DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| New York, | $1.1B | 101 | 36 | 7 | 2026 | |||
| Toledo, | 73 | |||||||
| Boston, | 59 | |||||||
COLLABORATIVE CAPITAL ADVISORS LLC Registered adviser · RIA / Wealth · 801-134166 Also on Independent Sponsors, Private Equity | NEW YORK, | $388M | 1 | 2 | 2025 | |||
| NEW YORK, | $166M | 1 | 2021 | |||||
COLLABORATIVE FUND ADVISORS Registered adviser · RIA / Wealth · matched COLLABORATIVE FUND ADVISORS, LLC · 801-128588 | RENO, | $145M | 2023 | |||||
| COLUMBUS, | $103M | 2017 | ||||||
| $550M | 195 | 2012 | ||||||
COLLABORATIVE WEALTH Registered adviser · RIA / Wealth · matched COLLABORATIVE WEALTH MANAGEMENT, INC. · 801-80100 | LAKE MARY, | $653M | 14 | 2014 | ||||
| $655,582 | 2026 | |||||||
| WESTFORD, | $84.2M | 2026 | ||||||
COLLABORATIVE PORTFOLIO MANAGEMENT Registered adviser · RIA / Wealth · matched COLLABORATIVE PORTFOLIO MANAGEMENT, LLC · 801-131107 | OVERLAND PARK, | $179M | 4 | 2024 | ||||
| Teaneck, | 911 | |||||||
| Plano, | 73 | |||||||
| Fort Lauderdale, | 81 | |||||||
| Lincoln, | 454 | |||||||
| $201M | 48 | 2019 | ||||||
| $119M | 43 | 2022 | ||||||
| Aventura, | 1 | |||||||
| $239M | 42 | 2016 | ||||||
| BROOKLINE, | $14.0M | 2026 | ||||||
| CORONA DEL MAR, | $792M | 3 | 2011 | |||||
| Houston, | 108 | |||||||
| $54.8M | 54 | 2013 | ||||||
| $3.3M | 46 | 2013 | ||||||
| Plano, | 106 | |||||||
| Los Angeles, | 54 | |||||||
| HARRISBURG, | $45.0M | 2026 | ||||||
| $69.9M | 8 | 2021 | ||||||
| 3 | 2 | |||||||
| SAN ANTONIO, | $4.5M | 2025 | ||||||
| $1.4M | 2026 | |||||||
| $34.3M | 2 | 2023 | ||||||
| Spring, | 79 | |||||||
| Virginia Beach, | 1 | 109 | ||||||
| Glastonbury, | 419 | |||||||
| Solon, | 357 | |||||||
| $252M | 14 | 2020 | ||||||
| Plymouth, | 294 | |||||||
| Merrimac, | 205 | |||||||
| Fresno, | 174 | |||||||
| Naugatuck, | 138 | |||||||
| San Francisco, | 131 | |||||||
| Portland, | 118 | |||||||
| Washington, | 116 | |||||||
| Chicago, | 109 | |||||||
| $2 | 10 | 2014 | ||||||
| Dallas, | 63 | |||||||
| Fort Wayne, | 91 | |||||||
| Fayetteville, | 89 |
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.