DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| WILTON, | $12B | 5 | 2012 | |||||
| WORMLEYSBURG, | $2.3B | 25 | 2023 | |||||
Lower middle market | White Plains, | $139M | 12 | 31 | 22 | 2024 | ||
| ST. LOUIS, | $2.4B | 7 | 2025 | |||||
| ST. PAUL, | $2.5B | 3 | 2012 | |||||
STONEBRIDGE FINANCIAL GROUP Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL GROUP, LLC · 801-135258 | SAN RAFAEL, | $896M | 15 | 2026 | ||||
| GRAND RAPIDS, | $739M | 5 | 2017 | |||||
| LOS ANGELES, | $269M | 1 | 2012 | |||||
STONEBRIDGE CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL INC · 801-40364 | PARAMUS, | $198M | 2011 | |||||
| $22.9M | 2026 | |||||||
STONEBRIDGE ADVISORS Registered adviser · RIA / Wealth · matched STONEBRIDGE ADVISORS, A SERIES OF STONEBRIDGE BETA LLC | 2026 | |||||||
| Bethesda, | 57 | |||||||
STONEBRIDGE PARTNERS EQUITY, LLC Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $49.4M | 2 | 2019 | |||||
| 1 | ||||||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Stonebridge Wealth Management. Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| KEARNEY, | $369M | 13 | 2023 | |||||
| OAK BROOK, | $283M | 3 | 2018 | |||||
| FRISCO, | $135M | 1 | 2012 | |||||
STONEBRIDGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched STONEBRIDGE INVESTMENT COUNSEL, LLC · 801-117944 | NASHVILLE, | $155M | 2012 | |||||
| ORLANDO, | $330M | 5 | 2018 | |||||
STONEBRIDGE FINANCIAL SOLUTIONS, INC Registered adviser · RIA / Wealth · matched STONEBRIDGE FINANCIAL SOLUTIONS, INC. | LONE TREE, | $41.7M | 2026 | |||||
| $21.5M | 7 | 5 | 2030 | |||||
| $49.4M | 2026 | |||||||
| PARAMUS, | $22.4M | 2012 | ||||||
| Tulsa, | 69 | |||||||
| Naples, | 129 | |||||||
| PARAMUS, | $10.5M | 2012 | ||||||
| 2 | ||||||||
| $30,000 | 2026 | |||||||
| PARAMUS, | $2.4M | 2012 | ||||||
| PARAMUS, | $3.2M | 2012 | ||||||
| Colorado Springs, | 1 | |||||||
| WEST CALDWELL, | $3.8M | 2012 | ||||||
| $25.0M | 83 | 2023 | ||||||
| $4.8M | 83 | 2023 | ||||||
STONEBRIDGE PARTNERS EQUITY II, LLC Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $136M | 2 | 2019 | |||||
STONEBRIDGE PARTNERS EQUITY I, LLC Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $60.3M | 2 | 2019 | |||||
Stonebridge Partner Equity Fund IV, L.P. Fund · Private equity · Stonebridge Partners LLC Also on RIA / Wealth Management | $569M | |||||||
STONEBRIDGE PARTNERS EQUITY IV, LLC Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $36.3M | 2 | 2019 | |||||
STONEBRIDGE SPECIALTY BAKERS LLC Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $1.5M | 11 | 2020 | |||||
STONEBRIDGE ALPHA-1, LP - FUND III A3 Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $6.4M | 84 | 2021 | |||||
STONEBRIDGE ALPHA-1, LP - FUND III A2 Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $3.0M | 73 | 2021 | |||||
STONEBRIDGE ALPHA-1, LP - FUND III A1 Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $976,178 | 61 | 2021 | |||||
| 2 | 5 | |||||||
STONEBRIDGE PARTNERS EQUITY FUND II, L.P. Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $708,514 | 25 | 2012 | |||||
STONEBRIDGE-HIGHLAND HEALTHCARE PRIVATE EQUITY FUND Fund · RIA / Wealth · HIGHLAND CAPITAL MANAGEMENT, L.P. Also on Private Equity | $95.0M | 7 | 2018 | |||||
FUND II, A SERIES OF STONEBRIDGE ALPHA-1, LP Fund · RIA / Wealth · PLATFORM ADVISOR, LLC Also on Venture Capital | $20.1M | 48 | 2019 | |||||
STONEBRIDGE PARTNERS EQUITY FUND III, L.P. Fund · RIA / Wealth · STONEBRIDGE PARTNERS LLC Also on Private Equity | $395,726 | 40 | 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.