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 |
|---|---|---|---|---|---|---|---|---|---|
| 41201 | Pfh Capital, Llc CRD 299722 | Blue Bell, PA | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 41202 | Pfhcl Partners Llc CRD 343786 | Blue Bell, PA | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 41203 | Pfl Partners Llc CRD 316661 | Investment Adviser | — | 0 | 1 | 04/01/2026 | ☆ | ||
| 41204 | Pfs Planning, Llc CRD 119610 | Investment Adviser | — | 12 | 1 | 02/26/2026 | ☆ | ||
| 41205 | Pgim (Singapore) Pte. Ltd. CRD 313005 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41206 | Pgim Private Capital (Ireland) Limited CRD 305536 | Letterkenny, Co Donegal | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 41207 | Pgim Real Estate Advisors Llc CRD 327165 | Newark, NJ | Investment Adviser | — | 0 | 5 | 03/27/2026 | ☆ | |
| 41208 | Pgm Inc. CRD 299309 | Montreal, Quebec | Investment Adviser | — | 2 | 03/26/2026 | ☆ | ||
| 41209 | Phalanx Advisors Llc CRD 317855 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41210 | Pharaoh Financial Group, Inc. CRD 136319 | Insurance-Affiliated | — | 2 | 06/23/2026 | ☆ | |||
| 41211 | Pharsalus Capital Management, Llc CRD 335251 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41212 | Phase Two Ventures Management Llc CRD 327207 | Investment Adviser | — | 11/21/2024 | ☆ | ||||
| 41213 | Phasic Llc CRD 337599 | Boulder, CO | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41214 | Phd Biotech Holdings, Llc CRD 338129 | Los Angeles, CA | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 41215 | Phelps, Nicholas H. CRD 158682 | State College, PA | Investment Adviser | — | 22 | 1 | 07/27/2026 | ☆ | |
| 41216 | Phenomenal Ventures Llc CRD 329336 | San Francisco, CA | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 41217 | Phestos Capital, Llc CRD 338948 | Las Vegas, NV | Investment Adviser | — | 05/21/2026 | ☆ | |||
| 41218 | Phifund Managers, Llc CRD 321049 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41219 | Philip A. Bleier, Cpa CRD 124936 | Investment Adviser | — | 2 | 01/06/2026 | ☆ | |||
| 41220 | Philip Equities Management Llc CRD 343556 | Greenwich, CT | Investment Adviser | — | 09/27/2026 | ☆ | |||
| 41221 | Philip Y Li CRD 322864 | San Francisco, CA | Investment Adviser | — | 2 | 0 | 05/02/2026 | ☆ | |
| 41222 | Philos & Partners Ag CRD 323552 | Zurich | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 41223 | Philosophe Ventures Llc CRD 340361 | Investment Adviser | — | 1 | 04/06/2026 | ☆ | |||
| 41224 | Philosophy Management, Llc CRD 326189 | Austin, TX | Investment Adviser | — | 04/28/2023 | ☆ | |||
| 41225 | Philotimo Ventures, Llc CRD 340944 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 41226 | Phin Capital, Inc. CRD 300396 | New York, NY | Investment Adviser | — | 1 | 03/28/2023 | ☆ | ||
| 41227 | Phobos, Llc CRD 292170 | Las Vegas, NV | Investment Adviser | — | 04/02/2026 | ☆ | |||
| 41228 | Phoenix Court Fund Management Limited CRD 325921 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41229 | Phoenix Equity Partners Limited CRD 162832 | London | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 41230 | Phoenix Investment Adviser Llc CRD 138717 | New York, NY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41231 | Phoenix Rising Investment Group, Llc CRD 315186 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41232 | Phoenix Venture Partners, Llc CRD 162628 | San Mateo, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41233 | Phorcys Investment Advisors, Llc CRD 306551 | Guaynabo, PR | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41234 | Phosphorus Wealth Advisors Inc CRD 333707 | New York, NY | Investment Adviser | — | 01/26/2026 | ☆ | |||
| 41235 | Phoundational Llc CRD 324552 | Investment Adviser | — | 13 | 1 | 03/30/2026 | ☆ | ||
| 41236 | Phrygia Management, Llc CRD 338089 | Dallas, TX | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41237 | Phx Management Company, Llc CRD 327811 | Tempe, AZ | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 41238 | Physicians Investment Advisory Services Of Texas, Llc CRD 226736 | Houston, TX | Investment Adviser | — | 1 | 03/10/2026 | ☆ | ||
| 41239 | Pi Analytics, Llc CRD 282508 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41240 | Pi Radians Capital Inc. CRD 341986 | Chuo Ku, Tokyo | Investment Adviser | — | 05/01/2026 | ☆ | |||
| 41241 | Piana Capital Management Llc CRD 334653 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 41242 | Pickens Ventures Llc CRD 307790 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 41243 | Pickerel Management, Llc CRD 336645 | Brooklyn, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41244 | Picking Winners, Llc CRD 323601 | Investment Adviser | — | 02/01/2026 | ☆ | ||||
| 41245 | Pico Management Company Ltd. CRD 287752 | Investment Adviser | — | 03/18/2026 | ☆ | ||||
| 41246 | Pictet Alternative Advisors (Uk) Ltd CRD 326653 | London | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 41247 | Pictet Alternative Advisors Sa CRD 326615 | Geneve | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 41248 | Pictet Asset Management (Europe) Sa CRD 327620 | Luxembourg | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 41249 | Picton Mahoney Asset Management CRD 341023 | Toronto, Ontario | Investment Adviser | — | 09/09/2026 | ☆ | |||
| 41250 | Picture Capital Management Llc CRD 330988 | Investment Adviser | — | 03/05/2026 | ☆ |