DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| · probable Unsized | Holland, | $6.3M | 2 | ||||
| $1.1M | 2026 | ||||||
SMITH & ASSOCIATES FINANCIAL FUND, LLC Fund · RIA / Wealth · ALLIANCE INVESTMENT MANAGEMENT, LLC Also on Private Equity | $4.7M | 15 | 2012 | ||||
CPS INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched CHAS. P. SMITH & ASSOCIATES, PA, CPA'S · 801-35294 Also on Family Offices | LAKELAND, | $2.9B | 18 | 2012 | |||
| GREENWOOD VILLAGE, | $886M | 2012 | |||||
G.L. SMITH & ASSOCIATES Registered adviser · RIA / Wealth · 801-63052 Also on Private Equity, Real Estate Funds | HUNTSVILLE, | $136M | 2011 | ||||
| OLYMPIA, | $33.4M | 2012 | |||||
| ATLANTA, | $18.7M | 2026 | |||||
DAVID SMITH ADVISORY Registered adviser · RIA / Wealth · matched DAVID N. SMITH & ASSOCIATES, INC. · 801-112898 | SOUTH MIAMI, | $133M | 2018 | ||||
| $11.5M | 2026 | ||||||
| Nashville, | 203 | ||||||
| Houston, | 125 | ||||||
| Irvine, | 81 | ||||||
Chas P. Smith & Associates PA, CPAS Cps Investment Advisors Company · Sponsors · Accounting bookkeeping | Lakeland, | 79 | |||||
| Franklin, | 53 | ||||||
| DENVER, | $13B | 4 | 2018 | ||||
| DALLAS, | $1.4B | 6 | 2021 | ||||
SMITH FINANCIAL Registered adviser · RIA / Wealth · matched SMITH FINANCIAL INVESTMENT ADVISORS, INC. · 801-71492 | KOKOMO, | $457M | 3 | 2012 | |||
| CHIEFLAND, | $281M | 3 | 2015 | ||||
| LITTLE ROCK, | $504M | 1 | 2012 | ||||
SMITH GROUP ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched SMITH ASSET MANAGEMENT GROUP LP · 801-50835 | DALLAS, | $182M | 2012 | ||||
| $9.5M | 2026 | ||||||
| $7.0M | 2026 | ||||||
| OCALA, | 2026 | ||||||
| · probable Lower middle market | Midland, | $60.3M | 2 | 3 | 2023 | ||
| 2001 | |||||||
| 2003 | |||||||
| 1986 | |||||||
| 2015 | |||||||
| Teaneck, | |||||||
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.