DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| DIAMOND BAR, | $380M | 2012 | ||||||
| GREENWOOD VILLAGE, | $195B | 1,944 | 2012 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| · probable Lower middle market | Los Angeles, | $17B | 1 | 30 | 2022 | |||
| CLEARWATER, | $3.2B | 76 | 2011 | |||||
J. W. COLE ADVISORS, INC. Registered adviser · RIA / Wealth · matched JONATHAN ROBERTS ADVISORY GROUP, INC. · 801-60722 | TAMPA, | $8.2B | 494 | 2012 | ||||
| · probable | $30B | 5 | 2024 | |||||
WESCOTT FINANCIAL ADVISORY GROUP LLC Registered adviser · RIA / Wealth · 801-29752 Also on Family Offices, Private Equity | PHILADELPHIA, | $4.2B | 23 | 2012 | ||||
| PASADENA, | $10B | 5 | 2015 | |||||
WINDSOR ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · 801-61372 Also on Independent Sponsors | COLUMBUS, | $2.9B | 4 | 12 | 2012 | |||
| GREENSBURG, | $1.4B | 65 | 2012 | |||||
| COVINGTON, | $1.7B | 19 | 2014 | |||||
PROSPERITY CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched C2P CAPITAL ADVISORY GROUP, LLC · 801-72187 | WESTLAKE, | $4.4B | 102 | 2011 | ||||
| NEEDHAM, | $1.7B | 14 | 2022 | |||||
IRA GROUP, INC. Registered adviser · RIA / Wealth · matched INVESTMENT RESEARCH & ADVISORY GROUP, INC. · 801-70558 Also on Allocators | ATLANTA, | $15B | 17 | 2012 | ||||
REHMANN WEALTH Registered adviser · RIA / Wealth · matched REHMANN CAPITAL ADVISORY GROUP, LLC · 801-64587 | LANSING, | $5.3B | 41 | 2011 | ||||
| GIG HARBOR, | $2.5B | 5 | 2024 | |||||
| WEST SENECA, | $1.4B | 11 | 2017 | |||||
| SHELTON, | $930M | 11 | 2012 | |||||
| DES MOINES, | $568M | 24 | 2011 | |||||
| · candidate Unsized | Annapolis, | $990M | 5 | 8 | 2012 | |||
| SANDY, | $838M | 15 | 2012 | |||||
| IRVINE, | $5.0B | 2012 | ||||||
| GIG HARBOR, | $468M | 15 | 2012 | |||||
INVESTMENT ADVISORY GROUP LLC Registered adviser · RIA / Wealth · matched INVESTMENT ADVISORY GROUP, LLC · 801-56937 | SARASOTA, | $1.2B | 5 | 2012 | ||||
| ATHENS, | $865M | 7 | 2012 | |||||
FINANCIAL SOLUTIONS ADVISORY GROUP Registered adviser · RIA / Wealth · matched FINANCIAL SOLUTIONS ADVISORY GROUP, INC. · 801-62068 | CHICAGO, | $935M | 8 | 2012 | ||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| WICHITA, | $979M | 6 | 2017 | |||||
| CORONA, | $702M | 9 | 2017 | |||||
WINTHROP WEALTH Registered adviser · RIA / Wealth · matched WINTHROP ADVISORY GROUP, LLC · 801-110461 | BOSTON, | $3.1B | 28 | 2017 | ||||
| SAN FRANCISCO, | $810M | 6 | 2012 | |||||
| BIRMINGHAM, | $314M | 17 | 2012 | |||||
| NAPLES, | $862M | 6 | 2020 | |||||
BRIDGEWEALTH ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · 801-112758 Also on Private Equity | FRESNO, | $869M | 5 | 2018 | ||||
| CHICAGO, | $3.1B | 2012 | ||||||
| CHICAGO, | $3.2B | 2012 | ||||||
| ST. LOUIS, | $768M | 5 | 2015 | |||||
CLIENT 1ST ADVISORY GROUP Registered adviser · RIA / Wealth · matched CLIENT 1ST ADVISORY GROUP LLC · 801-78052 Also on Private Equity | DUNEDIN, | $511M | 7 | 2013 | ||||
| FLEMING ISLAND, | $315M | 11 | 2012 | |||||
| LITTLE SILVER, | $277M | 15 | 2012 | |||||
| COLUMBIA, | $2.3B | 2012 | ||||||
| BIRMINGHAM, | $806M | 4 | 2019 | |||||
| VIRGINIA BEACH, | $800M | 3 | 2016 | |||||
| SARASOTA, | $361M | 8 | 2017 | |||||
BAY COLONY ADVISORS Registered adviser · RIA / Wealth · matched BAY COLONY ADVISORY GROUP, INC. · 801-107792 | CONCORD, | $1.4B | 29 | 2016 | ||||
| REDMOND, | $2.1B | 18 | 2014 | |||||
| SUWANEE, | $438M | 7 | 2019 | |||||
POLARIS WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched POLARIS WEALTH ADVISORY GROUP, LLC · 801-72654 | SAN RAFAEL, | $1.5B | 2012 | |||||
| ST. LOUIS, | $388M | 12 | 2022 |
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.