DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | $1.4B | 2025 | ||||||
| 1 | 2024 | |||||||
| NEW York, | $1.2B | 15 | 6 | 1 | 2024 | |||
| New York, | $227M | 1 | 2025 | |||||
| 1 | ||||||||
| 4 | 3 | 2029 | ||||||
| 54 | 19 | |||||||
| 8 | 3 | |||||||
RETIREMENT PLANNING SPECIALISTS, INC. Registered adviser · RIA / Wealth · matched S & P FINANCIAL, INC. · 801-66205 | ASHLAND, | $371M | 2 | 2012 | ||||
| 2 | 1 |
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.