Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Pca Investment Advisory Service, Inc. Cincinnati OH US 1204.0 
Pccp, LLC Los Angeles CA US 4549.8 
Pcj Investment Counsel Limited. Toronto, Ontario CA 2374.8 
Pck Investments 0.0 
Pcp Management (developing Countries), LLC Hamilton BM 0.0 
Pcp Management (em Small Cap), LLC Hamilton BM 0.0 
Pdm Advisors 0.8 
Pdm Investment Service, LLC 16.5 
Pdr Advisors, LLC Charlotte NC US 731.2 
Pds Planning Inc Columbus OH US 528.3 
Pdt Partners, LLC New York NY US 9720.0 
Pdv Financial Management Los Angeles CA US 87.1 
Peabody River Asset Management, LLC 4.9 
Peace Bridge Partners, LP New York NY US 0.0 
Peace Of Money 1.3 
Peachtree Atlanta GA US 0.0 
Peachtree Capital Corporation Inc. Atlanta GA US 37.2 
Peachtree Capital Tax And Advisory, LLC Atlanta GA US 102.2 
Peachtree Investment Advisors, Inc. Atlanta GA US 280.8 
Peachtree Investment Partners, LLC Atlanta GA US 82.4 
Peachtree Wealth Advisors, Inc Atlanta GA US 27.6 
Peachtree Wealth Management, LLC Atlanta GA US 399.1 
Peak 8 Analytics LLC Greenwich CT US 0.0 
Peak Asset Management, LLC Louisville CO US 483.0 
Peak Capital Management Jensen Bch FL US 10.3 
Peak Capital Management, LLC Colorado Springs CO US 237.8 
Peak Financial Advisors Denver CO US 131.8 
Peak Financial Management Inc Waltham MA US 330.1 
Peak Financial Management, Inc. Broomfield CO US 49.5 
Peak Financial Partners, LLC 2.5 
Peak Financial Service, Inc. Northborough MA US 60.0 
Peak Investment Advisors 9.0 
Peak Investment Advisors, Inc. Gaithersburg MD US 55.7 
Peak Investment Advisors, Inc. Colorado Springs CO US 38.5 
Peak Investment Coaching, LLC Logan UT US 0.0 
Peak Investment Solutions, LLC Roseville CA US 75.7 
Peak Investments Brenham TX US 2.6 
Peak Point Capital Management, LLC East Berlin CT US 3.8 
Peak Rock Capital LLC Austin TX US 1106.2 
Peak Ten Capital LLC Greenwich CT US 0.0 
Peak Wealth Advisors, Inc. San Luis Obispo CA US 50.7 
Peak Wealth Group LLC St. Augustine FL US 29.5 
Peak Wealth Management LLC Bedford NH US 60.0 
Peak Wealth Management, LLC 10.8 
Peak Wealth Management, LLC Plymouth MI US 65.0 
Peak Wealth Planning, LLC 13.7 
Peakequity Partners Management Co LP Radnor PA US 137.3 
Peakside Capital Advisors AG Zug CZ 0.0 
Peakspan Capital Management, LLC New York NY US 0.0 
Peakstone Wealth Management, LLC 0.0 
Peakview Capital Palo Alto CA US 0.0 
Peapod Lane Capital LLC 8.0 
Pear Tree Advisors, Inc. Lincoln MA US 3030.1 
Pear Tree Partners, LP Lincoln MA US 305.6 
Pear Ventures Management, LLC Palo Alto CA US 0.0 
Pearl Brook Capital Management, LLC Tampa FL US 0.0 
Pearl Capital Advisors LLC San Francisco CA US 50.3 
Pearl Diver Capital LLP London UK 451.8 
Pearl Diver Clo Opportunity 2017-a GP Limited St Peter Port GG 0.0 
Pearl Energy Investment Management, LLC Dallas TX US 0.0 
Pearl Investment Partners, LLC 113.4 
Pearl Lane Advisors, LLC New York NY US 0.0 
Pearl River Capital, LLC 0.0 
Pearl Wealth Advisors, LLC 0.0 
Pearlmark Investment Advisers, LLC. Chicago IL US 405.3 
Pearson Capital, Inc. 25.4 
