DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| SCOTTSDALE, | $40.0M | 1 | 2011 | |||||
| LOUISVILLE, | $1.4B | 64 | 2011 | |||||
| GLADSTONE, | $143M | 4 | 2012 | |||||
| MASSAPEQUA, | $181M | 2 | 2012 | |||||
| PALM CITY, | $110M | 6 | 2025 | |||||
| MANASQUAN, | $32.7M | 4 | 2020 | |||||
| SCOTTSDALE, | $114M | 2013 | ||||||
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Registered adviser · RIA / Wealth · 801-121267 Also on Independent Sponsors | LOS ANGELES, | $43B | 1 | 105 | 2021 | |||
| NEW YORK, | $8.6B | 523 | 2013 | |||||
| $7.4M | 2026 | |||||||
PRIVATE CLIENT ADVISORS Registered adviser · RIA / Wealth · matched PRIVATE CLIENT ADVISORS, LLC · 801-72667 | SAN JOSE, | $4.0M | 2012 | |||||
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. Registered adviser · RIA / Wealth · 801-111963 | KANSAS CITY, | $2.3B | 64 | 2017 | ||||
| VERO BEACH, | $1.4B | 8 | 2023 | |||||
WISS PRIVATE CLIENT ADVISORS, LLC Registered adviser · RIA / Wealth · 801-117284 Also on Private Equity | FLORHAM PARK, | $1.2B | 7 | 2019 | ||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| RYE, | $528M | 10 | 2014 | |||||
GLOBAL FINANCIAL PRIVATE CLIENT Registered adviser · RIA / Wealth · matched GLOBAL FINANCIAL PRIVATE CLIENT, LLC · 801-112204 | SARASOTA, | $828M | 5 | 2017 | ||||
| FISHERS, | $403M | 7 | 2012 | |||||
| $716M | 2 | 2018 | ||||||
| SCOTTSDALE, | $481M | 1 | 2015 | |||||
HIGHTOWER PRIVATE CLIENT Registered adviser · RIA / Wealth · matched SALIENT PRIVATE CLIENT, LLC · 801-110732 Also on Private Credit | HOUSTON, | $190M | 29 | 2017 | ||||
| $237M | 2 | 2018 | ||||||
| HOUSTON, | $165M | 3 | 2020 | |||||
| DENVER, | $420M | 2013 | ||||||
| PARSIPPANY, | $193M | 2 | 2025 | |||||
| FORT MYERS, | $247M | 2020 | ||||||
| AVENTURA, | $115M | 2 | 2025 | |||||
SLATESTONE PRIVATE CLIENT Registered adviser · RIA / Wealth · matched SLATESTONE PRIVATE CLIENT, LLC · 801-116782 | JUPITER, | $190M | 2019 | |||||
| WILMINGTON, | $111M | 2012 | ||||||
| CARLSBAD, | $63.0M | 1 | 2012 | |||||
| SOUTHLAKE, | $64.9M | 2021 | ||||||
| NAPERVILLE, | $89.9M | 2026 | ||||||
ADAIR FINANCIAL PRIVATE CLIENT GROUP Registered adviser · RIA / Wealth · matched ADAIR FINANCIAL PRIVATE CLIENT GROUP LLC | $79.0M | 2026 | ||||||
| KAMAS, | $36.6M | 2011 | ||||||
| $63.6M | 2026 | |||||||
| DENVER, | $42.4M | 2026 | ||||||
CEDRUS Registered adviser · RIA / Wealth · matched LIFETIME WEALTH PRIVATE CLIENT EXPERIENCE, INC. · 801-100457 | LITTLETON, | $146M | 2011 | |||||
| BURLINGTON, ONTARIO, | $4.5M | 2020 | ||||||
| POINTE-CLAIRE. QC, | 1 | 2024 | ||||||
| NEWPORT BEACH, | 2014 | |||||||
| St Petersburg, | 410 | |||||||
| Wilton, | 83 | |||||||
SECONDARY OPPORTUNITIES FUND III PRIVATE CLIENT FEEDER FUND (U.S.), L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC Also on Private Equity | $152M | 291 | 2018 | |||||
THE COMMONWEALTH GROUP Registered adviser · RIA / Wealth · matched MEASURED WEALTH PRIVATE CLIENT GROUP - SOUTH, LLC · 801-61337 | PORTSMOUTH, | 2012 | ||||||
SECONDARY OPPORTUNITIES FUND II PRIVATE CLIENT FEEDER FUND, L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC Also on Private Equity | $25.1M | 182 | 2018 | |||||
SECONDARY OPPORTUNITIES FUND III PRIVATE CLIENT FEEDER FUND (INTERNATIONAL), L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC | $54.2M | 67 | 2022 | |||||
SECONDARY OPPORTUNITIES FUND III PRIVATE CLIENT FEEDER FUND (SINGAPORE), L.P. Fund · RIA / Wealth · ICAPITAL ADVISORS, LLC | $21.4M | 70 | 2023 | |||||
| $19.4M | 70 | 2022 | ||||||
| $209M | 1 | 2018 | ||||||
| $70.9M | 3 | 2018 |
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.