DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · 801-114047 Also on Independent Sponsors, Private Equity | BALTIMORE, | $361M | 1 | 4 | 2018 | ||
| VALENCIA, | $47.7M | 2026 | |||||
| MINNETONKA, | $38.7M | 2026 | |||||
LEGACY WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · matched LEGACY WEALTH PLANNING GROUP LLC | $34.4M | 2026 | |||||
| LONDONDERRY, | $52.8M | 2026 | |||||
| 2026 | |||||||
| CINCINNATI, | $518M | 2012 | |||||
| $63.0M | 2012 | ||||||
| $46.2M | 2026 | ||||||
| $6.3M | 2026 | ||||||
| $4.1M | 2026 | ||||||
| LOUISVILLE, | 2026 |
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.