DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | |||||||
UNITED CAPITAL FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched UNITED CAPITAL FINANCIAL ADVISORS, LLC · 801-64376 Also on Private Equity | IRVING, | $25B | 164 | 2011 | ||||
| GARDEN CITY, | $2.2B | 25 | 2011 | |||||
UNITED ADVISOR GROUP Registered adviser · RIA / Wealth · matched UNITED ADVISOR GROUP, LLC · 801-127090 | CINCINNATI, | $1.4B | 55 | 2022 | ||||
UNITED ADVISORS AMERICA Registered adviser · RIA / Wealth · matched UNITED ADVISORS AMERICA CORPORATION · 801-114134 | PROSPER, | $447M | 21 | 2018 | ||||
| BOCA RATON, | $663M | 2012 | ||||||
| BOCA RATON, | $71.5M | 2012 | ||||||
| BEVERLY HILLS, | 1 | 1 | 2013 | |||||
| NEW YORK, | 2012 | |||||||
| 1 | 2023 | |||||||
| Cincinnati, | 390 | |||||||
| Charlotte, | 129 | |||||||
| Dayville, | 113 | |||||||
| Chicago, | 100 | |||||||
| Powell, | 75 | |||||||
United Investments Real estate fund vehicle · RE funds · Hershey's Investments, LLC Also on RIA / Wealth Management | $1.6M | 7 | 2017 | |||||
| $1.6M | 7 | 2017 | ||||||
Arden Property Group Inc Company · Sponsors · matched UNITED FINANCIAL GROUP, INC. · Property management | Appleton, | 149 | ||||||
| 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.