DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| JACKSONVILLE, | $341M | 2011 | |||||
| DUBLIN, | $273M | 5 | 2012 | ||||
| LONGVIEW, | $6.8M | 2026 | |||||
| SAN JOSE, | $305M | 2 | 2012 | ||||
| NEW ORLEANS, | $251M | 3 | 2012 | ||||
| BELLEVUE, | $159M | 4 | 2025 | ||||
SNIDER FINANCIAL GROUP Registered adviser · RIA / Wealth · matched SNIDER RETIREMENT STRATEGIES, INC. · 801-69025 | BELLEVUE, | $550M | 9 | 2012 | |||
Optivest, Inc. Family office · Family offices · matched Optivest Retirement Strategies, LLC Also on RIA / Wealth Management | San Juan Capistrano, | $319M | 2 | ||||
| WEST BLOOMFIELD, | $20.1M | 1 | 2014 | ||||
| OMAHA, | $52.1M | 2026 | |||||
| SARASOTA, | $48.0M | 2026 | |||||
| $44.3M | 2026 | ||||||
ADIRONDACK RETIREMENT STRATEGIES Registered adviser · RIA / Wealth · matched ADIRONDACK RETIREMENT STRATEGIES LLC | $18.7M | 2026 | |||||
| $13.5M | 2026 | ||||||
| TEMPE, | $4.3M | 2026 | |||||
| $2.9M | 2026 | ||||||
| $1.8M | 2026 | ||||||
KOBO RETIREMENT STRATEGIES Registered adviser · RIA / Wealth · matched KOBO RETIREMENT STRATEGIES, LLC · 801-108393 | PASADENA, | 2016 | |||||
| 2026 | |||||||
| OKLAHOMA CITY, | $1.5B | 8 | 2012 | ||||
RETIREMENT FUND MANAGEMENT Registered adviser · RIA / Wealth · matched RETIREMENT FUND MANAGEMENT, LLC · 801-69594 Also on Allocators | ATLANTA, | $770M | 1 | 2011 | |||
| SAN DIEGO, | $544M | 2011 | |||||
| BEAUMONT, | $186M | 4 | 2022 | ||||
| DALLAS, | $186M | 3 | 2012 | ||||
| MOBILE, | $160M | 1 | 2012 | ||||
RETIREMENT ASSET ADVISORY Registered adviser · RIA / Wealth · matched RETIREMENT ASSET ADVISORY INC · 801-55311 Also on Allocators | ARLINGTON, | $174M | 2012 | ||||
RETIREMENT ADVISORY SERVICES CORP Registered adviser · RIA / Wealth · matched RETIREMENT ADVISORY SERVICES CORP. · 801-57956 | FORT WASHINGTON, | $116M | 2011 | ||||
| MURFREESBORO, | $54.7M | 1 | 2015 | ||||
| GRAND BLANC, | $30.0M | 2026 | |||||
| BELLEVUE, | $16.1M | 2011 | |||||
RETIREMENT CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched RETIREMENT CAPITAL ADVISORS LLC | WEST PALM BEACH, | $11.3M | 2026 | ||||
| 1 | 2022 | ||||||
Belpointe Asset Management LLC Manager · RE funds · matched The Retirement Asset Management Group Also on RIA / Wealth Management | · probable Unsized | Reno, | 1 | 11 | 2017 | ||
| MIAMI, | 2012 | ||||||
| CORONA, | 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.