DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| HOUSTON, | $7.0B | 7 | 2011 | |||||
| INDIANAPOLIS, | 2018 | |||||||
| WHEATON, | $309B | 1 | 608 | 2012 | ||||
| PHILADELPHIA, | $3.5B | 55 | 2016 | |||||
PTMA INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched PUBLIC TRUST ADVISORS, LLC · 801-72782 | DENVER, | $104B | 12 | 2011 | ||||
WASHINGTON TRUST ADVISORS Registered adviser · RIA / Wealth · matched WASHINGTON TRUST ADVISORS, INC. · 801-18403 | WELLESLEY, | $2.4B | 14 | 2012 | ||||
| SPARTANBURG, | $1.9B | 15 | 2012 | |||||
| CHICAGO, | $4.4B | 2025 | ||||||
| SAN RAFAEL, | $403M | 3 | 2011 | |||||
ESTATE & TRUST ADVISORS Registered adviser · RIA / Wealth · matched ESTATE & TRUST ADVISORS, INC. · 801-67028 | RIVERWOODS, | $256M | 4 | 2012 | ||||
| GRANDVILLE, | $295M | 4 | 2023 | |||||
| SAN FRANCISCO, | $27.5M | 2011 | ||||||
| $4.1M | 2021 | |||||||
| 2026 | ||||||||
| 3 | 1 | 2029 | ||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| GREENVILLE, | $422M | 2 | 2012 | |||||
| TAMPA, | $226M | 2012 | ||||||
| $11.4M | 2026 | |||||||
| 4 | 2023 | |||||||
| PHOENIX, | 2 | 2026 | ||||||
| 1 | 2022 | |||||||
| MIAMI, | 2015 | |||||||
| CLIFTON, | 2025 |
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.