DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Middle market | Melbourne, Victoria, | $1.7B | 3 | 5 | 2019 | |||
| ASHLAND, | $371M | 2 | 2012 | |||||
THRIVE RETIREMENT SPECIALISTS Registered adviser · RIA / Wealth · matched THRIVE RETIREMENT SPECIALISTS L.L.C. · 801-129197 | ROYAL OAK, | $304M | 2 | 2023 | ||||
| Houston, | 2,431 | |||||||
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS Registered adviser · RIA / Wealth · matched HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC · 801-78565 | SCOTTSDALE, | $277M | 2013 | |||||
| Houston, | 503 | |||||||
ADIRONDACK RETIREMENT SPECIALISTS Registered adviser · RIA / Wealth · matched ADIRONDACK RETIREMENT SPECIALISTS, INC. · 801-74527 | QUEENSBURY, | $217M | 2012 | |||||
| GREENWOOD VILLAGE, | $187M | 2012 | ||||||
RETIREMENT PLANNING SPECIALISTS Registered adviser · RIA / Wealth · matched RETIREMENT PLANNING SPECIALISTS, INC. · 801-77839 | WILLOW GROVE, | $197M | 2013 | |||||
| RED BANK, | $109M | 2 | 2025 | |||||
| $130M | 2012 | |||||||
| BEACHWOOD, | $113M | 2026 | ||||||
| MARLTON, | $38.1M | 2026 | ||||||
| HUNTSVILLE, | $30.3M | 2026 | ||||||
THE RETIREMENT SPECIALIST OF CENTRAL OHIO Registered adviser · RIA / Wealth · matched THE RETIREMENT SPECIALIST OF CENTRAL OHIO, LLC | NEWARK, | $18.8M | 2026 | |||||
The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers Plan · Allocators · American Airlines, Inc. - Retirement | Fort Worth, | $2.7B | 2024 | |||||
| $8.1M | 4 | 1 | 2027 | |||||
| Marshfield, | 8 | 95 | ||||||
| 2 | 2022 | |||||||
| Tinton Falls, | 3,797 | |||||||
| CEDAR KNOLLS, | $610,240 | 2026 | ||||||
| Culver City, | 2,602 | |||||||
| GRAND ISLAND, | 2026 | |||||||
| 2026 | ||||||||
| WILLISTON, | 2026 | |||||||
| 2026 | ||||||||
| Dallas, | 1,114 | |||||||
| Tulsa, | 943 | |||||||
| Appleton, | 824 | |||||||
| Rockford, | 712 | |||||||
| Burlington, | 603 | |||||||
| Alpharetta, | 416 | |||||||
| Tampa, | 536 | |||||||
| Gonzales, | 500 | |||||||
| Hauppauge, | 499 | |||||||
| Dallas, | 474 | |||||||
| Irving, | 450 | |||||||
| San Diego, | 302 | |||||||
| Cranberry, | 429 | |||||||
| New Brighton, | 1 | 101 | ||||||
| Albuquerque, | 391 | |||||||
| Tulsa, | 390 | |||||||
The Retirement Benefit Plan for Sky Chefs for Officer, Management & Specialist and Non-Management, Non-Union Personnel Plan · Allocators · SKY Chefs, LLC | Irving, | $60.4M | 2024 | |||||
| Pontiac, | 383 | |||||||
| Henrico, | 251 | |||||||
| East Greenwich, | 352 | |||||||
| Sugar Land, | 347 | |||||||
| Fort Worth, | 341 | |||||||
| Eatontown, | 325 | |||||||
| San Diego, | 290 |
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.