Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
PC
PATIENT CAPITAL MANAGEMENT, LLC
BALTIMORE, MD
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
PW
PEACHTREE WEALTH ADVISORS, INC
ATLANTA, GA
RIA
AUM
$100M–$500M
Advisors
2
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Flat Fee
PP
PECONIC PARTNERS LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
Account Minimum
$1.0M
PI
PENTEGRA INVESTORS, INC.
WHITE PLAINS, NY
RIA
AUM
$5B–$25B
Advisors
4
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing+2
Fee model
AUM / Flat Fee
PG
PINE GROVE FINANCIAL GROUP
WOODBURY, MN
RIA
AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee / Other
Account Minimum
$250k
PA
PINNACLE ASSOCIATES, LTD.
NEW YORK, NY
RIA
AUM
$5B–$25B
Advisors
—
Offices
10
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee
PA
PIVOTAL ADVISORS LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthPension/Profit SharingCharitable Organizations+1
Fee model
AUM / Flat Fee
PG
PLAN GROUP FINANCIAL, INC.
OKLAHOMA CITY, OK
RIA
AUM
$500M–$1B
Advisors
7
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
PO
POINT OLEMA CAPITAL PARTNERS, L.P.
SAN FRANCISCO, CA
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Performance-based
PF
PRACTICE FINANCIAL GROUP
JACKSONVILLE, OR
RIA
AUM
$100M–$500M
Advisors
—
Offices
5
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Flat Fee
PR
PREPARED RETIREMENT INSTITUTE LLC
LANSDALE, PA
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly
Account Minimum
$100k
PP
PRESERVER PARTNERS
MEMPHIS, TN
RIA
AUM
$100M–$500M
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthPooled VehiclesState/Municipal
Fee model
AUM
PB
PRIME BUCHHOLZ LLC
PORTSMOUTH, NH
RIA
AUM
$5B–$25B
Advisors
—
Offices
3
Founded
—
Firm Focus
High Net WorthCharitable OrganizationsState/Municipal
Fee model
AUM / Flat Fee / Other
PR
PRINCIPAL REAL ESTATE
DES MOINES, IA
RIA
AUM
$25B+
Advisors
—
Offices
16
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Flat Fee / Performance-based
PA
PRIVATE ADVISORY
REDMOND, WA
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Performance-based
Account Minimum
$500k
PC
PROFICIO CAPITAL PARTNERS LLC
NEWTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+2
Fee model
AUM / Flat Fee / Performance-based
P-
PROSPERITY - AN EISNERAMPER COMPANY
OWINGS MILLS, MD
RIA
AUM
$1B–$5B
Advisors
48
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
PC
PROVIDENCE CAPITAL ADVISORS, LLC
CHARLOTTE, NC
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly
Account Minimum
$500k
PT
PROVIDENT TRUST COMPANY
WAUKESHA, WI
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing+1
Fee model
AUM
PF
PROWELL FINANCIAL MANAGEMENT, LLC
EXTON, PA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
QP
QUARTZ PARTNERS INVESTMENT MANAGEMENT
SARATOGA SPRINGS, NY
RIA
AUM
$100M–$500M
Advisors
8
Offices
9
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
Account Minimum
$10k
RC
RBC CAPITAL MARKETS, LLC
NEW YORK, NY
RIA
AUM
$25B+
Advisors
10k+
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Flat Fee
RF
REAP FINANCIAL GROUP, LLC
AUSTIN, TX
RIA
AUM
$500M–$1B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
RI
RECURRENT INVESTMENT ADVISORS LLC
HOUSTON, TX
RIA
AUM
$1B–$5B
Advisors
3
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM
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Disclaimer
This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.