Pearson Creek Capital Management LLC 220.0 
Pearson Financial Service Dennis MA US 0.0 
Pearson Investment Management, LLC 1.1 
Pearson, Frederick, Norman Jr. Poway CA US 0.1 
Peattie Capital Management 16.0 
Peavine Capital, LLC 444.0 
Pebble Capital Advisors, LLC Pico Rivera CA US 0.0 
Pebble Management Group Metairie LA US 8.3 
Pebble Valley Wealth Management Western Springs IL US 27.0 
Pecaut & Co. Sioux City IA US 160.6 
Peck & Associates, LLC Independence OH US 26.4 
Peck Financial Advisors San Diego CA US 18.9 
Peck Wealth Management, LLC Larchmont NY US 50.5 
Peckham, David A 3.8 
Pecks Management Partners Limited New York NY US 7.5 
Peconic Partners LLC New York NY US 544.3 
Pedder Street Asia Limited Hong Kong HK 0.0 
Pedder Street Investment Management Limited Hong Kong HK 0.0 
Peddock Capital Advisors, LLC Braintree MA US 248.0 
Peelle Wealth Management, LLC San Diego CA US 1.0 
Peepul Capital LLC Port Louis MU 0.0 
Peer Lending Advisors Bellevue WA US 0.0 
Peer Street Opportunity Fund GP, LLC Manhattan Beach CA US 0.0 
Peer Ventures, LLC Menlo Park CA US 0.0 
Peerage Noble LLC Dallas TX US 0.0 
Peerbackers Advisory, LLC Boca Raton FL US 0.0 
Peerless Advisors King Of Prussia PA US 0.9 
Pefin Advisors LLC New York NY US 0.0 
Pegasus Asset Management Inc Montebello NY US 185.8 
Pegasus Capital Advisors, L.P. Cos Cob CT US 1875.3 
Pegasus Financial Group LLC Chantilly VA US 24.4 
Pegasus Group, LLC Montebello NY US 36.4 
Pegasus Investment Management LLC 9.0 
Pegasus Partners Mequon WI US 1141.7 
Pegasus Wealth Coaching LLC Frisco TX US 0.0 
Peggy Jane Fisher Torrance CA US 0.0 
Peirce Capital Management, LLC The Woodlands TX US 172.7 
Peirce Park Group West Chester PA US 1276.2 
Pekin Singer Strauss Asset Management Inc. Chicago IL US 832.7 
Pelham Capital Limited London UK 0.0 
Pelham S2k Managers, LLC New York NY US 0.0 
Pelican Bay Asset Management, Inc. New York NY US 21.9 
Pelican Quantitative Investments, LLC Newport Beach CA US 0.0 
Pelican Wealth Advisors, LLC Bonita Springs FL US 32.2 
Pelion Investment Advisors, Inc. New York NY US 5.5 
Pelleton Capital Management, Limited. 11.4 
Pelorus Jack Capital, L.P. San Francisco CA US 0.0 
Peloton Wealth Strategists, Inc. Indianapolis IN US 179.2 
Peltz Capital Management, LLC New York NY US 0.0 
Pemberton Asset Management S.a. Luxembourg LU 0.0 
Pemberton Capital Advisors LLP London UK 1489.8 
Pemberwick Investment Advisors, LLC Greenwich CT US 197.1 
Pembroke Advisors, Inc. Houston TX US 41.6 
Pembroke Asset Advisors, LLC 6.3 
Pembroke Management Limited. Montreal, Quebec CA 1909.3 
Pembroke Wealth Management, LLC 1.2 
Pembrook Capital Management LLC New York NY US 324.2 
Pemigewasset Capital LLC Southport CT US 10.0 
Pen Facs Financial Service 28.8 
Penbrook Management LLC New York NY US 122.0 
Pence Capital Management, LLC Newport Beach CA US 0.0 
Pence Wealth Management Corporation Newport Beach CA US 0.0 
Pender Capital Management, LLC Los Angeles CA US 0.0 
Pendergrass Financial Group 0.0 
Pendex Advisors, LLC 2.1 
