DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Perrysburg, | 132 | |||||||
| 2 | 1 | |||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| WEST CHESTER, | $448M | 2 | 2012 | |||||
| EDMONDS, | $161M | 2 | 2021 | |||||
THOROUGHBRED FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · 801-56741 Also on Private Equity | BRENTWOOD, | $4.0B | 34 | 2012 | ||||
| Cleveland, | $76.8M | 2025 | ||||||
| BRENTWOOD, | $2.4B | 1 | 2012 | |||||
| ABILENE, | $262M | 1 | 9 | 2013 | ||||
| SEMINOLE, | $353M | 4 | 2012 | |||||
| CHANDLER, | $442M | 3 | 2012 | |||||
| CHAMBERSBURG, | $309M | 3 | 2011 | |||||
| WESTLAKE VILLAGE, | $192M | 2012 | ||||||
TRUENORTH WEALTH ADVISORS Registered adviser · RIA / Wealth · matched TRUENORTH FINANCIAL SERVICES, LLC · 801-116702 | SEATTLE, | $322M | 5 | 2012 | ||||
| CORAL GABLES, | $100M | 2012 | ||||||
| BLOOMFIELD HILLS, | $91.5M | 2026 | ||||||
| SAN ANTONIO, | $83.2M | 2026 | ||||||
Thermo Fisher Scientific Inc. Pension Plans Allocator · Allocators · matched Thermo Fisher Scientific Inc. · 100M-1B | Waltham, | $903M | 2025 | |||||
| $80.9M | 2026 | |||||||
| EMERSON, | $72.2M | 2026 | ||||||
| OMAHA, | $51.6M | 2026 | ||||||
| $37.2M | 2026 | |||||||
T.K.M. FINANCIAL SERVICES, LLC Registered adviser · RIA / Wealth · matched TKM FINANCIAL SERVICES, LLC | LOUISVILLE, | $28.3M | 2026 | |||||
| POUGHKEEPSIE, | $11.8M | 2026 | ||||||
| STIGLER, | $9.9M | 2026 | ||||||
BARATTA INVESTMENT GROUP TBIG FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched TBIG FINANCIAL SERVICES INC · 801-53568 | $44.8M | 1 | 2012 | |||||
| $5.0M | 2012 | |||||||
THOMPSON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched THOMPSON FINANCIAL SERVICES, INC. | STATESVILLE, | $44.4M | 2026 | |||||
| $3.6M | 2026 | |||||||
| $40.0M | 2026 | |||||||
| $3.2M | 2026 | |||||||
| ORLAND PARK, | $613,894 | 1 | 2011 | |||||
| TRENT WOODS, | $2.4M | 2026 | ||||||
TRILOGY FINANCIAL SOLUTIONS Registered adviser · RIA / Wealth · matched TRILOGY FINANCIAL SOLUTIONS, LLC | $1.6M | 2026 | ||||||
| $15.5M | 2026 | |||||||
| $510,391 | 2026 | |||||||
| 2026 | ||||||||
| BILLINGS, | 2026 | |||||||
| 2018 | ||||||||
| NEW YORK, | 2026 | |||||||
| SCOTTSDALE, | 2026 | |||||||
TEMPERANCE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched TEMPERANCE FINANCIAL SERVICES, LTD. CO | $5.4M | 2026 | ||||||
| Greenwich, | ||||||||
| LISLE, | $18B | 11 | 2014 | |||||
| NEW YORK, | $111M | 10 | 2022 | |||||
| MIAMI, | $3.9B | 2018 | ||||||
| PHILADELPHIA, | $1.0B | 2014 | ||||||
| NEW YORK, | $1.5B | 2024 | ||||||
| DOWNEY, | $517M | 2 | 2024 | |||||
| $189M | 1 | 2018 |
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.