DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| $504M | 8 | 13 | 2031 | |||||
| $215M | 8 | 21 | 2028 | |||||
| Norcross, | 75 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | 1 | |||||||
| 1 | ||||||||
| 1 | ||||||||
Service Provider Capital Firm · Venture · matched Service Provider Capital, LLC · Exempt reporting adviser Also on RIA / Wealth Management | Vail, | $40.9M | 100 | 25 | 27 | 2024 | ||
General Atlantic Service Company, L.P. Firm · Private equity · matched General Atlantic Service Company, LLC | Large cap | New York, | $97B | 30 | 221 | 268 | 2024 | |
AMERIPRISE FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · 801-28543 Also on Independent Sponsors, Private Equity | MINNEAPOLIS, | $660B | 13,078 | 2011 | ||||
| WEEHAWKEN, | $916B | 9,349 | 2012 | |||||
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC Registered adviser · RIA / Wealth · 801-69815 Also on Venture Capital | SAINT PETERSBURG, | $390B | 6,694 | 2011 | ||||
Global Infrastructure Management, LLC Firm · Private equity · matched GIM Advisory Services, LLC ("relying Adviser") | · probable Large cap | New York, | $113B | 17 | 101 | 76 | 2024 | |
MML INVESTORS SERVICES, LLC Registered adviser · RIA / Wealth · 801-44264 Also on Private Equity, Venture Capital | SPRINGFIELD, | $116B | 5,082 | 2011 | ||||
Upper middle market | San Francisco, | $17B | 93 | 24 | 136 | 2024 | ||
WELLS FARGO ADVISORS Registered adviser · RIA / Wealth · matched WELLS FARGO CLEARING SERVICES, LLC · 801-37967 | ST. LOUIS, | $671B | 14,697 | 2011 | ||||
| ATLANTA, | $77B | 1,981 | 2016 | |||||
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Registered adviser · RIA / Wealth · 801-60749 Also on Private Equity | PLYMOUTH, | $122B | 1,013 | 2011 | ||||
| · probable Middle market | New York, | $1.7B | 82 | 4 | 34 | 2021 | ||
| · probable Middle market | Chicago, | $2.9B | 98 | 33 | 25 | 2024 | ||
| AUSTIN, | $80B | 1,440 | 2016 | |||||
| · probable Upper middle market | New York, | $6.9B | 11 | 16 | 53 | 2023 | ||
| · probable Middle market | Chicago, | $3.5B | 110 | 39 | 14 | 2024 | ||
ADVICE AND PLANNING SERVICES Registered adviser · RIA / Wealth · matched TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 801-63550 | NEW YORK, | $38B | 1,672 | 2012 | ||||
Baring Private Equity Asia Group Limited Firm · Private equity · matched Bpea Services Pte Ltd Also on Allocators, Real Estate Funds | Upper middle market | George Town, | $25B | 24 | 26 | 21 | 2022 | |
GOLDMAN SACHS WEALTH SERVICES, L.P. Registered adviser · RIA / Wealth · 801-48238 Also on Private Equity | COHOES, | $32B | 1,098 | 2012 | ||||
Kohlberg Kravis Roberts & Co. L.P. Firm · Private equity · matched KKR India Financial Services Private Limited (relying Adviser) | Large cap | New York, | $308B | 1 | 532 | 13 | 2024 | |
| FORT WORTH, | $24B | 1,034 | 2015 | |||||
COMMONWEALTH FINANCIAL NETWORK Registered adviser · RIA / Wealth · matched COMMONWEALTH EQUITY SERVICES, LLC · 801-41541 Also on Private Equity, Venture Capital | WALTHAM, | $213B | 2,942 | 2012 | ||||
Matrix Partners Firm · Venture · matched Matrix Partners Management Services, LP · Exempt reporting adviser Also on RIA / Wealth Management | Cambridge, | $3.0B | 106 | 9 | 19 | 2023 | ||
Towers Watson Investment Services, Investment consultant · Allocators · matched Towers Watson Investment Services · OCIO provider Also on Private Credit, RIA / Wealth Management | · probable | $62B | 75 | 2025 | ||||
| ATLANTA, | $15B | 355 | 2014 | |||||
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. Registered adviser · RIA / Wealth · 801-121267 Also on Independent Sponsors | LOS ANGELES, | $43B | 1 | 105 | 2021 | |||
| · probable | Charlotte, | $504M | 24 | 7 | 26 | 2014 | ||
| $1.0B | 6 | 10 | 2032 | |||||
| LINCOLN, | $14B | 549 | 2021 | |||||
HANTZ FINANCIAL SERVICES, INC. Registered adviser · RIA / Wealth · 801-106859 Also on Independent Sponsors, Private Equity | SOUTHFIELD, | $10B | 398 | 2015 | ||||
| BROOKLYN, | $8.9B | 637 | 2012 | |||||
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER Registered adviser · RIA / Wealth · 801-57198 | SCOTTSDALE, | $13B | 364 | 2012 | ||||
Service Logic LLC Borrower · Private credit · matched Service Logic Acquisition Inc · Warburg Pincus LLC | $109M | 6 | 15 | 2032 | ||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| DALLAS, | $12B | 269 | 2011 | |||||
Signalfire Firm · Venture · matched Signalfire Management Services, LLC · Registered investment adviser Also on Allocators, RIA / Wealth Management | · probable | San Francisco, | $4.5B | 11 | 48 | 101 | 2026 | |
| AUSTIN, | $13B | 209 | 2011 | |||||
| $638M | 9 | 21 | 2027 | |||||
ADVISORY SERVICES NETWORK Registered adviser · RIA / Wealth · matched ADVISORY SERVICES NETWORK, LLC · 801-71112 Also on Private Equity | ATLANTA, | $11B | 248 | 2011 | ||||
| AUSTIN, | $46B | 240 | 1 | 2011 | ||||
| OWINGS MILLS, | $5.9B | 490 | 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.