DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| BOSTON, | $1370B | 16,954 | 2011 | |||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
Raymond James & Associates, Inc. Firm · Private equity · matched Strategic Investment Management Services Also on RIA / Wealth Management, Real Estate Funds | · probable Unsized | St. Petersburg, | $434B | 1 | 12 | 2019 | ||
Strategic Investment Management, LLC Firm · Private equity · matched Strategic Private Equity Management IV, LLC | · probable Lower middle market | Arlington, | $27B | 16 | 54 | 2025 | ||
STRATEGIC FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC FINANCIAL SERVICES, INC. · 801-33774 | UTICA, | $2.8B | 28 | 2012 | ||||
| NEWPORT BEACH, | $3.0B | 2016 | ||||||
| 1 | 1 | |||||||
C2 PRIVATE WEALTH Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENT ADVISORS, LLC · 801-110692 | NOVI, | $1.8B | 14 | 2017 | ||||
| NEWPORT BEACH, | $2.5B | 2012 | ||||||
| $321M | 6 | 2012 | ||||||
| ROCHESTER, | $218M | 11 | 2021 | |||||
STRATEGIC ASSET MANAGEMENT GROUP ADVISORS Registered adviser · RIA / Wealth · matched STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. · 801-68978 | POMPANO BEACH, | $416M | 3 | 2012 | ||||
STRATEGIC ADVISORY SERVICES Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORY SERVICES, LLC · 801-123188 | MEMPHIS, | $201M | 8 | 2022 | ||||
SEM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched STRATEGIC EQUITY MANAGEMENT, INC. · 801-55690 | TUCSON, | $933M | 8 | 2012 | ||||
| DENVER, | $720M | 2012 | ||||||
| HOUSTON, | $185M | 4 | 2012 | |||||
| · probable Unsized | Singapore, | $152M | 4 | |||||
STRATEGIC WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORS LLC · 801-64228 Also on Real Estate Funds | NEW YORK, | $833M | 4 | 2012 | ||||
| GIG HARBOR, | $482M | 2012 | ||||||
STRATEGIC ADVISORY PARTNERS Registered adviser · RIA / Wealth · matched STRATEGIC ADVISORY PARTNERS, LLC · 801-134091 | GREENSBORO, | $191M | 4 | 2025 | ||||
| $598M | 2019 | |||||||
| · probable | Pittsburgh, | $59.1M | 2 | 11 | 2023 | |||
| RYE BROOK, | $373M | 2012 | ||||||
| · probable Unsized | Hong Kong, | $94.1M | 4 | |||||
| DORADO, | $167M | 4 | 2022 | |||||
| $167M | 2012 | |||||||
| COLUMBUS, | $144M | 2012 | ||||||
| SYLVANIA, | $102M | 2012 | ||||||
| GRAND HAVEN, | $106M | 2026 | ||||||
| CAPE GIRARDEAU, | $34.4M | 1 | 2012 | |||||
| THOUSAND OAKS, | $41.3M | 1 | 2012 | |||||
STRATEGIC FINANCIAL Registered adviser · RIA / Wealth · matched STRATEGIC CAPITAL MANAGEMENT INC · 801-57542 | GLENDORA, | $53.0M | 2012 | |||||
| SOUTH WINDSOR, | $64.7M | 2026 | ||||||
| MEDFORD, | $40.0M | 2012 | ||||||
| AUSTIN, | $40.8M | 2026 | ||||||
| WEST FARGO, | $40.5M | 2026 | ||||||
| BELLEVILLE, | $35.6M | 2026 | ||||||
| LA PAZ, | $16.0M | 2012 | ||||||
| $16.7M | 2026 | |||||||
KENFIELD CAPITAL STRATEGIES Registered adviser · RIA / Wealth · matched STRATEGIC INVESTMENT ADVISORS, INC. · 801-68104 | LOS ANGELES, | $49.6M | 2012 | |||||
| SAN DIEGO, | $5.1M | 2012 | ||||||
STRATEGIC ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched STRATEGIC ASSET MANAGEMENT LLC | FEDERAL WAY, | $5.1M | 2026 | |||||
STRATEGIC INTERNATIONAL Registered adviser · RIA / Wealth · matched STRATEGIC INTERNATIONAL LIMITED · 801-110143 | $176,870 | 1 | 2017 | |||||
| Norcross, | 275 | |||||||
| 2 | 2023 | |||||||
Strategic Capital Investment Advisors Inc Investment consultant · Allocators · matched Strategic Capital Investment Adviso Also on RIA / Wealth Management | · probable | Lombard, | 2 | 2025 | ||||
| 1 | 2023 | |||||||
| West Des Moines, | 168 | |||||||
| · probable Middle market | New York, | $2.6B | 2 | 4 | 2018 | |||
| $901M | 31 | 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.