DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
STRATEGIC WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORS LLC · 801-64228 Also on Real Estate Funds | NEW YORK, | $833M | 4 | 2012 | ||||
| 2 | 2023 | |||||||
| ATLANTA, | 2025 | |||||||
SCHONFELD STRATEGIC ADVISORS LLC Registered adviser · RIA / Wealth · 801-106963 Also on Family Offices | NEW YORK, | $225B | 39 | 2015 | ||||
| NEWPORT BEACH, | $3.0B | 2016 | ||||||
| NEWPORT BEACH, | $2.5B | 2012 | ||||||
C2 PRIVATE WEALTH Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENT ADVISORS, LLC · 801-110692 | NOVI, | $1.8B | 14 | 2017 | ||||
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS Registered adviser · RIA / Wealth · matched STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. · 801-68978 | POMPANO BEACH, | $416M | 3 | 2012 | ||||
UNION STRATEGIC ADVISORS Registered adviser · RIA / Wealth · matched UNION STRATEGIC ADVISORS LLC · 801-135455 | BLUE ASH, | $372M | 3 | 2026 | ||||
| ELLICOTT CITY, | $617M | 2012 | ||||||
| · probable Unsized | Singapore, | $152M | 4 | |||||
| RYE BROOK, | $373M | 2012 | ||||||
| · probable Unsized | Hong Kong, | $94.1M | 4 | |||||
| PITTSBURGH, | $183M | 1 | 2025 | |||||
| DORADO, | $167M | 4 | 2022 | |||||
WAYPOINT STRATEGIC ADVISORS Registered adviser · RIA / Wealth · matched WAYPOINT STRATEGIC ADVISORS, LLC · 801-120800 | SUMMERVILLE, | $136M | 2012 | |||||
| SYLVANIA, | $102M | 2012 | ||||||
| NASHVILLE, | $114M | 2026 | ||||||
| CAPE GIRARDEAU, | $34.4M | 1 | 2012 | |||||
| NORTHBROOK, | $35.0M | 1 | 2012 | |||||
| SARASOTA, | $68.1M | 2026 | ||||||
PATHWAY STRATEGIC ADVISORS Registered adviser · RIA / Wealth · matched HANSON MCCLAIN STRATEGIC ADVISORS, INC. · 801-72590 | FOLSOM, | $21.1M | 2012 | |||||
| LUMBERTON, | $29.8M | 2026 | ||||||
CARTER RIDGE STRATEGIC ADVISORS Registered adviser · RIA / Wealth · matched CARTER RIDGE STRATEGIC ADVISORS, LLC | $5.5M | 2026 | ||||||
KENFIELD CAPITAL STRATEGIES Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENT ADVISORS, INC. · 801-68104 | LOS ANGELES, | $49.6M | 2012 | |||||
| BOSTON, | $1370B | 16,954 | 2011 | |||||
Strategic Capital Investment Advisors Inc Investment consultant · Allocators Also on RIA / Wealth Management | · probable | Lombard, | 2 | 2025 | ||||
| NEW YORK, | 2012 | |||||||
| FAIRFIELD, | 2011 | |||||||
| SAN JUAN, | 2019 | |||||||
| Arlington, | 84 | |||||||
STRATEGIC FINANCIAL Registered adviser · RIA / Wealth · matched STRATEGIC FINANCIAL ADVISORS CORPORATION | MOUNT LAUREL, | 2026 | ||||||
| Cincinnati, | 1 | |||||||
GRIDIRON STRATEGIC ADVISORS FUND V, L.P. Fund · RIA / Wealth · GRIDIRON CAPITAL, LLC Also on Private Equity | $82.5M | 103 | 2022 | |||||
GRIDIRON STRATEGIC ADVISORS FUND IV, LP Fund · RIA / Wealth · GRIDIRON CAPITAL, LLC Also on Private Equity | $85.9M | 75 | 2020 | |||||
Uwharrie Investment Advisors, Inc. Firm · Private equity · matched Strategic Investment Advisors, Inc. Also on Private Credit, RIA / Wealth Management | · probable Unsized | Albemarle, | $225M | 1 | 9 | |||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
GRIDIRON STRATEGIC ADVISORS FUND III, LP Fund · RIA / Wealth · GRIDIRON CAPITAL, LLC Also on Private Equity | $33.4M | 33 | 2016 | |||||
Strategic Investment Management, LLC Firm · Private equity · matched Strategic Private Equity Management (GP), LLC | · probable Lower middle market | Arlington, | $27B | 16 | 54 | 2025 | ||
Raymond James & Associates, Inc. Firm · Private equity · matched Strategic Investment Management Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
STRATEGIC FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC FINANCIAL SERVICES, INC. · 801-33774 | UTICA, | $2.8B | 28 | 2012 | ||||
VOLITION CAPITAL STRATEGIC ADVISORS IV LP Fund · RIA / Wealth · VOLITION CAPITAL LLC Also on Venture Capital | $8.2M | 13 | 2021 | |||||
GRIDIRON STRATEGIC ADVISORS FUND II, L.P. Fund · RIA / Wealth · GRIDIRON CAPITAL, LLC Also on Private Equity | $2.6M | 19 | 2012 | |||||
Gridiron Strategic Advisors Fund, LP Fund · Private equity · Gridiron Capital, LLC Also on RIA / Wealth Management | $26.3M | |||||||
Saddle Point Group, LLC Family office · Family offices · matched Saddle Point Strategic Advisors, LLC · Katzovicz family | New York, | 2 | ||||||
| $321M | 6 | 2012 | ||||||
| ROCHESTER, | $218M | 11 | 2021 | |||||
STRATEGIC ADVISORY SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORY SERVICES, LLC · 801-123188 | MEMPHIS, | $201M | 8 | 2022 | ||||
| DENVER, | $720M | 2012 | ||||||
| HOUSTON, | $185M | 4 | 2012 |
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.