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 |
|---|---|---|---|---|---|---|---|---|---|
| 44451 | Willow Tree Credit Partners Sbic Management Lp CRD 333473 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44452 | Willowfield Ventures Llc CRD 149954 | Investment Adviser | — | 1 | 1 | 03/01/2024 | ☆ | ||
| 44453 | Willowtree Investment Management, Llc CRD 325697 | Investment Adviser | — | 01/22/2026 | ☆ | ||||
| 44454 | Willowtree Ventures Management, Llc CRD 336404 | Investment Adviser | — | 04/29/2026 | ☆ | ||||
| 44455 | Willpower Venture Capital Llc CRD 336788 | Bethesda, MD | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 44456 | Willstar8 Plus Llc CRD 325445 | San Diego, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44457 | Wilmar Advisors Llc CRD 323728 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 44458 | Wilshire Finance Partners, Inc. CRD 169269 | Irvine, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44459 | Wilshire Lane Capital Lp CRD 318873 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44460 | Wilshire Lane Partners Llc CRD 315143 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44461 | Wilson Advisors, Llc CRD 144440 | Investment Adviser | — | 40 | 1 | 03/21/2026 | ☆ | ||
| 44462 | Wilson Financial Advisors, Inc. CRD 116274 | Salt Lake City, UT | Investment Adviser | — | 216 | 3 | 12/14/2023 | ☆ | |
| 44463 | Wilson Hill Management, Llc CRD 313441 | Investment Adviser | — | 02/19/2026 | ☆ | ||||
| 44464 | Wilson, Clark Allen CRD 121925 | Investment Adviser | — | 0 | 1 | 05/29/2026 | ☆ | ||
| 44465 | Wilson, Jan Daly CRD 174860 | Insurance-Affiliated | — | 1 | 02/26/2026 | ☆ | |||
| 44466 | Wilson, Mark Henry CRD 172023 | Investment Adviser | — | 1 | 01/23/2026 | ☆ | |||
| 44467 | Win Win Bridge International, Llc CRD 323779 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 44468 | Win Win Investment Planning, Llc CRD 116470 | Chandler, AZ | Investment Adviser | — | 0 | 4 | 02/24/2026 | ☆ | |
| 44469 | Win2 Trade Llc CRD 326143 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 44470 | Wincrest Capital Ltd. CRD 285460 | Tortola | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44471 | Winder Wealth Management Llc CRD 324342 | Investment Adviser | — | 1 | 03/21/2024 | ☆ | |||
| 44472 | Windgate Uc4 K Llc CRD 305578 | Fort Worth, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44473 | Windham Capital Partners Llc CRD 299860 | New York, NY | Investment Adviser | — | 07/17/2025 | ☆ | |||
| 44474 | Windmill Capital Adviser Llc CRD 306699 | Menlo Park, CA | Investment Adviser | — | 0 | 1 | 06/04/2026 | ☆ | |
| 44475 | Windmill Capital Llc CRD 164063 | New York, NY | Investment Adviser | — | 07/29/2025 | ☆ | |||
| 44476 | Windmuehle, Llc CRD 295685 | Austin, TX | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 44477 | Windproof Partners Llc CRD 336426 | Oakland, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44478 | Windsail Capital Group, Llc CRD 165352 | Boston, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44479 | Windshear Management Inc. CRD 339256 | New York, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 44480 | Windsor Heritage Capital CRD 339038 | New York, NY | Investment Adviser | — | 10/03/2025 | ☆ | |||
| 44481 | Wineadda Llc CRD 315074 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44482 | Wing Venture Management, L.L.C. CRD 168461 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44483 | Wingspan Advisors. Llc CRD 340075 | Denver, CO | Investment Adviser | — | 12/17/2025 | ☆ | |||
| 44484 | Winhall Management Company Llc CRD 333430 | Nashville, TN | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 44485 | Winter Capital, Llc CRD 299890 | New York, NY | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 44486 | Winters & Co. Advisors, Llc CRD 130999 | Investment Adviser | — | 1 | 02/06/2026 | ☆ | |||
| 44487 | Winthrop Capital Advisors, Llc CRD 289487 | Boston, MA | Investment Adviser | — | 05/27/2026 | ☆ | |||
| 44488 | Wireframe Management, Llc CRD 285677 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 44489 | Wisdom Ventures Fund, Llc CRD 318468 | Los Gatos, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44490 | Wise Equity Sgr Spa CRD 283977 | Milan | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 44491 | Wise Financial Counsel, Llc CRD 313630 | Investment Adviser | — | 11 | 1 | 01/08/2026 | ☆ | ||
| 44492 | Wise Financial Services Llc CRD 331500 | Wilmington, DE | Investment Adviser | — | 1 | 05/24/2024 | ☆ | ||
| 44493 | Wisemont Capital Management Company, Llc CRD 284582 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 44494 | Wiv Ventures, Llc CRD 329314 | Austin, TX | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44495 | Wizardquant Capital Advisors Limited CRD 332223 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44496 | Wj Lynch Investor Services, Llc CRD 140762 | Boston, MA | Insurance-Affiliated | — | 0 | 10 | 01/30/2026 | ☆ | |
| 44497 | Wjl Financial Advisors, Llc CRD 169711 | Investment Adviser | — | 6 | 01/28/2026 | ☆ | |||
| 44498 | Wkw Partners, Llc CRD 157456 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44499 | Wl Advisory Llc CRD 306509 | Investment Adviser | — | 1 | 02/04/2026 | ☆ | |||
| 44500 | Wlfb Inc CRD 172296 | Insurance-Affiliated | — | 58 | 3 | 02/25/2026 | ☆ |