Investment advisers
44,723 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 |
|---|---|---|---|---|---|---|---|---|---|
| 40451 | Padden Financial Planning Llc CRD 166611 | Investment Adviser | — | 2 | 08/04/2026 | ☆ | |||
| 40452 | Pag CRD 161814 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40453 | Pag Investment Advisors Pte. Ltd. CRD 296818 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40454 | Paganelli, Mark Andrew CRD 126669 | Pittsford, NY | Insurance-Affiliated | — | 1 | 02/13/2026 | ☆ | ||
| 40455 | Page One Ventures Management, Llc CRD 314606 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40456 | Pagf Gp, Llc CRD 161760 | Houston, TX | Investment Adviser | — | 03/13/2024 | ☆ | |||
| 40457 | Pai Partners Sarl CRD 306412 | Luxembourg | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40458 | Pai Sas CRD 335169 | Paris | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40459 | Pair Capital Wealth Management, Llc CRD 284683 | San Francisco, CA | Investment Adviser | — | 0 | 1 | 03/31/2026 | ☆ | |
| 40460 | Palace Road Capital, Llc CRD 341632 | Dallas, TX | Investment Adviser | — | 08/21/2026 | ☆ | |||
| 40461 | Palamon Capital Partners, Lp CRD 162059 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40462 | Palatine Private Equity Llp CRD 163410 | Manchester | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40463 | Palekana Ltd CRD 323420 | Greater London | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 40464 | Palermo Capital Management, Llc CRD 313254 | Investment Adviser | — | 05/16/2025 | ☆ | ||||
| 40465 | Palette Ventures Management Llc CRD 333837 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 40466 | Palingen Capital Management, Llc CRD 317678 | San Antonio, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40467 | Palisade Investment Partners Limited CRD 172731 | Sydney | Investment Adviser | — | 09/29/2025 | ☆ | |||
| 40468 | Palisades Management, Llc CRD 283376 | New York, NY | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40469 | Palliser Capital (Uk) Ltd CRD 315071 | London, England | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40470 | Palliser Capital (Us) Llc CRD 336396 | Wilmington, DE | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40471 | Palm Active Partners Management, Llc CRD 288860 | Greenwich, CT | Investment Adviser | — | 03/30/2018 | ☆ | |||
| 40472 | Palm Drive Ventures, Llc CRD 289989 | San Juan, PR | Investment Adviser | — | 04/04/2022 | ☆ | |||
| 40473 | Palm Management (Us) Llc CRD 317192 | Greenwich, CT | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40474 | Palm Tree Crew Management, Llc CRD 321185 | Miami, FL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40475 | Palmerston Capital Management Llp CRD 284492 | London | Investment Adviser | — | 06/01/2026 | ☆ | |||
| 40476 | Palmetto Advisory Llc CRD 152286 | Charleston, SC | Investment Adviser | — | 0 | 5 | 03/30/2026 | ☆ | |
| 40477 | Palmetto Retirement Specialists, Llc CRD 156875 | Williston, SC | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 40478 | Palmyra Energy Capital, Llc CRD 282834 | Investment Adviser | — | 03/09/2016 | ☆ | ||||
| 40479 | Palo Alto Venture Science Llc CRD 341692 | Sausalito, CA | Investment Adviser | — | 04/08/2026 | ☆ | |||
| 40480 | Palo Duro Partners, Llc CRD 305990 | Grove, OK | Investment Adviser | — | 04/02/2024 | ☆ | |||
| 40481 | Palrecha Capital, Llc CRD 320987 | Investment Adviser | — | 02/05/2026 | ☆ | ||||
| 40482 | Palumni Vc, Llc CRD 321066 | Investment Adviser | — | 03/21/2026 | ☆ | ||||
| 40483 | Pamalican Asset Management Us Llc CRD 335597 | New York, NY | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 40484 | Pamela Otten Llc CRD 156826 | Investment Adviser | — | 27 | 1 | 03/17/2026 | ☆ | ||
| 40485 | Pampa Capital Management Llp CRD 163477 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 40486 | Pamplona Capital Management Llp CRD 292698 | London | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40487 | Pamplona Pe Investments Malta Limited CRD 274029 | Ta'xbiex | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40488 | Pan Investments Management Group, Llc CRD 211513 | Falls Church, VA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 40489 | Pan Midstream Management Llc CRD 326732 | Houston, TX | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 40490 | Pan Resources Management Llc CRD 322446 | Houston, TX | Investment Adviser | — | 03/29/2024 | ☆ | |||
| 40491 | Panacea Opportunity Fund I Gp Company, Ltd. CRD 319265 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40492 | Panacea Venture Advisors (Hk) Limited CRD 308297 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40493 | Panacea Venture Healthcare Fund Gp I, L.P. CRD 308298 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40494 | Panacea Venture Healthcare Fund Ii Gp Company, Ltd. CRD 319266 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40495 | Panacea Venture Management Company Ltd. CRD 301575 | Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40496 | Panagotacos, Nicholas CRD 293924 | Investment Adviser | — | 03/23/2026 | ☆ | ||||
| 40497 | Pandect Bioventures Management, Llc CRD 300039 | Woodside, CA | Investment Adviser | — | 04/30/2025 | ☆ | |||
| 40498 | Pandect Catalyst Fund Management Llc CRD 288108 | Pleasanton, CA | Investment Adviser | — | 05/21/2025 | ☆ | |||
| 40499 | Pandion Asset Management, Lp CRD 283184 | Houston, TX | Investment Adviser | — | 04/15/2026 | ☆ | |||
| 40500 | Pandtong Quantitative Research Limited CRD 329039 | Tsim Sha Tsui | Investment Adviser | — | 03/17/2026 | ☆ |