DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| CINCINNATI, | $518M | 2012 | ||||||
| $6.3M | 2026 | |||||||
THE WEALTH PLANNING COMPANY Registered adviser · RIA / Wealth · matched THE WEALTH PLANNING COMPANY, PLLC | LOUISVILLE, | 2026 | ||||||
WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · 801-114047 Also on Independent Sponsors, Private Equity | BALTIMORE, | $361M | 1 | 4 | 2018 | |||
| $63.0M | 2012 | |||||||
| VALENCIA, | $47.7M | 2026 | ||||||
| $46.2M | 2026 | |||||||
| MINNETONKA, | $38.7M | 2026 | ||||||
| $4.1M | 2026 | |||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| NAPLES, | $17B | 11 | 2012 | |||||
Sanctuary Advisors, LLC Firm · Venture · matched Prairiefire Wealth Planning · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | ||
FALCON WEALTH PLANNING, INC. Registered adviser · RIA / Wealth · matched FALCON WEALTH PLANNING, LLC · 801-112659 | ONTARIO, | $2.0B | 24 | 2018 | ||||
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Premier Wealth Planning Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
| IRVINE, | $699M | 10 | 2016 | |||||
FORTRESS WEALTH PLANNING Registered adviser · RIA / Wealth · matched FORTRESS WEALTH PLANNING, LLC · 801-120349 | JACKSONVILLE BEACH, | $794M | 6 | 2021 | ||||
| LOUISVILLE, | $595M | 6 | 2016 | |||||
| CHARLOTTE, | $486M | 10 | 2020 | |||||
PINNACLE ADVISORS Registered adviser · RIA / Wealth · matched PINNACLE WEALTH PLANNING SERVICES, INC. · 801-51715 | MANSFIELD, | $2.1B | 18 | 2012 | ||||
LAUREL WEALTH PLANNING Registered adviser · RIA / Wealth · matched LAUREL WEALTH PLANNING LLC · 801-79116 | EDINA, | $454M | 6 | 2014 | ||||
| · probable Lower middle market | Harleysville, | $610M | 2 | 2 | 2024 | |||
| HOUSTON, | $448M | 4 | 2012 | |||||
Family Wealth Planning Partners Family office · Family offices · matched FAMILY WEALTH PLANNING PARTNERS LLC Also on RIA / Wealth Management | Louisville, | $317M | 8 | |||||
| $239M | 8 | 2018 | ||||||
| MONTVILLE, | $390M | 5 | 2021 | |||||
| LOUISBURG, | $401M | 5 | 2023 | |||||
| MERIDIAN, | $323M | 5 | 2023 | |||||
| CINCINNATI, | $1.2B | 2015 | ||||||
| Cincinnati, | $46.7M | 3 | 3 | |||||
OASIS WEALTH PLANNING ADVISORS Registered adviser · RIA / Wealth · matched OASIS WEALTH PLANNING ADVISORS, LLC · 801-130696 | $276M | 7 | 2024 | |||||
| MINDEN, | $309M | 5 | 2020 | |||||
| IRVINE, | $269M | 4 | 2021 | |||||
| CENTERVILLE, | $260M | 5 | 2024 | |||||
MEREDITH WEALTH PLANNING Registered adviser · RIA / Wealth · matched MEREDITH WEALTH PLANNING LLC · 801-122113 | MARYVILLE, | $479M | 2 | 2021 | ||||
NAPLES WEALTH PLANNING Registered adviser · RIA / Wealth · matched NAPLES WEALTH PLANNING, LLC · 801-129895 | BONITA SPRINGS, | $227M | 8 | 2024 | ||||
| RENO, | $265M | 3 | 2022 | |||||
| ENCINITAS, | $239M | 3 | 2023 | |||||
| EAST HANOVER, | $539M | 14 | 2012 | |||||
| DRAPER, | $161M | 4 | 2024 | |||||
MOMENTUM WEALTH PLANNING Registered adviser · RIA / Wealth · matched MOMENTUM WEALTH PLANNING, LLC · 801-130666 | $205M | 2 | 2024 | |||||
CASTLE WEALTH PLANNING Registered adviser · RIA / Wealth · matched CASTLE WEALTH PLANNING LLC · 801-88216 | SANTA BARBARA, | $236M | 1 | 2012 | ||||
| SCOTTSDALE, | $172M | 2 | 2018 | |||||
| RICHARDSON, | $209M | 1 | 2012 | |||||
| $161M | 2 | 2021 | ||||||
| CAMARILLO, | $206M | 1 | 2021 | |||||
| RENO, | $343M | 2017 | ||||||
SAGE WEALTH PLANNING Registered adviser · RIA / Wealth · matched SAGE WEALTH PLANNING, LLC · 801-133767 | GEORGETOWN, | $127M | 3 | 2025 | ||||
JLFRANKLIN WEALTH PLANNING Registered adviser · RIA / Wealth · matched JLFRANKLIN WEALTH PLANNING, LLC · 801-110848 | SAN RAFAEL, | $201M | 2017 | |||||
| $112M | 2 | 2026 | ||||||
| TROY, | $127M | 2014 |
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.