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 |
|---|---|---|---|---|---|---|---|---|---|
| 40551 | Pari Washington Company Pvt. Ltd CRD 161861 | Trianon | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 40552 | Parian Global Management Lp CRD 297279 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 40553 | Park City Capital, Llc CRD 148103 | Dallas, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 40554 | Park Rangers Management, Llc CRD 333164 | Investment Adviser | — | 02/16/2026 | ☆ | ||||
| 40555 | Park Walk Investments Llc CRD 300977 | Austin, TX | Investment Adviser | — | 3 | 02/18/2026 | ☆ | ||
| 40556 | Parker Wealth Group, Llc CRD 328036 | Mansfield, TX | Investment Adviser | — | 1 | 03/06/2026 | ☆ | ||
| 40557 | Parkour Asset Management Llc CRD 312708 | The Woodlands, TX | Investment Adviser | — | 01/29/2021 | ☆ | |||
| 40558 | Parkside Advisors Llc CRD 327115 | Clayton, MO | Investment Adviser | — | 01/23/2026 | ☆ | |||
| 40559 | Parkview Investments Llc CRD 296893 | Broker-Dealer (Dually Registered) | — | 1 | 1 | 03/10/2026 | ☆ | ||
| 40560 | Parkway Capital Limited CRD 330372 | Hong Kong | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40561 | Parkway Founders 2 Llc CRD 320938 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40562 | Parquet Capital Management, Llc CRD 288150 | Boston, MA | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 40563 | Parrilo Investors Llc CRD 327050 | Investment Adviser | — | 1 | 05/14/2026 | ☆ | |||
| 40564 | Parrish Capital Advisors Llc CRD 339342 | Coral Gables, FL | Investment Adviser | — | 1 | 03/11/2026 | ☆ | ||
| 40565 | Parrish Private Equity Llc CRD 342217 | Coral Gables, FL | Investment Adviser | — | 04/10/2026 | ☆ | |||
| 40566 | Parsons, Bradley C CRD 164994 | Investment Adviser | — | 1 | 09/17/2014 | ☆ | |||
| 40567 | Part V Capital Management Llc CRD 315373 | Investment Adviser | — | 01/05/2026 | ☆ | ||||
| 40568 | Partech Partners Sas CRD 325920 | Paris | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 40569 | Parthenon Athena Advisors Llc CRD 336505 | West Palm Beach, FL | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 40570 | Partnerre Capital Management Ltd. CRD 330433 | Pembroke | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40571 | Partners Bay Asia Limited CRD 306140 | Central, Hong Kong | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40572 | Partners Edge Management, Llc CRD 318752 | Pittsburgh, PA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40573 | Partners Group Ag CRD 162791 | Baar, Zug | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 40574 | Partners Investment Services, Inc. CRD 119709 | Cleveland Heights, OH | Investment Adviser | — | 1 | 04/22/2026 | ☆ | ||
| 40575 | Partnership Financial, Llc CRD 119681 | Columbus, OH | Investment Adviser | — | 109 | 3 | 05/01/2026 | ☆ | |
| 40576 | Parus Finance (Uk) Limited CRD 169886 | London | Investment Adviser | — | 05/04/2026 | ☆ | |||
| 40577 | Pascal Capital Inc CRD 338565 | Colorado Springs, CO | Investment Adviser | — | 08/29/2025 | ☆ | |||
| 40578 | Passmore Management Group Capital CRD 332144 | Detroit, MI | Investment Adviser | — | 05/28/2025 | ☆ | |||
| 40579 | Patagon Markets Llc CRD 338284 | New York, NY | Investment Adviser | — | 07/17/2026 | ☆ | |||
| 40580 | Patagonia Research Llc CRD 335981 | San Juan, PR | Investment Adviser | — | 03/04/2026 | ☆ | |||
| 40581 | Patamar Capital Llc CRD 298997 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 40582 | Path Ventures Fund I Partners Llc CRD 305828 | San Mateo, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 40583 | Pathbreaker Ventures Ii, Llc CRD 310746 | Corte Madera, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 40584 | Pathbreaker Ventures Iii, Llc CRD 342091 | Corte Madera, CA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 40585 | Pathbreaker Ventures, Llc CRD 342090 | Corte Madera, CA | Investment Adviser | — | 04/09/2026 | ☆ | |||
| 40586 | Pathfinding Capital Llc CRD 331485 | Investment Adviser | — | 01/22/2026 | ☆ | ||||
| 40587 | Pathlight Management I, Llc CRD 322180 | Investment Adviser | — | 07/30/2026 | ☆ | ||||
| 40588 | Pathlight Management Ii, Llc CRD 327069 | Investment Adviser | — | 02/03/2026 | ☆ | ||||
| 40589 | Pathlight Management Iii, Llc CRD 343937 | Investment Adviser | — | 08/04/2026 | ☆ | ||||
| 40590 | Pathways Financial Planning, Llc CRD 334143 | Neptune, NJ | Investment Adviser | — | 38 | 1 | 04/16/2026 | ☆ | |
| 40591 | Patient Capital Holdings, Llc CRD 342157 | Tampa, FL | Investment Adviser | — | 04/29/2026 | ☆ | |||
| 40592 | Patria Finance Limited CRD 163710 | George Town | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40593 | Patria Investimentos Ltda CRD 307623 | Sao Paulo | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 40594 | Patria Investments Uruguay Agente De Valores S.A. CRD 323059 | Montevideo | Broker-Dealer (Dually Registered) | — | 03/27/2026 | ☆ | |||
| 40595 | Patria Vbi Real Estate Gestao De Carteiras S.A CRD 163582 | Sao Paulo | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 40596 | Patrick Reid, Llc CRD 315732 | Investment Adviser | — | 03/08/2026 | ☆ | ||||
| 40597 | Patrick Towne CRD 151245 | Investment Adviser | — | 1 | 02/27/2025 | ☆ | |||
| 40598 | Patriot Wealth Planners Llc CRD 328307 | Maumee, OH | Investment Adviser | — | 1 | 08/17/2026 | ☆ | ||
| 40599 | Patrizia Infrastructure Ltd CRD 328337 | London | Investment Adviser | — | 08/12/2026 | ☆ | |||
| 40600 | Patron Capital Advisers Llp CRD 162739 | London | Investment Adviser | — | 03/30/2026 | ☆ |