DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS Registered adviser · RIA / Wealth · matched WEALTHSPIRE ADVISORS LLC · 801-49390 | NEW YORK, | $34B | 237 | 2012 | ||
WEALTHSPIRE ADVISORS Registered adviser · RIA / Wealth · matched WEALTHSPIRE ADVISORS, L.P. · 801-78179 Also on Allocators, Private Equity | POTOMAC, | $4.6B | 2013 | |||
| MELVILLE, | $4.4B | 2012 | ||||
| SAN RAFAEL, | $2.8B | 2012 | ||||
| NEW YORK, | $2.1B | 2011 | ||||
| MIDLOTHIAN, | $518M | 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.