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 |
|---|---|---|---|---|---|---|---|---|---|
| 40501 | Pangaea Ventures Us Inc. CRD 281517 | Scottsdale, AZ | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 40502 | Pangaia Capital Lp CRD 334133 | Investment Adviser | — | 11/20/2024 | ☆ | ||||
| 40503 | Pangolin Investment Management Limited CRD 288786 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 40504 | Panhe Asset Management Co., Limited CRD 297214 | Shenzhen, Guangdong Province | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 40505 | Pani Bekaert Pluim & Co. Llc CRD 284853 | San Francisco, CA | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 40506 | Panima Capital Management Limited CRD 343341 | London | Investment Adviser | — | 08/04/2026 | ☆ | |||
| 40507 | Panna Management Llc CRD 301149 | Menlo Park, CA | Investment Adviser | — | 06/09/2026 | ☆ | |||
| 40508 | Pantarei Asset Management Limited CRD 330519 | Hong Kong | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 40509 | Pantheon Ventures (Ireland) Designated Activity Company CRD 300263 | Dublin 2 | Investment Adviser | — | 07/13/2026 | ☆ | |||
| 40510 | Pantheon Wealth Planning CRD 166825 | San Jose, CA | Insurance-Affiliated | — | 41 | 6 | 02/19/2026 | ☆ | |
| 40511 | Panther Global Management Llc CRD 338584 | Derry, NH | Investment Adviser | — | 05/05/2026 | ☆ | |||
| 40512 | Pantheum Partners Limited CRD 305106 | Hong Kong, Hong Kong | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40513 | Panview Capital Limited CRD 305843 | Hong Kong | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40514 | Panvira Investment Management Llp CRD 341140 | Gift Sez, Gift City, Gujarat | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 40515 | Paperjet Ventures, Llc CRD 339580 | Investment Adviser | — | 01/27/2026 | ☆ | ||||
| 40516 | Pappas Capital, Llc CRD 163346 | Durham, NC | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40517 | Pappy Capital Management Co Llc CRD 319665 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 40518 | Papyrus Capital Management, Llc CRD 340369 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 40519 | Parable Partners Management, Llc CRD 332819 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 40520 | Parade Ventures Management, Llc CRD 297532 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 40521 | Paradigm Capital Corporation CRD 132493 | Dallas, TX | Investment Adviser | — | 02/26/2015 | ☆ | |||
| 40522 | Paradigm Capital Gp CRD 165042 | Grand Cayman | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 40523 | Paradigm Group CRD 305837 | Plano, TX | Investment Adviser | — | 10/21/2019 | ☆ | |||
| 40524 | Paradigm Investment Advisory Llc CRD 168295 | Akron, OH | Investment Adviser | — | 6 | 2 | 03/30/2026 | ☆ | |
| 40525 | Paradigm Money Management, Llc CRD 304097 | Wayne, PA | Investment Adviser | — | 4 | 01/30/2026 | ☆ | ||
| 40526 | Paradigm Quantitative Technologies, Llc CRD 291955 | Dallas, TX | Investment Adviser | — | 01/16/2018 | ☆ | |||
| 40527 | Paradigm Shift Capital Partners, Llc CRD 325632 | Investment Adviser | — | 02/08/2026 | ☆ | ||||
| 40528 | Paradigm Wealth Holdings, Llc CRD 330407 | Kearney, MO | Investment Adviser | — | 05/07/2025 | ☆ | |||
| 40529 | Paradigm4 Capital, Llc CRD 292833 | St. Louis, MO | Investment Adviser | — | 02/14/2018 | ☆ | |||
| 40530 | Paradox Financial Llc CRD 322905 | Investment Adviser | — | 1 | 03/16/2026 | ☆ | |||
| 40531 | Paradox Venture Capital, Llc CRD 311233 | Investment Adviser | — | 02/23/2026 | ☆ | ||||
| 40532 | Paragon Advisor Partners Llp CRD 284728 | Mumbai, Maharashtra | Investment Adviser | — | 06/19/2026 | ☆ | |||
| 40533 | Paraklete Financial, Inc. CRD 142323 | Investment Adviser | — | 69 | 6 | 02/27/2026 | ☆ | ||
| 40534 | Parala Capital Llp CRD 338116 | London | Investment Adviser | — | 09/17/2025 | ☆ | |||
| 40535 | Paralign Capital Investment Advisors, Llc CRD 327873 | Minneapolis, MN | Investment Adviser | — | 08/19/2026 | ☆ | |||
| 40536 | Parallel Venture Capital, Llc CRD 339463 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 40537 | Parallel49 Equity, Ulc CRD 160077 | Vancouver | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 40538 | Paralos Asset Management Limited CRD 311972 | St. Peter Port | Investment Adviser | — | 09/25/2025 | ☆ | |||
| 40539 | Parametric Holdings Llc CRD 323275 | Jamaica Plain, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40540 | Parametrica Asset Management Ltd. CRD 162995 | Hong Kong | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40541 | Paramount Accounting & Tax Services, Inc. CRD 171544 | Dearborn, MI | Investment Adviser | — | 1 | 02/26/2025 | ☆ | ||
| 40542 | Parataxis Labs Management Llc CRD 337801 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40543 | Parceiro Ventures Management, Llc CRD 314857 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 40544 | Parcom Capital Management Bv CRD 284538 | Amsterdam | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40545 | Pardinus Capital Llp CRD 333513 | London | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 40546 | Parenti, Anthony Robert CRD 164261 | Insurance-Affiliated | — | 0 | 1 | 07/08/2021 | ☆ | ||
| 40547 | Pareta Venture Advisors, Llc CRD 307183 | Redwood City, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40548 | Parex Capital Advisors Llc CRD 305861 | Broker-Dealer (Dually Registered) | — | 01/08/2021 | ☆ | ||||
| 40549 | Pari Passu Ventures Llc CRD 328557 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40550 | Pari Passu Ventures Lt Llc CRD 334238 | Investment Adviser | — | 04/01/2026 | ☆ |