DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT NEBRASKA LLC · 801-65977 | NORFOLK, | $3.7B | 47 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Trade Winds Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
WEALTH MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. · 801-118733 | TALLAHASSEE, | $242M | 3 | 2012 | ||||
WEALTH MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT, LLC · 801-74490 | KNOXVILLE, | $117M | 2012 | |||||
HENRY + HORNE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT LLC · 801-111876 | SCOTTSDALE, | $738M | 2017 | |||||
| WILSONVILLE, | $44.3M | 2012 | ||||||
| CLINTON, | $19.6M | 2026 | ||||||
| CHERRY HILL, | $717M | 11 | 2014 | |||||
| TUCSON, | $794M | 7 | 2020 | |||||
| GREENVILLE, | $686M | 5 | 2014 | |||||
| LEAWOOD, | $504M | 2012 | ||||||
| TEWKSBURY, | $322M | 2014 | ||||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-64413 | DOVER, | $313M | 2012 | |||||
| ALLEN, | $172M | 2013 | ||||||
WMS WEALTH PLANNERS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT STRATEGIES, INC. · 801-117711 | PITTSBURGH, | $315M | 3 | 2019 | ||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-116892 | ROCHESTER, | $103M | 2019 | |||||
| PEORIA, | $100M | 2012 | ||||||
ACCRUENT WEALTH ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, INC. · 801-118266 | WINSTON-SALEM, | $198M | 3 | 2020 | ||||
| IRVINE, | $80.4M | 2012 | ||||||
| ZURICH, | $34.7M | 2 | 2025 | |||||
| $34.4M | 1 | 2012 | ||||||
| $82.2M | 2026 | |||||||
| LINCOLNSHIRE, | $78.8M | 2025 | ||||||
| $64.0M | 2026 | |||||||
| BLOOMINGTON, | $48.2M | 2012 | ||||||
| ST. LOUIS, | $46.8M | 2026 | ||||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, INC. · 801-41117 | $31.7M | 2026 | ||||||
| $19.4M | 2018 | |||||||
ACUITY WEALTH MANAGEMENT ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT ADVISORS, LLC · 801-127938 | LEXINGTON, | $101M | 2023 | |||||
| SPRINGFIELD, | $14.2M | 2024 | ||||||
| TULSA, | $81.7M | 2026 | ||||||
BLUE LINE CAPITAL ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT AMERICA, LLC | PALM BEACH GARDENS, | $46.2M | 2026 | |||||
| SHALLOTTE, | $5.5M | 2026 | ||||||
| $4.2M | 2026 | |||||||
| GILBERT, | $4.1M | 2026 | ||||||
| PITTSBURGH, | $30B | 1,159 | 2012 | |||||
| ROCKFORD, | $56B | 399 | 2011 | |||||
| 1 | 2022 | |||||||
| TOPEKA, | $50B | 462 | 2016 | |||||
| St. Louis, | $182B | 5 | 26 | 8 | ||||
| CUMBERLAND, | 2014 | |||||||
WMS FINANCIAL SERVICES Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT STRATEGIES FINANCIAL SERVICES, LLC | ANAHEIM, | $7.2M | 2026 | |||||
| 2026 | ||||||||
| SPRING, | 2026 | |||||||
| MANCHESTER CENTER, | 2026 | |||||||
| BLOOMFIELD HILLS, | 2025 | |||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
APOLLON WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · 801-112350 Also on Private Credit, Private Equity | MOUNT PLEASANT, | $12B | 144 | 2017 | ||||
COLDSTREAM WEALTH MANAGEMENT Registered adviser · RIA / Wealth · 801-39379 Also on Real Estate Funds, Private Equity | BELLEVUE, | $14B | 1 | 139 | 2012 | |||
| WESTWOOD, | $18B | 135 | 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.