DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| 2 | ||||||||
| $19.0M | 2026 | |||||||
| LIVONIA, | $53.4M | 2026 | ||||||
| Brookfield, | 787 | |||||||
| 1996 | ||||||||
| 2012 | ||||||||
| 1998 | ||||||||
| 2004 | ||||||||
| 1984 | ||||||||
| 1989 | ||||||||
| 1998 | ||||||||
| 1979 | ||||||||
| 2012 | ||||||||
| 1999 | ||||||||
| 2014 | ||||||||
| 1993 | ||||||||
| 2008 | ||||||||
KRISTA WOLTERMANN SCHUH Person · RIA / Wealth · matched KRISTA THERESA WOLTERMANN · STRATEGIC ADVISERS LLC | 2012 | |||||||
| 2016 | ||||||||
| 2014 | ||||||||
| 2014 | ||||||||
| 2001 | ||||||||
| 1991 | ||||||||
| 2000 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2016 | ||||||||
| 2014 | ||||||||
| 1999 | ||||||||
| 2016 | ||||||||
| 2014 | ||||||||
| 2008 | ||||||||
| 2013 | ||||||||
| 1989 | ||||||||
| 1993 | ||||||||
| 2015 | ||||||||
| Sioux Falls, | 82 | |||||||
Wolters Kluwer Cch, Springhouse and Waverly Pension Plan Plan · Allocators · Wolters Kluwer United States, Inc. | Riverwoods, | $70.1M | 3 | 1 | 1 | 2024 | ||
Woltz & Wind Ford, Inc. and Washington Ford, Inc. Retirement Plan Plan · Allocators · Woltz & Wind Ford, Inc. | Heidelberg, | $11.5M | 3 | 1 | 2024 | |||
| 2007 | ||||||||
Mackenzie Willemsen Person · RIA / Wealth · matched Mackenzie Wolter · THRIVENT INVESTMENT MANAGEMENT INC. | 2015 | |||||||
| 2014 | ||||||||
| 1997 | ||||||||
| 1993 | ||||||||
COURTNEY MARIE RICHARD Person · RIA / Wealth · matched Courtney Marie Wolter · UBS FINANCIAL SERVICES INC. | 2013 | |||||||
JANE ELIZABETH DANSBY Person · RIA / Wealth · matched JANE ELIZABETH WOLTERS · MIKE WOLTERS & ASSOCIATES, LTD. | 2000 | |||||||
Kelli Jo Robbins Person · RIA / Wealth · matched Kelli Jo Wolters · TRANSAMERICA RETIREMENT ADVISORS, LLC | 2015 | |||||||
| 2016 | ||||||||
| 1994 | ||||||||
| 2015 |
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.