DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| PARSIPPANY, | $26B | 232 | 2018 | |||||
SUMMIT FINANCIAL Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL ADVISORS, LLC · 801-58179 | SAN MATEO, | $519M | 2012 | |||||
SUMMIT FINANCIAL Registered adviser · RIA / Wealth · matched SUMMIT INVESTMENT ADVISORS, INC. · 801-120644 | HUNT VALLEY, | $255M | 2021 | |||||
| COLUMBUS, | $2.3B | 20 | 2012 | |||||
| Parsippany, | 226 | |||||||
| BOCA RATON, | $4.5B | 2012 | ||||||
| 4 | 2025 | |||||||
| MIDDLETOWN, | $233M | 5 | 2015 | |||||
| GLEN ALLEN, | $125M | 2025 | ||||||
| AMHERST, | $59.8M | 2012 | ||||||
| MEQUON, | $65.0M | 2026 | ||||||
| ROME, | $22.6M | 2026 | ||||||
| 2026 | ||||||||
| Tulsa, | 80 | |||||||
SUMMIT FINANCIAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL WEALTH ADVISORS, LLC · 801-79686 | LAFAYETTE, | $1.8B | 17 | 2014 | ||||
SUMMIT FINANCIAL WORKING WITH PEOPLE YOU TRUST Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL CONSULTING LLC · 801-123641 | STERLING HEIGHTS, | $185M | 6 | 2022 | ||||
| WESTLAKE VILLAGE, | $264M | 2015 | ||||||
SUMMIT FINANCIAL WEALTH ADVISORS Registered adviser · RIA / Wealth · matched SUMMIT FINANCIAL OF LOUISIANA INC. · 801-71021 | LAFAYETTE, | $360M | 2012 | |||||
| ROSEVILLE, | $84.7M | 2012 | ||||||
BLUE SUMMIT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BLUE SUMMIT FINANCIAL GROUP, INC. · 801-117302 | SAN DIEGO, | $211M | 2 | 2019 | ||||
| · probable Large cap | Boston, | $35B | 114 | 92 | 126 | 2024 | ||
| PARSIPPANY, | 2012 | |||||||
| 1 | 2023 | |||||||
| 2026 | ||||||||
| BOUNTIFUL, | $2.3B | 1 | 101 | 2012 | ||||
| · probable Lower middle market | Boston, | $815M | 12 | 12 | 2023 | |||
Summit Strategies Group Firm · Private equity · matched Summit Strategies Inc Also on Allocators, RIA / Wealth Management | · candidate Unsized | St Louis, | $3.9B | 5 | ||||
| MEMPHIS, | $1.1B | 6 | 2012 | |||||
SUMMIT INVESTMENT ADVISORY SERVICES Registered adviser · RIA / Wealth · matched SUMMIT INVESTMENT ADVISORY SERVICES, LLC · 801-110650 | ROSEVILLE, | $746M | 8 | 2017 | ||||
| · probable Unsized | Seattle, | $520M | 1 | 4 | 2015 | |||
| SUMMIT, | $234M | 5 | 2012 | |||||
| $177M | 2021 | |||||||
Corus Family Wealth Advisors, Inc. Family office · Family offices · matched Summit Asset Management, Inc. Also on RIA / Wealth Management | Mckinney, | $620M | 5 | |||||
| MILWAUKEE, | $53.8M | 2 | 2012 | |||||
| Centennial, | $49.0M | 1 | ||||||
| CANONSBURG, | $74.4M | 2026 | ||||||
NORMANDY INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched SUMMIT INVESTMENT ADVISORS INC · 801-122314 | LEAWOOD, | $273M | 5 | 2021 | ||||
| HUNTINGDON VALLEY, | $57.1M | 2026 | ||||||
| BLOOMINGTON, | $46.5M | 2026 | ||||||
| TULSA, | $22.8M | 2012 | ||||||
| $21.4M | 2026 | |||||||
| SAN ANTONIO, | $16.0M | 2026 | ||||||
| $6.6M | 2026 | |||||||
SUMMIT WATER CAPITAL Registered adviser · RIA / Wealth · matched SUMMIT GLOBAL MANAGEMENT INC. · 801-19737 | LA JOLLA, | $33.5M | 2012 | |||||
| $2.0M | 2026 | |||||||
| 2 | 2025 | |||||||
| PARSIPPANY, | 2012 | |||||||
| 1 | ||||||||
| West Palm Beach, | 406 | |||||||
| Houston, | 291 |
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.