DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 2026 | ||||||
CETERA PLANNING PARTNERS Registered adviser · RIA / Wealth · matched THE RETIREMENT PLANNING GROUP, LLC · 801-62655 | LEAWOOD, | $4.2B | 56 | 2012 | ||
| MALTA, | $375M | 4 | 2020 | |||
| KNOXVILLE, | $246M | 2 | 2020 | |||
| $83.5M | 2026 | |||||
| MASON, | $2.4M | 2026 | ||||
| Castle Rock, | 60 | |||||
| Leawood, | 53 |
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.