RIA directory
RIA profiles page 223
Browse registered investment adviser profiles indexed by Rialytix. Each link points to a canonical CRD detail page with ADV sourced firm data.
PLANVEST FINANCIAL, INC.Corporation · CRD 290306 · GAITHERSBURG, MD · $175.9MPLANWISER FINANCIALLimited Liability Company · CRD 331675 · COLORADO SPRINGS, CO · $169.1MPLATFORM INVESTMENTS, LLCLimited Liability Company · CRD 159261 · KANSAS CITY, MO · $1.7BPLATFORM PARTNERS LLCLimited Liability Company · CRD 286532 · HOUSTON, TX · $824.8MPLATFORM TECHNOLOGY PARTNERSLimited Liability Company · CRD 305602 · LOCUST VALLEY, NY · $1.2BPLATFORM WEALTH ADVISORSLimited Liability Company · CRD 329313 · HOLLADAY, UT · $600.5MPLATINUM EQUITY ADVISORS, LLCLimited Liability Company · CRD 161491 · BEVERLY HILLS, CA · $47.7BPLATT INVESTMENT COUNSEL, LLCLimited Liability Company · CRD 118737 · Location not available · $153.6MPLATT WEALTH MANAGEMENTLimited Liability Company · CRD 297487 · SAN DIEGO, CA · $390.6MPLATTE RIVER EQUITYLimited Partnership · CRD 160667 · DENVER, CO · $1.5BPLEASANT LAKE PARTNERS LLCLimited Liability Company · CRD 304281 · RINCON, PR · $2.1BPLEASANTDALE WEALTH MANAGEMENT, LLCLimited Liability Company · CRD 302034 · Location not available · $113.7MPLEIAD INVESTMENT ADVISORSCorporation · CRD 172237 · HONG KONG · $1.4BPLEXO CAPITAL MANAGEMENT, LLCLimited Liability Company · CRD 298402 · Location not available · $224.9MPLEXUS CAPITALLimited Liability Company · CRD 310241 · RALEIGH, NC · $3.8BPLOTKIN FINANCIAL ADVISORS, LLCLimited Liability Company · CRD 127635 · CHEVY CHASE, MD · $255.9MPLUM ISLAND PARTNERS LLCLimited Liability Company · CRD 337695 · NEW YORK, NY · $550.0MPLUM POINTE WEALTH MANAGEMENTLimited Liability Company · CRD 332618 · PROVIDENCE, RI · $104.7MPLUM STREET ADVISORS, LLCLimited Liability Company · CRD 283917 · Location not available · $462.8MPLUS CAPITALLimited Liability Company · CRD 167459 · VENICE, CA · $294.2MPLUS GROUP WEALTH ADVISORS, LLCLimited Liability Company · CRD 300714 · BELGIUM, WI · $158.9MPLUSCIOS MANAGEMENT LLCLimited Liability Company · CRD 146761 · EVANSTON, IL · $258.1MPLUSTICK MANAGEMENT LLCLimited Liability Company · CRD 173707 · CHARLOTTESVILLE, VA · $280.8MPMADVISERSRIA · CRD 292085 · Location not available · $1.3MPMB ADVISORSSole Proprietorship · CRD 137495 · LARKSPUR, CA · $117.2MPMC WEALTH, LLCLimited Liability Company · CRD 332215 · CLARENCE, NY · $550,000PMD ADVISORYCorporation · CRD 159443 · HOOVER, AL · $111.6MPMG FAMILY OFFICE, LLCLimited Liability Company · CRD 312154 · PLANO, TX · $144.0MPMG WEALTH MANAGEMENTCorporation · CRD 285899 · HAWTHORN WOODS, IL · $198.3MPMV CAPITAL ADVISERS, LLCLimited Liability Company · CRD 308010 · DALLAS, TX · $132.0MPNC CAPITAL ADVISORS LLCLimited Liability Company · CRD 151829 · BALTIMORE, MD · $50.9BPNC REAL ESTATELimited Liability Company · CRD 172753 · LOUISVILLE, KY · $3.6BPNC STEEL CITY ADVISORS, LLCLimited Liability Company · CRD 172658 · PITTSBURGH, PA · $2.7BPNC WEALTH MANAGEMENTLimited Liability Company · CRD 129052 · PITTSBURGH, PA · $30.3BPNMAC CAPITAL MANAGEMENT, LLCLimited Liability Company · CRD 147101 · WESTLAKE VILLAGE, CA · $21.3BPODELL FINANCIAL GROUP LLCLimited Liability Company · CRD 325383 · FAIRFIELD, NJ · $227.6MPOEHLING CAPITAL MANAGEMENT, INC.Corporation · CRD 131668 · MADISON, WI · $591.3MPOETIC GROUP LLCLimited Liability Company · CRD 293886 · HACKENSACK, NJ · $802.5MPOINCIANA ADVISORS GROUP, LLCLimited Liability Company · CRD 137423 · PALM BEACH GARDENS, FL · $396.0MPOINT BREAK CAPITAL MANAGEMENT LLCLimited Liability Company · CRD 164213 · MIAMI, FL · $2.0BPOINT BRIDGE CAPITAL, LLCLimited Liability Company · CRD 168071 · FORT WORTH, TX · $419.7MPOINT NEMO CAPITAL, LLCLimited Liability Company · CRD 328695 · Location not available · $103.8MPOINT OLEMA CAPITAL PARTNERS, L.P.Limited Partnership · CRD 304303 · SAN FRANCISCO, CA · $2.9BPOINT WINDWARD ADVISORS, INC.Corporation · CRD 110457 · NEW YORK, NY · $358.6MPOINT72 ASSET MANAGEMENT, L.P.Limited Partnership · CRD 283077 · STAMFORD, CT · $274.1BPOINTE CAPITAL MANAGEMENT LLCLimited Liability Company · CRD 152520 · GROSSE POINTE FARMS, MI · $452.3MPOINTER FINANCIAL ADVISORS LLCLimited Liability Company · CRD 326745 · COLUMBIA, MD · $176.4MPOINTER MANAGEMENT, LLCLimited Liability Company · CRD 156810 · CHATTANOOGA, TN · $2.8BPOINTOAK RETIREMENT ADVISORSLimited Liability Company · CRD 314866 · MCLEAN, VA · $1.1BPOINTONE FAMILY OFFICELimited Liability Company · CRD 338563 · MANHATTAN BEACH, CA · $327.1M