DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 2 | |||||||
| San Francisco, | 2 | 3 | |||||
| 1984 | |||||||
| 2005 | |||||||
| 1996 | |||||||
| 2008 | |||||||
| 2002 | |||||||
| 2007 | |||||||
| 2011 | |||||||
| 2013 | |||||||
| 2013 | |||||||
| 1999 | |||||||
| WETHERSFIELD, | $2.8B | 27 | 2014 | ||||
VALTINSON BRUNER FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched VALTINSON BRUNER FINANCIAL PLANNING LLC · 801-113830 | NEW BRIGHTON, | $712M | 7 | 2018 | |||
| MOUNT PLEASANT, | $105M | 2 | 2026 | ||||
| COLUMBIA, | $619M | 5 | 2016 | ||||
| CUPERTINO, | $90.9M | 1 | 2012 | ||||
| 2025 | |||||||
| Momence, | 840 | ||||||
| Houston, | 644 | ||||||
| New York, | 355 | ||||||
| New York, | 240 | ||||||
| Jacksonville, | 61 | ||||||
| North Chelmsford, | 51 | ||||||
| Boston, | 56 | ||||||
| Lees Summit, | 53 | ||||||
| 2013 | |||||||
| 2009 | |||||||
| 1996 | |||||||
KRISTEN KAY HASSETT Person · RIA / Wealth · matched KRISTEN KAY RUNEY · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003 | ||||||
| 1992 | |||||||
| 2006 | |||||||
| 2000 | |||||||
| 2003 | |||||||
| 2005 | |||||||
MARK DAVID VAN DRUNEN Person · RIA / Wealth · matched MARK DAVID VANDRUNEN · MAI CAPITAL MANAGEMENT, LLC | 2002 | ||||||
| 1998 | |||||||
MELISSA PRUNER SALEEBY Person · RIA / Wealth · matched MISSY PRUNER · AMERIPRISE FINANCIAL SERVICES, LLC | 1998 | ||||||
| 2013 | |||||||
| 2014 | |||||||
| 1996 | |||||||
| 1996 | |||||||
ROSS EDWARDS BRUNER Person · RIA / Wealth · matched ROSS EDWARD RUNER · WOODSTOCK WEALTH MANAGEMENT, INC. | 1982 | ||||||
| 1983 | |||||||
| 1994 | |||||||
| 1996 | |||||||
| 2008 | |||||||
| 2002 | |||||||
| 1983 | |||||||
| 2014 |
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.