DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Newton, | $303M | 182 | 89 | 44 | 2025 | |||
| Cayce, | 1 | |||||||
| 2002 | ||||||||
| 2004 | ||||||||
| 1983 | ||||||||
| 2000 | ||||||||
COLLETTE SUSAN MITCHELL Person · RIA / Wealth · matched COLLETTE SUSAN SMITH · ADVICE AND PLANNING SERVICES | 2002 | |||||||
JENNIFER BALL Person · RIA / Wealth · matched JENNIFER SUSAN SMITH PARK · AMERIPRISE FINANCIAL SERVICES, LLC | 2005 | |||||||
KELLEY SUSAN SLAUGHT Person · RIA / Wealth · matched KELLEY SUSAN SMITHSLAUGHT · CENTAURUS FINANCIAL, INC. | 2009 | |||||||
Samantha Smith-Carsey Person · RIA / Wealth · matched SAMANTHA SUSAN SMITHCARSEY · J.P. MORGAN SECURITIES LLC | 2013 |
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.