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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Pg Capital Management, LLC Washington DC US 18.1 
Pg Global Wealth Management, Inc. Bellevue WA US 0.0 
Pgh Advisors, LLC Tucson AZ US 0.0 
Pgim Fund Management Limited London UK 1923.7 
Pgim Investments LLC Newark NJ US 265023.3 
Pgim Limited London UK 27241.0 
Pgim Real Estate Luxembourg S.a. Luxembourg LU 1846.9 
Pgim, Inc. Newark NJ US 700739.7 
Pgp Advisors, LLC Los Angeles CA US 0.0 
Pgp Wealth Service, LLC 6.8 
Pgr Solutions, LLC Campbell CA US 534.1 
Phalanx Capital Management, LLC Chicago IL US 113.4 
Pharmakon Advisors, LP New York NY US 969.6 
Pharo Management LLC New York NY US 14708.1 
Pharos Capital Group, LLC Brentwood TN US 665.4 
Pharos Capital Management, LLC 2.8 
Phase Iii Advisory Service, Limited Buffalo Grove IL US 91.5 
Phase Three Capital, LLC 2.5 
Phase Two Capital, LLC 4.3 
Phase-locked Management LLC 0.0 
Phase4 Partners London UK 0.0 
Phasecapital LP Boston MA US 224.2 
Phelps Financial Advisors State College PA US 0.0 
Phi Beta Kapital Investments, Inc. Irvine CA US 20.1 
Phil Erlanger Research Co., Inc. 0.0 
Philadelphia Financial San Francisco CA US 950.4 
Philadelphia Investment Management Co Pocomoke MD US 64.8 
Philadelphia Investment Partners, LLC Voorhees NJ US 112.7 
Philanthrocorp Inc. Colorado Springs CO US 0.0 
Philip A. Bleier, Cpa 0.0 
Philip A. Huss, Cpa, Pllc Richmond VA US 58.0 
Philip Benson Financial Service 42.7 
Philip J. Sagan Financial Consulting, Inc. Newton MA US 0.3 
Philip Jeffrey Mckenna 16.4 
Philip M. Watson, Financial Advisor Franklin TN US 39.0 
Philip Vongontard, Cfa, LLC St.louis MO US 161.5 
Phillip James Financial Co. Plymouth MN US 32.0 
Phillips And Company Advisors LLC Portland OR US 979.4 
Phillips Capital Advisors, Inc. Oklahoma City OK US 291.8 
Phillips Financial Fort Wayne IN US 798.8 
Phillips Ray Capital Management, Inc. Fort Worth TX US 73.3 
Philosmith Capital Corporation Stamford CT US 140.1 
Phingers And Toze Investments, LLC 36.5 
Phlox Capital Management, LLC Dallas TX US 5.7 
Phocas Financial Corporation Alameda CA US 1437.5 
Phoenician Capital LLC New York NY US 0.0 
Phoenician Financial Planning, LLC 0.2 
Phoenix Capital Realty Advisors, LLC Addison TX US 553.6 
Phoenix Equity LP London UK 0.0 
Phoenix Financial Consulting Casper WY US 1.7 
Phoenix Financial Engineering, LLC 9.1 
Phoenix Financial Inc. Chapel Hill NC US 174.7 
Phoenix Financial Solutions, Inc. Greensboro NC US 0.0 
Phoenix International Investments LLC Nashua NH US 98.3 
Phoenix Investment Adviser LLC New York NY US 1090.5 
Phoenix Investment Management LLC Newtown PA US 0.0 
Phoenix Portfolio Management Service Burlingame CA US 0.0 
Phoenix Property Investors Limited Grand Cayman KY 194.8 
Phoenix Realty Group, LLC New York NY US 1789.1 
Phoenix Venture Partners San Mateo CA US 0.0 
Phronimos Capital, LLC 1.9 
Phyllis R. Mitchell Financial Service, Inc. Ocean City MD US 0.0 
