DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| CHICAGO, | $3.5B | 47 | 2012 | |||
| CINCINNATI, | $48.0M | 2026 | ||||
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS Registered adviser · RIA / Wealth · matched CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC · 801-76705 Also on Allocators | NEW YORK, | $40B | 82 | 2012 | ||
| CLEVELAND, | $1.5B | 5 | 2012 | |||
| NEW ORLEANS, | $683M | 5 | 2013 | |||
| AUSTIN, | $336M | 4 | 2022 | |||
CASE PEARLMAN RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · 801-79808 Also on Allocators | FORT MYERS, | $478M | 2014 | |||
KAIZEN RETIREMENT PLAN ADVISORS, LLC Registered adviser · RIA / Wealth · 801-130196 Also on Allocators | $156M | 1 | 2024 | |||
| ATLANTA, | $2.7M | 2012 | ||||
| 1 | 2023 | |||||
| LAFAYETTE, | 2011 | |||||
Daybright Advisory Services, Inc. Investment consultant · Allocators · matched The Retirement Plan Company Also on RIA / Wealth Management | · probable | Miami, | $997M | 4 | 2023 |
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.