All investment adviser firms · Page 115
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- PARAGON ADVISORS, L.L.C.CRD 143721 · COLLEGE STATION, TX$1,045,227,498.00Regulatory AUM · August 2026
- PARAGON ASSET MANAGEMENT INC.CRD 107863 · ORINDA, CA$115,870,556.00Regulatory AUM · August 2026
- PARAGON CAPITAL MANAGEMENTCRD 105147 · DENVER, CO$1,316,232,312.00Regulatory AUM · August 2026
- PARAGON CAPITAL MANAGEMENT INCCRD 105962 · PROVO, UT$153,419,119.00Regulatory AUM · August 2026
- PARAGON CAPITAL MANAGEMENT LLCCRD 108168 · OVERLAND PARK, KS$739,780,556.00Regulatory AUM · August 2026
- PARAGON FINANCIAL PARTNERS, INC.CRD 158041 · WOODLAND HILLS, CA$329,584,543.00Regulatory AUM · August 2026
- PARAGON FINANCIAL SERVICESCRD 164832 · RICHMOND, VA$383,742,812.00Regulatory AUM · August 2026
- PARAGON INVESTING, LLCCRD 310897$138,200,000.00Regulatory AUM · August 2026
- PARAGON PRIVATE WEALTH MANAGEMENT LLCCRD 312817 · LEXINGTON, KY$457,884,918.00Regulatory AUM · August 2026
- PARALEL ADVISORS LLCCRD 315804 · DENVER, CO$2,671,188,537.00Regulatory AUM · August 2026
- PARALLAX VOLATILITY ADVISERS, L.P.CRD 158143 · SAN FRANCISCO, CA$5,979,806,000.00Regulatory AUM · August 2026
- PARALLAXES CAPITAL MANAGEMENT, LLCCRD 291657 · LOS ANGELES, CA$620,823,588.00Regulatory AUM · August 2026
- PARALLEL ADVISORS, LLCCRD 140800 · SAN FRANCISCO, CA$10,307,545,581.00Regulatory AUM · August 2026
- PARAMETRIC PORTFOLIO ASSOCIATES LLCCRD 114310 · SEATTLE, WA$684,777,137,029.00Regulatory AUM · August 2026
- PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLCCRD 288537 · GREENWOOD VILLAGE, CO$146,470,911.00Regulatory AUM · August 2026
- PARAMOUNT GROUP REAL ESTATE ADVISOR LLCCRD 161324 · NEW YORK, NY$457,666,306.00Regulatory AUM · August 2026
- PARATUS FINANCIAL, INC.CRD 133361 · DALLAS, TX$757,448,495.00Regulatory AUM · August 2026
- PARCION PRIVATE WEALTH LLCCRD 305115 · BELLEVUE, WA$2,951,714,286.00Regulatory AUM · August 2026
- PARCO WEALTH MANAGEMENT LLCCRD 306826$21,015,477.00Regulatory AUM · August 2026
- PARE PARTNERS II LLCCRD 327575 · MIAMI, FL$210,021,594.00Regulatory AUM · August 2026
- PARE PARTNERS LLCCRD 309242 · MIAMI, FL$66,930,379.00Regulatory AUM · August 2026
- PARIAX, LLCCRD 301474 · NEWPORT BEACH, CA$115,360,000.00Regulatory AUM · August 2026
- PARISI GRAY WEALTH MANAGEMENT, LLCCRD 286388 · MENDHAM, NJ$796,049,461.00Regulatory AUM · August 2026
- PARK AVENUE INSTITUTIONAL ADVISERS LLCCRD 175101 · NEW YORK, NY$82,001,617,114.00Regulatory AUM · August 2026
- PARK AVENUE SECURITIES LLCCRD 46173 · NEW YORK, NY$19,575,765,851.00Regulatory AUM · August 2026
- PARK CAPITAL MANAGEMENT, LLCCRD 158965 · MADISON, WI$867,986,072.00Regulatory AUM · August 2026
- PARK EDGE ADVISORS, LLCCRD 317521 · CLEVELAND, OH$522,549,585.00Regulatory AUM · August 2026
- PARK LANE ADVISORS, LLCCRD 338445 · BIRMINGHAM, AL$623,913,257.00Regulatory AUM · August 2026
- PARK PLACE CAPITAL CORPORATIONCRD 107952 · HOMEWOOD, AL$879,223,964.00Regulatory AUM · August 2026
- PARK PRESIDIO CAPITAL LLCCRD 168954 · SAN FRANCISCO, CA$1,647,528,869.00Regulatory AUM · August 2026
- PARK ROAD PARTNERS LPCRD 340991 · NEW YORK, NYNot availableRegulatory AUM · August 2026
- PARK SHORE PARTNERS LLCCRD 145265 · ERIE, PA$109,865,244.00Regulatory AUM · August 2026
- PARK SQUARE CAPITAL USA LPCRD 338573 · NEW YORK, NY$18,895,427,062.00Regulatory AUM · August 2026
