DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| Greensboro, | 67 | |||||
PHILLIPS FINANCIAL Registered adviser · RIA / Wealth · matched PHILLIPS FINANCIAL MANAGEMENT, LLC · 801-63343 | FORT WAYNE, | $2.6B | 15 | 2011 | ||
| OKLAHOMA CITY, | $589M | 2012 | ||||
| PORTLAND, | $754M | 2011 | ||||
| WOODLAND HILLS, | $185M | 2012 | ||||
| PHOENIX, | 2020 | |||||
| Hanover, | 367 | |||||
| $314,147 | 1 | 2021 | ||||
| 2001 | ||||||
| 2007 |
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.