Physic Ventures San Francisco CA US 0.0 
Physician Family Financial Advisors Inc Eugene OR US 71.6 
Physician Investment Advisors LLC Omaha NE US 1.8 
Physician Wealth Service, LLC 3.5 
Physician Wealth Solutions 102.8 
Physicians And Professionals Wealth Advisors LLC 0.0 
Physicians Capital Investment Advisors 33.8 
Physicians Capital Management LLC 10.0 
Physicians Financial Advisors Newport Beach CA US 67.9 
Physicians Financial L.c. 0.2 
Physicians Financial Service, Inc. Raleigh NC US 150.7 
Physicians Investment Advisory Service Of Texas, LLC Houston TX US 0.0 
Physicians Wealth Management, Inc. Indianapolis IN US 0.0 
Physicians Wealth Management, LLC Phoenix AZ US 0.0 
Physicians Wealth Solutions, LLC Delaware OH US 15.0 
Pi Analytics Investment Adviser Olney MD US 12.8 
Pi Investments LLC St. Paul MN US 8.0 
Pi Square Capital, LLC 5.1 
Piascik Advisors, Inc Glen Allen VA US 0.0 
Piccolo Investment Consulting, LLC Denton TX US 18.2 
Pichardo Asset Management, S.a. De C.v. Mexico Distrito Federal MX 108.5 
Pickens Asset Management, LLC 0.0 
Pickens Financial Group, Inc Prescott AZ US 0.0 
Picket Fence Financial, LLC 16.4 
Pickwick Capital Advisors, LLC White Plains NY US 30.7 
Pico Associates Oakland CA US 5.2 
Pictet Asset Management Inc. Montreal CA 0.0 
Pictet Asset Management Limited London UK 24071.3 
Pictet Asset Management singapore Pte Limited Singapore SG 6830.7 
Pictet Asset Manangement SA. Geneva CH 112760.8 
Pictet North America Advisors SA Geneva 73 CH 2385.3 
Picton Mahoney Asset Management Toronto, Ontario CA 5614.4 
Piedmont Capital Asset Management LLC 9.5 
Piedmont Capital Management Associates Inc 39.5 
Piedmont Capital Management, LLC Greenboro NC US 109.9 
Piedmont Financial Charlottesville VA US 12.1 
Piedmont Financial Advisors, LLC Indianapolis IN US 0.0 
Piedmont Investment Advisors, LLC Lansdowne VA US 110.8 
Piedmont Investment Advisors, LLC Durham NC US 5576.6 
Piedmont Investment Advisory LP Atlanta GA US 99.5 
Piedmont Private Equity Atlanta GA US 26.0 
Piedmont Street Management Inc 22.0 
Piedmont Wealth Management Culpeper VA US 31.8 
Pier 88 Investment Partners, LLC San Francisco CA US 197.8 
Pier Asset Management LLC Santa Monica CA US 0.0 
Pier Capital, LLC Stamford CT US 600.3 
Pier LLC 0.0 
Pierce Financial Planning, Inc Lexington KY US 0.0 
Pierce Financial Service 0.0 
Pierce Financial Strategies, LLC 0.0 
Piermani Charles J Associates Norristown PA US 44.3 
Piermont Capital Management Inc. St. Louis MO US 319.4 
Piermont Wealth Management Inc. Woodbury NY US 176.9 
Pierpont Investment Group, LLC Ontario CA US 3.9 
Piershale Financial Group, Inc. Crystal Lake IL US 222.5 
Pih Investments, LLC South Pasadena CA US 25.6 
Pika Financial Service 0.0 
Pikila Sioux Falls SD US 1.0 
Pile Wealth Management Indianapolis IN US 44.1 
Pilgrims Capital Advisors, Inc. Byron Center MI US 32.5 
Pillar Capital Management Limited Hamilton BM 373.5 