- PARK SQUARE FINANCIAL GROUP, LLCCRD 332268 · ROSWELL, GA$218,558,579.00Regulatory AUM · August 2026
- PARK STATE ASSET MANAGEMENT LLCCRD 336573 · BEVERLY, MA$192,387,471.00Regulatory AUM · August 2026
- PARK STREET CAPITAL ADVISERS, L.L.C.CRD 115443$505,899,721.00Regulatory AUM · August 2026
- PARK WEST ASSET MANAGEMENT LLCCRD 157660 · SAN FRANCISCO, CA$2,860,803,000.00Regulatory AUM · August 2026
- PARK, MILLER, LLCCRD 146856 · WALNUT CREEK, CA$339,791,289.00Regulatory AUM · August 2026
- PARKER FINANCIAL ADVISORS LLCCRD 305188 · HOUSTON, TX$217,619,860.00Regulatory AUM · August 2026
- PARKER FINANCIAL LLCCRD 144293 · SILVERDALE, WA$272,049,379.00Regulatory AUM · August 2026
- PARKER INVESTMENT MANAGEMENT, LLCCRD 112798$725,140,716.00Regulatory AUM · August 2026
- PARKERGALE, LLCCRD 284237 · CHICAGO, IL$719,126,801.00Regulatory AUM · August 2026
- PARKMAN HEALTHCARE PARTNERS LLCCRD 300701 · STAMFORD, CT$1,743,978,126.00Regulatory AUM · August 2026
- PARKSHORE WEALTH MANAGEMENTCRD 148052 · GRANITE BAY, CA$517,887,077.00Regulatory AUM · August 2026
- PARKSIDE INVESTMENTS, LLCCRD 286178 · DEERFIELD, IL$1,437,643,896.00Regulatory AUM · August 2026
- PARKSTONE WEALTH MANAGEMENT, LLCCRD 168253 · ARLINGTON, TX$210,611,988.00Regulatory AUM · August 2026
- PARKVIEW ASSET MANAGEMENT, INC.CRD 307977 · OAKBROOK TERRACE, IL$206,056,032.00Regulatory AUM · August 2026
- PARKVIEW LTD.CRD 160171$488,483,244.00Regulatory AUM · August 2026
- PARKVIEW US LLCCRD 160172 · NEW YORK, NY$312,331,270.00Regulatory AUM · August 2026
- PARKWAY ADVISORS, L.P.CRD 112629 · ABILENE, TX$4,128,773,526.00Regulatory AUM · August 2026
- PARKWAY WEALTH MANAGEMENT GROUP, LLCCRD 333971 · PLANO, TX$1,221,589,261.00Regulatory AUM · August 2026
- PARKWOODS WEALTH PARTNERS, LLCCRD 331565 · CLAYTON, MO$1,785,063,018.00Regulatory AUM · August 2026
- PARLIAMENT CAPITAL MANAGEMENT, LLCCRD 194513 · SAN JUAN, PR$1,151,174,999.00Regulatory AUM · August 2026
- PARLIN ADVISORS LLCCRD 300774 · HAGUE, NY$68,234,832.00Regulatory AUM · August 2026
- PARNASSUS INVESTMENTS, LLCCRD 316904 · SAN FRANCISCO, CA$41,094,551,521.00Regulatory AUM · August 2026
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCCRD 330050 · MINNEAPOLIS, MN$1,068,581,930.00Regulatory AUM · August 2026
- PARRISH CAPITAL, LLCCRD 172783 · KENNESAW, GA$149,960,793.00Regulatory AUM · August 2026
- PARROT FINANCE, INC.CRD 338169$30,120,451.00Regulatory AUM · August 2026
- PARSIFAL CAPITAL MANAGEMENT, LPCRD 299858 · GREENWICH, CT$1,694,403,985.00Regulatory AUM · August 2026
- PARSONEX ADVISORY SERVICES, INC.CRD 160275 · ENGLEWOOD, CO$271,312,952.00Regulatory AUM · August 2026
- PARSONS CAPITAL MANAGEMENT INCCRD 106295 · PROVIDENCE, RI$2,384,197,855.00Regulatory AUM · August 2026
- PARSOW MANAGEMENT LLCCRD 160486$301,226,564.00Regulatory AUM · August 2026
- PARTHENON LLCCRD 107794 · LOUISVILLE, KY$1,217,505,630.00Regulatory AUM · August 2026
- PARTICIPANT CAPITAL ADVISORS, LLCCRD 304859 · MIAMI, FL$166,142,240.00Regulatory AUM · August 2026
- PARTNERS CAPITAL INVESTMENT GROUP, LLPCRD 120663 · BOSTON, MA$50,507,169,290.00Regulatory AUM · August 2026
- PARTNERS CAPITAL SERVICES, INC.CRD 127621 · HAUPPAUGE, NY$109,086,679.00Regulatory AUM · August 2026
- PARTNERS ENTERPRISE CAPITAL LLCCRD 304667 · CHICAGO, IL$13,475,252,029.00Regulatory AUM · August 2026
