DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| LOUISVILLE, | $1.4B | 32 | 2019 | ||||
Sanctuary Advisors, LLC Firm · Venture · matched Strategic Wealth Capital · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | |
| EDEN PRAIRIE, | $1.5B | 23 | 2016 | ||||
| INDEPENDENCE, | $1.6B | 21 | 2014 | ||||
STRATEGIC WEALTH PARTNERS Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH PARTNERS GROUP, LLC · 801-80683 Also on Allocators | DEERFIELD, | $3.5B | 2014 | ||||
STRATEGIC WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · 801-64228 Also on Real Estate Funds | NEW YORK, | $833M | 4 | 2012 | |||
| $325M | 4 | 2012 | |||||
| DEERFIELD, | $1.3B | 2012 | |||||
STRATEGIC WEALTH ADVISORS GROUP Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH ADVISORS GROUP, INC. · 801-67001 | SAN MATEO, | $863M | 2012 | ||||
| UTICA, | $207M | 8 | 2024 | ||||
| KIRKLAND, | $623M | 2012 | |||||
STRATEGIC WEALTH CAPITAL Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH CAPITAL, LLC · 801-127930 | SAN FRANCISCO, | $238M | 2 | 2023 | |||
| BEDFORD, | $158M | 2 | 2018 | ||||
| FRANKLIN, | $102M | 2 | 2025 | ||||
| STUART, | $136M | 2012 | |||||
STRATWEALTH Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 801-61179 Also on Allocators | FULTON, | $1.8B | 2012 | ||||
STRATEGIC WEALTH PARTNERS INC. Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH PARTNERS, INC. · 801-72682 | $31.0M | 1 | 2011 | ||||
| SOUTH NATICK, | $79.5M | 2026 | |||||
| PEORIA, | $44.7M | 2012 | |||||
| BRIARCLIFF MANOR, | $13.3M | 2 | 2012 | ||||
| TALLAHASSEE, | $40.9M | 2012 | |||||
| BEND, | $18.6M | 2025 | |||||
| $14.2M | 2026 | ||||||
| KNOXVILLE, | $7.2M | 2026 | |||||
| LILLINGTON, | 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.