DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
UNITED ADVISOR GROUP Registered adviser · RIA / Wealth · matched UNITED ADVISOR GROUP, LLC · 801-127090 | CINCINNATI, | $1.4B | 55 | 2022 | ||||
ULTRA ADVISORY GROUP Registered adviser · RIA / Wealth · matched ULTRA ADVISORY GROUP LLC · 801-134701 | IRVINE, | $143M | 1 | 2025 | ||||
| WAKEFIELD, | $53.5M | 2 | 2012 | |||||
| $116M | 2026 | |||||||
UNIFIED RETIREMENT PLANNING GROUP Registered adviser · RIA / Wealth · matched USONIA ADVISORY GROUP, LLC · 801-136235 | BRIARCLIFF MANOR, | $197M | 1 | 2026 | ||||
| NORTH SYRACUSE, | $21.9M | 2026 | ||||||
| $10.5M | 2026 | |||||||
| 3 | 2023 | |||||||
UNION ACQUISITION GROUP Registered adviser · RIA / Wealth · matched UNION ACQUISITION GROUP, LLC · 801-121726 | MIAMI, | 2021 | ||||||
American Speech-Language-Hearing Association Retirement Income Plan Plan · Allocators · American Speech-Language-Hearing Association | Rockville, | $99.7M | 20 | 9 | 3 | 2024 | ||
Language Line, LLC Company · Sponsors · matched DBA LANGUAGELINE SOLUTIONS · Other professional services | Monterey, | 4,431 | ||||||
| Bellevue, | 1,254 | |||||||
| Overland Park, | 367 | |||||||
| Encino, | 335 | |||||||
| Horsham, | 251 | |||||||
| Portland, | 246 | |||||||
| Atlanta, | 236 | |||||||
| Fayetteville, | 229 | |||||||
| Columbus, | 155 | |||||||
| Philadelphia, | 189 | |||||||
| West Caldwell, | 166 | |||||||
| Fishkill, | 109 | |||||||
| Overland Park, | 72 | |||||||
| Fremont, | 104 | |||||||
| Lafayette, | 103 | |||||||
| Louisville, | 79 | |||||||
| Bethesda, | 99 | |||||||
| Arlington, | 73 | |||||||
| Chicago, | 63 | |||||||
Global Language Translation, Inc. DBA Global Language Center Company · Sponsors · Specialty trade other | San Jose, | 70 | ||||||
| Kissimmee, | 83 | |||||||
| North Bethesda, | 61 | |||||||
| Garrett Park, | 74 | |||||||
| Atlanta, | 69 | |||||||
| Mt Sinai, | 62 | |||||||
| Virginia Beach, | 61 | |||||||
| Murrieta, | 60 | |||||||
| Ontario, | 60 | |||||||
| Needham, | 59 | |||||||
| Troy, | 57 | |||||||
| San Ramon, | 56 | |||||||
| Seattle, | 54 | |||||||
| Nampa, | 53 | |||||||
| Rancho Cordova, | 52 | |||||||
| Cheyenne, | 2 | |||||||
| Fox Point, | 1 | |||||||
| 1995 | ||||||||
| 2007 | ||||||||
| 1998 | ||||||||
| 2016 |
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.