DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
WINDSOR ADVISORY GROUP, LLC Registered adviser · RIA / Wealth · 801-61372 Also on Independent Sponsors | COLUMBUS, | $2.9B | 4 | 12 | 2012 | |||
| FORT WAYNE, | $1.3B | 9 | 2012 | |||||
WINTHROP WEALTH Registered adviser · RIA / Wealth · matched WINTHROP ADVISORY GROUP, LLC · 801-110461 | BOSTON, | $3.1B | 28 | 2017 | ||||
| ST. LOUIS, | $388M | 12 | 2022 | |||||
| COLUMBIA, | $327M | 5 | 2025 | |||||
| BERWYN, | $667M | 2016 | ||||||
| CORALVILLE, | $278M | 2 | 2017 | |||||
| WAYNE, | $638M | 2012 | ||||||
| LAFAYETTE, | $269M | 1 | 2015 | |||||
| $128M | 3 | 2023 | ||||||
| COLUMBUS, | $146M | 2 | 2012 | |||||
| $91.9M | 2 | 2012 | ||||||
| ALPHARETTA, | $125M | 2017 | ||||||
| $101M | 2026 | |||||||
| CHAPPAQUA, | $30.3M | 2 | 2026 | |||||
| COLUMBUS, | $55.1M | 2026 | ||||||
| · probable | $2.5M | 1 | 1 | 2021 | ||||
| $1.2M | 2025 | |||||||
| EAST WINDSOR, | 2026 | |||||||
| 1 | ||||||||
| San Francisco, | 256 | |||||||
| ROCKLIN, | $1.5B | 1 | 5 | 2012 | ||||
| $69.8M | 98 | 2022 | ||||||
| WEST LAKE HILLS, | $104M | 1 | 2022 | |||||
| $108M | 95 | 2018 | ||||||
| Cambridge, | $229M | 19 | 8 | 5 | 2024 | |||
| $40.1M | 30 | 2024 | ||||||
| $66.6M | 80 | 2026 | ||||||
| Moline, | $4.1B | 2025 | ||||||
| Wildwood, | $5.3M | 19 | 10 | 1 | 2023 | |||
Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees Plan · Allocators · Cargill, Incorporated | Minneapolis, | $396M | 2024 | |||||
| LAKE OSWEGO, | $145M | 1 | 2022 | |||||
| Germantown, | 282 | |||||||
| Decatur, | $251M | 2024 | ||||||
| PALM HARBOR, | 2026 | |||||||
| Providence, | 730 | |||||||
Swisher International, Inc. Retirement Income Plan for Wage Employees Plan · Allocators · Swisher International Inc | Jacksonville, | $68.8M | 2024 | |||||
| Chino, | 292 | |||||||
| Annapolis Junction, | 314 | |||||||
| Spokane Valley, | 613 | |||||||
| Sylmar, | 190 | |||||||
| Milwaukee, | 220 | |||||||
| East Berlin, | 209 | |||||||
| Indianapolis, | 206 | |||||||
| Glen Burnie, | 158 | |||||||
| Menomonee Falls, | 157 | |||||||
| Lenexa, | 151 | |||||||
| Abingdon, | 126 | |||||||
| Irvine, | 121 | |||||||
| Freeport, | 121 |
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.