Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
Home Download Data Links Contact Us Investment Advisor Search is a compilation of SEC registered investment advisors.
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Pti Securities & Futures L.P. Chicago IL US 2.0 
Ptolemy Asset Management, LLC Parker CO US 14.4 
Ptr Partners, LLC Greenbrae CA US 0.8 
Pts Asset Management Wallingford CT US 202.3 
Pts Brokerage, LLC Mt. Laurel NJ US 13.0 
Public Financial Management Inc Philadelphia PA US 0.0 
Public Investment Services, Inc. 0.0 
Public Relations and Educational Services 0.0 
Public Resources Advisory Group, Inc. New York NY US 0.0 
Puckett Financial Advisors, LLC Oklahoma City OK US 90.0 
Puget Sound Capital Services LLC 0.0 
Pugh Capital Management, Inc. Seattle WA US 1242.1 
Pullaro Financial Services, Inc. Lutz FL US 5.6 
Pulsifer & Associates Ipswich MA US 10.7 
Punch & Associates Investment Management, Inc. Edina MN US 268.2 
Punk Ziegel Asset Management LLC New York NY US 0.0 
Punter Southall LLC Framingham MA US 495.1 
Puplava Financial Services Inc San Diego CA US 200.0 
Purcell Advisory Services, LLC Tacoma WA US 170.2 
Purcell Group 0.0 
Purdy - Mchenry Investments L.L.P. Great Falls MT US 1.9 
Pure Financial Advisors San Diego CA US 0.0 
Pure Financial Advisors, Inc. San Diego CA US 47.9 
Puritan Capital, L.L.C. Westport CT US 0.0 
Puritan Investment Advisors, Inc. Addison TX US 0.0 
Purkiss Capital Advisors, LLC 94.4 
Purpose Wealth Management, LLC 22.3 
Pursestrings 0.0 
Pursuit Capital Marketing, LLC Franklin MA US 0.0 
Pursuit Investment Management LLC Stamford CT US 665.0 
Purtill Financial LLC 13.8 
Purvis Investments 1.5 
Putman Capital Management, Inc. Hermosa Beach CA US 0.0 
Putman, Aaron James Bloomington MN US 1.0 
Putnam F L Investment Management Co Wellesley MA US 821.4 
Putnam Investment Management, LLC Boston MA US 57435.2 
Putnam Investments Limited London UK 3148.8 
Putney Financial Advisors Walnut Creek CA US 0.0 
Pvg Asset Management Corp Golden CO US 80.0 
PW Advisers Inc Birmingham AL US 106.8 
PW Global Advisors Boston MA US 50.0 
Pwj Partners, LLC Denver CO US 0.6 
Pwjohnson Wealth Management Sunnyvale CA US 33.2 
Pwmco, LLC Chicago IL US 317.4 
Pwr Associates 1.3 
Pwr Financial Services Federal Way WA US 0.0 
Pya Waltman Capital, LLC Knoxville TN US 275.9 
Pyramis Global Advisors, LLC Smithfield RI US 5145.9 
Pyrenees Investment Management George Town KY 197.0 
Pyrford International Ltd London UK 1870.2 
Pzena Investment Management LLC New York NY US 10704.4 
           
 
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 $25 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.
DISCLAIMER
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.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

© 2008 IAS Services Ltd. All Rights Reserved. Terms and Conditions