DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| MCLEAN, | $52B | 14 | 2012 | |||||
| Louisville, | $150M | |||||||
MAGIS FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched VF INVESTMENT SERVICES CORP. · 801-72956 Also on Allocators | HORSHAM, | $242M | 2011 | |||||
| AUSTIN, | $1.3B | 54 | 2023 | |||||
| Woodside, | $527M | 14 | 10 | 5 | 2024 | |||
| SAN Francisco, | $403M | 16 | 2 | 2 | 2024 | |||
| · probable | Greenville, | $21.4M | 16 | 8 | 3 | 2024 | ||
| Newark, | $335M | 11 | 2 | 4 | 2024 | |||
| New York, | $137M | 17 | 2 | 2 | 2024 | |||
| Pepper Pike, | $177M | 14 | 3 | 2024 | ||||
| · probable | Louisville, | $3.2M | 16 | 1 | 27 | 2021 | ||
| Libertyville, | $203M | 9 | 3 | 2 | 2024 | |||
| Palm Bch Gdns, | $167M | 6 | 1 | 3 | 2024 | |||
| CLAYTON, | $320M | 1 | 4 | 2021 | ||||
| COLUMBUS, | $394M | 4 | 2012 | |||||
| LOUISVILLE, | $306M | 6 | 2022 | |||||
| LUGANO, TICINO, | $1.3B | 2016 | ||||||
| HURON, | 2026 | |||||||
| Fayetteville, | 56 | |||||||
| STATEN ISLAND, | $143M | 4 | 2017 | |||||
| Lexington, | $691M | 2025 | ||||||
| NEDLANDS, | $276M | 1 | 2019 | |||||
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL Registered adviser · RIA / Wealth · matched VESTMENT FINANCIAL LLC · 801-116812 | CHANHASSEN, | $304M | 13 | 2019 | ||||
| SHAVANO PARK, | $200M | 2020 | ||||||
| New York, | $1.8B | 2025 | ||||||
| Mclean, | $166M | 2024 | ||||||
| $92.5M | 2025 | |||||||
| Longmont, | $17.7M | 2 | 1 | 2022 | ||||
| AUSTIN, | $70.5M | 2011 | ||||||
| ARROYO GRANDE, | $40.7M | 2012 | ||||||
Vertical Flank LLC Firm · Venture · Exempt reporting adviser Also on Real Estate Funds, RIA / Wealth Management | · probable | $11.1M | 1 | 2 | ||||
| · probable Unsized | Houston, | $33.0M | 8 | 2 | 2013 | |||
| $59.5M | 2026 | |||||||
| MARIETTA, | $46.2M | 2012 | ||||||
| $52.3M | 2024 | |||||||
MAINE ADVISORY ASSOCIATES Registered adviser · RIA / Wealth · matched VOLK FINANCIAL LLC · 801-136260 | FALMOUTH, | $117M | 3 | 2026 | ||||
| $36.7M | 2026 | |||||||
| PHILADELPHIA, | $34.2M | 2026 | ||||||
| NEW YORK, | $25.7M | 2022 | ||||||
| $33.0M | 2026 | |||||||
Vested Finance Capital provider · Sponsors · matched VESTED FINANCE INC. Also on Private Equity, RIA / Wealth Management | Durham, | $5.0M | 5 | |||||
| $15.4M | 2021 | |||||||
| Denver, | $188M | 2026 | ||||||
| $14.9M | 2024 | |||||||
| $9.5M | 2026 | |||||||
| $9.4M | 2026 | |||||||
| $8.4M | 2026 | |||||||
| NEWPORT BEACH, | $55.0M | 2026 | ||||||
| $1.8M | 2026 | |||||||
| $968,410 | 2026 |
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.