DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| BERWYN, | $667M | 2016 | |||||
| · probable Unsized | Chicago, | $130B | 10 | ||||
| WEST SENECA, | $1.4B | 11 | 2017 | ||||
| ST. LOUIS, | $768M | 5 | 2015 | ||||
| FLEMING ISLAND, | $315M | 11 | 2012 | ||||
| VIRGINIA BEACH, | $800M | 3 | 2016 | ||||
POLARIS WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched POLARIS WEALTH ADVISORY GROUP, LLC · 801-72654 | SAN RAFAEL, | $1.5B | 2012 | ||||
MID-AMERICAN WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched MID-AMERICAN WEALTH ADVISORY GROUP INC. · 801-121111 | KANSAS CITY, | $336M | 6 | 2019 | |||
| GRANITE BAY, | $445M | 3 | 2018 | ||||
ELWOOD & GOETZ Registered adviser · RIA / Wealth · matched ELWOOD & GOETZ WEALTH ADVISORY GROUP, LLC · 801-109935 | ATHENS, | $1.1B | 21 | 2017 | |||
BENTOAK CAPITAL Registered adviser · RIA / Wealth · matched GARRETT WEALTH ADVISORY GROUP, LLC · 801-80598 | WEATHERFORD, | $970M | 19 | 2014 | |||
FAMILY WEALTH ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · 801-62921 Also on Family Offices | CINCINNATI, | $396M | 3 | 2012 | |||
| CARLSBAD, | $238M | 3 | 2011 | ||||
TRUE WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched TRUE WEALTH ADVISORY GROUP, LLC · 801-123140 | MIAMI, | $240M | 3 | 2022 | |||
| HOUSTON, | $155M | 4 | 2012 | ||||
| $515M | 2012 | ||||||
| SAN JOSE, | $125M | 2012 | |||||
| NEWTON CENTER, | $52.0M | 2026 | |||||
| INDIAN LAND, | $45.0M | 2026 | |||||
| MECHANICSBURG, | $38.1M | 2026 | |||||
| $14.0M | 2026 | ||||||
| NEW YORK, | $6.2M | 1 | 2025 | ||||
| $6.0M | 2015 | ||||||
SUSTAINABLE WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched SUSTAINABLE WEALTH ADVISORY GROUP LLC | LOS ANGELES, | $4.0M | 2026 | ||||
SOLID STATE WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched SOLID STATE WEALTH ADVISORY GROUP, LLC · 801-137164 | 1 | 2026 | |||||
LAKE LIFE WEALTH ADVISORY GROUP Registered adviser · RIA / Wealth · matched LAKE LIFE WEALTH ADVISORY GROUP LLC | 2026 | ||||||
| 2026 | |||||||
| 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 | |
| FORT WAYNE, | $1.3B | 9 | 2012 | ||||
| CHERRY HILL, | $717M | 11 | 2014 | ||||
| TUCSON, | $794M | 7 | 2020 | ||||
| GREENVILLE, | $686M | 5 | 2014 | ||||
| SPOKANE, | $322M | 9 | 2012 | ||||
| BALTIMORE, | $508M | 3 | 2012 | ||||
| TALLAHASSEE, | $242M | 3 | 2012 | ||||
| CORALVILLE, | $278M | 2 | 2017 | ||||
| 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 |
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.