DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-64413 | DOVER, | $313M | 2012 | |||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-116892 | ROCHESTER, | $103M | 2019 | |||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, INC. · 801-41117 | $31.7M | 2026 | ||||||
| ALLEN, | $172M | 2013 | ||||||
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 | |||||
| CUMBERLAND, | 2014 | |||||||
| · probable Unsized | Raleigh, | $852B | 1 | 23 | 2022 | |||
| · probable Unsized | Chicago, | $130B | 10 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Green Wealth Management Group · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
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 | ||
| PLANO, | $1.6B | 14 | 2023 | |||||
| PLANO, | $1.2B | 18 | 2025 | |||||
| SARATOGA SPRINGS, | $1.1B | 9 | 2012 | |||||
| CINCINNATI, | $535M | 17 | 2015 | |||||
| BLOOMINGTON, | $794M | 11 | 2016 | |||||
PARR MCKNIGHT WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC · 801-130400 | MINNEAPOLIS, | $1.1B | 10 | 2024 | ||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| FLEMINGTON, | $666M | 6 | 2012 | |||||
STRATEGIC WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · 801-64228 Also on Real Estate Funds | NEW YORK, | $833M | 4 | 2012 | ||||
PIONEER WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched PIONEER WEALTH MANAGEMENT GROUP, INC · 801-120285 | AUSTIN, | $399M | 11 | 2021 | ||||
| FORT MYERS, | $489M | 6 | 2011 | |||||
| FLEMINGTON, | $517M | 5 | 2013 | |||||
LAKESIDE WEALTH MANAGEMENT GROUP, LLC Registered adviser · RIA / Wealth · 801-67740 Also on Allocators | CHESTERTON, | $1.6B | 2012 | |||||
BARNES WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched BARNES WEALTH MANAGEMENT GROUP, INC. · 801-118031 | BAKERSFIELD, | $477M | 7 | 2020 | ||||
| APPLETON, | $408M | 6 | 2012 | |||||
| DUNMORE, | $356M | 6 | 2016 | |||||
| VALENCIA, | $418M | 5 | 2023 | |||||
| JACKSONVILLE, | $571M | 3 | 2013 | |||||
| LYNCHBURG, | $290M | 7 | 2022 | |||||
| METAIRIE, | $336M | 3 | 2015 | |||||
| VIRGINIA BEACH, | $394M | 3 | 2020 | |||||
| CAMARILLO, | $250M | 4 | 2017 | |||||
VERMILLION & WHITE WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC · 801-121066 | PHOENIXVILLE, | $279M | 5 | 2021 | ||||
LEVY WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched LEVY WEALTH MANAGEMENT GROUP, LLC · 801-117756 Also on Allocators | PHILADELPHIA, | $943M | 2019 | |||||
| PLYMOUTH, | $244M | 4 | 2018 | |||||
| DANIEL ISLAND, | $266M | 3 | 2021 | |||||
| GREENEVILLE, | $285M | 3 | 2022 | |||||
| LAKE ELMO, | $824M | 2022 | ||||||
SYRIOS WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched SYRIOS WEALTH MANAGEMENT GROUP, INC. · 801-130855 | LA JOLLA, | $425M | 2 | 2024 | ||||
MURPHY WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched MURPHY WEALTH MANAGEMENT GROUP, INC. · 801-108780 | FISHKILL, | $252M | 3 | 2016 | ||||
| BEND, | $243M | 5 | 2026 | |||||
NICHOLSON WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched NICHOLSON WEALTH MANAGEMENT GROUP, LLC · 801-128554 | CHARLESTON, | $322M | 2 | 2023 | ||||
PR WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched PR WEALTH MANAGEMENT GROUP, INC. · 801-122276 | EAST MOLINE, | $165M | 5 | 2021 | ||||
| AUSTIN, | $241M | 3 | 2023 | |||||
| NORFOLK, | $152M | 3 | 2011 | |||||
| JUNO BEACH, | $207M | 3 | 2023 | |||||
SEQUOIA WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched SEQUOIA WEALTH MANAGEMENT GROUP LLC · 801-119942 | $238M | 2 | 2020 | |||||
| ATLANTA, | $489M | 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.