DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Charlotte, | 4,015 | |||||||
| EUREKA, | $820M | 12 | 2012 | |||||
| CORAL GABLES, | $128M | 2020 | ||||||
| ADA, | $66.2M | 2012 | ||||||
| SUWANEE, | $37.3M | 2026 | ||||||
TIDMORE RETIREMENT PLANNING SPECIALISTS Registered adviser · RIA / Wealth · matched PREMIER INVESTMENT ADVISORS, INC. · 801-137002 | BEACHWOOD, | $113M | 2026 | |||||
| OREM, | $12.7M | 2012 | ||||||
| WOODBURY, | $60.0M | 2026 | ||||||
| $7.0M | 2026 | |||||||
| Blackfoot, | 392 | |||||||
| CHICAGO, | 2011 | |||||||
| Brentwood, | 249 | |||||||
| Tuscaloosa, | 118 | |||||||
| 2026 | ||||||||
| OMAHA, | 2026 | |||||||
| Detroit, | 82 | |||||||
| Englewood Cliffs, | 71 | |||||||
| $361M | 71 | 2012 | ||||||
HILL AND LABARRE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched PREMIER INVESTMENT SERVICES LLC | $252,894 | 2026 | ||||||
| CARROLL, | 2026 | |||||||
| 2 | 1 | |||||||
| 1 | ||||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Premier Wealth Planning Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| SAN DIEGO, | $695M | 5 | 2018 | |||||
| NEW YORK, | $555M | 6 | 2013 | |||||
| CLINTON TOWNSHIP, | $227M | 2 | 2012 | |||||
| FRANKLIN, | $264M | 2021 | ||||||
PREMIER PATH WEALTH PARTNERS, LLC Registered adviser · RIA / Wealth · 801-127703 Also on Private Equity | MADISON, | $1.2B | 1 | 6 | 2023 | |||
Brookfield Asset Management Pic US, LLC Manager · RE funds · matched Brookfield Premier Real Estate Partners GP L.P. (relying Adviser) · Over 25b | · probable | New York, | $58B | 255 | 8 | 2024 | ||
| Woods Cross, | 351 | |||||||
| Crescent, | 172 | |||||||
| Montgomery, | 54 | |||||||
| New York, | $90.8M | |||||||
| Deposit, | 53 | |||||||
| Beaver Falls, | 935 | |||||||
| Williamsburg, | 187 | |||||||
| $160M | 3 | 9 | 2027 | |||||
| Canton, | 128 | |||||||
| Big Lake, | 231 | |||||||
| SUMMERVILLE, | $32.4M | 2026 | ||||||
| Gonzales, | 95 | |||||||
| Waynesville, | 563 | |||||||
| Louisville, | 1,047 | |||||||
| WOODLAND HILLS, | $25.0M | 2026 | ||||||
| $38.6M | 2 | 2012 | ||||||
| Lincolnshire, | 380 | |||||||
| Omaha, | 82 | |||||||
| Plano, | 260 | |||||||
| Sioux Falls, | 1 | |||||||
| PRINCETON, | $52.1M | 2012 |
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.