Investment advisers
45,276 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 |
|---|---|---|---|---|---|---|---|---|---|
| 41051 | Partnership Financial, Llc CRD 119681 | Columbus, OH | Investment Adviser | — | 109 | 3 | 05/01/2026 | ☆ | |
| 41052 | Parus Finance (Uk) Limited CRD 169886 | London | Investment Adviser | — | 05/04/2026 | ☆ | |||
| 41053 | Pascal Capital Inc CRD 338565 | Colorado Springs, CO | Investment Adviser | — | 08/29/2025 | ☆ | |||
| 41054 | Passmore Management Group Capital CRD 332144 | Detroit, MI | Investment Adviser | — | 05/28/2025 | ☆ | |||
| 41055 | Patagon Markets Llc CRD 338284 | New York, NY | Investment Adviser | — | 10/07/2026 | ☆ | |||
| 41056 | Patagonia Research Llc CRD 335981 | San Juan, PR | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 41057 | Patamar Capital Llc CRD 298997 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41058 | Path Ventures Fund I Partners Llc CRD 305828 | San Mateo, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 41059 | Pathbreaker Ventures Ii, Llc CRD 310746 | Corte Madera, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41060 | Pathbreaker Ventures Iii, Llc CRD 342091 | Corte Madera, CA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 41061 | Pathbreaker Ventures, Llc CRD 342090 | Corte Madera, CA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 41062 | Pathfinding Capital Llc CRD 331485 | Investment Adviser | — | 01/22/2026 | ☆ | ||||
| 41063 | Pathlight Management I, Llc CRD 322180 | Investment Adviser | — | 07/30/2026 | ☆ | ||||
| 41064 | Pathlight Management Ii, Llc CRD 327069 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 41065 | Pathlight Management Iii, Llc CRD 343937 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 41066 | Pathways Financial Planning, Llc CRD 334143 | Asbury Park, NJ | Investment Adviser | — | 38 | 1 | 10/09/2026 | ☆ | |
| 41067 | Patient Capital Holdings, Llc CRD 342157 | Tampa, FL | Investment Adviser | — | 04/29/2026 | ☆ | |||
| 41068 | Patria Finance Limited CRD 163710 | George Town | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41069 | Patria Investimentos Ltda CRD 307623 | Sao Paulo | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41070 | Patria Investments Uruguay Agente De Valores S.A. CRD 323059 | Montevideo | Broker-Dealer (Dually Registered) | — | 03/27/2026 | ☆ | |||
| 41071 | Patria Vbi Real Estate Gestao De Carteiras S.A CRD 163582 | Sao Paulo | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 41072 | Patrick Reid, Llc CRD 315732 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 41073 | Patrick Towne CRD 151245 | Investment Adviser | — | 1 | 02/27/2025 | ☆ | |||
| 41074 | Patriot Wealth Planners Llc CRD 328307 | Maumee, OH | Investment Adviser | — | 1 | 08/17/2026 | ☆ | ||
| 41075 | Patrizia Infrastructure Ltd CRD 328337 | London | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 41076 | Patron Capital Advisers Llp CRD 162739 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41077 | Patron Management Llc CRD 316219 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 41078 | Pattern Ventures Llc CRD 329084 | Los Angeles, CA | Investment Adviser | — | 02/20/2026 | ☆ | |||
| 41079 | Patterson Advisors, Llc CRD 137238 | Investment Adviser | — | 20 | 2 | 07/06/2026 | ☆ | ||
| 41080 | Patuxent Financial Partners, Llc CRD 288775 | Investment Adviser | — | 1 | 03/11/2026 | ☆ | |||
| 41081 | Paul J Koepfer CRD 123926 | Investment Adviser | — | 1 | 04/16/2026 | ☆ | |||
| 41082 | Paul M Williams Llc CRD 319259 | Katonah, NY | Investment Adviser | — | 0 | 1 | 10/14/2026 | ☆ | |
| 41083 | Paula Wilbur Traber CRD 285665 | Investment Adviser | — | 0 | 1 | 05/29/2026 | ☆ | ||
| 41084 | Pavise Capital Management Llc CRD 298486 | Mahwah, NJ | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41085 | Pawson Capital Management Llc CRD 298543 | Greenwich, CT | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41086 | Pax Capital Limited CRD 343149 | Arvada, CO | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 41087 | Pax Equity Llc CRD 304908 | Sugar Land, TX | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 41088 | Pax Momentum, Llc CRD 312015 | Gaithersburg, MD | Investment Adviser | — | 03/28/2024 | ☆ | |||
| 41089 | Pax Ventures Management, Llc CRD 336631 | Menlo Park, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41090 | Payout Management Llc CRD 340599 | Hingham, MA | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 41091 | Pb Investment Partners, L.P. CRD 304731 | Burlingame, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41092 | Pb Managers, Llc CRD 327011 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 41093 | Pbmares Wealth Management Llc CRD 116218 | Fairfax, VA | Investment Adviser | — | 4 | 09/25/2026 | ☆ | ||
| 41094 | Pc Opportunity Fund Asset Mgr, Llc CRD 326598 | Miami, FL | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41095 | Pca, Llc CRD 313096 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 41096 | Pco Capital Llc CRD 328072 | San Juan, PR | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41097 | Pcp Gp Inc. CRD 314586 | Westmount, Quebec | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41098 | Pcp Management (Developing Countries), Llc CRD 281374 | Hamilton | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41099 | Pcp Management (Em Small Cap), Llc CRD 281375 | Hamilton | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41100 | Pct Capital Llc CRD 340701 | Investment Adviser | — | 01/30/2026 | ☆ |