DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Sanford, | 220 | |||||||
Strategic Blueprint, LLC Family office · Family offices · matched The Baker Financial Group Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
BAKER CAPITAL CORP. Registered adviser · RIA / Wealth · 801-121701 Also on Private Equity, Venture Capital | NEW YORK, | $352M | 2 | 2012 | ||||
| IRVINE, | $203M | 2012 | ||||||
BAKER ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BAKER ASSET MANAGEMENT LLC · 801-64476 | OKLAHOMA CITY, | $60.4M | 2012 | |||||
| $44.8M | 2026 | |||||||
| · probable Lower middle market | Denver, | $10.0M | 1 | |||||
| $15.3M | 2026 | |||||||
| $5.0M | 2025 | |||||||
| SOUTHFIELD, | 2017 | |||||||
| OKLAHOMA CITY, | 2026 | |||||||
| 1990 | ||||||||
| $10.0M | 30 | 2024 | ||||||
| 2 | ||||||||
| 1 | ||||||||
| SAN FRANCISCO, | $21B | 2012 | ||||||
BAKER BROTHERS INVESTMENTS Registered adviser · RIA / Wealth · matched BAKER BROS. ADVISORS LP · 801-73446 | NEW YORK, | $28B | 2 | 2012 | ||||
| Houston, | $1.6B | 2025 | ||||||
BAKER TILLY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-119352 Also on Allocators, Private Equity | MADISON, | $5.2B | 26 | 2020 | ||||
| Dickinson, | 337 | |||||||
| LAGRANGE, | $42.9M | 2026 | ||||||
| Charlotte, | 1,415 | |||||||
| MIDLAND, | 2025 | |||||||
| VANCOUVER, | $1.0B | 5 | 2012 | |||||
| 2 | 2024 | |||||||
BAKERAVENUE Registered adviser · RIA / Wealth · matched BAKER AVENUE ASSET MANAGEMENT, LP · 801-63576 Also on Private Equity | SAN FRANCISCO, | $5.1B | 34 | 2012 | ||||
| SAN Francisco, | $126M | 2024 | ||||||
| Escondidio, | 342 | |||||||
BAKER TILLY INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched BAKER TILLY INVESTMENT SERVICES, LLC · 801-114838 | MADISON, | $1.7B | 2019 | |||||
| Ankeny, | 512 | |||||||
| MADISON, | $1.7B | 2012 | ||||||
| Vernon, | 876 | |||||||
| $4.3M | 2026 | |||||||
| Ft Worth, | 78 | |||||||
| Portland, | 465 | |||||||
| SAN FRANCISCO, | $45.9M | 2 | 2018 | |||||
| North Clarendon, | 350 | |||||||
GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES Registered adviser · RIA / Wealth · 801-56508 | ARLINGTON, | $909M | 5 | 2012 | ||||
| $1.5B | 6 | 22 | 2030 | |||||
| Norfolk, | 92 | |||||||
| Evansville, | 262 | |||||||
| 2014 | ||||||||
| LARKSPUR, | $1.1B | 1 | 2018 | |||||
| DEERFIELD, | $102M | 2012 | ||||||
| St. Cloud, | 218 | |||||||
| LOS ANGELES, | $53.5M | 4 | 2013 | |||||
| Carmel, | 108 | |||||||
| CARLSBAD, | $5.5M | 2026 | ||||||
| Dallas, | 81 | |||||||
WK Kellogg Co Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan Plan · Allocators · WK Kellogg Co | Battle Creek, | $449M | 16 | 8 | 1 | 2024 |
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.