DFX Intelligence
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| SPRING, | 2026 | ||||||
| NORFOLK, | $3.7B | 47 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched T.H.E. Wealth Management Also on Private Credit, RIA / Wealth Management | Unsized | Memphis, | $4.2B | 30 | 5 | 2020 | |
| FORT WAYNE, | $1.3B | 9 | 2012 | ||||
| CHERRY HILL, | $717M | 11 | 2014 | ||||
| TUCSON, | $794M | 9 | 2020 | ||||
| GREENVILLE, | $686M | 5 | 2014 | ||||
| SPOKANE, | $322M | 9 | 2012 | ||||
| BALTIMORE, | $508M | 3 | 2012 | ||||
| BERWYN, | $667M | 2016 | |||||
| TALLAHASSEE, | $242M | 3 | 2012 | ||||
| CORALVILLE, | $278M | 2 | 2017 | ||||
| RALEIGH, | $160M | 5 | 2023 | ||||
| LEAWOOD, | $504M | 2012 | |||||
| TEWKSBURY, | $322M | 2014 | |||||
| DOVER, | $313M | 2012 | |||||
T•• W••••• G•••• • A••••• B• C•••• • A••••••••• Registered adviser · RIA / Wealth · matched THE WEALTH GROUP, LTD | EDEN PRAIRIE, | $711M | 12 | 2020 | |||
| NEWPORT BEACH, | $103M | 2 | 2023 | ||||
| HENDERSON, | $224M | 2018 | |||||
| ALLEN, | $172M | 2013 | |||||
| KNOXVILLE, | $117M | 2012 | |||||
| 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 | |||||
| PITTSBURGH, | $315M | 3 | 2019 | ||||
| TULSA, | $31.7M | 1 | 2012 | ||||
| $64.0M | 2026 | ||||||
| BLOOMINGTON, | $48.2M | 2012 | |||||
| SCOTTSDALE, | $738M | 2017 | |||||
| WILSONVILLE, | $44.3M | 2012 | |||||
| ST. LOUIS, | $46.8M | 2026 | |||||
| WINSTON-SALEM, | $198M | 3 | 2020 | ||||
| $31.7M | 2026 | ||||||
| SPRINGBORO, | $202M | 3 | 2024 | ||||
| OVERLAND PARK, | $20.9M | 2026 | |||||
| CLINTON, | $19.6M | 2026 | |||||
| $19.4M | 2018 | ||||||
| SPRINGFIELD, | $14.2M | 2024 | |||||
| SHALLOTTE, | $5.5M | 2026 | |||||
A••••• W••••• M••••••••• A••••••• Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT ADVISORS, LLC | LEXINGTON, | $101M | 2023 | ||||
| $4.2M | 2026 | ||||||
| GILBERT, | $4.1M | 2026 | |||||
| TULSA, | $81.7M | 2026 | |||||
| SAN DIEGO, | $580,000 | 2018 | |||||
B••• L••• C•••••• A••••••• Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT AMERICA, LLC | PALM BEACH GARDENS, | $46.2M | 2026 | ||||
| $737,688 | 2026 |
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