DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
THE DANIEL GROUP Registered adviser · RIA / Wealth · matched THE DANIEL FINANCIAL GROUP, LLC · 801-70372 | DULUTH, | $52.9M | 2011 | |||
| Charlotte, | 51 | |||||
| ROYAL OAK, | $210M | 3 | 2025 | |||
| LITTLE ROCK, | 2026 | |||||
DANIEL INVESTMENT ASSOCIATES, LLC Registered adviser · RIA / Wealth · 801-77862 Also on Private Equity | SANTA BARBARA, | $225M | 1 | 2013 | ||
| TROY, | $60.7M | 2026 | ||||
| 2025 | ||||||
| 2 |
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.