Pillar Companies Management, LLC Boston MA US 0.0 
Pillar Financial Advisors, LLC Louisville KY US 109.3 
Pillar Index Advisors 20.3 
Pillar International Advisors, Inc. 40.3 
Pillar Pacific Capital Management LLC Pacifica CA US 887.6 
Pillar Wealth Advisors, LLC Wilmington DE US 95.9 
Pillar Wealth Management Co. Madison WI US 62.4 
Pillar Wealth Management, LLC 133.3 
Pillar6 Advisors, LLC San Francisco CA US 8.5 
Pilot Asset Management LLC Winnetka IL US 28.3 
Pilot Capital Management Corporation Minneapolis MN US 34.9 
Pilot Capital Management, Inc. Hanover PA US 35.0 
Pilot Group New York NY US 0.0 
Pilot Growth Management San Francisco CA US 0.0 
Pilot Investment Service, LLC Charlotte NC US 1.9 
Pilot Wealth Management 19.7 
Pilotage Private Wealth AG Zurich CZ 717.0 
Pilots Wealth Management Group Plano TX US 3.5 
Pim Financial Partners, LLC Virginia Beach VA US 0.0 
Pin Money Investments, LLC Houston TX US 10.8 
Pin Oak Investment Advisors Inc Houston TX US 280.0 
Pinafore Wealth Counsel, Inc. Durham NC US 45.3 
Pine Brook New York NY US 0.0 
Pine Capital, LLC Portland ME US 21.0 
Pine Cone Capital 11.2 
Pine Cone, LLC Centennial CO US 0.0 
Pine Crest Capital LLC Evanston IL US 0.0 
Pine Haven Investment Counsel, Inc. 125.8 
Pine River Capital Management L.P. Minnetonka MN US 82775.1 
Pine Road Asset Management LLC Pittsburgh PA US 0.0 
Pine Street Alternative Asset Management LP New York City NY US 275.4 
Pine Tree Equity Management, LP Miami FL US 0.0 
Pine Tree Financial Service, Inc. 4.5 
Pine Valley Investments Marlton NJ US 190.0 
Pineapple Capital Management, LLC Lafayette CA US 93.5 
Pinebank Asset Management, LP Pleasantville NY US 8.1 
Pinebridge Galaxy LLC New York NY US 133.9 
Pinebridge Investments Nairobi KE 0.0 
Pinebridge Investments Asia Limited Hong Kong HK 0.0 
Pinebridge Investments LLC New York NY US 41335.7 
Pinecroft Core Management, LLC The Woodlands TX US 0.0 
Pinedo Financial Service Modesto CA US 16.3 
Pinehurst Capital Pinehurst NC US 16.2 
Pinelands Capital Management L.P. Red Bank NJ US 0.0 
Pineno Levin & Ford Asset Management, Inc. Richmond VA US 297.5 
Pines Wealth Management, LLC St.louis MO US 96.9 
Pinestream Financial 0.0 
Pineview Asset Management, LP Greenwich CT US 550.1 
Ping Capital Management, Limited Georgetown, Grand Cayman KY 319.6 
Pingora Asset Management, LLC Denver CO US 579.1 
Pingora Partners LLC 35.0 
Pinion Financial Service, LLC. Chevy Chase MD US 0.0 
Pinion Investments 0.0 
Pinkerton Retirement Specialists, LLC Coeur Dalene ID US 436.0 
Pinkston Consulting, Pllc 0.8 
Pinnacle Advisors LLC Syracuse NY US 1.7 
Pinnacle Advisory Group, Inc. Columbia MD US 1600.0 
Pinnacle Asset Management 1.0 
Pinnacle Asset Management Group Shreveport LA US 47.0 
Pinnacle Asset Management, Inc. Roseville CA US 126.7 
Pinnacle Asset Management, L.P. New York NY US 3719.5 
Pinnacle Associates, Limited. New York NY US 6020.8 
Pinnacle Capital Management 1.5 
