DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 2026 | ||||||
| LAFAYETTE, | $143M | 7 | 2024 | |||
| KENNEWICK, | $1.0B | 2018 | ||||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched MILESTONE WEALTH STRATEGIES LLC | COLUMBUS, | $19.1M | 2026 | |||
MILESTONE WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched JAMES F SCOTT INVESTMENTS LLC DBA MILESTONE WEALTH STRATEGIES | PLANO, | $8.0M | 2024 | |||
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.