Investment advisers
44,723 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 40701 | Perpetuity Asset Management Inc CRD 105555 | Investment Adviser | — | 0 | 3 | 09/22/2025 | ☆ | ||
| 40702 | Perplexity Management Co, Llc CRD 334267 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40703 | Perry D. Reed & Company, P.C. CRD 114282 | Longview, TX | Investment Adviser | — | 8 | 06/10/2026 | ☆ | ||
| 40704 | Pers Pro Llc CRD 338293 | Investment Adviser | — | 0 | 1 | 08/28/2026 | ☆ | ||
| 40705 | Perseverance Asset Management International (Singapore) Pte. Ltd CRD 322036 | Singapore | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40706 | Persistent Asset Partners Limited CRD 177528 | Hong Kong | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40707 | Personal Economic Planning, Llc CRD 151333 | Investment Adviser | — | 0 | 1 | 03/13/2026 | ☆ | ||
| 40708 | Personal Financial Advice & Insights, Llc CRD 284186 | Investment Adviser | — | 1 | 03/29/2026 | ☆ | |||
| 40709 | Personal Wealth Advisory, Llc CRD 125259 | Lancaster, PA | Insurance-Affiliated | — | 11 | 3 | 02/12/2026 | ☆ | |
| 40710 | Perspective Asset Management, Llc CRD 155699 | Investment Adviser | — | 1 | 01/08/2026 | ☆ | |||
| 40711 | Pertento Partners Llp CRD 317498 | London | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 40712 | Pesci Wealth Management Llc CRD 343428 | Orem, UT | Investment Adviser | — | 21 | 08/14/2026 | ☆ | ||
| 40713 | Peter Alexander & Company, Inc. CRD 308142 | West Conshohocken, PA | Insurance-Affiliated | — | 0 | 2 | 05/18/2026 | ☆ | |
| 40714 | Peter Nikola Pesic CRD 166198 | Investment Adviser | — | 0 | 1 | 02/23/2026 | ☆ | ||
| 40715 | Petersen And Hicks CRD 124568 | Campbell, CA | Investment Adviser | — | 2 | 02/01/2026 | ☆ | ||
| 40716 | Peterson Capital Management, Llc CRD 284830 | Austin, TX | Investment Adviser | — | 03/24/2022 | ☆ | |||
| 40717 | Peterson, Stephen Kenneth CRD 285414 | Investment Adviser | — | 11/20/2017 | ☆ | ||||
| 40718 | Petra Ventures, Llc CRD 342158 | San Francisco, CA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 40719 | Petrus Advisers Bratislava K.S CRD 331870 | Bratislava | Investment Adviser | — | 05/31/2024 | ☆ | |||
| 40720 | Pevc I General Partner Iv, Ltd. CRD 332786 | George Town | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 40721 | Pexfin Inc CRD 326910 | Investment Adviser | — | 06/21/2023 | ☆ | ||||
| 40722 | Pfh Capital, Llc CRD 299722 | Blue Bell, PA | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 40723 | Pfhcl Partners Llc CRD 343786 | Blue Bell, PA | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 40724 | Pfl Partners Llc CRD 316661 | Investment Adviser | — | 0 | 1 | 04/01/2026 | ☆ | ||
| 40725 | Pfs Planning, Llc CRD 119610 | Investment Adviser | — | 12 | 1 | 02/26/2026 | ☆ | ||
| 40726 | Pgim (Singapore) Pte. Ltd. CRD 313005 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40727 | Pgim Private Capital (Ireland) Limited CRD 305536 | Letterkenny, Co Donegal | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 40728 | Pgim Real Estate Advisors Llc CRD 327165 | Newark, NJ | Investment Adviser | — | 0 | 5 | 03/27/2026 | ☆ | |
| 40729 | Pgm Inc. CRD 299309 | Montreal, Quebec | Investment Adviser | — | 2 | 03/26/2026 | ☆ | ||
| 40730 | Phalanx Advisors Llc CRD 317855 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40731 | Pharaoh Financial Group, Inc. CRD 136319 | Insurance-Affiliated | — | 2 | 06/23/2026 | ☆ | |||
| 40732 | Pharsalus Capital Management, Llc CRD 335251 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40733 | Phase Two Ventures Management Llc CRD 327207 | Investment Adviser | — | 11/21/2024 | ☆ | ||||
| 40734 | Phasic Llc CRD 337599 | Boulder, CO | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40735 | Phd Biotech Holdings, Llc CRD 338129 | Los Angeles, CA | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 40736 | Phelps, Nicholas H. CRD 158682 | State College, PA | Investment Adviser | — | 22 | 1 | 07/27/2026 | ☆ | |
| 40737 | Phenomenal Ventures Llc CRD 329336 | San Francisco, CA | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 40738 | Phestos Capital, Llc CRD 338948 | Las Vegas, NV | Investment Adviser | — | 05/21/2026 | ☆ | |||
| 40739 | Phifund Managers, Llc CRD 321049 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40740 | Philip A. Bleier, Cpa CRD 124936 | Investment Adviser | — | 2 | 01/06/2026 | ☆ | |||
| 40741 | Philip Y Li CRD 322864 | San Francisco, CA | Investment Adviser | — | 2 | 0 | 05/02/2026 | ☆ | |
| 40742 | Philos & Partners Ag CRD 323552 | Zurich | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 40743 | Philosophe Ventures Llc CRD 340361 | Investment Adviser | — | 1 | 04/06/2026 | ☆ | |||
| 40744 | Philosophy Management, Llc CRD 326189 | Austin, TX | Investment Adviser | — | 04/28/2023 | ☆ | |||
| 40745 | Philotimo Ventures, Llc CRD 340944 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 40746 | Phin Capital, Inc. CRD 300396 | New York, NY | Investment Adviser | — | 1 | 03/28/2023 | ☆ | ||
| 40747 | Phobos, Llc CRD 292170 | Las Vegas, NV | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 40748 | Phoenix Court Fund Management Limited CRD 325921 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40749 | Phoenix Equity Partners Limited CRD 162832 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 40750 | Phoenix Investment Adviser Llc CRD 138717 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ |