DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||
|---|---|---|---|---|---|---|
| 2015 | ||||||
STOCKLIN CAPITAL MANAGEMENT Registered adviser · RIA / Wealth · matched STOCKLIN WILLIAM JAMES · 801-46328 | $97.6M | 2012 | ||||
| SHERMAN OAKS, | 2026 | |||||
| SOUTHFIELD, | 2026 | |||||
| 1993 | ||||||
| 2005 | ||||||
| 1984 | ||||||
| 1995 | ||||||
| 1996 | ||||||
| 2003 | ||||||
| 2003 | ||||||
| 1995 | ||||||
William James O'Neil Person · RIA / Wealth · matched William James ONeil · SCHWAB WEALTH ADVISORY, INC. | 1995 | |||||
| 2015 | ||||||
| 1996 | ||||||
| 2013 | ||||||
| 2013 | ||||||
| 1984 | ||||||
| 2008 | ||||||
| 2015 | ||||||
| 2000 | ||||||
| 1999 | ||||||
| 2005 | ||||||
| 2002 | ||||||
| 1984 | ||||||
| 2000 | ||||||
| 1993 | ||||||
| 1992 | ||||||
| 1996 | ||||||
| 1997 | ||||||
| 2013 | ||||||
| 2006 | ||||||
| 2001 | ||||||
| 1985 | ||||||
| 1999 | ||||||
| 2014 | ||||||
| Greenwich, | 1 | |||||
| 2015 | ||||||
| 1985 | ||||||
| 1972 | ||||||
| 1991 | ||||||
| 1994 | ||||||
| 1980 | ||||||
| 2000 | ||||||
| 2004 | ||||||
| 1985 | ||||||
Captrust | 2010 | |||||
| 2013 | ||||||
| 1999 | ||||||
WILLIAM JAMES HOELZEL IV Person · RIA / Wealth · matched WILLIAM JAMES HOELZEL · RBC CAPITAL MARKETS, LLC | 1996 |
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.