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 |
|---|---|---|---|---|---|---|---|---|---|
| 41301 | Pioneer Global Investments Ltd. CRD 340593 | Aurora, CO | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 41302 | Pioneer Point Partners Llp CRD 323254 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41303 | Pioneer Square Investment Advisor, Llc CRD 292854 | Seattle, WA | Investment Adviser | — | 04/11/2026 | ☆ | |||
| 41304 | Pionex Investments Inc. CRD 318475 | Princeton, NJ | Investment Adviser | — | 1 | 1 | 02/06/2026 | ☆ | |
| 41305 | Pios Capital, Llc CRD 330724 | Ketchum, ID | Investment Adviser | — | 02/11/2026 | ☆ | |||
| 41306 | Pipeline Capital Partners I Gp, Llc CRD 288042 | Las Vegas, NV | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 41307 | Piper Pe Limited Liability Partnership CRD 283361 | London | Investment Adviser | — | 06/03/2026 | ☆ | |||
| 41308 | Piper Sandler Ltd. CRD 163758 | Aberdeen | Broker-Dealer (Dually Registered) | — | 03/24/2026 | ☆ | |||
| 41309 | Piper Ventures Llc CRD 318076 | Aiken, SC | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41310 | Pirque Llc CRD 308141 | Investment Adviser | — | 03/24/2023 | ☆ | ||||
| 41311 | Piscataqua Research Inc. CRD 110617 | Portsmouth, NH | Investment Adviser | — | 1 | 03/30/2026 | ☆ | ||
| 41312 | Pishon Capital, Llc CRD 335894 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41313 | Pitango Healthtech Management 2019 Ltd. CRD 310446 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41314 | Pitango Healthtech Mc 2022 Ltd CRD 330548 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41315 | Pitango International Mc 2019 Ltd. CRD 313693 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41316 | Pitango Venture Management Mc 2016 Ltd CRD 288280 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41317 | Pitango Venture Management Mc 2022 Ltd. CRD 335368 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41318 | Pitango Venture Partners 2004 Ltd. CRD 326213 | Tel Aviv | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41319 | Pitango Ventures International 2004 Ltd. CRD 163739 | Road Town, Tortola | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41320 | Pitbull Ventures, Inc. CRD 314700 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 41321 | Pithia Inc. CRD 304425 | Seattle, WA | Investment Adviser | — | 03/26/2020 | ☆ | |||
| 41322 | Pithia Two Llc CRD 304426 | Seattle, WA | Investment Adviser | — | 03/26/2020 | ☆ | |||
| 41323 | Pithom Financial Advisors, Inc. CRD 310090 | Woodbridge, VA | Investment Adviser | — | 0 | 1 | 09/26/2025 | ☆ | |
| 41324 | Pivot Investment Partners, Llc CRD 322708 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41325 | Pivotal Bioventure Partners Investment Advisor Llc CRD 287988 | San Francisco, CA | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 41326 | Pivotal Investments Llc CRD 163146 | Portland, OR | Investment Adviser | — | 05/18/2012 | ☆ | |||
| 41327 | Pivotal Portfolios Llc CRD 324087 | Investment Adviser | — | 02/07/2024 | ☆ | ||||
| 41328 | Pivotal Research Group Llc CRD 153029 | Investment Adviser | — | 25 | 2 | 03/09/2026 | ☆ | ||
| 41329 | Pivotaledge Capital, Llc CRD 332042 | Investment Adviser | — | 03/25/2025 | ☆ | ||||
| 41330 | Pivotnorth Services Llc CRD 162818 | Investment Adviser | — | 07/02/2026 | ☆ | ||||
| 41331 | Pk Financial Services CRD 340608 | Investment Adviser | — | 1 | 06/26/2026 | ☆ | |||
| 41332 | Pkr Investments, Llc CRD 329414 | Investment Adviser | — | 10 | 1 | 03/12/2026 | ☆ | ||
| 41333 | Plaintext Capital Management Llc CRD 327613 | Investment Adviser | — | 01/23/2026 | ☆ | ||||
| 41334 | Plainview Investment Management, L.P. CRD 334349 | Dallas, TX | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 41335 | Plaisance Capital Llc CRD 289363 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 41336 | Plan Confidence Corporation CRD 283781 | Sarasota, FL | Investment Adviser | — | 3 | 09/27/2026 | ☆ | ||
| 41337 | Plan For It Financial, Llc CRD 326809 | Salem, MA | Investment Adviser | — | 1 | 01/15/2026 | ☆ | ||
| 41338 | Plan Sponsor Adviser, Llc CRD 132009 | Investment Adviser | — | 1 | 03/27/2026 | ☆ | |||
| 41339 | Planck Fund Management Corporation CRD 311863 | Reno, NV | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41340 | Plancorr Wealth Management, Llc CRD 148336 | Investment Adviser | — | 1 | 01/08/2026 | ☆ | |||
| 41341 | Planeteer Capital Management, Llc CRD 325008 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41342 | Planmember Asset Management Corporation CRD 289591 | Carpinteria, CA | Investment Adviser | — | 8 | 03/31/2026 | ☆ | ||
| 41343 | Planvision, Llc CRD 166311 | Investment Adviser | — | 7,370 | 10 | 08/11/2026 | ☆ | ||
| 41344 | Platform Advisor, Llc CRD 167700 | Wilmington, DE | Investment Adviser | — | 06/04/2026 | ☆ | |||
| 41345 | Platform Capital Llc CRD 226582 | Greenwich, CT | Investment Adviser | — | 04/25/2018 | ☆ | |||
| 41346 | Platform Studio Inc CRD 317639 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 41347 | Play Time Sports Tech Holdco, Llc CRD 330348 | San Francisco, CA | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 41348 | Play Ventures Pte Ltd CRD 312657 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41349 | Playbook Advisers Llc CRD 136194 | Investment Adviser | — | 2 | 10/23/2025 | ☆ | |||
| 41350 | Playground Global, Llc CRD 226570 | Palo Alto, CA | Investment Adviser | — | 04/07/2026 | ☆ |