DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| WELLESLEY, | $219M | 2 | 2012 | |||
STRATEGIC PLANNING GROUP Registered adviser · RIA / Wealth · matched STRATEGIC PLANNING GROUP, LLC · 801-112440 | BOUNTIFUL, | $910M | 8 | 2015 | ||
| COLUMBUS, | $377M | 1 | 2012 | |||
| $8.7M | 2025 | |||||
| 2026 |
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.