Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
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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 18.0 
PTR Partners, LLC Greenbrae CA US 0.8 
PTS Asset Management Wallingford CT US 342.0 
PTS Brokerage, LLC Mt. Laurel NJ US 73.2 
Public Company Management Corporation 0.0 
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 
Puget Sound Capital Services LLC 0.0 
Pugh Capital Management, Inc. Seattle WA US 1925.5 
Pulk, Brian E. 0.0 
Pullaro Financial Services, Inc. Lutz FL US 8.0 
Pulsifer & Associates Ipswich MA US 8.6 
Pulver Capital Management LLC Summit NJ US 19.9 
Punch & Associates Investment Management, Inc. Edina MN US 467.8 
Punk Ziegel Asset Management LLC New York NY US 0.0 
Puplava Financial Services Inc San Diego CA US 294.2 
Purcell Advisory Services, LLC Tacoma WA US 170.3 
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 0.0 
Pure Wealth Management Cerritos CA US 6.0 
Purisima West Funds, LLC 2.6 
Puritan Capital, L.L.C. Westport CT US 0.0 
Puritan Wealth Management Group Addison TX US 0.0 
Purkiss Capital Advisors, LLC 131.9 
Purple Wealth, LLC Rapid City SD US 0.0 
Purpose Advisors, LLC 0.0 
Purpose Wealth Mason OH US 0.0 
Pursestrings 0.0 
Pursuit Capital Marketing, LLC Franklin MA US 0.0 
Pursuit Investment Management LLC Stamford CT US 665.0 
Purtill Financial LLC Highland Heights OH US 34.1 
Purvis Investments 1.0 
Putman Capital Management, Inc. Hermosa Beach CA US 0.0 
Putman, Aaron James Bloomington MN US 0.0 
Putnam F L Investment Management Co Wellesley MA US 1015.0 
Putnam Investment Management, LLC Boston MA US 67716.4 
Putnam Investments Limited London UK 2850.9 
Putney Financial Advisors Walnut Creek CA US 0.0 
PV Advisors Gp, LLC Scottsdale AZ US 7.9 
PVG Asset Management Corp Golden CO US 214.9 
PVS Wealth Management 0.0 
PW Advisers Inc Birmingham AL US 167.5 
PW Global Advisors Boston MA US 135.6 
PWJ Partners, LLC Denver CO US 0.0 
Pwjohnson Wealth Management Sunnyvale CA US 45.0 
Pwmco, LLC Chicago IL US 448.3 
PWR Associates 0.8 
PWR Financial Services Federal Way WA US 35.0 
PYA Waltman Capital, LLC Knoxville TN US 535.7 
Pyramid Planning, LLC 0.0 
Pyramis Global Advisors, LLC Smithfield RI US 37690.7 
Pyrenees Investment Management Barcelona ES 223.5 
Pyrford International Ltd London UK 3069.5 
Pythia Wealth Management, LLC 0.1 
Pzena Investment Management LLC New York NY US 15625.2 
           
 
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.
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