Investment advisers
44,723 firms from SEC Form ADV filings
Profiles and source records remain public on every plan.
| # | Firm | Location | Category | AUM | Clients | Accounts | Staff | As of | Save |
|---|---|---|---|---|---|---|---|---|---|
| 44301 | Wealthcare Financial Group, Llc CRD 135792 | Indianapolis, IN | Investment Adviser | — | 02/11/2015 | ☆ | |||
| 44302 | Wealthcare Financial Planning, Llc CRD 281771 | Investment Adviser | — | 1 | 01/25/2026 | ☆ | |||
| 44303 | Wealthguard Llc CRD 125923 | Investment Adviser | — | 0 | 1 | 03/25/2026 | ☆ | ||
| 44304 | Wealthinfra Inc CRD 339358 | Denver, CO | Investment Adviser | — | 10/28/2025 | ☆ | |||
| 44305 | Wealthlet Advisory Llc CRD 282885 | Whitestone, NY | Investment Adviser | — | 1 | 03/31/2024 | ☆ | ||
| 44306 | Wealthlete Management, Llc CRD 318627 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 44307 | Wealthmap Planning, Professional Corporation CRD 339429 | Investment Adviser | — | 1 | 06/18/2026 | ☆ | |||
| 44308 | Wealthorama Inc CRD 342943 | Denver, CO | Investment Adviser | — | 05/25/2026 | ☆ | |||
| 44309 | Wealthpenn.Com Llc CRD 308861 | Investment Adviser | — | 0 | 1 | 08/20/2026 | ☆ | ||
| 44310 | Wealthportrait Financial Llc CRD 314459 | Insurance-Affiliated | — | 1 | 03/19/2024 | ☆ | |||
| 44311 | Wealthramp, Inc. CRD 290683 | Investment Adviser | — | 4 | 06/10/2026 | ☆ | |||
| 44312 | Wealthwise Asset Management Llc CRD 337518 | Investment Adviser | — | 1 | 06/09/2026 | ☆ | |||
| 44313 | Wealthwise, Llc CRD 154661 | Investment Adviser | — | 2 | 1 | 03/06/2026 | ☆ | ||
| 44314 | Wealthwyzr, Llc CRD 329767 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44315 | Wealthy Choices (R) CRD 134110 | Westwood, MA | Insurance-Affiliated | — | 1 | 10/20/2025 | ☆ | ||
| 44316 | Wealthy With Intention Llc CRD 334643 | Investment Adviser | — | 1 | 03/13/2026 | ☆ | |||
| 44317 | Weatherbie Advisors Ltd. CRD 340853 | Denver, CO | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 44318 | Weave Fund Management Llc CRD 328430 | Denver, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44319 | Web Summit Ventures Management Limited CRD 335054 | Dublin | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44320 | Web3 University CRD 340059 | Colorado Springs, CO | Investment Adviser | — | 12/19/2025 | ☆ | |||
| 44321 | Webb Financial Planning Llc CRD 126422 | Haddon Heights, NJ | Investment Adviser | — | 67 | 1 | 03/09/2026 | ☆ | |
| 44322 | Webb Investment Network Management, Llc CRD 311579 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44323 | Webbridge Global Foundation CRD 340118 | Denver, CO | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 44324 | Webster Wealth Advisors, Inc. CRD 119664 | Stamford, CT | Investment Adviser | — | 2 | 03/26/2026 | ☆ | ||
| 44325 | Webull Ex Inc CRD 344027 | Denver, CO | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 44326 | Wedbush Ventures Management, Llc CRD 312590 | Los Angeles, CA | Investment Adviser | — | 06/30/2025 | ☆ | |||
| 44327 | Wednesday Management Llc CRD 161065 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44328 | Weekend Advisor Llc CRD 326465 | Miami, FL | Investment Adviser | — | 02/28/2025 | ☆ | |||
| 44329 | Wefunder Advisors, Llc CRD 167803 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44330 | Weiller Capital Advisors, Llc CRD 162097 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 44331 | Weimer Financial Advisors Llc CRD 334537 | Investment Adviser | — | 1 | 06/08/2026 | ☆ | |||
| 44332 | Weinberg Capital Group, Inc. CRD 163661 | Pepper Pike, OH | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44333 | Weisburd Capital Management Llc CRD 342535 | New York, NY | Investment Adviser | — | 05/22/2026 | ☆ | |||
| 44334 | Weise Financial Wellness, Llc CRD 339866 | Investment Adviser | — | 1 | 04/22/2026 | ☆ | |||
| 44335 | Weisenborn Llc CRD 322341 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 44336 | Weiss Alternative Ventures, Llc CRD 315930 | Van Nuys, CA | Investment Adviser | — | 07/21/2021 | ☆ | |||
| 44337 | Weite Investment Quantificatio CRD 342238 | Chesterfield, MO | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 44338 | Welinsky And Welinsky Cpas CRD 129554 | Investment Adviser | — | 10 | 3 | 06/08/2026 | ☆ | ||
| 44339 | Welkin Capital Management Limited CRD 286114 | Grand Cayman | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44340 | Wellington Harbor Cap Ltd CRD 337658 | Newark, NJ | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 44341 | Wellington Park Capital, Llc. CRD 174848 | Investment Adviser | — | 04/23/2025 | ☆ | ||||
| 44342 | Wellington Partners Life Science Venture Capital Management Gmbh CRD 333839 | Munich, Bavaria | Investment Adviser | — | 02/17/2025 | ☆ | |||
| 44343 | Wellness Financial Associates Llc CRD 171902 | Cary, NC | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 44344 | Wellness Growth Ventures CRD 314761 | Los Angeles, CA | Investment Adviser | — | 05/22/2025 | ☆ | |||
| 44345 | Wells Investments, Inc. CRD 131076 | Winter Haven, FL | Investment Adviser | — | 2 | 02/24/2026 | ☆ | ||
| 44346 | Wells, Fay CRD 326454 | Culver City, CA | Investment Adviser | — | 1 | 07/31/2026 | ☆ | ||
| 44347 | Wellspring Planning Group Llc CRD 283593 | Roswell, GA | Investment Adviser | — | 0 | 10 | 05/14/2026 | ☆ | |
| 44348 | Welsh Financial & Accounting Services,Llc CRD 142893 | Sykesville, MD | Investment Adviser | — | 0 | 06/03/2016 | ☆ | ||
| 44349 | Welthy Advisers, Llc CRD 343538 | Investment Adviser | — | 1 | 08/19/2026 | ☆ | |||
| 44350 | Welwing Capital Group Limited CRD 306751 | Central | Investment Adviser | — | 03/23/2026 | ☆ |