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 |
|---|---|---|---|---|---|---|---|---|---|
| 41151 | Penn Portfolio Partners Llc CRD 333736 | Investment Adviser | — | 1 | 01/28/2026 | ☆ | |||
| 41152 | Penny Jar Capital, Llc CRD 317719 | Investment Adviser | — | 08/20/2026 | ☆ | ||||
| 41153 | Pension Fund Evaluations, Inc. CRD 10985 | Centereach, NY | Broker-Dealer (Dually Registered) | — | 21 | 3 | 03/28/2024 | ☆ | |
| 41154 | Penstock Equity Management Llc CRD 340947 | Birmingham, MI | Investment Adviser | — | 04/07/2026 | ☆ | |||
| 41155 | Penta Capital Llp CRD 161412 | Glasgow | Investment Adviser | — | 06/30/2026 | ☆ | |||
| 41156 | Pentagreen Capital Fund Management Pte. Ltd. CRD 333782 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41157 | Pentsao Advisors Llc CRD 322298 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 41158 | Pep Management (Jersey) Limited CRD 160771 | St. Helier, Jersey | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41159 | Pepin Capital Management, Llc CRD 307745 | Red Bank, NJ | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41160 | Percent Fund Advisors, Llc CRD 342432 | New York, NY | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 41161 | Perceptive Ventures Management Company, Llc CRD 334414 | Laguna Beach, CA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 41162 | Perceva Sas CRD 164148 | Paris | Investment Adviser | — | 03/22/2023 | ☆ | |||
| 41163 | Percheron Consulting, Llc CRD 325419 | Investment Adviser | — | 0 | 1 | 03/31/2024 | ☆ | ||
| 41164 | Percipient Advisors Llc CRD 343567 | Investment Adviser | — | 1 | 09/14/2026 | ☆ | |||
| 41165 | Perdue Holdings Llc CRD 328755 | Investment Adviser | — | 1 | 03/27/2026 | ☆ | |||
| 41166 | Perennial Capital Advisors, Llc CRD 156289 | Boston, MA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 41167 | Perga Capital Management, Lp CRD 289520 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 41168 | Peridge Capital Management Llc CRD 344243 | Investment Adviser | — | 09/23/2026 | ☆ | ||||
| 41169 | Perigon Capital Partners, Lp CRD 344829 | Miami, FL | Investment Adviser | — | 10/02/2026 | ☆ | |||
| 41170 | Periscope Capital Inc. CRD 322913 | Toronto, Ontario | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 41171 | Perkea Capital Securities Inc CRD 339266 | Greenwood Village, CO | Investment Adviser | — | 10/17/2025 | ☆ | |||
| 41172 | Perlmutter, Laurence M. CRD 147734 | Stoughton, MA | Investment Adviser | — | 1 | 04/14/2025 | ☆ | ||
| 41173 | Perlus Investment Management Llp CRD 164504 | St Annes On Sea | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41174 | Permanent Capital Ventures Management, Llc CRD 331374 | Chicago, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41175 | Permanent Ventures Gp Llc CRD 315119 | Coeur D'alene, ID | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 41176 | Permian Capital I, Llc CRD 172652 | Investment Adviser | — | 01/05/2026 | ☆ | ||||
| 41177 | Permian Capital Llc CRD 341549 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41178 | Permira Credit Limited CRD 162394 | London | Investment Adviser | — | 06/16/2026 | ☆ | |||
| 41179 | Permira Investment Advisers Limited CRD 292536 | St Peter Port | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41180 | Pernas Capital, Lp CRD 344549 | Investment Adviser | — | 09/16/2026 | ☆ | ||||
| 41181 | Peroni Portfolio Advisors, Inc. CRD 281573 | Radnor, PA | Investment Adviser | — | 3 | 02/03/2026 | ☆ | ||
| 41182 | Perplexity Management Co, Llc CRD 334267 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41183 | Perry D. Reed & Company, P.C. CRD 114282 | Longview, TX | Investment Adviser | — | 8 | 06/10/2026 | ☆ | ||
| 41184 | Pers Pro Llc CRD 338293 | Investment Adviser | — | 0 | 1 | 08/28/2026 | ☆ | ||
| 41185 | Perseverance Asset Management International (Singapore) Pte. Ltd CRD 322036 | Singapore | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41186 | Persistent Asset Partners Limited CRD 177528 | Hong Kong | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41187 | Personal Economic Planning, Llc CRD 151333 | Investment Adviser | — | 0 | 1 | 03/13/2026 | ☆ | ||
| 41188 | Personal Financial Advice & Insights, Llc CRD 284186 | Investment Adviser | — | 1 | 03/29/2026 | ☆ | |||
| 41189 | Personal Wealth Advisory, Llc CRD 125259 | Lancaster, PA | Insurance-Affiliated | — | 11 | 3 | 02/12/2026 | ☆ | |
| 41190 | Perspective Asset Management, Llc CRD 155699 | Investment Adviser | — | 1 | 01/08/2026 | ☆ | |||
| 41191 | Pertento Partners Llp CRD 317498 | London | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 41192 | Pesci Wealth Management Llc CRD 343428 | Orem, UT | Investment Adviser | — | 21 | 09/25/2026 | ☆ | ||
| 41193 | Peter Alexander & Company, Inc. CRD 308142 | West Conshohocken, PA | Insurance-Affiliated | — | 0 | 2 | 05/18/2026 | ☆ | |
| 41194 | Petersen And Hicks CRD 124568 | Campbell, CA | Investment Adviser | — | 2 | 02/01/2026 | ☆ | ||
| 41195 | Peterson Capital Management, Llc CRD 284830 | Austin, TX | Investment Adviser | — | 03/24/2022 | ☆ | |||
| 41196 | Peterson, Stephen Kenneth CRD 285414 | Investment Adviser | — | 11/20/2017 | ☆ | ||||
| 41197 | Petra Ventures, Llc CRD 342158 | San Francisco, CA | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 41198 | Petrus Advisers Bratislava K.S CRD 331870 | Bratislava | Investment Adviser | — | 05/31/2024 | ☆ | |||
| 41199 | Pevc I General Partner Iv, Ltd. CRD 332786 | George Town | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 41200 | Pexfin Inc CRD 326910 | Investment Adviser | — | 06/21/2023 | ☆ |