Pendleton Street Advisors, LLC Columbia SC US 75.6 
Pendo, LLC New York NY US 3.0 
Pendragon Capital Managment, Inc. Fishkill NY US 22.0 
Peneco Investments LLC Greenwood Village CO US 31.0 
Penfund Management Limited Toronto CA 0.0 
Pengra Capital Management Inc Seattle WA US 67.0 
Penguin Global Wealth Management LLC 0.0 
Peninsula Asset Management Inc Bradenton FL US 204.8 
Peninsula Capital Partners, LLC. Detroit MI US 829.2 
Peninsula Family Office LLC 11.5 
Peninsula Ventures Phoenix AZ US 0.0 
Peninsula Wealth, LLC San Francisco CA US 275.8 
Peninsula-jvl Capital Advisors, LLC Burlingame CA US 0.0 
Penland Legacy Advisors 102.5 
Penn Capital Management Company, Inc. Philadelphia PA US 5512.7 
Penn Cove Financial, LLC 1.6 
Penn Davis Mcfarland Inc Dallas TX US 479.8 
Penn Financial Group LLC 11.0 
Penn First Advisors 1.7 
Penn Group Financial Service, Inc. Montoursville PA US 0.0 
Penn Guardian Investment Counsel, LLC Blue Bell PA US 10.0 
Penn Investment Advisors, Inc. Doylestown PA US 538.6 
Penn Mezzanine Partners Management, L.P. Wayne PA US 0.0 
Penn Mutual Asset Management, LLC Horsham PA US 23990.8 
Penn Wealth Management Overland Park KS US 10.0 
Pennant Capital Management, LLC Summit NJ US 4484.1 
Pennantpark Investment Advisers, LLC New York NY US 2181.1 
Penner Financial LLC Helena Mt 0.0 
Penney Financial Houston TX US 5.6 
Pennfield Capital Corporation South Bend IN US 35.3 
Penniall & Associates Pasadena CA US 1039.7 
Pennington Capital Management LLC Minneapolis MN US 0.0 
Pennington Financial Group Gold River CA US 226.5 
Pennington Partners & Co., LLC Bethesda MD US 94.0 
Pennsylvania Capital Management Inc. Willow Grove PA US 325.5 
Pennybacker Capital Management, LLC Austin TX US 635.3 
Pennyfarthing Investment Management, LLC. 16.1 
Pennytree Advisors, LLC Braintree MA US 0.0 
Penobscot Financial Advisors Bangor ME US 103.0 
Penobscot Investment Management Company, Inc. Boston MA US 369.5 
Pensato Capital LLP London UK 0.0 
Penserra Capital Management LLC Orinda CA US 990.0 
Penserra Transition Management LLC Orinda CA US 0.0 
Pensinger Financial, Inc. 4.5 
Pension & Wealth Management Advisors Waltham MA US 0.0 
Pension Advisory Service, LLC. Brewton AL US 0.0 
Pension Builders And Consultants/adviceware Rocky River OH US 615.0 
Pension Consultants Inc Springfield MO US 2922.4 
Pension Consulting Alliance, LLC Portland OR US 0.0 
Pension Fund Evaluations, Inc. Centereach NY US 0.0 
Pension Maxima Investment Advisory, Inc. 26.0 
Pension Parameters Financial Service, Inc. New York NY US 58.7 
Pension Partners, LLC New York NY US 197.8 
Pension Planning Solutions, Inc. Greensboro NC US 166.5 
Pensionassets, LLC Plano TX US 4.3 
Pensionmark Financial Group, LLC Santa Barbara CA US 9987.7 
Penso Advisors, LLC New York NY US 1125.6 
Penta Capital LLP Glasgow UK 0.0 
Penta Capital, LLC Orlando FL US 0.0 
Penta Family Office SA Geneva CZ 50.9 
Penta Investment Counsel LLC 15.1 
Pentalpha Capital Group Greenwich CT US 0.0 
Pentecost Capital Management Inc Jenks OK US 12.3 
