DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
THE INVESTMENT COUNSEL COMPANY Registered adviser · RIA / Wealth · matched THE INVESTMENT COUNSEL COMPANY OF NEVADA · 801-32353 | LAS VEGAS, | $2.2B | 7 | 2012 | ||||
| PETOSKEY, | $164M | 2011 | ||||||
1919 Investment Counsel, LLC Family office · Family offices · matched Legg Mason Investment Counsel, LLC Also on RIA / Wealth Management | Baltimore, | $26B | 1 | 17 | ||||
| CINCINNATI, | $23B | 65 | 2012 | |||||
| PEPPER PIKE, | $7.5B | 37 | 2012 | |||||
| ATLANTA, | $9.1B | 22 | 2012 | |||||
| BOSTON, | $5.5B | 12 | 2012 | |||||
| TORONTO, ONTARIO, | $40B | 2012 | ||||||
WILLIS INVESTMENT COUNSEL INC Registered adviser · RIA / Wealth · 801-18528 Also on Allocators, Independent Sponsors | GAINESVILLE, | $4.2B | 3 | 6 | 2012 | |||
| ATLANTA, | $4.2B | 13 | 2012 | |||||
| RICHMOND HILL, ONTARIO, | $44B | 2025 | ||||||
| BLOOMFIELD HILLS, | $2.6B | 11 | 2011 | |||||
| SCOTTSDALE, | $1.8B | 13 | 2012 | |||||
| NASHVILLE, | $2.0B | 11 | 2012 | |||||
DUNHAM Registered adviser · RIA / Wealth · matched DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. · 801-25803 Also on Independent Sponsors, Real Estate Funds | SAN DIEGO, | $5.6B | 1 | 30 | 2011 | |||
| NEENAH, | $1.8B | 11 | 2011 | |||||
| PLYMOUTH, | $3.8B | 3 | 2012 | |||||
SFE INVESTMENT COUNSEL INC. Registered adviser · RIA / Wealth · 801-68580 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $748M | 2 | 11 | 2011 | |||
Lower middle market | Boston, | $1.1B | 5 | 5 | 2013 | |||
| KNOXVILLE, | $1.7B | 6 | 2012 | |||||
| FT. LAUDERDALE, | $4.6B | 2011 | ||||||
| BEVERLY HILLS, | $2.2B | 3 | 2012 | |||||
| · probable Lower middle market | Charlotte, | $2.3B | 10 | 31 | 2024 | |||
| BUFFALO, | $1.0B | 5 | 2016 | |||||
CLIFFORD SWAN INVESTMENT COUNSELORS Registered adviser · RIA / Wealth · matched CLIFFORD SWAN INVESTMENT COUNSEL LLC · 801-56675 | PASADENA, | $4.5B | 17 | 2011 | ||||
WILKINS INVESTMENT COUNSEL, INC Registered adviser · RIA / Wealth · matched WILKINS INVESTMENT COUNSEL INC · 801-35172 Also on Family Offices | BOSTON, | $1.1B | 5 | 2012 | ||||
| DENVER, | $1.4B | 5 | 2023 | |||||
| RALEIGH, | $1.0B | 4 | 2012 | |||||
OBERMEYER WEALTH PARTNERS Registered adviser · RIA / Wealth · matched OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 801-54953 | ASPEN, | $3.0B | 18 | 2012 | ||||
| CHARLOTTESVILLE, | $510M | 5 | 2011 | |||||
| CLEVELAND, | $566M | 4 | 2012 | |||||
| $723M | 3 | 2011 | ||||||
| SYRACUSE, | $780M | 2 | 2012 | |||||
CUTLER INVESTMENT GROUP Registered adviser · RIA / Wealth · matched CUTLER INVESTMENT COUNSEL, LLC · 801-62469 | JACKSONVILLE, | $1.5B | 21 | 2012 | ||||
| PASADENA, | $1.6B | 2011 | ||||||
JRM INVESTMENT COUNSEL. Registered adviser · RIA / Wealth · matched JRM INVESTMENT COUNSEL, L.L.C. · 801-65892 | $649M | 3 | 2012 | |||||
NEUMEIER POMA INVESTMENT COUNSEL LLC Registered adviser · RIA / Wealth · 801-23649 Also on Independent Sponsors | CARMEL, | $1.4B | 1 | 2011 | ||||
| WINNIPEG, MANITOBA, | $2.0B | 2020 | ||||||
SYNTRINSIC INVESTMENT COUNSEL, LLC. Registered adviser · RIA / Wealth · 801-69510 Also on Allocators, Private Equity | DENVER, | $1.6B | 2011 | |||||
| TORONTO ONTARIO, | $1.4B | 2011 | ||||||
| CHICAGO, | $1.4B | 2012 | ||||||
BEACH INVESTMENT COUNSEL, INC Registered adviser · RIA / Wealth · matched BEACH INVESTMENT COUNSEL INC · 801-53638 | WEST CONSHOHOCKEN, | $982M | 1 | 2012 | ||||
GFI INVESTMENT COUNSEL Registered adviser · RIA / Wealth · matched GFI INVESTMENT COUNSEL LTD. · 801-131626 | TORONTO, ONTARIO, | $1.8B | 2024 | |||||
| TORONTO, ON, | $1.7B | 2012 | ||||||
| PASADENA, | $540M | 2 | 2012 | |||||
| TORONTO, ONTARIO, | $924M | 1 | 2014 | |||||
| MILWAUKEE, | $330M | 3 | 2012 | |||||
| TORONTO, ONTARIO, | $1.7B | 2012 | ||||||
| BURLINGTON, ONTARIO, | $1.4B | 2011 | ||||||
| SEATTLE, | $299M | 3 | 2012 |
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.