DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 1 | ||||||
| 1995 | ||||||
| 2011 | ||||||
| 2000 | ||||||
| 2005 | ||||||
| 2002 | ||||||
| 1994 | ||||||
| 1980 | ||||||
| 2014 | ||||||
Susan Marguerite McBournie Person · RIA / Wealth · matched Susan Hopp · FOUNDATIONS INVESTMENT ADVISORS LLC | 2014 | |||||
| 1981 | ||||||
LINDA MCCORMICK TAYLOR Person · RIA / Wealth · matched LINDA SUSAN HORNER · CETERA INVESTMENT ADVISERS LLC | 2006 | |||||
Susan Reasinger Person · RIA / Wealth · matched SUSAN ^ HOLMES · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1996 | |||||
JACQUELINE SUSAN RANDALL Person · RIA / Wealth · matched JACQUIE SUSAN HODGSON · MCDONALD PARTNERS LLC | 1994 | |||||
Margaret Hoffmaster Connelly Person · RIA / Wealth · matched MARGARET SUSAN HOFFMASTER · INVESTOR FAN | 2007 | |||||
| 1987 | ||||||
| 2012 | ||||||
| 1996 | ||||||
Captrust | 2009 | |||||
| 2016 | ||||||
SUSAN PATRICIA Shaw Person · RIA / Wealth · matched SUSAN HOUDELETTE · CETERA INVESTMENT ADVISERS LLC | 2000 | |||||
| 2002 | ||||||
| 2002 | ||||||
| Boxborough, | 1 | |||||
| 1 |
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.