DFX Intelligence
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| TUCSON, | $794M | 9 | 2020 | ||||
| $64.0M | 2026 | ||||||
| MANCHESTER CENTER, | 2026 | ||||||
E••••••••• W••••• A•••••••• L•• Firm · Private equity · matched Clarion Wealth Management Partners Also on Real Estate Funds, RIA / Wealth Management | · probable Unsized | Birmingham, | $5.1B | 1 | 8 | 2022 | |
| MONTVALE, | $454M | 5 | 2018 | ||||
| KNOXVILLE, | $272M | 5 | 2021 | ||||
C•••••• W••••• M••••••••• P••••••• Registered adviser · RIA / Wealth · matched C•••••• W••••• M••••••••• P•••••••, LLC | FAIRFAX, | $395M | 4 | 2024 | |||
| LINCOLN, | $236M | 3 | 2025 | ||||
T••••• W••••• M••••••••• P••••••• Registered adviser · RIA / Wealth · matched T••••• W••••• M••••••••• P••••••• LLC | BOSTON, | $347M | 2014 | ||||
C••••••• P•••• W••••• M••••••••• Registered adviser · RIA / Wealth · matched C••••••• P•••• W••••• M••••••••• PARTNERS, LLC | IRVINE, | $642M | 2021 | ||||
P••••••• W••••• M••••••••• I••• Registered adviser · RIA / Wealth · matched P••••••• W••••• M••••••••• PARTNERS, INC. | BRIGHTON, | $118M | 4 | 2022 | |||
U• A••••••• G•••• I•• Firm · Private equity · matched Wealth Management Partners Inc. D/b/a U• A••••••• G•••• Also on RIA / Wealth Management | · probable Unsized | Wakefield, | $53.5M | 1 | 4 | 2016 | |
W••••• M••••••••• P••••••• O• L•• A•••••• Registered adviser · RIA / Wealth · matched W••••• M••••••••• P••••••• O• L•• A••••••, INC. | ENCINO, | $25.1M | 2026 | ||||
| $15.6M | 2026 | ||||||
N•••• H•••• C•••••• P••••••• V•• U••• W••••• M••••••••• P••••••• L• Fund · RIA / Wealth Also on Private Equity | $1.1B | 1,120 | 2020 | ||||
N•••• H•••• C•••••• P••••••• V••• U••• W••••• M••••••••• P••••••• L• Fund · RIA / Wealth Also on Private Equity | $1.0B | 1,596 | 2026 | ||||
N•••• H•••• C•••••• P••••••• V•• N••••••• W••••• M••••••••• P••••••• L• Fund · RIA / Wealth Also on Private Equity | $349M | 178 | 2020 | ||||
N•••• H•••• C•••••• P••••••• V••• N••••••• W••••• M••••••••• P••••••• L• Fund · RIA / Wealth Also on Private Equity | $481M | 177 | 2026 | ||||
N•••• H•••• C•••••• P••••••• V• U••• W••••• M••••••••• P••••••••• L• Fund · RIA / Wealth Also on Private Equity | $85.6M | 618 | 2016 | ||||
N•••• H•••• C•••••• P••••••• V• U••• W••••• M••••••••• P••••••••• L• Fund · RIA / Wealth Also on Private Equity | $111M | 147 | 2016 | ||||
| NORFOLK, | $3.7B | 47 | 2012 | ||||
B• R•••• W••••• A•••••••• I••• 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 | ||||
| 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 | ||||
| BLOOMINGTON, | $48.2M | 2012 | |||||
| SCOTTSDALE, | $738M | 2017 |
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