DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||
|---|---|---|---|---|
| Boulder, | ||||
| 2009 | ||||
| 2015 | ||||
Felisha Marie Pullen Person · RIA / Wealth · matched FELISHA MARIE HARALSON · SCHWAB WEALTH ADVISORY, INC. | 1998 | |||
| 2016 | ||||
Stephens | 2016 | |||
| 2015 | ||||
| 2014 | ||||
ALISHA MARLENE BYRD Person · RIA / Wealth · matched ALISHA MARLENE GARDNER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015 | |||
ALYSHA MARIE HUMBERT Person · RIA / Wealth · matched ALYSHA MARIE HERNANDEZ · PRINCIPAL SECURITIES, INC. | 2006 | |||
| 2002 | ||||
| 2015 | ||||
| 2014 | ||||
| 2014 | ||||
| 2014 | ||||
| 2005 | ||||
| 2002 | ||||
| 2002 | ||||
| 2015 | ||||
| 2016 | ||||
ELISHA MARIE ROBERTS-COFER Person · RIA / Wealth · matched ELISHA MARIE ROBERTS · NATIONWIDE INVESTMENT ADVISORS, LLC | 2000 | |||
Keisha Marie Smith-Jones Person · RIA / Wealth · matched KEISHA MARIE SMITH · MONEY CONCEPTS ADVISORY SERVICE | 2006 | |||
| 2014 | ||||
| 2012 | ||||
| 2013 | ||||
| 2005 | ||||
| 2008 | ||||
Alisha Marie Brown Person · RIA / Wealth · matched Alisha Marie Wikstrom · EMPOWER ADVISORY GROUP, LLC | 2016 | |||
ALISHA MARIE GONZALEZ Person · RIA / Wealth · matched ALISHA MARIE KELLEY · NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | 2007 | |||
| 2013 | ||||
| 2016 | ||||
| 2016 | ||||
| 2010 | ||||
| 2015 | ||||
| 2014 | ||||
| 2015 | ||||
| 2016 | ||||
KASHA MARIE HERRMANN FLANDERS Person · RIA / Wealth · matched KASHA MARIE HERRMANN · LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 2007 | |||
| 2013 | ||||
| 2013 | ||||
| 2015 | ||||
| 2004 | ||||
MARSHA MAUREEN PETERSON Person · RIA / Wealth · matched MARSHA MAUREEN JUZESZYN · AMERIPRISE FINANCIAL SERVICES, LLC | 1993 | |||
Natasha Marie Bonelli Person · RIA / Wealth · matched NATASHA MARIE SENNER · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005 | |||
| 2014 | ||||
| 2012 | ||||
| 2007 | ||||
Tasha Marguerite Williams Person · RIA / Wealth · matched Tasha Marguerite Guglik · LPL FINANCIAL LLC | 2004 | |||
| 1996 | ||||
| 1999 |
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.