DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $47.0M | 3 | 2012 | ||||||
| BEAVERTON, | $264M | 2 | 2021 | |||||
ROI CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched ROI CAPITAL MANAGEMENT, INC · 801-74478 | GREENBRAE, | $25.8M | 2012 | |||||
| SAN FRANCISCO, | $4.7B | 3 | 2012 | |||||
| SAN FRANCISCO, | 2023 | |||||||
| ST. GEORGE, | 2026 | |||||||
| $885M | 2019 | |||||||
| $393M | 2012 | |||||||
| Las Vegas, | 1 | |||||||
| $31.7M | 30 | 2012 | ||||||
| 1 | ||||||||
Lane Brothers Investment Counsel Manager · RE funds · matched ROI & Lane LP · Under 1b Also on RIA / Wealth Management | · candidate | Prescott, | $4.0M | 3 | 4 | 2024 | ||
| San Francisco, | 151 | |||||||
| Medford, | 91 | |||||||
| Raleigh, | 179 | |||||||
| $37.9M | 3 | 3 | ||||||
| Scotts Valley, | 107 | |||||||
ROI FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched ROI FINANCIAL PLANNING, LLC · 801-136651 | CLARKSVILLE, | 2026 | ||||||
| Atlanta, | 186 | |||||||
| 2026 | ||||||||
| 2012 | ||||||||
| El Paso, | 217 | |||||||
| 2003 | ||||||||
| 2003 | ||||||||
| 1997 | ||||||||
| 1981 | ||||||||
| 2008 | ||||||||
| 2015 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
CANDIDA LUCILA BOBONIS ROIG Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1987 | |||||||
| 2000 | ||||||||
| 2011 | ||||||||
| 1999 | ||||||||
| 1989 | ||||||||
| 2003 | ||||||||
| 2010 | ||||||||
| 2008 | ||||||||
| 2013 | ||||||||
Carissa Roitsch Sutterfield Person · RIA / Wealth · matched Carissa Roitsch Suttefield · CHARLES SCHWAB & CO., INC. | 2015 | |||||||
| 2013 | ||||||||
| 2016 | ||||||||
| 1980 | ||||||||
JORGELINA ROISENZVIT Person · RIA / Wealth · matched Jorgelina Roisenzvit Biassoni · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011 | |||||||
| 2016 | ||||||||
| 2016 | ||||||||
| 1984 | ||||||||
| San Diego, | 107 | |||||||
| $391M | 100 | 2019 | ||||||
| $165M | 125 | 2016 |
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.