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 |
|---|---|---|---|---|---|---|---|---|---|
| 41601 | Prosperity Wealth Capital Llc CRD 330137 | Wilmington, DE | Investment Adviser | — | 05/15/2024 | ☆ | |||
| 41602 | Protagonist Management Llc CRD 322383 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41603 | Protea Asset Management Llc CRD 170790 | Philadelphia, PA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41604 | Protean Funds Scandinavia Ab CRD 328767 | Stockholm | Investment Adviser | — | 08/05/2026 | ☆ | |||
| 41605 | Proteus Capital Solutions, Llc CRD 309274 | Potomac, MD | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 41606 | Protocap Management Llc CRD 322416 | San Juan, PR | Investment Adviser | — | 03/04/2024 | ☆ | |||
| 41607 | Protos Fund Management Lp CRD 322485 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 41608 | Proud American Capital Llc CRD 333949 | Investment Adviser | — | 04/21/2025 | ☆ | ||||
| 41609 | Providence Heights Capital Management, Llc CRD 309059 | Investment Adviser | — | 05/29/2026 | ☆ | ||||
| 41610 | Providence Trust Inc CRD 333507 | Denver, CO | Investment Adviser | — | 01/29/2026 | ☆ | |||
| 41611 | Provident Financial Group Llc CRD 300501 | Investment Adviser | — | 2 | 01/03/2024 | ☆ | |||
| 41612 | Provident Wealth Advisors, Llc CRD 157392 | The Woodlands, TX | Investment Adviser | — | 0 | 10 | 10/08/2026 | ☆ | |
| 41613 | Proximal Ventures Llc CRD 342627 | Investment Adviser | — | 05/12/2026 | ☆ | ||||
| 41614 | Proxy Venture Investors Gp, Llc CRD 306719 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 41615 | Proxyvote Plus, Llc CRD 122222 | Investment Adviser | — | 107 | 5 | 03/17/2026 | ☆ | ||
| 41616 | Prspctv Capital Llc CRD 315814 | Pittsford, NY | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 41617 | Pruco Securities, Llc CRD 5685 | Newark, NJ | Insurance-Affiliated | — | 272 | 05/19/2026 | ☆ | ||
| 41618 | Prudence Advisory Services, Llc CRD 293721 | Round Rock, TX | Insurance-Affiliated | — | 1 | 04/03/2025 | ☆ | ||
| 41619 | Prudence Asset Management Pte. Ltd. CRD 318473 | Singapore, Singapore | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41620 | Prudence Holdings Management, Inc. CRD 331317 | New York, NY | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 41621 | Prudence Investment Management (Hong Kong) Limited CRD 167624 | Hong Kong | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 41622 | Prudence Us Management, Llc CRD 292905 | Newport Beach, CA | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 41623 | Prudent Investment Managers Llp CRD 342747 | Investment Adviser | — | 10/06/2026 | ☆ | ||||
| 41624 | Prudent Prospera Planning, Inc. CRD 175416 | Pleasanton, CA | Insurance-Affiliated | — | 2 | 09/16/2026 | ☆ | ||
| 41625 | Prudent Wealthcare Llc CRD 281852 | Insurance-Affiliated | — | 32 | 1 | 01/23/2026 | ☆ | ||
| 41626 | Prudential Capital Group Inc. CRD 337894 | New York, NY | Broker-Dealer (Dually Registered) | — | 07/16/2025 | ☆ | |||
| 41627 | Prufrock Management Company, Llc CRD 322939 | San Francisco, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 41628 | Prusik Investment Management Llp CRD 157417 | London | Investment Adviser | — | 06/22/2026 | ☆ | |||
| 41629 | Pruven Management Company, Llc CRD 310165 | Palo Alto, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41630 | Psc Mgmt Llc CRD 339900 | Denver, CO | Investment Adviser | — | 01/12/2026 | ☆ | |||
| 41631 | Psf Financial Services, Inc. CRD 288027 | Westbury, NY | Investment Adviser | — | 0 | 4 | 03/04/2026 | ☆ | |
| 41632 | Psquared Asset Management Ag CRD 172051 | Zurich | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 41633 | Pst Advisors, Llc CRD 155266 | Bala Cynwyd, PA | Investment Adviser | — | 9 | 03/31/2026 | ☆ | ||
| 41634 | Psymed Ventures Management Llc CRD 317621 | Investment Adviser | — | 02/26/2026 | ☆ | ||||
| 41635 | Ptx Capital Llc CRD 333139 | Baltimore, MD | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41636 | Public Resources Advisory Group, Inc. CRD 113338 | New York, NY | Investment Adviser | — | 0 | 38 | 05/22/2026 | ☆ | |
| 41637 | Puente Asesoramiento De Inversiones, Llc CRD 311609 | Miami, FL | Investment Adviser | — | 0 | 5 | 03/18/2026 | ☆ | |
| 41638 | Puget Sound Capital Services Llc CRD 140582 | Investment Adviser | — | 10 | 1 | 02/15/2026 | ☆ | ||
| 41639 | Puma Venture Capital Management Lp CRD 336542 | Investment Adviser | — | 04/06/2026 | ☆ | ||||
| 41640 | Punch Fund, Llc CRD 323200 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 41641 | Punchdown Partners Gp Spv, Llc CRD 315892 | Investment Adviser | — | 04/25/2025 | ☆ | ||||
| 41642 | Pure Equity Investment, Llc CRD 340731 | Franklin, TN | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 41643 | Purple Mountain Capital Partners Llc CRD 289506 | Investment Adviser | — | 11/30/2021 | ☆ | ||||
| 41644 | Purpose Capital Llc CRD 341235 | Investment Adviser | — | 0 | 1 | 04/23/2026 | ☆ | ||
| 41645 | Pursuit Planning Llc CRD 343887 | Investment Adviser | — | 10 | 08/10/2026 | ☆ | |||
| 41646 | Pv Iv Gp, Llc CRD 284106 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 41647 | Pv Management Inc CRD 321202 | Toronto, On | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 41648 | Pvglobal Llc CRD 294039 | San Francisco, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 41649 | Pwv Capital Management Llc CRD 326491 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 41650 | Px3 Partners Limited CRD 324423 | London | Investment Adviser | — | 05/04/2026 | ☆ |