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 |
|---|---|---|---|---|---|---|---|---|---|
| 41451 | Powervia Ventures Llc CRD 311648 | Houston, TX | Investment Adviser | — | 07/31/2024 | ☆ | |||
| 41452 | Pp Portfolio Management Limited CRD 326785 | Road Town, Tortola | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41453 | Ppa Co Living Fund I, Llc CRD 325985 | Roseville, CA | Investment Adviser | — | 10/13/2023 | ☆ | |||
| 41454 | Ppr Opportunity Manager, Llc CRD 331744 | Wayne, PA | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 41455 | Pr Five Wealth Management Llc CRD 326835 | San Juan, PR | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41456 | Practical Vc Investment Advisor, Llc CRD 316351 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 41457 | Praesidian Bridge Management Llc CRD 343381 | Oklahoma City, OK | Investment Adviser | — | 08/13/2026 | ☆ | |||
| 41458 | Praesidian Capital Management Europe, Llc CRD 343383 | Oklahoma City, OK | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 41459 | Praesidian Capital Management Ii, Llc CRD 161417 | Oklahoma City, OK | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 41460 | Praesidian Capital Opportunity Management Iii, Llc CRD 343385 | Oklahoma City, OK | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 41461 | Praesidian Capital Opportunity Management Iii A, Llc CRD 343386 | Oklahoma City, OK | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 41462 | Praetorian Capital Management Llc CRD 341233 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 41463 | Pragmatech Venture Capital, Llc CRD 343007 | Investment Adviser | — | 07/15/2026 | ☆ | ||||
| 41464 | Pragmatya Technologies Ltd. CRD 333373 | Hashmonaim | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41465 | Prairie Crest Capital, Llc CRD 290269 | Des Moines, IA | Investment Adviser | — | 11/19/2018 | ☆ | |||
| 41466 | Prairiegold Venture Partners Ii, Llc CRD 330234 | Sioux Falls, SD | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 41467 | Prana Real Estate Finance Llc CRD 165365 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41468 | Pravo Ventures, Inc. CRD 341822 | Washington, DC | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 41469 | Praxis Ventures Management, Llc CRD 323680 | Investment Adviser | — | 03/12/2026 | ☆ | ||||
| 41470 | Praxos Capital Management Llc CRD 336240 | Dover, DE | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41471 | Precision Advisors, Llc CRD 226656 | Stamford, CT | Investment Adviser | — | 05/14/2015 | ☆ | |||
| 41472 | Precision Capital Planning Llc CRD 342875 | Investment Adviser | — | 0 | 1 | 06/29/2026 | ☆ | ||
| 41473 | Precursor Ventures Management, Llc CRD 281895 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41474 | Preference Capital Partners Llc CRD 341750 | Charleston, SC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41475 | Preferred Capital Fund Management Llc CRD 341073 | San Juan, PR | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41476 | Preferred Capital Management Llc CRD 335255 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 41477 | Preferred Income Fund 1 Mgr Llc CRD 333048 | Houston, TX | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 41478 | Preferred Income Fund 2 Mgr Llc CRD 333050 | Houston, TX | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 41479 | Prelude Investment Services Llc CRD 339161 | San Francisco, CA | Investment Adviser | — | 2 | 4 | 04/24/2026 | ☆ | |
| 41480 | Premier Financial Services, Inc. CRD 157347 | Carroll, IA | Insurance-Affiliated | — | 5 | 02/03/2026 | ☆ | ||
| 41481 | Premier Fund Managers Limited CRD 338923 | London | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 41482 | Premiere Deal Llc CRD 322812 | Sheridan, WY | Investment Adviser | — | 12/06/2022 | ☆ | |||
| 41483 | Premise Venture Partners, Llc CRD 340898 | South San Francisco, CA | Investment Adviser | — | 02/20/2026 | ☆ | |||
| 41484 | Preneed Advisory, Llc CRD 338417 | Newport Beach, CA | Investment Adviser | — | 0 | 2 | 12/23/2025 | ☆ | |
| 41485 | Prepublic Equity Partners, Llc CRD 338251 | Manchester, NH | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41486 | Prescience Investment Group, Llc CRD 152721 | Baton Rouge, LA | Investment Adviser | — | 03/06/2026 | ☆ | |||
| 41487 | Prescient Capital Management, Llc CRD 309243 | Delafield, WI | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41488 | Prescott, Adams And Group Inc. CRD 137699 | Albertson, NY | Insurance-Affiliated | — | 1 | 11/20/2025 | ☆ | ||
| 41489 | Preservation Capital Partners Limited CRD 310564 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41490 | Preservation Fund Management Llc CRD 163907 | Cleveland, OH | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 41491 | Presidio Gate, Llc CRD 299794 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 41492 | Presidio Partners Management, Llc CRD 172667 | Wilmington, DE | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41493 | Presidio Trading Llc CRD 318992 | Dallas, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41494 | Presight Capital Ltd CRD 308091 | Sliema | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41495 | Presight Management Company, L.L.C. CRD 312722 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41496 | Presley Capital Management, Llc CRD 147993 | Investment Adviser | — | 1 | 03/31/2025 | ☆ | |||
| 41497 | Press On Ventures Gp, Llc CRD 334106 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41498 | Presstige Global Ventures Llc CRD 336532 | Ft. Lauderdale, FL | Investment Adviser | — | 10/12/2026 | ☆ | |||
| 41499 | Prestige Advisors Inc. CRD 319102 | Sarasota, FL | Investment Adviser | — | 2 | 03/31/2026 | ☆ | ||
| 41500 | Prevailing Investment Advisors, Llc CRD 331722 | Greenviille, SC | Investment Adviser | — | 0 | 1 | 03/04/2026 | ☆ |