DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
| Addison, | 128 | ||||||
CENTRUS FINANCIAL STRATEGIES Registered adviser · RIA / Wealth · matched WILSON GROUP FINANCIAL MANAGEMENT, LLC · 801-135155 | ORLANDO, | $125M | 3 | 2026 | |||
| $58.4M | 2026 | ||||||
| $57.8M | 2026 | ||||||
| SUWANEE, | $49.8M | 2026 | |||||
| $37.0M | 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 | ||||||
| $88.3M | 44 | 2012 | |||||
| 2011 | |||||||
| 2010 | |||||||
| 1 | |||||||
| CLEVELAND HEIGHTS, | $18.5M | 2026 | |||||
| Longview, | 370 | ||||||
| BIRMINGHAM, | $145M | 2011 | |||||
WILSON DAVID INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched WILSON DAVID CORPORATION | AIKEN, | $6.9M | 2026 | ||||
| Huntsville, | 376 | ||||||
| Sioux City, | 707 | ||||||
| 2025 | |||||||
| Bloomington, | 409 | ||||||
| Detroit, | $897M | 27 | 7 | 2024 | |||
SMITH SHELLNUT WILSON Registered adviser · RIA / Wealth · matched SMITH SHELLNUT WILSON LLC · 801-49071 | RIDGELAND, | $6.9B | 12 | 2011 | |||
| SALT LAKE CITY, | $78.1M | 2026 | |||||
| Morgantown, | 74 | ||||||
| Newport, | 72 | ||||||
| Washington, | 156 | ||||||
| Honolulu, | 77 | ||||||
WILSON DONALD J ASSOCIATES Registered adviser · RIA / Wealth · matched WILSON DONALD JOHN · 801-51728 | $30.5M | 2012 | |||||
WILSON WEALTH STEWARDSHIP Registered adviser · RIA / Wealth · matched WILSON WEALTH STEWARDSHIP, INC. | MACON, | $58.9M | 2026 | ||||
| 2026 | |||||||
| Dallas, | 81 | ||||||
| Strafford, | 280 | ||||||
| Tempe, | 155 | ||||||
| 2026 | |||||||
| Laurel, | 80 | ||||||
| Baton Rouge, | 148 | ||||||
| Pittsburgh, | 71 | ||||||
| Darlington, | 536 | ||||||
| Chicago, | 125 | ||||||
| 2013 | |||||||
| Wilson, | 113 | ||||||
| 2011 | |||||||
| Chicago, | 2,686 | ||||||
| White City, | 104 | ||||||
| Owings Mills, | 101 | ||||||
| St. George, | 366 | ||||||
| Lexington, | 80 |
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.