DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| WASHINGTON, | $46.4M | 2 | 2021 | |||||
| STAMFORD, | $37B | 473 | 2016 | |||||
| HALFMOON, | $105M | 9 | 2022 | |||||
| CHICAGO, | $161M | 4 | 2022 | |||||
STEWARD CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched STEWARD CAPITAL MANAGEMENT, INC. · 801-32202 Also on Real Estate Funds | BLOOMFIELD HILLS, | $95.1M | 2 | 1 | 2012 | |||
STEWARD WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched STEWARD FINANCIAL GROUP, LLC · 801-68837 | COLLEYVILLE, | $531M | 2012 | |||||
| SALT LAKE CITY, | $61.6M | 2026 | ||||||
| BELLEVUE, | $60.7M | 2026 | ||||||
Steward Partners Global Advisory, LLC Borrower · Private credit · matched Steward Partners New Holdings | $95.6M | 8 | 3 | 2028 | ||||
| $475M | 1 | |||||||
| 5 | 2 | 2028 | ||||||
| 1 | ||||||||
| Sikeston, | 117 | |||||||
| Birmingham, | 215 | |||||||
| ESCONDIDO, | 1 | 2014 | ||||||
| Laguna Hills, | 79 | |||||||
| · probable | Jackson, | $16.4M | 20 | 1 | ||||
| OVERLAND PARK, | $285M | 9 | 2017 | |||||
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Registered adviser · RIA / Wealth · 801-67179 Also on Private Equity | PORTLAND, | $991M | 2011 | |||||
| BOULDER, | $218M | 3 | 2022 | |||||
Lower middle market | Jackson, | $263M | 26 | 2 | 8 | 2022 | ||
| TORONTO, ONTARIO, | $157M | 2021 | ||||||
| LAKE FOREST, | $112M | 2012 | ||||||
| BIRMINGHAM, | $54.4M | 2 | 2012 | |||||
| 1996 | ||||||||
| BATON ROUGE, | $79.2M | 2026 | ||||||
| $71.4M | 2026 | |||||||
WILSON WEALTH STEWARDSHIP Registered adviser · RIA / Wealth · matched WILSON WEALTH STEWARDSHIP, INC. | MACON, | $58.9M | 2026 | |||||
| 1 | 2023 | |||||||
| CARMEL, | $47.5M | 2026 | ||||||
| Chattanooga, | 56 | |||||||
Eversource Wealth Advisors, LLC Firm · Private equity · matched Stewardly Advisors Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $2.7B | 1 | 8 | 2022 | ||
| WICHITA, | $69.7M | 2026 | ||||||
| CENTENNIAL, | $35.0M | 2026 | ||||||
ELLIS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched GOOD STEWARD WEALTH ADVISERS LLC · 801-131209 | CLARKSVILLE, | $181M | 4 | 2024 | ||||
| VISALIA, | $28.3M | 2026 | ||||||
| $27.4M | 2026 | |||||||
| MOUNT JOY, | $545M | 9 | 2016 | |||||
MAGUIRE STEWARDSHIP PARTNERS Registered adviser · RIA / Wealth · matched MAGUIRE STEWARDSHIP PARTNERS, LLC | $17.8M | 2026 | ||||||
Good Steward Capital Management , Inc. Manager · RE funds · matched Good Steward Financial Services Group Also on RIA / Wealth Management | · candidate Unsized | Tucson, | $4.5M | 3 | 1 | 2018 | ||
| LANCASTER, | $16.9M | 2026 | ||||||
| BELLEVUE, | $306M | 2012 | ||||||
| HUNTSVILLE, | $11.7M | 2026 | ||||||
| $10.0M | 2026 | |||||||
| $9.6M | 2026 | |||||||
| $3.4M | 1 | 2026 | ||||||
| LEOLA, | $7.5M | 2026 | ||||||
THE STEWARDSHIP CENTER, INC. Registered adviser · RIA / Wealth · matched THE STEWARDSHIP CENTER,INC. · 801-133889 Also on Allocators | $146M | 2 | 2012 | |||||
STEWARDSHIP CAPITAL Registered adviser · RIA / Wealth · matched STEWARDSHIP CAPITAL, LTD. · 801-130645 | INDEPENDENCE, | $168M | 4 | 2012 | ||||
| FRANKLIN, | 8 | 2026 |
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.