Pinnacle Capital Management, LLC Fayetteville NY US 107.8 
Pinnacle Family Advisors, LLC Springfield MO US 127.4 
Pinnacle Financial Group LLC Western Springs IL US 230.3 
Pinnacle Financial Service LLC New York NY US 0.0 
Pinnacle Financial Wealth Management, LLC Merritt Island FL US 20.0 
Pinnacle Investment Advisors Tulsa OK US 571.3 
Pinnacle Investment Advisors, LLC Ann Arbor MI US 55.7 
Pinnacle Investment Advisory Nashville TN US 290.0 
Pinnacle Investment Management Inc Simsbury CT US 170.8 
Pinnacle Investments, LLC Syracuse NY US 331.3 
Pinnacle Peak Capital Management LLC 0.0 
Pinnacle Peak Private Client Group, LLC Scottsdale AZ US 38.4 
Pinnacle Pension Consultants LLC Needham MA US 0.0 
Pinnacle Planning Advisors, LLC 3.4 
Pinnacle Private Wealth, LLC Woburn MA US 170.0 
Pinnacle Retirement & Financial Planning San Rafael CA US 20.7 
Pinnacle Strategic Wealth Management, LLC. King Of Prussia PA US 0.0 
Pinnacle Timberland Management, Inc. Little Rock AR US 152.3 
Pinnacle Ventures Menlo Park CA US 406.0 
Pinnacle Wealth Advisors Clackamas OR US 44.5 
Pinnacle Wealth Management Overland Park KS US 9.2 
Pinnacle Wealth Management Group, Inc. Plymouth MI US 125.3 
Pinnacle Wealth Management, Inc. Denver CO US 81.0 
Pinnacle Wealth Management, Inc. West Chester OH US 266.6 
Pinnacle Wealth Management, Inc. Brighton MI US 30.2 
Pinnacle Wealth Management, LLC 164.2 
Pinnacle Wealth Planning Service, Inc. Mansfield OH US 531.6 
Pinnacle Wealth Strategies, LLC West Coxsackie NY US 0.0 
Pinnacle West Asset Management Inc Casper WY US 71.6 
Pinney & Scofield, Inc. Cambridge MA US 434.8 
Pinpoint Capital Advisors Toronto CA 0.0 
Pinyin Capital Management Hong Kong Limited Hong Kong HK 0.0 
Pinyon Asset Management LP New York NY US 140.7 
Pinyon Pine Capital LLC Chico CA US 17.7 
Piolet Capital, L.P. New York NY US 0.0 
Pioneer Advisory 7.3 
Pioneer Financial Advisors 5.2 
Pioneer Financial, Inc. South Hadley MA US 3.4 
Pioneer Institutional Asset Management, Inc. Boston MA US 5770.2 
Pioneer Investment Management, Inc. Boston MA US 62434.9 
Pioneer Square Advisors, LLC Seattle WA US 76.8 
Pioneer Street Partners, LLC 0.0 
Pioneer Wealth Management Group, Inc 27.0 
Piot Associates LLC 57.7 
Pipeline Capital, LLC Boston MA US 0.0 
Piper Cove Asset Management, LLC 0.0 
Piper Jaffray & Co. Minneapolis MN US 393.8 
Piper Jaffray Investment Management, LLC Minneapolis MN US 374.4 
Piper Pe LLP London UK 0.0 
Piscataqua Research Inc. Portsmouth NH US 0.0 
Pishny Financial Service, L.c. Garden City KS US 0.0 
Pismo Pacific Financial Service, LLC Pismo Beach CA US 8.0 
Pison Capital, Inc. 2.0 
Pitango Venture Capital Road Town, Tortola VG 0.0 
Pitango Venture Capital Road Town, Tortola VG 0.0 
Pitango Venture Capital Road Town, Tortola VG 0.0 
Pitch Financial Service LLC Cedar Knolls NJ US 41.3 
Piton Investment Management, LP New York NY US 170.9 
Pittenger & Anderson Inc Lincoln NE US 1160.5 
