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 |
|---|---|---|---|---|---|---|---|---|---|
| 41051 | Printers Row Advisors Llc CRD 172028 | Downers Grove, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41052 | Prism Financial Planning, Llc CRD 168530 | Investment Adviser | — | 135 | 1 | 01/07/2026 | ☆ | ||
| 41053 | Prisma Capital Holding Llc CRD 321084 | Grand Cayman, George Town | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41054 | Prisma Capital Ltda CRD 302017 | São Paulo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41055 | Prithvi Ventures, Llc CRD 310997 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41056 | Private Advisor Network, Llc CRD 299133 | Morristown, NJ | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | |
| 41057 | Private Capital Strategies, Llc CRD 163569 | Darien, CT | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 41058 | Private Equity (Thailand) Co., Ltd. CRD 297686 | Bangkok | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41059 | Private Equity Financial Advisors, Inc. CRD 311681 | Addison, TX | Investment Adviser | — | 02/11/2021 | ☆ | |||
| 41060 | Private Value Management, Lp CRD 161946 | Neptune Beach, FL | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 41061 | Private Wealth Advisors Vi Llc CRD 330457 | Investment Adviser | — | 0 | 1 | 02/23/2026 | ☆ | ||
| 41062 | Private Wealth Services, Llc CRD 311077 | Cranberry Township, PA | Insurance-Affiliated | — | 1 | 03/31/2026 | ☆ | ||
| 41063 | Priveq Advisory Vi Ab CRD 310021 | Stockholm | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41064 | Priveq Advisory Vii Ab CRD 332288 | Stockholm | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41065 | Priveq G.P. Iv Limited CRD 331495 | St Helier | Investment Adviser | — | 09/11/2024 | ☆ | |||
| 41066 | Privileged Assets Llc CRD 121858 | Investment Adviser | — | 0 | 01/05/2026 | ☆ | |||
| 41067 | Privium Fund Management (Hk) Ltd CRD 328194 | Hong Kong | Investment Adviser | — | 01/11/2024 | ☆ | |||
| 41068 | Privus Financial, Llc CRD 291495 | Irving, TX | Investment Adviser | — | 86 | 11 | 03/31/2026 | ☆ | |
| 41069 | Proa Capital De Inversiones Sgeic, S.A. CRD 305238 | Madrid | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 41070 | Proactive Wealth Management Corp. CRD 273028 | Lexington, KY | Insurance-Affiliated | — | 0 | 2 | 01/06/2026 | ☆ | |
| 41071 | Procuritas Capital Investors Vi Holding Ab CRD 285491 | Stockholm | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41072 | Procuritas Vii Advisory Ab CRD 324735 | Stockholm | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41073 | Product Hunt, Inc. CRD 316520 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41074 | Profed Financial Advisors, Llc CRD 121581 | Fort Wayne, IN | Insurance-Affiliated | — | 4 | 01/28/2026 | ☆ | ||
| 41075 | Professional Advisory Services CRD 333315 | Grosse Pointe Park, MI | Investment Adviser | — | 0 | 1 | 02/24/2025 | ☆ | |
| 41076 | Professional Alliance Associates, Llc CRD 127149 | Madison, CT | Investment Adviser | — | 2 | 11/11/2025 | ☆ | ||
| 41077 | Professional Financial Services, Inc. CRD 104527 | Insurance-Affiliated | — | 0 | 2 | 03/09/2026 | ☆ | ||
| 41078 | Professional Management Associates, Inc. CRD 167034 | North Attleboro, MA | Investment Adviser | — | 2 | 01/28/2026 | ☆ | ||
| 41079 | Profounders Capital Partners Limited CRD 209514 | London | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 41080 | Progress Asia Capital& Advisors Pte Ltd CRD 337792 | Singapore | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 41081 | Progress Ventures Management Co., Llc CRD 309254 | Boston, MA | Investment Adviser | — | 02/06/2026 | ☆ | |||
| 41082 | Progression Management, Llc CRD 340023 | San Francisco, CA | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 41083 | Progression Partners Llc CRD 338449 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41084 | Progressive Financial Planning Services Inc. CRD 118728 | Insurance-Affiliated | — | 6 | 02/16/2026 | ☆ | |||
| 41085 | Progressive Ventures Management, Llc CRD 333074 | San Francisco, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 41086 | Proioxis Ventures Fund Llc CRD 328218 | Singapore | Investment Adviser | — | 01/16/2024 | ☆ | |||
| 41087 | Project A Ventures Management Gmbh CRD 319556 | Berlin, Berlin | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41088 | Project M Fund Management Llc CRD 311495 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 41089 | Project Wellspring Management Lp CRD 340810 | Charlotte, NC | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 41090 | Prolog Ventures Hl Ii, Llc CRD 170338 | St. Louis, MO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41091 | Promeritum Investment Management Llp CRD 284730 | London | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 41092 | Promesa Capital Llc CRD 330502 | Guilford, CT | Investment Adviser | — | 03/01/2024 | ☆ | |||
| 41093 | Prometheus Capital Advisors, Llc CRD 322820 | Menlo Park, CA | Investment Adviser | — | 03/27/2024 | ☆ | |||
| 41094 | Prometheus Financial Advisors, Llc CRD 314653 | Investment Adviser | — | 2 | 06/30/2026 | ☆ | |||
| 41095 | Promus Holdings CRD 162524 | Chicago, IL | Investment Adviser | — | 05/14/2013 | ☆ | |||
| 41096 | Pronomos Capital Management, Llc CRD 307363 | Houstin, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41097 | Proof Group Capital Management Llc CRD 312615 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41098 | Proof Management, Llc CRD 285482 | Arlington, VA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41099 | Proofpoint Capital Management, Llc CRD 340658 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41100 | Propel Equity Llc CRD 331311 | Investment Adviser | — | 03/23/2026 | ☆ |