DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| HENDERSON, | $224M | 2018 | ||||||
MCCARTHY WEALTH & TAX ADVISORS Registered adviser · RIA / Wealth · matched WEALTH ADVISORS, LLC · 801-130395 | SPRINGBORO, | $202M | 3 | 2024 | ||||
| TULSA, | $31.7M | 1 | 2012 | |||||
| FORT WAYNE, | $1.3B | 9 | 2012 | |||||
| CORALVILLE, | $278M | 2 | 2017 | |||||
EP WEALTH ADVISORS Registered adviser · RIA / Wealth · matched EP WEALTH ADVISORS, LLC. · 801-29358 Also on Independent Sponsors | TORRANCE, | $45B | 336 | 2012 | ||||
CIBC PRIVATE WEALTH ADVISORS, INC. Registered adviser · RIA / Wealth · 801-57986 Also on Private Equity, Real Estate Funds | CHICAGO, | $68B | 173 | 2012 | ||||
| Overland Park, | $125B | 7 | 2 | 8 | ||||
| · probable Unsized | San Francisco, | $86B | 65 | 6 | 2024 | |||
ARKADIOS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ARKADIOS WEALTH ADVISORS LLC · 801-110833 Also on Private Equity | ATLANTA, | $8.8B | 221 | 2017 | ||||
THE BALDWIN GROUP WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-120404 Also on Allocators | TAMPA, | $27B | 47 | 2021 | ||||
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-57242 Also on Private Equity, Real Estate Funds | MINNEAPOLIS, | $14B | 99 | 2012 | ||||
| SPRINGFIELD, | $12B | 81 | 2011 | |||||
| CINCINNATI, | $7.8B | 3 | 63 | 2021 | ||||
| MEMPHIS, | $4.2B | 167 | 2011 | |||||
| ERIE, | $7.7B | 73 | 2011 | |||||
| BEACHWOOD, | $5.6B | 71 | 2016 | |||||
EVERSOURCE WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-119192 Also on Private Equity, Real Estate Funds | BIRMINGHAM, | $5.1B | 1 | 75 | 2020 | |||
| SAN DIEGO, | $3.8B | 124 | 2017 | |||||
| CHICAGO, | $2.7B | 143 | 2011 | |||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| · probable Lower middle market | Chicago, | $53B | 3 | 28 | 2019 | |||
| TUCSON, | $5.4B | 45 | 2011 | |||||
| Dallas, | $2.8B | 6 | 36 | |||||
HERITAGE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched HERITAGE WEALTH ADVISORS, LLC · 801-64803 Also on Independent Sponsors | RICHMOND, | $4.9B | 9 | 15 | 2012 | |||
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS Registered adviser · RIA / Wealth · 801-114364 Also on Private Equity | DALLAS, | $4.2B | 55 | 2018 | ||||
| PARSIPPANY, | $3.6B | 1 | 44 | 2012 | ||||
| CINCINNATI, | $5.4B | 4 | 15 | 2012 | ||||
| HERMITAGE, | $4.7B | 33 | 2012 | |||||
| ST. LOUIS, | $3.5B | 48 | 2013 | |||||
RGT Wealth Advisors Firm · Private equity · matched RGT Wealth Advisors, LLC Also on Real Estate Funds, RIA / Wealth Management | · probable Lower middle market | Dallas, | $5.8B | 2 | 20 | 6 | ||
Sanctuary Advisors, LLC Firm · Venture · matched Sanctuary Wealth Advisors · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
| WALNUT CREEK, | $3.1B | 46 | 2012 | |||||
CM WEALTH ADVISORS LLC Registered adviser · RIA / Wealth · 801-62376 Also on Independent Sponsors, Private Equity | BEACHWOOD, | $3.6B | 30 | 5 | 2012 | |||
FOURSTAR WEALTH ADVISORS, LLC Registered adviser · RIA / Wealth · 801-110467 Also on Independent Sponsors | CHICAGO, | $1.4B | 2 | 45 | 2013 | |||
Klingenstein Fields Advisors Firm · Venture · matched Klingenstein Fields Wealth Advisors · Registered investment adviser | · probable | New York, | $4.7B | 4 | 41 | 2022 | ||
| RALEIGH, | $2.7B | 32 | 2020 | |||||
| PLANO, | $3.0B | 1 | 17 | 2012 | ||||
THE WEALTH CONSULTING GROUP Registered adviser · RIA / Wealth · matched WCG WEALTH ADVISORS, LLC · 801-80386 | LAS VEGAS, | $6.3B | 131 | 2014 | ||||
PROVENANCE WEALTH ADVISORS Registered adviser · RIA / Wealth · matched PROVENANCE WEALTH ADVISORS, LLC · 801-113505 | FORT LAUDERDALE, | $3.6B | 18 | 2018 | ||||
| WELLESLEY, | $5.1B | 12 | 2012 | |||||
| MINNEAPOLIS, | $1.5B | 43 | 2012 | |||||
| CLEVELAND, | $3.9B | 15 | 2012 | |||||
| AUSTIN, | $2.8B | 21 | 2012 | |||||
| CINCINNATI, | $2.2B | 32 | 2020 | |||||
AARON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched AARON WEALTH ADVISORS LLC · 801-113938 Also on Private Equity | CHICAGO, | $4.3B | 11 | 2018 | ||||
| MIAMI, | $1.4B | 51 | 2024 | |||||
| COVINGTON, | $1.6B | 25 | 2012 | |||||
Cynosure Group, LLC Firm · Venture · matched Cynosure Wealth Advisors · Registered investment adviser | · probable | Salt Lake City, | $9.8B | 4 | 7 | 2022 | ||
Lower middle market | Provo, | $8.8B | 2 | 15 | 2022 |
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.