DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
CETERA PLANNING PARTNERS Registered adviser · RIA / Wealth · matched THE RETIREMENT PLANNING GROUP, LLC · 801-62655 | LEAWOOD, | $4.2B | 56 | 2012 | ||||
| MALTA, | $375M | 4 | 2020 | |||||
RETIREMENT PLANNING SERVICES Registered adviser · RIA / Wealth · matched HALL RETIREMENT PLANNING SERVICES, LLC · 801-120012 | KNOXVILLE, | $246M | 2 | 2020 | ||||
| $83.5M | 2026 | |||||||
| MASON, | $2.4M | 2026 | ||||||
| 2026 | ||||||||
| Castle Rock, | 60 | |||||||
| Leawood, | 53 | |||||||
| · probable Lower middle market | Chicago, | $8.5B | 1 | 5 | 181 | 2024 | ||
MERKLE RETIREMENT PLANNING Registered adviser · RIA / Wealth · matched ELITE RETIREMENT PLANNING, LLC · 801-118564 | GRIMES, | $569M | 14 | 2020 | ||||
| COLUMBUS, | $631M | 14 | 2024 | |||||
| COPPELL, | $717M | 3 | 2021 | |||||
| LEHI, | $360M | 10 | 2021 | |||||
| LOUISVILLE, | $467M | 4 | 2020 | |||||
| WARWICK, | $394M | 4 | 2012 | |||||
| HENDERSON, | $292M | 5 | 2024 | |||||
| LAS VEGAS, | $348M | 2 | 2012 | |||||
| ASHLAND, | $371M | 2 | 2012 | |||||
BEACON FINANCIAL GROUP Registered adviser · RIA / Wealth · matched BEACON RETIREMENT PLANNING SERVICES INC. · 801-57962 | DALLAS, | $1.3B | 8 | 2012 | ||||
JOURNEY RETIREMENT PLANNING AND INVESTMENT MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-122085 | AMMON, | $187M | 5 | 2021 | ||||
| RED BANK, | $173M | 4 | 2023 | |||||
| FARMINGDALE, | $155M | 5 | 2024 | |||||
SUMMIT WEALTH AND RETIREMENT PARTNERS Registered adviser · RIA / Wealth · matched SUMMIT WEALTH & RETIREMENT PLANNING, INC. · 801-108910 | EAGLE, | $978M | 7 | 2016 | ||||
| BERWYN, | $239M | 1 | 2024 | |||||
| $127M | 3 | 2025 | ||||||
| FAIR HAVEN, | $108M | 1 | 2012 | |||||
| BRIARCLIFF MANOR, | $197M | 1 | 2026 | |||||
| BEDFORD, | $143M | 1 | 2022 | |||||
| GREENWOOD VILLAGE, | $187M | 2012 | ||||||
RETIREMENT PLANNING SPECIALISTS Registered adviser · RIA / Wealth · matched RETIREMENT PLANNING SPECIALISTS, INC. · 801-77839 | WILLOW GROVE, | $197M | 2013 | |||||
| BEACHWOOD, | $113M | 2026 | ||||||
| GLEN ALLEN, | $103M | 2026 | ||||||
| LIBERTYVILLE, | $85.4M | 2026 | ||||||
| CRYSTAL LAKE, | $66.0M | 2012 | ||||||
| TROY, | $75.0M | 2026 | ||||||
| MASHPEE, | $66.4M | 2026 | ||||||
MARATHON RETIREMENT PLANNING Registered adviser · RIA / Wealth · matched MARATHON RETIREMENT PLANNING, INC | DUBLIN, | $64.3M | 2026 | |||||
| OMAHA, | $62.3M | 2026 | ||||||
| $51.5M | 2026 | |||||||
| WESTLAKE, | $48.8M | 2026 | ||||||
| SOUTH JORDAN, | $37.8M | 2026 | ||||||
| MARIETTA, | $30.4M | 2024 | ||||||
| SOUTH CHARLESTON, | $26.9M | 2026 | ||||||
| $25.6M | 2026 | |||||||
| $20.0M | 2026 | |||||||
| $20.0M | 2026 | |||||||
| CLEVELAND, | $5.3M | 2026 | ||||||
BASSETT FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched BASSETT AND ASSOCIATES RETIREMENT PLANNING SERVICES, INC. | FORT WAYNE, | $51.6M | 2026 | |||||
| $3.2M | 2026 | |||||||
| $3.0M | 2026 |
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.