DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| $122M | 2021 | ||||||
| BEACHWOOD, | $5.6B | 71 | 2016 | ||||
| PARSIPPANY, | $3.6B | 1 | 44 | 2012 | |||
Sanctuary Advisors, LLC Firm · Venture · matched Sanctuary Wealth Advisors · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | |
| PLANO, | $3.0B | 1 | 17 | 2012 | |||
| BOCA RATON, | $911M | 23 | 2021 | ||||
| HOUSTON, | $625M | 29 | 2015 | ||||
| · probable Lower middle market | Houston, | $3.1B | 4 | 10 | 2021 | ||
| DALLAS, | $886M | 10 | 2017 | ||||
| SANTA MONICA, | $1.5B | 6 | 2024 | ||||
INNOVIA WEALTH, LLC Registered adviser · RIA / Wealth · matched STRATEGIES WEALTH ADVISORS, LLC · 801-112177 Also on Independent Sponsors, Private Equity | GRAND RAPIDS, | $3.3B | 2 | 18 | 2017 | ||
| LOUISVILLE, | $618M | 9 | 2016 | ||||
| OREM, | $587M | 12 | 2012 | ||||
| SKOKIE, | $645M | 5 | 2012 | ||||
| ZURICH, | $817M | 1 | 2012 | ||||
| GROTON, | $354M | 4 | 2015 | ||||
SHAH WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SHAH WEALTH ADVISORS, LLC · 801-135572 | CHINO HILLS, | $606M | 4 | 2026 | |||
| WEST CHESTER, | $300M | 5 | 2019 | ||||
| $325M | 4 | 2012 | |||||
| SALINA, | $813M | 2015 | |||||
SEASONS OF ADVICE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SOA WEALTH ADVISORS, LLC · 801-119603 | NEW YORK, | $1.2B | 10 | 2020 | |||
| FAIRFIELD, | $332M | 3 | 2024 | ||||
| PLANTATION, | $224M | 3 | 2021 | ||||
| BREA, | $212M | 3 | 2017 | ||||
| $286M | 3 | 2025 | |||||
| TAMPA, | $188M | 4 | 2021 | ||||
| $198M | 2 | 2016 | |||||
| SPOKANE, | $184M | 3 | 2022 | ||||
| TAMPA, | $393M | 2012 | |||||
SILVERPEAK WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SILVERPEAK WEALTH ADVISORS, LLC · 801-118225 | BOULDER, | $177M | 2 | 2020 | |||
| $256M | 1 | 2012 | |||||
| SAN FRANCISCO, | 1,643 | 2011 | |||||
| BELLEVUE, | $339M | 2012 | |||||
| $315M | 2017 | ||||||
| NEW CASTLE, | $245M | 2012 | |||||
| HORSHAM, | $502M | 6 | 2017 | ||||
| $103M | 4 | 2026 | |||||
| MIAMI, | $201M | 1 | 2025 | ||||
| NEW YORK, | $133M | 1 | 2012 | ||||
STURMAN WEALTH ADVISORS Registered adviser · RIA / Wealth · matched STURMAN WEALTH ADVISORS, LLC · 801-130657 | CHARLOTTESVILLE, | $116M | 2 | 2024 | |||
SCHMITT WEALTH ADVISERS, LLC Registered adviser · RIA / Wealth · matched SCHMITT WEALTH ADVISERS, CORP. · 801-132291 | CINCINNATI, | $135M | 2 | 2025 | |||
SHIELD WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SHIELD WEALTH ADVISORS, LLC. · 801-119094 | WILLIAMSVILLE, | $68.4M | 3 | 2020 | |||
| BOCA RATON, | $207M | 2020 | |||||
| GRAND LEDGE, | $219M | 2016 | |||||
| PHILADELPHIA, | $112M | 2 | 2026 | ||||
| FORT MYERS, | $128M | 2012 | |||||
| SCOTTSDALE, | $111M | 1 | 2025 | ||||
| $157M | 2019 | ||||||
| FRISCO, | $123M | 2017 | |||||
| DURANGO, | $98.0M | 2018 |
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.