DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| GREENVILLE, | $686M | 5 | 2014 | ||||
| TEWKSBURY, | $322M | 2014 | |||||
| $34.4M | 1 | 2012 | |||||
| LEAWOOD, | $504M | 2012 | |||||
ACUITY WEALTH MANAGEMENT ADVISORS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT ADVISORS, LLC · 801-127938 | LEXINGTON, | $101M | 2023 | ||||
| $19.4M | 2018 | ||||||
| TULSA, | $81.7M | 2026 | |||||
| SHALLOTTE, | $5.5M | 2026 | |||||
| GILBERT, | $4.1M | 2026 | |||||
| ST. LOUIS, | $46.8M | 2026 | |||||
| 1 | 2022 | ||||||
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP Registered adviser · RIA / Wealth · 801-62441 Also on Private Equity | PITTSBURGH, | $3.3B | 22 | 2012 | |||
| INDIANAPOLIS, | $776M | 8 | 2012 | ||||
PENSION & WEALTH MANAGEMENT ADVISORS Registered adviser · RIA / Wealth · matched PENSION & WEALTH MANAGEMENT ADVISORS, INC. · 801-119016 | WALTHAM, | $530M | 8 | 2020 | |||
GANIM PRIVATE WEALTH Registered adviser · RIA / Wealth · matched GFS WEALTH MANAGEMENT ADVISORS, INC. · 801-120943 | SHELTON, | $239M | 5 | 2021 | |||
| WINDSOR, | $115M | 2026 | |||||
GIBSON GAITHER WEALTH MANAGEMENT ADVISORS Registered adviser · RIA / Wealth · matched GIBSON GAITHER WEALTH MANAGEMENT ADVISORS, LLC · 801-61708 | CHATTANOOGA, | $45.0M | 2012 | ||||
| TALLAHASSEE, | $40.9M | 2012 | |||||
BLUEPRINT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC · 801-132673 | $138M | 1 | 2025 | ||||
| SAN DIEGO, | $19.7M | 2026 | |||||
| DUBLIN, | $19.2M | 2026 | |||||
| $1.6M | 2026 | ||||||
| 1 | 2021 | ||||||
| SPRING, | 2026 | ||||||
| NORFOLK, | $3.7B | 47 | 2012 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched T.H.E. Wealth Management Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | |
| FORT WAYNE, | $1.3B | 9 | 2012 | ||||
| CHERRY HILL, | $717M | 11 | 2014 | ||||
| TUCSON, | $794M | 7 | 2020 | ||||
| SPOKANE, | $322M | 9 | 2012 | ||||
| BALTIMORE, | $508M | 3 | 2012 | ||||
| BERWYN, | $667M | 2016 | |||||
| TALLAHASSEE, | $242M | 3 | 2012 | ||||
| CORALVILLE, | $278M | 2 | 2017 | ||||
| RALEIGH, | $160M | 5 | 2023 | ||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-64413 | DOVER, | $313M | 2012 | ||||
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES Registered adviser · RIA / Wealth · matched THE WEALTH GROUP, LTD · 801-120158 | EDEN PRAIRIE, | $711M | 12 | 2020 | |||
| HENDERSON, | $224M | 2018 | |||||
| ALLEN, | $172M | 2013 | |||||
WEALTH MANAGEMENT CORPORATION Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT, LLC · 801-74490 | KNOXVILLE, | $117M | 2012 | ||||
WEALTH MANAGEMENT GROUP Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT GROUP, LLC · 801-116892 | ROCHESTER, | $103M | 2019 | ||||
| PEORIA, | $100M | 2012 | |||||
| IRVINE, | $80.4M | 2012 | |||||
| ZURICH, | $34.7M | 2 | 2025 | ||||
| $82.2M | 2026 | ||||||
| LINCOLNSHIRE, | $78.8M | 2025 | |||||
WMS WEALTH PLANNERS Registered adviser · RIA / Wealth · matched WEALTH MANAGEMENT STRATEGIES, INC. · 801-117711 | PITTSBURGH, | $315M | 3 | 2019 | |||
| TULSA, | $31.7M | 1 | 2012 | ||||
| $64.0M | 2026 | ||||||
| NEWPORT BEACH, | $103M | 2 | 2023 |
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.