DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Columbus, | 676 | |||||||
ROOT FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched ROOT FINANCIAL PARTNERS, LLC · 801-125945 Also on Private Equity | AUSTIN, | $2.1B | 63 | 2022 | ||||
| San Francisco, | $644M | 3 | 1 | 2019 | ||||
| NEW YORK, | 2026 | |||||||
| 2 | ||||||||
| 1 | ||||||||
| · candidate | 1 | |||||||
| Camden, | 59 | |||||||
| $33.1M | 2026 | |||||||
| PITTSBURGH, | $952M | 15 | 2015 | |||||
| Leawood, | 134 | |||||||
| $920M | 2 | 2015 | ||||||
| SÃO PAULO, | $1.3B | 2022 | ||||||
| New York, | 1 | |||||||
| 1 | ||||||||
TAP ROOT CAPITAL MANAGEMENT LP Registered adviser · RIA / Wealth · 801-134655 Also on Independent Sponsors | SUMMIT, | $297M | 3 | 2025 | ||||
| 2026 | ||||||||
| HARRISON, | $45.8M | 2026 | ||||||
| $40.2M | 2026 | |||||||
| 2026 | ||||||||
| $80.7M | 70 | 2019 | ||||||
ROOTSTOCK ADVISORS Registered adviser · RIA / Wealth · matched ROOTSTOCK INVESTMENT MANAGEMENT, LLC. · 801-78025 | SEWICKLEY, | $496M | 2013 | |||||
| New York, | ||||||||
| San Jose, | 3,403 | |||||||
| SARATOGA SPRINGS, | 2025 | |||||||
| TUSCOLA, | 2019 | |||||||
| OVERLAND PARK, | 2026 | |||||||
ROOTED WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ROOTED WEALTH ADVISORS, INC. · 801-121129 | BOURBONNAIS, | $409M | 8 | 2021 | ||||
| Seattle, | $612M | 2 | 2024 | |||||
| Livonia, | 55 | |||||||
| Syracuse, | 393 | |||||||
| CORNING, | $157M | 3 | 2018 | |||||
| Sun Valley, | 277 | |||||||
| $10.3M | 2026 | |||||||
| Center Moriches, | 197 | |||||||
| Medina, | 160 | |||||||
| Troy, | 80 | |||||||
| Sacramento, | 116 | |||||||
| Akron, | 111 | |||||||
| Sun Valley, | 85 | |||||||
Watson Home Construction, LLC D/b/a Mr. Rooter of St. Louis Company · Sponsors · Hvac plumbing mechanical | Fenton, | 93 | ||||||
| Washington, | 91 | |||||||
| Troutdale, | 84 | |||||||
Johnsons Sewer and Drain Contractors. Inc. T/a Roto-Rooter Company · Sponsors · Hvac plumbing mechanical | Denton, | 56 | ||||||
| Seattle, | 56 | |||||||
Baton Rouge Sewer & Drain Service, Inc. DBA Roto Rooter Company · Sponsors · Hvac plumbing mechanical | Baton Rouge, | 70 | ||||||
| San Lorenzo, | 53 | |||||||
Audax Credit BDC Borrower · Private credit · matched NON-AFFILIATE INVESTMENTS Construction & Building Brown & Root | $397M | 6 | 1 | 2026 | ||||
| Westbrook, | 66 | |||||||
| Saint Louis, | 5 |
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.