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 |
|---|---|---|---|---|---|---|---|---|---|
| 41551 | Priveq G.P. Iv Limited CRD 331495 | St Helier | Investment Adviser | — | 09/11/2024 | ☆ | |||
| 41552 | Privileged Assets Llc CRD 121858 | Investment Adviser | — | 0 | 01/05/2026 | ☆ | |||
| 41553 | Privium Fund Management (Hk) Ltd CRD 328194 | Hong Kong | Investment Adviser | — | 01/11/2024 | ☆ | |||
| 41554 | Privus Financial, Llc CRD 291495 | Irving, TX | Investment Adviser | — | 86 | 11 | 03/31/2026 | ☆ | |
| 41555 | Proa Capital De Inversiones Sgeic, S.A. CRD 305238 | Madrid | Investment Adviser | — | 02/18/2026 | ☆ | |||
| 41556 | Proactive Wealth Management Corp. CRD 273028 | Lexington, KY | Insurance-Affiliated | — | 0 | 2 | 01/06/2026 | ☆ | |
| 41557 | Procuritas Capital Investors Vi Holding Ab CRD 285491 | Stockholm | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41558 | Procuritas Vii Advisory Ab CRD 324735 | Stockholm | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41559 | Product Hunt, Inc. CRD 316520 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41560 | Profed Financial Advisors, Llc CRD 121581 | Fort Wayne, IN | Insurance-Affiliated | — | 4 | 01/28/2026 | ☆ | ||
| 41561 | Professional Advisory Services CRD 333315 | Grosse Pointe Park, MI | Investment Adviser | — | 0 | 1 | 02/24/2025 | ☆ | |
| 41562 | Professional Alliance Associates, Llc CRD 127149 | Madison, CT | Investment Adviser | — | 2 | 11/11/2025 | ☆ | ||
| 41563 | Professional Financial Services, Inc. CRD 104527 | Insurance-Affiliated | — | 0 | 2 | 03/09/2026 | ☆ | ||
| 41564 | Professional Management Associates, Inc. CRD 167034 | North Attleboro, MA | Investment Adviser | — | 2 | 01/28/2026 | ☆ | ||
| 41565 | Profounders Capital Partners Limited CRD 209514 | London | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 41566 | Progress Asia Capital& Advisors Pte Ltd CRD 337792 | Singapore | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 41567 | Progress Ventures Management Co., Llc CRD 309254 | Boston, MA | Investment Adviser | — | 02/06/2026 | ☆ | |||
| 41568 | Progression Management, Llc CRD 340023 | San Francisco, CA | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 41569 | Progression Partners Llc CRD 338449 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41570 | Progressive Financial Planning Services Inc. CRD 118728 | Insurance-Affiliated | — | 6 | 02/16/2026 | ☆ | |||
| 41571 | Progressive Ventures Management, Llc CRD 333074 | San Francisco, CA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 41572 | Proioxis Ventures Fund Llc CRD 328218 | Singapore | Investment Adviser | — | 01/16/2024 | ☆ | |||
| 41573 | Project A Ventures Management Gmbh CRD 319556 | Berlin, Berlin | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41574 | Project M Fund Management Llc CRD 311495 | Investment Adviser | — | 02/27/2026 | ☆ | ||||
| 41575 | Project Wellspring Management Lp CRD 340810 | Charlotte, NC | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 41576 | Prolog Ventures Hl Ii, Llc CRD 170338 | St. Louis, MO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41577 | Promeritum Investment Management Llp CRD 284730 | London | Investment Adviser | — | 06/05/2026 | ☆ | |||
| 41578 | Promesa Capital Llc CRD 330502 | Guilford, CT | Investment Adviser | — | 03/01/2024 | ☆ | |||
| 41579 | Prometheus Capital Advisors, Llc CRD 322820 | Menlo Park, CA | Investment Adviser | — | 03/27/2024 | ☆ | |||
| 41580 | Prometheus Financial Advisors, Llc CRD 314653 | Investment Adviser | — | 2 | 06/30/2026 | ☆ | |||
| 41581 | Promus Holdings CRD 162524 | Chicago, IL | Investment Adviser | — | 05/14/2013 | ☆ | |||
| 41582 | Pronomos Capital Management, Llc CRD 307363 | Houstin, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41583 | Proof Group Capital Management Llc CRD 312615 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41584 | Proof Management, Llc CRD 285482 | Arlington, VA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41585 | Proofpoint Capital Management, Llc CRD 340658 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 41586 | Propel Equity Llc CRD 331311 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 41587 | Propel Management, Llc CRD 172402 | Owings Mills, MD | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 41588 | Proper Cygni, Llc CRD 309380 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41589 | Property Investment Advisors, Inc. CRD 157216 | Richmond, VA | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 41590 | Propus Capital Llc CRD 163535 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 41591 | Prospect Management Co. Iii, L.L.C. CRD 160582 | Palo Alto, CA | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 41592 | Prospect Street Holdings, Llc CRD 332072 | Kingston, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41593 | Prosper Capital Llc CRD 197511 | St. Louis, MO | Investment Adviser | — | 03/30/2017 | ☆ | |||
| 41594 | Prosper Financial, Benefit Llc CRD 304799 | Investment Adviser | — | 1 | 06/15/2023 | ☆ | |||
| 41595 | Prosper Wisely, Llc CRD 316798 | Insurance-Affiliated | — | 1 | 02/28/2023 | ☆ | |||
| 41596 | Prosperity Advisors Llc CRD 331280 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 41597 | Prosperity Capital Management Limited CRD 160624 | Grand Cayman | Investment Adviser | — | 04/17/2026 | ☆ | |||
| 41598 | Prosperity Financial Planning Llc CRD 336596 | Investment Adviser | — | 3 | 1 | 05/13/2026 | ☆ | ||
| 41599 | Prosperity First Wealth Management Llc CRD 292253 | Investment Adviser | — | 0 | 1 | 01/10/2026 | ☆ | ||
| 41600 | Prosperity Planning And Advisory, Llc CRD 336302 | Los Angeles, CA | Investment Adviser | — | 0 | 1 | 07/13/2026 | ☆ |