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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Ptk Financial, LLC Media PA US 46.0 
Ptp Capital, LLC Pacific Palisades CA US 0.9 
Pts Asset Management North Haven CT US 209.6 
Pts Brokerage, LLC Mt. Laurel NJ US 25.0 
Ptv Healthcare Capital Austin TX US 0.0 
Pty Capital, LLC Denver CO US 630.0 
Public Resources Advisory Group New York NY US 0.0 
Public Safety Financial/galloway Mesa AZ US 341.1 
Public Trust Advisors, LLC Denver CO US 24742.9 
Pubvest Advisors, LLC San Francisco CA US 0.0 
Puget Sound Capital Service LLC 0.0 
Puget Sound Wealth Advisors, Inc. Edmonds WA US 0.0 
Pugh Capital Management, Inc. Seattle WA US 4697.6 
Puissance Capital Management LP New York NY US 82.5 
Pullaro Financial Service, Inc. Lutz FL US 13.9 
Pulse Capital Partners Management, LLC New York NY US 0.0 
Pulsifer & Associates Ipswich MA US 14.7 
Pulteney Street Capital Management, LLC Ogden UT US 16.5 
Pulver Capital Management LLC Summit NJ US 39.5 
Punch & Associates Investment Management, Inc. Edina MN US 1100.7 
Punch Card Management Winter Park FL US 314.7 
Pura Vida Investments, LLC New York NY US 316.6 
Purdy - Mchenry Investments L.L.P. Great Falls Mt 0.0 
Pure Capital Management Limited York PA US 10.1 
Pure Financial Advisors, Inc. San Diego CA US 1703.9 
Pure Investment Advisers, Inc. 3.6 
Pure Wealth Management Cerritos CA US 14.1 
Purelight Investment Advisors LLC Chicago IL US 0.0 
Purely Functional Capital LLC Santa Monica CA US 0.0 
Purewater Capital, LLC Fort Worth TX US 15.6 
Puritan Wealth Management Group Plano TX US 0.8 
Purkiss Capital Advisors, LLC 205.6 
Purple Bridge Management, LLC Charlottesville VA US 0.0 
Purple Mountain Investment Advisors LLC 1.1 
Purple Wealth, LLC Rapid City SD US 0.0 
Pursestrings 0.0 
Pursino Advisory Group LLC Garden City NY US 30.4 
Pursuit Capital Marketing, LLC Medfield MA US 0.0 
Purtill Financial LLC Highland Heights OH US 75.5 
Purus Wealth Management, LLC Newport Beach CA US 183.2 
Purvis Investments 1.3 
Pushkin Advisory Group, LLC Jamesville NY US 10.0 
Putman Capital Management, Inc. Torrance CA US 0.0 
Putnam Investment Management, LLC Boston MA US 85501.4 
Putnam Investments Limited London UK 5853.9 
Pv Advisors GP, LLC Scottsdale AZ US 4.9 
Pv Iv GP, LLC 0.0 
Pvg Asset Management Corporation Denver CO US 455.2 
Pw Capital Management, LLC Blue Bell PA US 0.0 
Pw Global Advisors Boston MA US 19.8 
Pwa Financial Yardley PA US 90.0 
Pwa Wealth Management Pittsburgh PA US 582.4 
Pwjohnson Wealth Management Los Altos CA US 52.2 
Pwmco, LLC Chicago IL US 606.0 
Pwr Financial Service Federal Way WA US 0.0 
Pya Waltman Capital, LLC Knoxville TN US 549.3 
Pyramid Peak Capital, LLC Aspen CO US 28.3 
Pyrford International Limited London UK 9652.6 
Pyrrho Capital Management, LP New York NY US 124.1 
Pythia Wealth Management, LLC 0.3 
Pzena Investment Management LLC New York NY US 31444.7 
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.
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