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 |
|---|---|---|---|---|---|---|---|---|---|
| 40751 | Phoenix Rising Investment Group, Llc CRD 315186 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40752 | Phoenix Venture Partners, Llc CRD 162628 | San Mateo, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40753 | Phorcys Investment Advisors, Llc CRD 306551 | Guaynabo, PR | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40754 | Phosphorus Wealth Advisors Inc CRD 333707 | New York, NY | Investment Adviser | — | 01/26/2026 | ☆ | |||
| 40755 | Phoundational Llc CRD 324552 | Investment Adviser | — | 13 | 1 | 03/30/2026 | ☆ | ||
| 40756 | Phrygia Management, Llc CRD 338089 | Dallas, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40757 | Phx Management Company, Llc CRD 327811 | Tempe, AZ | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 40758 | Physicians Investment Advisory Services Of Texas, Llc CRD 226736 | Houston, TX | Investment Adviser | — | 1 | 03/10/2026 | ☆ | ||
| 40759 | Pi Analytics, Llc CRD 282508 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40760 | Pi Radians Capital Inc. CRD 341986 | Chuo Ku, Tokyo | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 40761 | Piana Capital Management Llc CRD 334653 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 40762 | Pickens Ventures Llc CRD 307790 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 40763 | Pickerel Management, Llc CRD 336645 | Brooklyn, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40764 | Picking Winners, Llc CRD 323601 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 40765 | Pico Management Company Ltd. CRD 287752 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 40766 | Pictet Alternative Advisors (Uk) Ltd CRD 326653 | London | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 40767 | Pictet Alternative Advisors Sa CRD 326615 | Geneve | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40768 | Pictet Asset Management (Europe) Sa CRD 327620 | Luxembourg | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 40769 | Picture Capital Management Llc CRD 330988 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 40770 | Piedmont Financial Advisors, Llc CRD 142921 | Investment Adviser | — | 13 | 1 | 03/31/2026 | ☆ | ||
| 40771 | Piedmont Private Equity, Llc CRD 174402 | Atlanta, GA | Investment Adviser | — | 3 | 03/30/2026 | ☆ | ||
| 40772 | Piemonte Trading Corp. CRD 289207 | New York, NY | Investment Adviser | — | 03/29/2019 | ☆ | |||
| 40773 | Pier 70 Ventures, Llc CRD 323074 | Seattle, WA | Investment Adviser | — | 01/06/2025 | ☆ | |||
| 40774 | Pier Asset Management Llc CRD 288446 | Manhattan Beach, CA | Investment Adviser | — | 03/15/2026 | ☆ | |||
| 40775 | Pierpoint Capital Llc CRD 289927 | New York, NY | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 40776 | Pif Capital Management Ltd CRD 325402 | Las Vegas, NV | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40777 | Pif Equity Partners, Llc CRD 328818 | Lafayette, CO | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40778 | Pike, Laurence Mitchell CRD 170741 | Investment Adviser | — | 104 | 1 | 02/12/2026 | ☆ | ||
| 40779 | Pilatus Capital, Llc CRD 322873 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40780 | Pilgrim Partners Asia (Pte.) Ltd. CRD 299450 | Singapore | Investment Adviser | — | 08/20/2026 | ☆ | |||
| 40781 | Pillar Capital Management Limited CRD 163930 | Hamilton | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40782 | Pillar Companies Management, Llc CRD 284053 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40783 | Pilot Growth Management, Llc CRD 226696 | Lafayette, CA | Investment Adviser | — | 03/31/2023 | ☆ | |||
| 40784 | Piltingsrud Capital Management, Llc CRD 314025 | Lafayette, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40785 | Pimco Prime Real Estate Gmbh CRD 311914 | Munich, Bavaria | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40786 | Pine Brook Road Advisors, L.P. CRD 162247 | Investment Adviser | — | 05/29/2026 | ☆ | ||||
| 40787 | Pine Cone, Llc CRD 165642 | Investment Adviser | — | 0 | 1 | 07/13/2026 | ☆ | ||
| 40788 | Pine Crest Capital Llc CRD 288132 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 40789 | Pine Road Asset Management Llc CRD 163841 | Pittsburgh, PA | Investment Adviser | — | 02/13/2026 | ☆ | |||
| 40790 | Pine Tree Equity Management Iv, Lp CRD 308440 | Miami, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40791 | Pineapple Financial CRD 298894 | Boise, ID | Investment Adviser | — | 04/03/2019 | ☆ | |||
| 40792 | Pinebridge Benson Elliot Llp CRD 161857 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40793 | Pinebridge Investments Asia Limited CRD 160816 | Hong Kong | Broker-Dealer (Dually Registered) | — | 06/10/2026 | ☆ | |||
| 40794 | Pinebridge Investments Europe Limited CRD 161911 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40795 | Pinecroft Core Management, Llc CRD 282512 | The Woodlands, TX | Investment Adviser | — | 01/06/2016 | ☆ | |||
| 40796 | Pinetree Meembay Investment Management Llc CRD 343460 | Investment Adviser | — | 07/07/2026 | ☆ | ||||
| 40797 | Ping An Of China Asset Management (Hong Kong) Company Limited CRD 329294 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40798 | Ping An Overseas Investment Management Company Limited CRD 304394 | Central | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40799 | Pinion Financial Services, Llc CRD 118707 | Bethesda, MD | Investment Adviser | — | 6 | 01/29/2026 | ☆ | ||
| 40800 | Pinky Promise Management Co 1, Llc CRD 331636 | Investment Adviser | — | 03/28/2025 | ☆ |