DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Montgomery, | 78 | ||||||
| 1 | 1 | ||||||
| $58.4M | 2026 | ||||||
| $57.8M | 2026 | ||||||
| SUWANEE, | $49.8M | 2026 | |||||
| $37.0M | 2026 | ||||||
CENTRUS FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched WILSON GROUP FINANCIAL MANAGEMENT, LLC · 801-135155 | ORLANDO, | $125M | 3 | 2026 | |||
WILSON INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched WILSON INVESTMENT SERVICES, LLC | $14.3M | 2026 | |||||
| GARDEN GROVE, | $12.6M | 2026 | |||||
| $10.0M | 2026 | ||||||
| 2026 | |||||||
| SALT LAKE CITY, | 2023 | ||||||
| Addison, | 128 | ||||||
| $88.3M | 44 | 2012 | |||||
| 2011 | |||||||
| 2010 | |||||||
| 1 |
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.