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 |
|---|---|---|---|---|---|---|---|---|---|
| 40801 | Pinnacle Advisory Services, Llc CRD 301207 | Investment Adviser | — | 1 | 03/16/2026 | ☆ | |||
| 40802 | Pinnacle Capital Advisors, Llc CRD 309118 | Long Beach, CA | Insurance-Affiliated | — | 2 | 03/30/2026 | ☆ | ||
| 40803 | Pinnacle Crypto Exchange. Inc CRD 340112 | Denver, CO | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 40804 | Pinnacle Equity Partners Gp Llc CRD 330485 | Guaynabo, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40805 | Pinnacle Financial Services, Llc CRD 125425 | Armonk, NY | Investment Adviser | — | 2 | 03/19/2026 | ☆ | ||
| 40806 | Pinnacle Hill Partners Lp CRD 334215 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40807 | Pinnacle Peak Management Ii, L.L.C. CRD 316762 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 40808 | Pinnacle Peak Management Llc CRD 296518 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 40809 | Pinnacle Private Ventures, Llc CRD 317274 | Overland, KS | Investment Adviser | — | 03/25/2025 | ☆ | |||
| 40810 | Pinnacle Timberland Management, Inc. CRD 161345 | Little Rock, AR | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40811 | Pinnacle Ventures, L.L.C. CRD 148908 | Burlingame, CA | Investment Adviser | — | 02/23/2026 | ☆ | |||
| 40812 | Pinnacle Wealth Strategies, Llc CRD 156941 | Albany, NY | Insurance-Affiliated | — | 3 | 01/22/2026 | ☆ | ||
| 40813 | Pinno Capital Inc CRD 338999 | Denver, CO | Investment Adviser | — | 09/28/2025 | ☆ | |||
| 40814 | Pinpoint Asset Management (Singapore) Pte. Ltd. CRD 340384 | Singapore, Singapore | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 40815 | Pinpoint Asset Management Limited CRD 309409 | Central | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40816 | Pinwheel Capital Management Llc CRD 319103 | Investment Adviser | — | 03/25/2025 | ☆ | ||||
| 40817 | Pioneer Fortress Consulting Llc CRD 298605 | Investment Adviser | — | 0 | 1 | 03/06/2026 | ☆ | ||
| 40818 | Pioneer Fund Management Ltd. CRD 312046 | Toronto, Ontario | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40819 | Pioneer Global Investments Ltd. CRD 340593 | Aurora, CO | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 40820 | Pioneer Point Partners Llp CRD 323254 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40821 | Pioneer Square Investment Advisor, Llc CRD 292854 | Seattle, WA | Investment Adviser | — | 04/11/2026 | ☆ | |||
| 40822 | Pionex Investments Inc. CRD 318475 | Princeton, NJ | Investment Adviser | — | 1 | 1 | 02/06/2026 | ☆ | |
| 40823 | Pios Capital, Llc CRD 330724 | Ketchum, ID | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 40824 | Pipeline Capital Partners I Gp, Llc CRD 288042 | Las Vegas, NV | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 40825 | Piper Pe Limited Liability Partnership CRD 283361 | London | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 40826 | Piper Sandler Ltd. CRD 163758 | Aberdeen | Broker-Dealer (Dually Registered) | — | 03/24/2026 | ☆ | |||
| 40827 | Piper Ventures Llc CRD 318076 | Aiken, SC | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40828 | Pirque Llc CRD 308141 | Investment Adviser | — | 03/24/2023 | ☆ | ||||
| 40829 | Piscataqua Research Inc. CRD 110617 | Portsmouth, NH | Investment Adviser | — | 1 | 03/30/2026 | ☆ | ||
| 40830 | Pishon Capital, Llc CRD 335894 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40831 | Pitango Healthtech Management 2019 Ltd. CRD 310446 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40832 | Pitango Healthtech Mc 2022 Ltd CRD 330548 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40833 | Pitango International Mc 2019 Ltd. CRD 313693 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40834 | Pitango Venture Management Mc 2016 Ltd CRD 288280 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40835 | Pitango Venture Management Mc 2022 Ltd. CRD 335368 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40836 | Pitango Venture Partners 2004 Ltd. CRD 326213 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40837 | Pitango Ventures International 2004 Ltd. CRD 163739 | Road Town, Tortola | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40838 | Pitbull Ventures, Inc. CRD 314700 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 40839 | Pithia Inc. CRD 304425 | Seattle, WA | Investment Adviser | — | 03/26/2020 | ☆ | |||
| 40840 | Pithia Two Llc CRD 304426 | Seattle, WA | Investment Adviser | — | 03/26/2020 | ☆ | |||
| 40841 | Pithom Financial Advisors, Inc. CRD 310090 | Woodbridge, VA | Investment Adviser | — | 0 | 1 | 09/26/2025 | ☆ | |
| 40842 | Pivot Investment Partners, Llc CRD 322708 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40843 | Pivotal Bioventure Partners Investment Advisor Llc CRD 287988 | San Francisco, CA | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 40844 | Pivotal Investments Llc CRD 163146 | Portland, OR | Investment Adviser | — | 05/18/2012 | ☆ | |||
| 40845 | Pivotal Portfolios Llc CRD 324087 | Investment Adviser | — | 02/07/2024 | ☆ | ||||
| 40846 | Pivotal Research Group Llc CRD 153029 | Investment Adviser | — | 25 | 2 | 03/09/2026 | ☆ | ||
| 40847 | Pivotaledge Capital, Llc CRD 332042 | Investment Adviser | — | 03/25/2025 | ☆ | ||||
| 40848 | Pivotnorth Services Llc CRD 162818 | Investment Adviser | — | 07/02/2026 | ☆ | ||||
| 40849 | Pk Financial Services CRD 340608 | Investment Adviser | — | 1 | 06/26/2026 | ☆ | |||
| 40850 | Pkr Investments, Llc CRD 329414 | Investment Adviser | — | 10 | 1 | 03/12/2026 | ☆ |