DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| PASADENA, | $684M | 2011 | ||||
| SAN MATEO, | $1.1B | 6 | 2012 | |||
| AVENTURA, | $67.0M | 2026 | ||||
| CORVALLIS, | $62.8M | 2026 | ||||
| $54.2M | 2026 | |||||
| RENO, | $265M | 3 | 2022 | |||
GLOBAL VANTAGE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched SHU LABEAUX INC DBA GLOBAL VANTAGE WEALTH MANAGEMENT | $75.0M | 2026 | ||||
| FORT MYERS, | $675M | 5 | 2024 | |||
KEYVANTAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched KEYVANTAGE WEALTH, LLC · 801-130771 | BETHLEHEM, | $339M | 4 | 2024 | ||
| ALAMO, | $136M | 2023 | ||||
| LAFAYETTE, | $4.9M | 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.