Pentegra Investors, Inc. White Plains NY US 10028.1 
Pento Portfolio Strategies, LLC 15.2 
Pentrust Real Estate Advisory Service, Inc. Pittsburgh PA US 0.0 
Pentwater Capital Management LP Evanston IL US 6227.6 
Penwood Real Estate Investment Management, LLC Hartford CT US 581.0 
Peoples Securities, Inc. Bridgeport CT US 2810.1 
Pep Management (jersey) Limited St. Helier, Jersey JE 0.0 
Peppertree Capital Management Inc. Chagrin Falls OH US 559.9 
Peppertree Partners Beachwood OH US 0.0 
Pequot Capital Management Inc Katonah NY US 0.0 
Per Stirling Capital Management, LLC Austin TX US 518.2 
Percension Wealth Advisors, LLC Seattle WA US 13.1 
Perceptive Advisors New York NY US 3399.9 
Perceptive Edge Investment Management, Inc. Wayzata MN US 67.8 
Perceva Paris FR 0.0 
Percy E. Bolton Associates, Inc. Pasadena CA US 25.7 
Perdix Capital Management, LLC Houston TX US 0.0 
Perea Capital Houston TX US 0.0 
Peregrine Asset Advisers, Inc. Portland OR US 285.2 
Peregrine Capital Management, LLC Minneapolis MN US 3992.9 
Peregrine Investment Advisors, LLC Madison MS US 226.2 
Perella Weinberg Partners Capital Management LP New York NY US 14758.2 
Perennial New York NY US 220.2 
Perennial Advisors Group, LLC Westford MA US 176.4 
Perennial Capital Advisors, LLC Boston MA US 138.3 
Perennial Capital Management, LLC 0.1 
Perennial Financial Service Los Angeles CA US 138.8 
Perennial Trust LLC Melrose MA US 11.0 
Performa Limited (us), LLC Charleston SC US 1582.3 
Performance Consulting Group Of Texas 0.0 
Performance Equity Management, LLC Greenwich CT US 11394.5 
Performance Insurance And Financial Service Des Moines IA US 0.0 
Performance Investment Group Houston TX US 32.4 
Performance Point 6.7 
Performance Tracking Inc. 43.4 
Performance Trust Capital Partners, LLC Chicago IL US 200.4 
Pergament Advisors LLC New York NY US 0.0 
Peridot Capital Management LLC 8.1 
Peridot Financial Planning, LLC. 0.0 
Perigee Capital, LP Sarasota FL US 0.0 
Perigon Wealth Management, LLC San Francisco CA US 882.5 
Perimeter Wealth Advisors, Inc. Atlanta GA US 31.8 
Perini Capital Carlsbad NM US 28.7 
Periope, Lc St. George UT US 44.5 
Perissos Private Wealth Management Oklahoma City OK US 5.6 
Peritus Asset Management, LLC Santa Barbara CA US 194.8 
Perk Planning Madison WI US 0.0 
Perkins Capital Management Inc Wayzata MN US 134.0 
Perkins Investment Management LLC Chicago IL US 9048.3 
Perlberg Falkenberg Investment Management Inc 8.2 
Perlinrock LLC New York NY US 0.0 
Perlmutter, Laurence M. Stoughton MA US 0.0 
Permanens Capital L.P. New York NY US 3046.8 
Permanent Value Inc. San Diego CA US 18.2 
Permian New York NY US 1462.8 
Permian Capital I, LLC 0.0 
Permira Debt Managers Limited London UK 0.0 
Permira Europe B.v. Amsterdam NL 0.0 
Permit Capital Advisors, LLC West Conshohocken PA US 766.8 
Permit Capital, LLC West Conshohocken PA US 360.3 
Peroni Portfolio Advisors, Inc. Conshohocken PA US 0.0 
Perpetual Capital Management, LP 0.0 
Perpetual Financial West Newton MA US 0.0 
Perpetual Wealth Advisors, LLC. 34.6 
Perpetuity 0.0 
