DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Gardner, | 168 | |||||||
| Mason, | 673 | |||||||
| La Mirada, | 1,098 | |||||||
| Richmond, | $264M | 1 | 2025 | |||||
| Mason, | $40.3M | 19 | 16 | 1 | 2024 | |||
| 2006 | ||||||||
| 1986 | ||||||||
| 2003 | ||||||||
| 2011 | ||||||||
| 2000 | ||||||||
| 1998 | ||||||||
| 1996 | ||||||||
| 2000 | ||||||||
| 2002 | ||||||||
| 2016 | ||||||||
| 1985 | ||||||||
| 1994 | ||||||||
| 2016 | ||||||||
| 2010 | ||||||||
| 1975 | ||||||||
| 2003 | ||||||||
| 2006 | ||||||||
| 2011 | ||||||||
Forefront | 2016 | |||||||
| 1999 | ||||||||
| 2011 | ||||||||
Connor Emery Anderson Makis Person · RIA / Wealth · matched Connor Emery Anderson-Makis · LPL FINANCIAL LLC | 2015 | |||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2014 | ||||||||
| 2014 | ||||||||
| 2015 | ||||||||
| 2015 | ||||||||
| 1999 | ||||||||
| 2012 | ||||||||
| 2000 | ||||||||
Tamaki Kern Faneuff Person · RIA / Wealth · matched Tamaki Nakamura Kern · CATALYST PRIVATE WEALTH, LLC | 2016 | |||||||
| 2014 | ||||||||
| 2013 | ||||||||
| Fitchburg, | 612 | |||||||
| 2004 | ||||||||
| $57.7M | 2 | 2015 | ||||||
| Desoto, | $175M | 46 | 18 | 5 | 2024 | |||
| 2013 | ||||||||
| 2015 | ||||||||
| $637,615 | 45 | 2022 | ||||||
| Washington, | 50 | |||||||
| $7.1M | 2 | 2012 | ||||||
| $350,000 | 27 | 2023 | ||||||
| Mason, | $20,097 | 12 | 12 | 1 | 2022 |
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.