Pittsburgh Financial Planners, Inc. Bridgeville PA US 97.4 
Pitzl Financial Arden Hills MN US 94.5 
Pivan Investment Engineering Co., Inc. 18.0 
Pivot Point Advisors, LLC Bellaire TX US 52.0 
Pivot Point Capital Partners, LLC San Francisco CA US 251.0 
Pivotal Bioventure Partners San Francisco CA US 0.0 
Pivotal Financial Service, Inc. 10.1 
Pivotal Investments Portland OR US 0.0 
Pivotal Planning Group, LLC Jericho NY US 136.7 
Pivotal Research Group LLC New York NY US 0.0 
Pivotalpath americas LLC New York NY US 0.0 
Pivotnorth Service LLC 0.0 
Pivovar, Philip E. El Paso TX US 0.5 
Pj Scavuzzo, Inc. San Diego CA US 13.7 
Pjc Capital Partners LLC Minneapolis MN US 107.0 
Pjfs West Seneca NY US 4.4 
Pjh Consulting Service, LLC 0.0 
Pjs Financial Advisory Service, LLC Ridgefield CT US 11.9 
Pjs Investment Management Cedarburg WI US 434.0 
Pk Financial Consulting, LLC Phoenix AZ US 0.0 
Pk Financial Strategies, LLC Phoenix AZ US 0.0 
Pks Advisory Service, LLC Albany NY US 401.8 
Pks Investment Advisors LLC Salisbury MD US 127.3 
Pl Capital Advisors, LLC Naperville IL US 317.0 
Pl Wealth Advisors, LLC Salt Lake City UT US 0.0 
Placer Summit Financial Group, LLC Roseville CA US 84.7 
Placitas Capital Management 2.6 
Plains Asset Management, LLC Wichita KS US 2.9 
Plaisier Financial Group LLC Byron Center MI US 9.4 
Plan Topeka KS US 54.7 
Plan Ahead Advisors 3.4 
Plan Ahead Financial Management, Inc. Abilene TX US 51.4 
Plan B Investments, Inc. Burbank CA US 0.0 
Plan Confidence Corporation Sarasota FL US 0.0 
Plan Financial Fresno CA US 117.2 
Plan Partners LLC 45.0 
Plan Strategies Inc Denver CO US 0.0 
Plan To Invest Capital Management, Inc. Greenwood Village CO US 38.1 
Plan2prosper LLC. Andover NJ US 8.3 
Plan2thrive Financial Service Davenport IA US 0.0 
Plancorp, LLC Saint Louis MO US 3440.7 
Plancorr Wealth Management, LLC 0.0 
Planfirst Inc Greenville SC US 303.4 
Planmember Securities Corporation Carpinteria CA US 3150.0 
Planned Asset Management Calabasas CA US 138.5 
Planned Financial Growth Co 42.0 
Planned Financial Security Haines City FL US 20.0 
Planned Financial Service Cleveland OH US 171.0 
Planned Futures Financial Group Colorado Springs CO US 26.3 
Planned Investment Co., Inc. Indianapolis IN US 44.9 
Planned Professional Advisory Wichita KS US 32.6 
Planned Results, Inc. Syracuse NY US 3.5 
Planned Solutions, Inc. Folsom CA US 142.8 
Planned Wealth Consultants Torrance Ca 0.0 
Planners Financial Service, Inc. Mendota Heights MN US 92.8 
Planning & Financial Advisors San Francisco CA US 0.0 
Planning Alternatives Limited Bloomfield Hills MI US 943.3 
Planning Better Lives Austin TX US 0.0 
Planning Capital Management Corporation. Haddonfield NJ US 63.5 
Planning Consultants, LLC Kenosha WI US 0.0 
Planning Directions, Inc. Glen Mills PA US 179.9 
Planning For Wealth, LLC Monroe LA US 40.8 
Planning Sense, Inc. Syracuse NY US 0.0 
Planning Solutions Group, LLC Fulton MD US 815.6 
