DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
Infinity Investment Management Holdings, LLC Firm · Venture · matched Infinity Ventures · Exempt reporting adviser Also on RIA / Wealth Management | $380M | 35 | 2 | 3 | 2024 | |||
| ATLANTA, | $1.5B | 10 | 2012 | |||||
| OAKLAND, | $174M | 35 | 2019 | |||||
| 5 | ||||||||
INFINITY ADVISORY GROUP Registered adviser · RIA / Wealth · matched INFINITY ADVISORY GROUP, LLC · 801-132463 | PORTAGE, | $129M | 3 | 2025 | ||||
| ATLANTA, | $53.5M | 1 | 2024 | |||||
INFINITY TAX & FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched INFINITY INVESTMENT ADVISORS LLC · 801-136537 | HUNTSVILLE, | $100M | 4 | 2026 | ||||
| $36.8M | 2026 | |||||||
| Danville, | 378 | |||||||
| Colorado Springs, | 125 | |||||||
| 1 | ||||||||
| 2026 | ||||||||
| Mclean, | 104 | |||||||
| MIAMI, | 2026 | |||||||
| LOVELAND, | $152M | 2 | 2022 | |||||
| CUPERTINO, | $124M | 1 | 2026 | |||||
World Equity Group, Inc. Firm · Private equity · matched Infinity Wealth Management, LLC Also on RIA / Wealth Management | · probable Unsized | Schaumburg, | $859M | 2 | 4 | 2021 | ||
| NEW YORK, | $2.0B | 2 | 2014 | |||||
| $21.0M | 2026 | |||||||
| Tarzana, | 81 | |||||||
| Rocklin, | 344 | |||||||
| Dayton, | 74 | |||||||
| Lake Forest, | 56 | |||||||
Zero Infinity Partners Firm · Venture · matched Zero Infinity Partners, LLC · Exempt reporting adviser Also on Private Equity | New York, | $101M | 12 | 2 | 25 | 2025 | ||
| Tualatin, | 1,517 | |||||||
| Amityville, | 110 | |||||||
| Baltimore, | 2 | |||||||
| Cedar Rapids, | 204 | |||||||
| Mansfield, | 56 | |||||||
| DENVER, | $62.5M | 2026 | ||||||
| Portland, | 89 | |||||||
| Houston, | 60 | |||||||
| LAS VEGAS, | $6.6M | 2026 | ||||||
| Boca Raton, | 400 | |||||||
| Lenexa, | 58 | |||||||
| Scottsdale, | 362 | |||||||
| Castle Rock, | 213 | |||||||
| Paramus, | 64 | |||||||
| OKLAHOMA CITY, | 2026 | |||||||
| Belmont, | 102 | |||||||
| ZURICH, | $838M | 2 | 2012 | |||||
INFINITY FINANCIAL PLANNING Registered adviser · RIA / Wealth · matched INFINITY FINANCIAL PLANNING LLC | LOS BANOS, | $2.7M | 2026 | |||||
| Pittsburgh, | 80 | |||||||
| Vancouver, | 93 | |||||||
| Youngsville, | 61 | |||||||
| Stockton, | 108 | |||||||
| Durham, | 158 | |||||||
| Philadelphia, | 114 | |||||||
| Miami, | $2.5M | |||||||
| $18.6M | 3 | 2 | 2028 |
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.