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 |
|---|---|---|---|---|---|---|---|---|---|
| 40851 | Plaintext Capital Management Llc CRD 327613 | Investment Adviser | — | 01/23/2026 | ☆ | ||||
| 40852 | Plainview Investment Management, L.P. CRD 334349 | Dallas, TX | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40853 | Plaisance Capital Llc CRD 289363 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 40854 | Plan Confidence Corporation CRD 283781 | Sarasota, FL | Investment Adviser | — | 3 | 07/29/2026 | ☆ | ||
| 40855 | Plan For It Financial, Llc CRD 326809 | Salem, MA | Investment Adviser | — | 1 | 01/15/2026 | ☆ | ||
| 40856 | Plan Sponsor Adviser, Llc CRD 132009 | Investment Adviser | — | 1 | 03/27/2026 | ☆ | |||
| 40857 | Planck Fund Management Corporation CRD 311863 | Reno, NV | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40858 | Plancorr Wealth Management, Llc CRD 148336 | Investment Adviser | — | 1 | 01/08/2026 | ☆ | |||
| 40859 | Planeteer Capital Management, Llc CRD 325008 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40860 | Planmember Asset Management Corporation CRD 289591 | Carpinteria, CA | Investment Adviser | — | 8 | 03/31/2026 | ☆ | ||
| 40861 | Planvision, Llc CRD 166311 | Investment Adviser | — | 7,370 | 10 | 08/11/2026 | ☆ | ||
| 40862 | Platform Advisor, Llc CRD 167700 | Wilmington, DE | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 40863 | Platform Capital Llc CRD 226582 | Greenwich, CT | Investment Adviser | — | 04/25/2018 | ☆ | |||
| 40864 | Platform Studio Inc CRD 317639 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 40865 | Play Time Sports Tech Holdco, Llc CRD 330348 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40866 | Play Ventures Pte Ltd CRD 312657 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40867 | Playbook Advisers Llc CRD 136194 | Investment Adviser | — | 2 | 10/23/2025 | ☆ | |||
| 40868 | Playground Global, Llc CRD 226570 | Palo Alto, CA | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 40869 | Playing For Doubles Management, Llc CRD 318146 | Investment Adviser | — | 03/15/2023 | ☆ | ||||
| 40870 | Pleasant Bay Capital Partners, Llc CRD 165773 | Boston, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40871 | Pledge Ventures Ltd CRD 331766 | London | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 40872 | Plenus Management Iii 2007 Ltd. CRD 162970 | Tel Aviv | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40873 | Plh Family Office, Llc CRD 339235 | Garden City, NY | Multi-Family Office | — | 4 | 04/24/2026 | ☆ | ||
| 40874 | Plinian Capital Ltd. CRD 281571 | England | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40875 | Plp Advisors, Llc CRD 153996 | Grand Rapids, MI | Investment Adviser | — | 4 | 05/26/2026 | ☆ | ||
| 40876 | Plug And Play Fund Management I, Llc CRD 321635 | Sunnyvale, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40877 | Pluit Capital Services, Llc CRD 342296 | New York, NY | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 40878 | Plum Alley Management Llc CRD 299651 | New York, NY | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40879 | Plum Lake Capital, Llc CRD 313562 | Investment Adviser | — | 04/14/2022 | ☆ | ||||
| 40880 | Plum Seed Management Llc CRD 284455 | Bellaire, TX | Investment Adviser | — | 09/17/2018 | ☆ | |||
| 40881 | Plumtree Financial Planning CRD 167853 | Malvern, PA | Investment Adviser | — | 1 | 01/14/2026 | ☆ | ||
| 40882 | Plural Capital, L.L.C. CRD 328314 | Miami, FL | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40883 | Plural France Sas CRD 341433 | Paris | Investment Adviser | — | 05/06/2026 | ☆ | |||
| 40884 | Plural Uk Management Limited CRD 322049 | Carnaby, London, Uk W1 F 7 Bh | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40885 | Plural Ventures Investment Management Llc CRD 317261 | Washington, DC | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40886 | Plutus21 Investment Management, L.L.C. CRD 307920 | Dallas, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40887 | Plymouth Management Company CRD 163181 | Ann Arbor, MI | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40888 | Pm Advisors Llc CRD 287631 | Freehold, NJ | Investment Adviser | — | 1 | 03/17/2026 | ☆ | ||
| 40889 | Pm Advisors Ltd. CRD 317476 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 40890 | Pm Mgmt, Lp CRD 335729 | Encino, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40891 | Pmc Fig Opportunities Llc CRD 312486 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 40892 | Pmc Sports, Llc CRD 334169 | Gahanna, OH | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 40893 | Pnp Scale Management Llc CRD 301357 | Sunnyvale, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 40894 | Pnr Financial Services Llc CRD 169869 | Insurance-Affiliated | — | 1 | 06/05/2026 | ☆ | |||
| 40895 | Pnt Asset Management Llc CRD 337547 | Chicago, IL | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 40896 | Po&G Advisors, Llc CRD 283324 | Houston, TX | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 40897 | Podemsky Ventures Management, Llc CRD 322997 | Investment Adviser | — | 03/12/2025 | ☆ | ||||
| 40898 | Podlin International Realty, Ltd. CRD 127210 | Investment Adviser | — | 1 | 01/16/2018 | ☆ | |||
| 40899 | Poet Advisors Llc CRD 161052 | Hackensack, NJ | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40900 | Point Allerton Llc CRD 126144 | Hull, MA | Investment Adviser | — | 03/09/2026 | ☆ |