52 |
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.