Planning Strategies, Inc. Lancaster PA US 87.0 
Planning Within Reach, LLC San Diego CA US 0.0 
Planpilot Chicago IL US 0.0 
Planprep Oxnard CA US 0.0 
Plans To Prosper,LLC Wexford PA US 0.0 
Plante Moran Financial Advisors Southfield MI US 11996.9 
Plantech Inc. Wooster OH US 0.0 
Plantingfield Partners, LLC Solana Beach CA US 0.2 
Planvesting, LLC 6.2 
Planvision, LLC 0.0 
Platform Capital LLC Greenwich CT US 0.0 
Platinum Asset Management Sydney Au 17954.5 
Platinum Capital Advisors LLC 0.0 
Platinum Equity Advisors, LLC Beverly Hills CA US 5786.2 
Platinum Management ny LLC New York NY US 1700.8 
Platinum Planning, Inc. Sarasota FL US 2.4 
Platinum Wealth Partners, Inc. Tampa FL US 523.7 
Platler Capital Management LLC 16.5 
Platt Investment Counsel, LLC 93.6 
Platte River Equity Denver CO US 769.2 
Platte West Capital, LLC Greenwood Village CO US 6.2 
Playground Global Palo Alto CA US 0.0 
Plaza Belmont Management Group Shawnee Mission KS US 0.0 
Pleasant Valley Advisors, LLC Moorestown NJ US 0.0 
Pleasanton Pharma Ventures Management Company, LLC Pleasanton CA US 0.0 
Plectrum Advisers LLC 7.6 
Pleiad Investment Advisors Hong Kong HK 0.0 
Plein Air Capital Advisers, LLC 17.9 
Plemons, David Bryan San Antonio TX US 1.6 
Plenaris Advisory San Jose CA US 0.0 
Plenus Management Iii 2007 Limited. Herzeliya IL 0.0 
Pleso Capital Group, Inc. 0.0 
Plexus Financial Service, LLC Deer Park IL US 0.0 
Plinian Capital London UK 0.0 
Plisky Plisky & Co. LLC Brielle NJ US 11.6 
Plitt Financial Service, LLC 0.8 
Plj Advisors Los Angeles CA US 2.5 
Plm Investment Advisers, Inc. Spokane WA US 31.5 
Pln & Associates, Inc. 2.2 
Plotkin Financial Advisors, LLC Chevy Chase MD US 111.2 
Plp Advisors, LLC Grand Rapids MI US 12.0 
Pls Advisory, LLC 9.4 
Plumpe Investments, LLC Springfield MO US 32.0 
Plumtree Financial Planning Malvern PA US 0.0 
Plunkett & Associates, Inc. 16.0 
Plunkett, Richard J. 0.0 
Plus Capital 0.0 
Plus Sigma, Inc. 21.8 
Pluscios Management LLC Evanston IL US 200.8 
Plustick Management LLC Charlottesville VA US 0.0 
Plutus Investment Management Company Ebene MU 0.0 
Plymouth Holdings Investors LLC Sherman Oaks CA US 0.0 
Plymouth Management Company Ann Arbor MI US 0.0 
Pm & Partners Sgr S.p.a Rome US 0.0 
Pmb Advisors Larkspur CA US 86.0 
Pmd Advisory Birmingham AL US 67.7 
Pmsource LLC Deptford NJ US 0.2 
Pnab Advisors, LLC 1.6 
Pnc Capital Advisors LLC Baltimore MD US 41592.5 
Pnc Investments Pittsburgh PA US 11195.1 
Pnc Mezzanine Management Corporation Pittsburgh PA US 0.0 
Pnc Real Estate Louisville KY US 2405.3 
Pnc Realty Investors, Inc. Baltimore MD US 0.0 
Pnc Steel City Advisors, LLC Chicago IL US 362.4 
Pnf Management LLC 1.6 
Pnmac Capital Management, LLC Westlake Village CA US 232.9 
Pnr Financial Service LLC Palmdale CA US 0.0 
Pnw Asset Management Seattle WA US 22.4 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

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