- PARTNERS FOR GROWTH MANAGERS, LLCCRD 163495 · TIBURON, CA$962,187,957.00Regulatory AUM · August 2026
- PARTNERS GROUP (USA) INC.CRD 145228 · NEW YORK, NY$29,119,490,972.00Regulatory AUM · August 2026
- PARTNERS GROUP US MANAGEMENT CLO LLCCRD 293856 · NEW YORK, NY$8,985,891,484.00Regulatory AUM · August 2026
- PARTNERS IN FINANCIAL PLANNING, LLCCRD 151980 · SALEM, VA$913,571,674.00Regulatory AUM · August 2026
- PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLCCRD 173288 · LOS GATOS, CA$141,536,229.00Regulatory AUM · August 2026
- PARTNERSHIP WEALTH MANAGEMENT, LLCCRD 285718 · TOWSON, MD$234,906,000.00Regulatory AUM · August 2026
- PARVIN ASSET MANAGEMENT, LLCCRD 315701 · SIOUX FALLS, SD$178,969,401.00Regulatory AUM · August 2026
- PARVIN FUND MANAGEMENT, LLCCRD 311304 · SIOUX FALLS, SD$10,124,009.00Regulatory AUM · August 2026
- PARVUS ASSET MANAGEMENT JERSEY LIMITEDCRD 174027$11,309,414,000.00Regulatory AUM · August 2026
- PASADENA PRIVATE WEALTH, LLCCRD 295178 · PASADENA, CA$1,620,620,686.00Regulatory AUM · August 2026
- PASCAL INVESTMENT ADVISERS SACRD 338038$874,318,479.00Regulatory AUM · August 2026
- PASI INVESTMENTS, LLCCRD 145640 · FARMINGTON, CT$676,296,448.00Regulatory AUM · August 2026
- PASKIN & BERLER CAPITAL ADVISORS, LLCCRD 160004$390,907,044.00Regulatory AUM · August 2026
- PASNAU INVESTMENT MANAGEMENT, INC.CRD 125647$128,752,000.00Regulatory AUM · August 2026
- PASQUA, THOMASCRD 139618 · PALM CITY, FL$129,719,815.00Regulatory AUM · August 2026
- PASSAIC PARTNERS LLCCRD 313290 · NEWARK, NJ$2,237,507,816.00Regulatory AUM · August 2026
- PASSIVE CAPITAL MANAGEMENT, LLCCRD 142870 · SYRACUSE, NY$996,942,091.00Regulatory AUM · August 2026
- PASSIVE MANAGEMENT LLCCRD 314627 · NEW YORK, NY$22,565,992.00Regulatory AUM · August 2026
- PASSPORT CAPITAL, LLCCRD 134484 · SAN FRANCISCO, CA$532,370,151.00Regulatory AUM · August 2026
- PASSPORT WEALTH MANAGEMENT LLCCRD 297449 · CORNELIUS, NC$115,333,521.00Regulatory AUM · August 2026
- PATH CAPITAL PARTNERS, LLCCRD 335156 · NORTH MIAMI BEACH, FL$169,002,642.00Regulatory AUM · August 2026
- PATH DIGITAL ADVISORS, LLCCRD 312983 · CHICAGO, IL$150,000.00Regulatory AUM · August 2026
- PATHFINDER 360 MANAGEMENTCO, LLCCRD 319211 · MINNETONKA, MN$343,763,326.00Regulatory AUM · August 2026
- PATHFINDER WEALTH MANAGEMENT, INC.CRD 122768 · ROCKFORD, IL$121,422,558.00Regulatory AUM · August 2026
- PATHLIGHT CAPITAL LPCRD 291106 · BOSTON, MA$3,518,772,120.00Regulatory AUM · August 2026
- PATHMONT, LLCCRD 299217 · SEATTLE, WA$169,666,110.00Regulatory AUM · August 2026
- PATHSTONE FAMILY OFFICE, LLCCRD 151736 · ENGLEWOOD, NJ$110,295,873,738.00Regulatory AUM · August 2026
- PATHWAY CAPITAL MANAGEMENT, LPCRD 108016 · IRVINE, CA$97,818,354,930.00Regulatory AUM · August 2026
- PATHWAY FINANCIAL ADVISERS, LLCCRD 166237 · AUBURN, IN$524,223,965.00Regulatory AUM · August 2026
- PATHWAY FINANCIAL ADVISORS, LLCCRD 124801 · SOUTH BURLINGTON, VT$1,649,189,273.00Regulatory AUM · August 2026
- PATHWAY FINANCIAL SOLUTIONS, INC.CRD 340594 · SALINA, KS$135,287,789.00Regulatory AUM · August 2026
- PATHWAY PARTNERS WEALTH ADVISORS, LLCCRD 323507 · AMHERST, NY$78,946,149.00Regulatory AUM · August 2026
- PATHWAY WEALTH MANAGEMENT, LLCCRD 283774 · DALLAS, TX$116,022,199.00Regulatory AUM · August 2026