DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 3 | ||||||||
UNIFY FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched UNIFY FINANCIAL LLC · 801-130951 | CLEARWATER, | $156M | 2 | 2024 | ||||
| Louisville, | 449 | |||||||
| Lake Oswego, | 1 | |||||||
UNIFY WEALTH MANAGEMENT LLC Registered adviser · RIA / Wealth · matched UNIFY WEALTH MANAGEMENT, LLC Also on Allocators | FORT COLLINS, | $54.5M | 2026 | |||||
| Kirkland, | 774 | |||||||
| Columbia, | 65 | |||||||
| Mesa, | $212M | 2024 | ||||||
| San Francisco, | 2 | |||||||
| Allen, | $91.8M | 51 | 21 | 1 | 2024 | |||
| Houston, | 131 | |||||||
| Jacksonville, | 51 | |||||||
| Mcdonald, | 1 | |||||||
| Chagrin Falls, | 1 | |||||||
Community Action Commission of Santa Barbara County, Inc. Company · Sponsors · matched COMMUNIFY · Individual family services | Santa Barbara, | 257 | ||||||
| $16.0M | 2 | 2 | 2031 | |||||
| 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.