DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| San Diego, | 1 | |||||||
| Sarasota, | 50 | |||||||
| 2002 | ||||||||
| NEW YORK, | $764M | 1 | 2012 | |||||
| White, | 304 | |||||||
| 2003 | ||||||||
| 2004 | ||||||||
| 1991 | ||||||||
| 2013 | ||||||||
| 1993 | ||||||||
| 2011 | ||||||||
| 1986 | ||||||||
| 2013 | ||||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 2016 | ||||||||
| 1993 | ||||||||
| 2003 | ||||||||
| 1 | 1 | |||||||
| $76,000 | 2024 | |||||||
| 2008 | ||||||||
Melinda Brown Warren Person · RIA / Wealth · matched MELINDA WARREN SAUFLEY · RAYMOND JAMES & ASSOCIATES, INC. | 2001 | |||||||
CATHERINE ANN JOHNSON Person · RIA / Wealth · matched CATHERINE ANN RUFLEDT · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2002 | |||||||
KRISTIN JULIE HOUSLER Person · RIA / Wealth · matched KRISTIN HOUFLER-GROESBECK · RBC CAPITAL MARKETS, LLC | 2008 | |||||||
| 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.