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 |
|---|---|---|---|---|---|---|---|---|---|
| 41501 | Price Planning, Llc CRD 125110 | Investment Adviser | — | 83 | 1 | 01/23/2026 | ☆ | ||
| 41502 | Pride Of The West Financial, Llc CRD 331990 | Investment Adviser | — | 0 | 1 | 01/03/2026 | ☆ | ||
| 41503 | Prideco Capital Partners, Llc CRD 333586 | Newport Beach, CA | Investment Adviser | — | 04/03/2026 | ☆ | |||
| 41504 | Prides Crossing Capital Management, Llc CRD 166653 | Wakefield, MA | Investment Adviser | — | 04/21/2026 | ☆ | |||
| 41505 | Primal Dao Asset Management Llc CRD 318157 | Investment Adviser | — | 05/07/2025 | ☆ | ||||
| 41506 | Primary Asset Management, Llc CRD 170610 | New York, NY | Investment Adviser | — | 0 | 2 | 02/17/2026 | ☆ | |
| 41507 | Primary Capital Partners Llp CRD 162315 | London | Investment Adviser | — | 05/20/2026 | ☆ | |||
| 41508 | Primary Venture Management, Llc CRD 161884 | New York, NY | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41509 | Primas Asset Management Limited CRD 333437 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41510 | Primas Financial Planning, Llc CRD 322841 | Columbia, MD | Investment Adviser | — | 31 | 1 | 01/28/2026 | ☆ | |
| 41511 | Primavera Capital Management Ltd CRD 162044 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41512 | Primavera Venture Management Limited CRD 316028 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41513 | Prime Capital Ag CRD 321113 | Frankfurt Am Main, Hessen | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41514 | Prime Capital Management Company Limited CRD 138987 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 41515 | Prime Fiduciary Advisors Llc CRD 329392 | Investment Adviser | — | 2 | 09/28/2026 | ☆ | |||
| 41516 | Prime Financial Strategies, Inc. CRD 113703 | Colorado Springs, CO | Insurance-Affiliated | — | 222 | 5 | 03/24/2026 | ☆ | |
| 41517 | Prime Management Company I, Llc CRD 299922 | Cambridge, MA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41518 | Prime Management Partners, Llc CRD 337937 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41519 | Prime Movers Lab Llc CRD 299803 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 41520 | Prime Oak Capital, Llc CRD 326804 | Los Angeles, CA | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41521 | Prime Radiant Management Llc CRD 343706 | New York, NY | Investment Adviser | — | 07/16/2026 | ☆ | |||
| 41522 | Prime Set Management, Llc CRD 330806 | San Francisco, CA | Investment Adviser | — | 01/05/2025 | ☆ | |||
| 41523 | Prime Star Enterprises, Llc CRD 286605 | Miami, FL | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 41524 | Primeagri Ventures Ltd CRD 334444 | Denver, CO | Investment Adviser | — | 12/17/2024 | ☆ | |||
| 41525 | Primer Management, Llc CRD 327512 | Palo Alto, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41526 | Primestone Capital Llp CRD 174180 | London | Investment Adviser | — | 08/06/2026 | ☆ | |||
| 41527 | Primetech Ventures Llc CRD 291329 | Redwood City, CA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 41528 | Primetime Partners Management Company, Llc CRD 310695 | New York, NY | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 41529 | Princeville Capital CRD 293169 | Grand Cayman | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41530 | Principa Capital Llp CRD 316413 | London | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41531 | Principal Hospitality Brokers Llc CRD 335037 | Fargo, ND | Investment Adviser | — | 1 | 05/21/2026 | ☆ | ||
| 41532 | Principal Vp Management Company Llc CRD 332876 | Palo Alto, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41533 | Principia Global Capital Llc CRD 340044 | Miami, FL | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 41534 | Principia Growth Gp Llc CRD 313828 | Pacific Palisades, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41535 | Principia Ventures Llc CRD 283422 | Austin, TX | Investment Adviser | — | 03/30/2017 | ☆ | |||
| 41536 | Principle Capital Advisors Limited CRD 328053 | Shanghai | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41537 | Printers Row Advisors Llc CRD 172028 | Downers Grove, IL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41538 | Prism Financial Planning, Llc CRD 168530 | Investment Adviser | — | 135 | 1 | 01/07/2026 | ☆ | ||
| 41539 | Prisma Capital Holding Llc CRD 321084 | Grand Cayman, George Town | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41540 | Prisma Capital Ltda CRD 302017 | São Paulo | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41541 | Prithvi Ventures, Llc CRD 310997 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41542 | Private Advisor Network, Llc CRD 299133 | Morristown, NJ | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | |
| 41543 | Private Capital Strategies, Llc CRD 163569 | Darien, CT | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 41544 | Private Equity (Thailand) Co., Ltd. CRD 297686 | Bangkok | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41545 | Private Equity Financial Advisors, Inc. CRD 311681 | Addison, TX | Investment Adviser | — | 02/11/2021 | ☆ | |||
| 41546 | Private Value Management, Lp CRD 161946 | Neptune Beach, FL | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 41547 | Private Wealth Advisors Vi Llc CRD 330457 | Investment Adviser | — | 0 | 1 | 02/23/2026 | ☆ | ||
| 41548 | Private Wealth Services, Llc CRD 311077 | Cranberry Township, PA | Insurance-Affiliated | — | 1 | 10/09/2026 | ☆ | ||
| 41549 | Priveq Advisory Vi Ab CRD 310021 | Stockholm | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41550 | Priveq Advisory Vii Ab CRD 332288 | Stockholm | Investment Adviser | — | 04/01/2026 | ☆ |