DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
The Advocates Firm · Private equity · matched Your Advocates, Ltd., LLP Also on RIA / Wealth Management | · probable Unsized | Houston, | $362M | 1 | 3 | 2015 | ||
| Fayetteville, | 636 | |||||||
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT Registered adviser · RIA / Wealth · 801-71546 Also on Allocators | OLYMPIA, | $4.1B | 2012 | |||||
| Washington, | 75 | |||||||
| GRAND RAPIDS, | $159M | 7 | 2026 | |||||
| $315M | 2017 | |||||||
| Portland, | 594 | |||||||
FIDUCIARY ADVISOR ADVOCATES Registered adviser · RIA / Wealth · matched FIDUCIARY ADVISOR ADVOCATES, LLC · 801-78758 | $106M | 2013 | ||||||
| SACRAMENTO, | $33.7M | 3 | 2022 | |||||
| Sudbury, | 361 | |||||||
| New York, | 75 | |||||||
| Cartersville, | 98 | |||||||
| $21.8M | 4 | 1 | 2029 | |||||
| 2012 | ||||||||
FINANCIAL ADVOCATES ADVISORY SERVICES Registered adviser · RIA / Wealth · matched FINANCIAL ADVOCATES ADVISORY SERVICES, LLC · 801-110695 | OLYMPIA, | 2017 | ||||||
| OLYMPIA, | 2019 | |||||||
| PHOENIX, | 2025 | |||||||
| Malone, | 511 | |||||||
| San Diego, | 464 | |||||||
| Milwaukee, | 172 | |||||||
| Boca Raton, | 151 | |||||||
| Inglewood, | 98 | |||||||
| Puyallup, | 110 | |||||||
| Altoona, | 118 | |||||||
| Houston, | 81 | |||||||
| Boca Raton, | 76 | |||||||
| Wyndmoor, | 73 | |||||||
| Eugene, | 54 | |||||||
| Indianapolis, | 66 | |||||||
| St. Paul, | 62 | |||||||
| New Orleans, | 1 | |||||||
| Boca Raton, | 1 | |||||||
OPTIMAL HEALTH ADVOCATES FUND Fund · RIA / Wealth · OPTIMAL CAPITAL ADVISORS, LLC Also on Private Equity | $7.5M | 37 | 2021 |
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.