DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Lower middle market | New York, | $8.7B | 3 | 4 | 12 | 2022 | ||
| · probable Middle market | New York, | $84B | 16 | 43 | 9 | 2024 | ||
| Chesterfield, | 50 | |||||||
THE ADVISORY GROUP Registered adviser · RIA / Wealth · matched TAG FINANCIAL INC · 801-57715 Also on Allocators | DIAMOND BAR, | $380M | 2012 | |||||
| GREENSBURG, | $1.4B | 65 | 2012 | |||||
| · candidate Unsized | Annapolis, | $990M | 5 | 8 | 2012 | |||
| BIRMINGHAM, | $314M | 17 | 2012 | |||||
| 1 | 2022 | |||||||
| MILWAUKEE, | $253M | 5 | 2020 | |||||
| 2020 | ||||||||
| La Jolla, | 68 | |||||||
| $95.1M | 2026 | |||||||
ADVANTAGE RETIREMENT GROUP Registered adviser · RIA / Wealth · matched TOUNJIAN ADVISORY GROUP, LLC · 801-116766 | FORT MYERS, | $325M | 2019 | |||||
| BIRMINGHAM, | $20.4M | 2012 | ||||||
| $35.7M | 2026 | |||||||
| GREENWICH, | 2013 | |||||||
| GREENBELT, | 2026 | |||||||
TUTELA ADVISORY GROUP Registered adviser · RIA / Wealth · matched TUTELA ADVISORY GROUP LLC · 801-136224 | 2026 | |||||||
| 1 | ||||||||
| 1 | ||||||||
| NEW YORK, | $92.1M | 2012 | ||||||
| · probable Unsized | Dallas, | $18.9M | 1 | 5 | ||||
| Oklahoma City, | ||||||||
| New York City, | 447 | |||||||
| NEW YORK, | $35.5M | 2023 | ||||||
| Houston, | 154 | |||||||
| Alexandria, | 72 | |||||||
| Baltimore, | 86 | |||||||
| Chattanooga, | 334 | |||||||
| Shelby, | 121 | |||||||
| LONDON, | $3.9B | 2 | 2025 | |||||
| 1 | 1 | |||||||
| CHARLOTTE, | $369M | 1 | 2021 | |||||
| Chicago, | 3,387 | |||||||
| Glendale, | 564 | |||||||
Upper middle market | London, | $7.5B | 79 | 23 | 140 | 2024 | ||
TAGLICH BROTHERS, INC. Registered adviser · RIA / Wealth · 801-68376 Also on Independent Sponsors, Venture Capital | COLD SPRING HARBOR, | $37.7M | 2012 | |||||
| Random Lake, | 1 | 56 | ||||||
| Knoxville, | 204 | |||||||
| Essex Junction, | 132 | |||||||
| Bangor, | 86 | |||||||
| Cuba, | 89 | |||||||
| Libertyville, | 79 | |||||||
| Eden Prairie, | 51 | |||||||
Tierra Adentro Growth Capital Capital provider · Sponsors · matched TAGC MANAGEMENT, LLC Also on Private Equity, RIA / Wealth Management | Albuquerque, | $100M | 1 | |||||
| 2026 | ||||||||
Tagboard, Inc. Company · Venture · matched Tagboard.jpg · Form D equity offering Also on Private Equity | Redmond, | 1 | 2 | |||||
| Media, | 343 | |||||||
| $135M | 122 | 5 | 29 | 2023 |
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.