DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Upper middle market | London, | $22B | 39 | 54 | 72 | 2024 | ||
| · probable | Westport, | $65.0M | 35 | 11 | 4 | 2026 | ||
| San Francisco, | 364 | |||||||
Upper middle market | Coral Gables, | $5.6B | 6 | 22 | 119 | 2023 | ||
| 1 | 1 | |||||||
| CHARLESTON, | $3.5B | 12 | 2011 | |||||
| LAGUNA NIGUEL, | $639M | 31 | 2013 | |||||
| · probable Lower middle market | Munich, | $934M | 7 | |||||
TFO Wealth Partners Family office · Family offices · matched TDC Investment Advisory Also on RIA / Wealth Management | Maumee, | $5.7B | 6 | |||||
| RIDGELAND, | $2.6B | 2012 | ||||||
TRAPHAGEN FINANCIAL GROUP Registered adviser · RIA / Wealth · matched TRAPHAGEN INVESTMENT ADVISORS LLC · 801-56130 | ORADELL, | $2.3B | 16 | 2012 | ||||
| WEST CHESTER, | $388M | 4 | 2012 | |||||
| DENVER, | $167M | 6 | 2021 | |||||
| INDIANAPOLIS, | $239M | 4 | 2020 | |||||
| MENLO PARK, | $341M | 1 | 2012 | |||||
Talson Capital Management L.P. Firm · Private equity · matched Taylor Investment Advisors LP (relying Adviser) Also on Private Credit, RIA / Wealth Management | · probable Unsized | Darien, | $530M | 4 | 2 | 2023 | ||
| DALLAS, | $203M | 4 | 2012 | |||||
Trilogy Investment Advisors Firm · Venture · matched Trilogy Investment Advisors, LLC · Exempt reporting adviser | Bellevue, | $243 | 11 | 2 | 7 | |||
| BURLINGTON, | $277M | 2022 | ||||||
| NEW YORK, | $348M | 2023 | ||||||
TRUST INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched TRUST & INVESTMENT ADVISORS, INC. · 801-30680 | INDIANAPOLIS, | $124M | 2011 | |||||
| NEW YORK, | $118M | 2014 | ||||||
TAX & INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched TIA WEALTH MANAGEMENT LLC · 801-136330 | NEWBURYPORT, | $102M | 1 | 2026 | ||||
| $107M | 2012 | |||||||
Temerity Strategic Partners Manager · RE funds · matched TSP Investment Advisers, L.L.C. · Under 1b Also on RIA / Wealth Management | · candidate | Chicago, | $180M | 2 | 4 | 2024 | ||
| CHICAGO, | $78.9M | 2026 | ||||||
THOMPSON INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched THOMPSON INVESTMENT ADVISORS, INC. | LOUISVILLE, | $57.0M | 2026 | |||||
| TOLEDO, | $45.2M | 2011 | ||||||
| HUNTERSVILLE, | $33.1M | 2026 | ||||||
| $16.0M | 2011 | |||||||
| $12.9M | 2026 | |||||||
| ORANGE, | $12.2M | 2026 | ||||||
| MCLEAN, | $6.9M | 2012 | ||||||
| $6.5M | 2026 | |||||||
| $6.5M | 2026 | |||||||
| $4.5M | 2026 | |||||||
| $2.3M | 2026 | |||||||
| DALLAS, | $387,586 | 2020 | ||||||
| EL CERRITO, | 2015 | |||||||
| ZURICH, | 2016 | |||||||
| $78,335 | 2026 | |||||||
| $55,580 | 2026 | |||||||
| SALT LAKE CITY, | 2026 | |||||||
| LANCASTER, | 2026 | |||||||
| 2025 | ||||||||
| 2026 | ||||||||
TRAINA INVESTMENT ADVISORY Registered adviser · RIA / Wealth · matched TRAINA INVESTMENT ADVISORY, LLC | 2026 | |||||||
Direct lender | London, | |||||||
| BETHESDA, | 2026 | |||||||
| 1 |
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.