DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| MODESTO, | $313M | 2012 | ||||||
| PARAMUS, | $2.7B | 48 | 2012 | |||||
| LODI, | $1.4B | 23 | 2018 | |||||
VALLEY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched VALLEY WEALTH MANAGEMENT LLC · 801-135905 | OSHKOSH, | $112M | 1 | 2026 | ||||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
Connectus Wealth Firm · Private equity · matched Hunt Valley Wealth Also on Allocators, RIA / Wealth Management | · probable Lower middle market | Hunt Valley, | $8.7B | 4 | ||||
| CEDAR FALLS, | $173M | 3 | 2012 | |||||
| SAN JOSE, | $329M | 2011 | ||||||
NAPA VALLEY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched NAPA VALLEY WEALTH MANAGEMENT, INC. · 801-62343 | ST. HELENA, | $350M | 2012 | |||||
| WESTERN SPRINGS, | $129M | 2 | 2026 | |||||
| KLAMATH FALLS, | $85.9M | 2012 | ||||||
BUFFALO VALLEY WEALTH PLUS Registered adviser · RIA / Wealth · matched BUFFALO VALLEY WEALTH PLUS LLC | MIFFLINBURG, | $84.5M | 2026 | |||||
| SALEM, | $69.9M | 2026 | ||||||
Hudson Companies Firm · Private equity · matched Hudson Valley Wealth Management, Inc Also on Real Estate Funds, RIA / Wealth Management | · probable Lower middle market | Pearl River, | $112M | 1 | 1 | 2015 | ||
| $26.2M | 2026 | |||||||
| SAN JOSE, | $8.9M | 1 | 2011 | |||||
| GILBERT, | $8.5M | 2026 | ||||||
EAGLE VALLEY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched EAGLE VALLEY WEALTH MANAGEMENT LLC | $551,749 | 2026 | ||||||
NASHOBA VALLEY WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched NASHOBA VALLEY WEALTH MANAGEMENT, LLC | 2026 | |||||||
| ROANOKE, | $130M | 4 | 2025 |
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.