DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Juneau, | 260 | |||||||
| Klamath Falls, | 111 | |||||||
| Bozeman, | 91 | |||||||
| San Francisco, | $697M | 10 | 4 | 2024 | ||||
| $72.7M | 35 | 2016 | ||||||
| · probable | Palo Alto, | $65.7M | 6 | 4 | ||||
| 3 | ||||||||
| Westerville, | 86 | |||||||
| 1 | ||||||||
| 1 | ||||||||
| St. Cloud, | 82 | |||||||
| Upland, | 93 | |||||||
| Westlake Village, | 50 | |||||||
STATERA WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched REACH WEALTH MANAGEMENT LLC · 801-131955 | ST. GEORGE, | $185M | 5 | 2025 | ||||
| $21.7M | 2026 | |||||||
Broad Reach Investment Management LLP Firm · Venture · Registered investment adviser Also on RIA / Wealth Management | · probable | London, | $1.8B | 5 | ||||
| $211M | 90 | 2024 | ||||||
| $168M | 38 | 2018 | ||||||
| $151M | 87 | 2021 | ||||||
| MILLERSVILLE, | $309M | 29 | 2026 | |||||
| 1 | ||||||||
| RALEIGH, | $180M | 3 | 2024 | |||||
| Chicago, | 1 | |||||||
| PHOENIX, | $8.3M | 2026 | ||||||
| Boston, | $263M | 2024 | ||||||
| Iowa City, | 136 | |||||||
| Coram, | 76 | |||||||
| SARASOTA, | $35.2M | 2026 | ||||||
| $7.2M | 2026 | |||||||
| Eden Prairie, | 88 | |||||||
| $50.7M | 30 | 2022 | ||||||
| Dedham, | 881 | |||||||
| $26.5M | 4 | 2020 | ||||||
| Tampa, | 72 | |||||||
| $6.5M | 2 | 2022 | ||||||
| Westminster, | 307 | |||||||
| Concord, | 109 | |||||||
| Whippany, | 71 | |||||||
| Cleveland, | 67 | |||||||
| Austin, | 76 | |||||||
| Long Beach, | 70 | |||||||
| $4.0M | 48 | 2024 | ||||||
| San Francisco, | 53 | |||||||
| Washington, | 52 | |||||||
| Yakima, | 254 | |||||||
| 1998 | ||||||||
| 2014 | ||||||||
| 1981 | ||||||||
| $771M | 48 | 2020 |
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.