DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Orem, | 217 | |||||||
| 5 | ||||||||
SQUIRE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC · 801-78495 | OREM, | $587M | 12 | 2012 | ||||
| New Albany, | 102 | |||||||
| Annapolis, | 82 | |||||||
| Colton, | 98 | |||||||
| 2007 | ||||||||
| 1998 | ||||||||
| 2002 | ||||||||
| 1998 | ||||||||
| 2005 | ||||||||
| 2015 | ||||||||
| 2012 | ||||||||
| 2014 | ||||||||
| 2016 | ||||||||
| 2007 | ||||||||
| 2016 | ||||||||
| 2007 | ||||||||
| 2012 | ||||||||
| 2013 | ||||||||
| 1992 | ||||||||
| 2010 | ||||||||
| 1983 | ||||||||
| 2014 | ||||||||
| 1991 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2004 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 1999 | ||||||||
| 2016 | ||||||||
| 2016 | ||||||||
| 2007 | ||||||||
| 2016 | ||||||||
| 2005 | ||||||||
| 2012 | ||||||||
| 2000 | ||||||||
| 2009 | ||||||||
| 2016 | ||||||||
| 2000 | ||||||||
| 2014 | ||||||||
Samantha Squires Person · RIA / Wealth · matched Ruth Samantha Martinez-Squires · WELLS FARGO ADVISORS | 2015 | |||||||
| 2015 | ||||||||
| $126M | 2026 | |||||||
| 2 | 4 | |||||||
| AUSTIN, | 2025 | |||||||
| 2010 | ||||||||
| $73.1M | 5 | 3 | 2028 | |||||
| 2005 |
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.