DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| 2016 | |||||||
| 2005 | |||||||
Sarah Liu Xiao Pei Dunkel Person · RIA / Wealth · matched Sarah Smith · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2016 | ||||||
| 2016 | |||||||
| 2015 | |||||||
| 2026 | |||||||
| 1 | |||||||
| $989,689 | 11 | 2024 | |||||
| $346,380 | 12 | 2024 | |||||
| $402,340 | 11 | 2024 | |||||
| $187,260 | 12 | 2024 | |||||
| $474,257 | 7 | 2024 | |||||
| $115,065 | 10 | 2024 | |||||
| $17,599 | 6 | 2023 | |||||
| $91,837 | 3 | 2023 | |||||
| $502,579 | 2024 | ||||||
| $502,579 | 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.