DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 2026 | ||||||
| SANTA BARBARA, | $574M | 3 | 2015 | |||
CURTIS CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched CURTIS CAPITAL ADVISORS, LLC · 801-132177 | OVERLAND PARK, | $166M | 2 | 2025 | ||
| LAKE PLACID, | $47.4M | 2012 | ||||
| HENDERSON, | $149M | 2 | 2024 | |||
| Ballston Spa, | 662 | |||||
CURTIS FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched CURTIS FINANCIAL PLANNING, LLC · 801-132154 | $164M | 1 | 2025 | |||
| Houston, | 148 | |||||
| Anderson, | 135 | |||||
| St. Louis, | 83 | |||||
| Little Rock, | 112 | |||||
| Baltimore, | 530 | |||||
| South Bend, | 144 | |||||
| Sandy Hook, | 220 | |||||
| $3.8M | 2025 | |||||
| West Boylston, | 193 | |||||
| 1989 | ||||||
| 2016 | ||||||
| Mt. Kisco, | 216 | |||||
| 1989 | ||||||
| 2007 | ||||||
| 2007 | ||||||
| 2002 | ||||||
| 2004 | ||||||
| 2005 | ||||||
| 2010 | ||||||
| 2011 | ||||||
| 2016 | ||||||
| 2014 | ||||||
| TUSCOLA, | 2019 | |||||
| 1983 | ||||||
| 1996 | ||||||
| 2001 | ||||||
| Carolina, | 335 | |||||
| Kernersville, | 166 | |||||
| 2010 | ||||||
| 2006 | ||||||
| 2013 | ||||||
| 1990 | ||||||
| 2013 | ||||||
| 2011 | ||||||
| 1998 | ||||||
| 2015 | ||||||
| 2016 | ||||||
| 2015 | ||||||
| 1993 | ||||||
| 2016 | ||||||
| 2013 | ||||||
| 2012 | ||||||
| 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.