Perritt Capital Management Inc Chicago IL US 462.9 
Perrone, Leonard Benson Ii 3.4 
Perry B. Seiffert, Investment Management Bethesda MD US 71.7 
Perry Capital New York NY US 2632.7 
Perry Creek Capital LP New York NY US 442.3 
Perry D. Reed & Company, P.c. Longview TX US 0.0 
Perry Investment Management, LLC 10.5 
Perryman Financial Advisory, Inc. Dallas TX US 330.5 
Perrysburg Financial Group 1.3 
Pershing Square Capital Management, L.P. New York NY US 13810.5 
Pershing Square GP, LLC New York NY US 3480.4 
Persico Capital, LLC Trading AS Persico Asset Management. Severna Park MD US 25.8 
Persimmon Capital Management LP Blue Bell PA US 178.8 
Persistent Asset LP Hong Kong HK 0.0 
Persistent Asset Management cayman Limited Central HK 0.0 
Persistent Asset Management Limited Central HK 0.0 
Personal Asset Management St Petersburg FL US 12.0 
Personal Asset Strategies, Inc. Westbury NY US 25.5 
Personal Benefit Financial Lakewood CO US 11.2 
Personal Benefit Service Of Colorado, Inc. Wheatidge CO US 52.4 
Personal Benefit Service Wealth Management Arvada CO US 0.0 
Personal Benefits Planning LLC 4.0 
Personal Business Management Group Limited Stamford CT US 113.8 
Personal Business Management Service, LLC. 7.3 
Personal Capital Advisors Corporation San Francisco CA US 4344.4 
Personal Cfo Solutions LLC Chester NJ US 501.8 
Personal Choice Financial Advisors, LLC Cincinnati OH US 87.0 
Personal Economic Planning, LLC 0.0 
Personal Financial Advice & Insights, LLC 0.0 
Personal Financial Advisors 0.0 
Personal Financial Advisors, Inc. 0.0 
Personal Financial Advisors, Inc. Pickerington OH US 26.7 
Personal Financial Advisors, LLC Naples FL US 60.0 
Personal Financial Advisors, LLC Covington LA US 106.7 
Personal Financial Consultants, Inc. Lafayette CA US 186.6 
Personal Financial Designs, Inc. 19.5 
Personal Financial Experiences, LLC 18.2 
Personal Financial Group Overland Park KS US 348.4 
Personal Financial Management Coronado CA US 398.1 
Personal Financial Management & Counseling, LLC Charlottesville VA US 4.1 
Personal Financial Management, Inc. 26.9 
Personal Financial Mavens Inc 0.0 
Personal Financial Planning Mobile AL US 22.0 
Personal Financial Planning Inc. Roanoke VA US 12.4 
Personal Financial Planning, Inc. Deerfield IL US 935.0 
Personal Financial Profiles Inc Coral Springs FL US 250.3 
Personal Financial Solutions Huntington Beach CA US 0.5 
Personal Financial Solutions, LLC 68.3 
Personal Financial Solutions, LLC 0.0 
Personal Financial Specialists Parsippany NJ US 0.0 
Personal Investment Management Inc Redmond WA US 364.2 
Personal Legacy Planners Grand Rapids MI US 15.0 
Personal Money Planning, LLC Wichita Falls TX US 61.1 
Personal Portfolio Management, Inc. Ft. Lauderdale FL US 147.4 
Personal Portfolios, LLC 25.0 
Personal Priorities Financial Planning & Consulting 0.0 
Personal Resources Investment And Strategic Management, Inc. Studio City CA US 200.4 
Personal Wealth Advisory, LLC Lancaster PA US 0.0 
Personal Wealth Management Advisors, Inc. Dublin OH US 19.2 
