DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| CORALVILLE, | $278M | 2 | 2017 | ||||
| FORT WAYNE, | $1.3B | 9 | 2012 | ||||
| SAVANNAH, | $2.3B | 9 | 2019 | ||||
ARS WEALTH ADVISORS Registered adviser · RIA / Wealth · matched ARS WEALTH ADVISORS GROUP, LLC · 801-121501 | ST. PETERSBURG, | $1.6B | 16 | 2021 | |||
STRATEGIC WEALTH ADVISORS GROUP Registered adviser · RIA / Wealth · matched STRATEGIC WEALTH ADVISORS GROUP, INC. · 801-67001 | SAN MATEO, | $863M | 2012 | ||||
| UTICA, | $207M | 8 | 2024 | ||||
| $310M | 2012 | ||||||
LYON WEALTH ADVISORS Registered adviser · RIA / Wealth · matched LYON WEALTH ADVISORS GROUP, LLC · 801-133992 Also on Allocators | CHARLOTTE, | $311M | 3 | 2025 | |||
JOSS BROWN WEALTH ADVISORS Registered adviser · RIA / Wealth · matched JOSS BROWN WEALTH ADVISORS GROUP LLC · 801-127223 | WILLIAMSBURG, | $162M | 5 | 2022 | |||
| NORFOLK, | $3.7B | 47 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched T.H.E. Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | |
| CHERRY HILL, | $717M | 11 | 2014 | ||||
| TUCSON, | $794M | 7 | 2020 | ||||
| GREENVILLE, | $686M | 5 | 2014 | ||||
| SPOKANE, | $322M | 9 | 2012 | ||||
| BALTIMORE, | $508M | 3 | 2012 | ||||
| BERWYN, | $667M | 2016 | |||||
| TALLAHASSEE, | $242M | 3 | 2012 | ||||
| RALEIGH, | $160M | 5 | 2023 | ||||
| LEAWOOD, | $504M | 2012 | |||||
| TEWKSBURY, | $322M | 2014 | |||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-64413 | DOVER, | $313M | 2012 | ||||
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES Registered adviser · RIA / Wealth · matched THE WEALTH GROUP, LTD · 801-120158 | EDEN PRAIRIE, | $711M | 12 | 2020 | |||
| HENDERSON, | $224M | 2018 | |||||
| ALLEN, | $172M | 2013 | |||||
WEALTH MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT, LLC · 801-74490 | KNOXVILLE, | $117M | 2012 | ||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-116892 | ROCHESTER, | $103M | 2019 | ||||
| PEORIA, | $100M | 2012 | |||||
| IRVINE, | $80.4M | 2012 | |||||
| ZURICH, | $34.7M | 2 | 2025 | ||||
| $34.4M | 1 | 2012 | |||||
| $82.2M | 2026 | ||||||
| LINCOLNSHIRE, | $78.8M | 2025 | |||||
WMS WEALTH PLANNERS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT STRATEGIES, INC. · 801-117711 | PITTSBURGH, | $315M | 3 | 2019 | |||
| TULSA, | $31.7M | 1 | 2012 | ||||
| $64.0M | 2026 | ||||||
| NEWPORT BEACH, | $103M | 2 | 2023 | ||||
| BLOOMINGTON, | $48.2M | 2012 | |||||
HENRY + HORNE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT LLC · 801-111876 | SCOTTSDALE, | $738M | 2017 | ||||
| WILSONVILLE, | $44.3M | 2012 | |||||
| ST. LOUIS, | $46.8M | 2026 | |||||
ACCRUENT WEALTH ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, INC. · 801-118266 | WINSTON-SALEM, | $198M | 3 | 2020 | |||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, INC. · 801-41117 | $31.7M | 2026 | |||||
MCCARTHY WEALTH & TAX ADVISORS Registered adviser · RIA / Wealth · matched WEALTH ADVISORS, LLC · 801-130395 | SPRINGBORO, | $202M | 3 | 2024 | |||
| OVERLAND PARK, | $20.9M | 2026 | |||||
| CLINTON, | $19.6M | 2026 | |||||
| $19.4M | 2018 | ||||||
| SPRINGFIELD, | $14.2M | 2024 | |||||
| SHALLOTTE, | $5.5M | 2026 | |||||
ACUITY WEALTH MANAGEMENT ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT ADVISORS, LLC · 801-127938 | LEXINGTON, | $101M | 2023 |
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.