DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| NORTHFIELD, | $291M | 4 | 2018 | ||||
THE PLANNING GROUP Registered adviser · RIA / Wealth · matched THE PLANNING GROUP OF SCOTTSDALE, LLC · 801-66972 | SCOTTSDALE, | $97.9M | 2012 | ||||
| RIDGELAND, | $178M | 2012 | |||||
ABACUS PLANNING GROUP, INC. Registered adviser · RIA / Wealth · 801-55414 Also on Independent Sponsors, Private Equity | COLUMBIA, | $2.2B | 5 | 15 | 2012 | ||
CETERA PLANNING PARTNERS Registered adviser · RIA / Wealth · matched THE RETIREMENT PLANNING GROUP, LLC · 801-62655 | LEAWOOD, | $4.2B | 56 | 2012 | |||
CORNERSTONE PLANNING GROUP Registered adviser · RIA / Wealth · matched CORNERSTONE PLANNING GROUP INC. · 801-118222 | FAIRFIELD, | $952M | 23 | 2020 | |||
PROFESSIONAL PLANNING GROUP Registered adviser · RIA / Wealth · matched NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. · 801-15330 | WESTERLY, | $1.3B | 9 | 2012 | |||
| BINGHAMTON, | $568M | 16 | 2015 | ||||
| MIDDLEBURG, | $1.7B | 4 | 2012 | ||||
STRATEGIC PLANNING GROUP Registered adviser · RIA / Wealth · matched STRATEGIC PLANNING GROUP, LLC · 801-112440 | BOUNTIFUL, | $910M | 8 | 2015 | |||
| CENTENNIAL, | $710M | 8 | 2017 | ||||
| COLUMBUS, | $748M | 6 | 2011 | ||||
| CARMEL, | $390M | 11 | 2012 | ||||
WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · 801-114047 Also on Independent Sponsors, Private Equity | BALTIMORE, | $361M | 1 | 4 | 2018 | ||
| ORLANDO, | $330M | 5 | 2018 | ||||
| HAUPPAUGE, | $347M | 4 | 2018 | ||||
| MALTA, | $375M | 4 | 2020 | ||||
FORTRESS PLANNING GROUP Registered adviser · RIA / Wealth · matched FORTRESS PLANNING GROUP, LLC · 801-127572 | PEWAUKEE, | $345M | 5 | 2023 | |||
| GREENSBORO, | $384M | 3 | 2020 | ||||
| LAS VEGAS, | $348M | 2 | 2012 | ||||
MINERVA PLANNING GROUP Registered adviser · RIA / Wealth · matched MINERVA PLANNING GROUP, INC. · 801-80329 | DECATUR, | $237M | 3 | 2011 | |||
| BENNINGTON, | $281M | 3 | 2020 | ||||
| WELLESLEY, | $219M | 2 | 2012 | ||||
| GREEN BAY, | $488M | 2011 | |||||
| CORNING, | $157M | 3 | 2018 | ||||
| MELVILLE, | $383M | 2012 | |||||
MAGELLAN PLANNING GROUP Registered adviser · RIA / Wealth · matched MAGELLAN PLANNING GROUP, INC. · 801-134622 | ATLANTA, | $210M | 3 | 2026 | |||
| ATLANTA, | $279M | 2012 | |||||
| ORLANDO, | $113M | 4 | 2025 | ||||
| CAMAS, | $83.7M | 3 | 2021 | ||||
| TROY, | $135M | 2 | 2012 | ||||
| BRIARCLIFF MANOR, | $197M | 1 | 2026 | ||||
| WOODSTOCK, | $113M | 3 | 2026 | ||||
| E. SYRACUSE, | $111M | 1 | 2021 | ||||
CAPITAL AREA PLANNING GROUP Registered adviser · RIA / Wealth · matched CAPITAL AREA PLANNING GROUP, LLC · 801-131246 | WASHINGTON, | $46.1M | 4 | 2024 | |||
AEPG WEALTH STRATEGIES Registered adviser · RIA / Wealth · matched AMERICAN ECONOMIC PLANNING GROUP INC · 801-32089 Also on Allocators | WARREN, | $913M | 2012 | ||||
NEFPG Registered adviser · RIA / Wealth · matched NEW ENGLAND FINANCIAL PLANNING GROUP, LLC · 801-17130 | BURLINGTON, | $246M | 3 | 2012 | |||
| STAMFORD, | $94.1M | 2012 | |||||
| VIRGINIA BEACH, | $92.9M | 2026 | |||||
| $92.3M | 2026 | ||||||
| $45.0M | 1 | 2012 | |||||
| FLOWER MOUND, | $85.0M | 2026 | |||||
FOCUS PLANNING GROUP Registered adviser · RIA / Wealth · matched FOCUS PLANNING GROUP, LLC · 801-132810 | $41.8M | 1 | 2025 | ||||
PORTLAND FINANCIAL PLANNING GROUP Registered adviser · RIA / Wealth · matched PORTLAND FINANCIAL PLANNING GROUP, LLC | PORTLAND, | $78.4M | 2026 | ||||
DYNAMIC LIFESTYLE PLANNING GROUP Registered adviser · RIA / Wealth · matched DYNAMIC LIFESTYLE PLANNING GROUP LLC Also on Allocators | $78.1M | 2026 | |||||
| COLORADO SPRINGS, | $12.1M | 2026 | |||||
| KENNESAW, | $71.0M | 2026 | |||||
| $68.7M | 2026 | ||||||
| SOUTHAMPTON, | $55.5M | 2026 | |||||
| PRIOR LAKE, | $55.0M | 2011 |
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.