Personal Wealth Partners LLC Bloomington MN US 364.7 
Personalized Portfolio Management, Inc. 32.2 
Personalized Retirement Solutions, Inc. Broomfield CO US 1.1 
Perspectec Inc 0.0 
Perspective Asset Management, LLC 1.5 
Perspective Financial Service LLC Phoenix AZ US 137.1 
Perspective Wealth Partners, LLC 175.3 
Perusa St Peter Port GG 0.0 
Peter A. Farrell Investment Management Service Albany NY US 52.1 
Peter B. Cannell & Co., Inc. New York NY US 3348.8 
Peter Dag & Associates, Inc. 10.0 
Peter Eliades Stockmarket Cycles 0.0 
Peter J. Towle Friendsville TN US 5.6 
Peter Kimmelman Asset Management LLC New York NY US 655.6 
Peter Law Stippich, Registered Investment Advisor Hendersonville NC US 49.0 
Peter Metcalf Associates Rock Hall Md 0.0 
Peter Pesic & Co. Advisors 0.0 
Peter R Kohli Pottstown PA US 11.0 
Petercam Institutional Asset Management Brussels BE 3271.0 
Peters & Company, Inc. P.s. Mercer Island WA US 0.6 
Peters Wealth Advisors LLC Baton Rouge LA US 196.6 
Peters Wealth Management, LLC 118.8 
Petersen & Associates Campbell CA US 0.0 
Petersen Hastings Investment Management Inc Kennewick WA US 585.9 
Petersen Investments, Inc. Wall NJ US 8.8 
Peterson Financial Group, Inc. West Des Moines IA US 25.9 
Peterson Financial Service LLC Denver CO US 61.7 
Peterson Garrett, LLC 0.0 
Peterson Investment Management Inc Spokane WA US 56.2 
Peterson Partners Salt Lake City UT US 1264.1 
Peterson Wealth Advisors, LLC Orem UT US 173.9 
Peterson Wealth Advisory, LLC Crossville TN US 7.2 
Peterson Wealth Building 11.4 
Petix & Botte Financial La Mesa CA US 140.0 
Petra Capital Management, Inc. Seoul KR 492.6 
Petra Financial Advisors Inc Colorado Springs CO US 120.3 
Petrichor Healthcare Capital Management LP New York NY US 0.0 
Petrie Capital Management LLC. 65.1 
Petrilli Capital Management LLC 11.2 
Petro Capital Asset Management, LLC Dallas TX US 0.0 
Petrocap, LLC Dallas TX US 342.3 
Petroleum Equity jersey Manager Limited St Helier UK 0.0 
Petrovic Weaver Financial Service Prairie Village KS US 129.9 
Petso Financial Consultants LLC Boise ID US 457.7 
Pettee Investors Inc Rowayton CT US 117.0 
Pettibone Wealth Management, LLC Hannibal MO US 17.6 
Pettigrew Financial Corporation Ventura CA US 31.6 
Pettinga Financial Advisors, LLC Evansville IN US 679.8 
Pettit Funds, LLC 0.4 
Pettyjohn, Wood & White, Inc. Lynchburg VA US 421.0 
Pf Advisors Glen Mills PA US 0.0 
Pf Capital Management, LLC 4.6 
Pfe Advisors, Inc. Southborough MA US 2.6 
Pfg Advisors Peoria AZ US 195.4 
Pfg Private Wealth Management, LLC Lutz FL US 65.6 
Pfingsten Partners, LLC. Chicago IL US 805.3 
Pflueger & Baerwald Inc. San Francisco CA US 32.2 
Pflug Koory, LLC Omaha NE US 245.7 
Pfm Advisor Nashville TN US 37.3 
Pfm Asset Management LLC Harrisburg PA US 72397.2 
Pfp Advisors, Inc. Minneapolis MN US 15.0 
Pfs Partners, LLC Mine Hill NJ US 219.5 
Pfs Planning, LLC New York NY US 0.0 
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.

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

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions