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 |
|---|---|---|---|---|---|---|---|---|---|
| 44501 | Wm 23 Llc CRD 327755 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 44502 | Wm Capital Partners, Llc CRD 165857 | Austin, TX | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 44503 | Wma Financial, Llc CRD 170852 | Spring, TX | Insurance-Affiliated | — | 181 | 6 | 03/30/2026 | ☆ | |
| 44504 | Wmagibit Ltd CRD 336400 | Denver, CO | Investment Adviser | — | 04/24/2025 | ☆ | |||
| 44505 | Wmi Manager Llc CRD 321812 | Redwood City, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 44506 | Wmx Advisors, Llc CRD 315122 | Saint George, UT | Insurance-Affiliated | — | 0 | 1 | 06/06/2023 | ☆ | |
| 44507 | Wocstar Capital, Llc CRD 319535 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 44508 | Wolf Forest Investment Management, Llc CRD 301916 | Basking Ridge, NJ | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44509 | Wolfe Research Advisors, Llc CRD 326717 | New York, NY | Investment Adviser | — | 8 | 209 | 03/31/2026 | ☆ | |
| 44510 | Wolfpack Capital Partners Manager, Llc CRD 335980 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 44511 | Wolver Hill Asset Management Asia Limited CRD 321996 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44512 | Womack & Associates, Llc CRD 136215 | Huntsville, AL | Investment Adviser | — | 11 | 05/21/2026 | ☆ | ||
| 44513 | Women's Wealth Llc CRD 305821 | Investment Adviser | — | 1 | 04/17/2026 | ☆ | |||
| 44514 | Wonder Fund Management Llc CRD 314900 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 44515 | Wonder Ventures Management, Llc CRD 173946 | Santa Monica, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44516 | Wong, Andrew CRD 330320 | Dublin, CA | Investment Adviser | — | 10 | 1 | 01/31/2026 | ☆ | |
| 44517 | Woo, Kenneth Wing Kwok CRD 306204 | Insurance-Affiliated | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 44518 | Wood, Hat & Silver, L.L.C. CRD 288567 | Investment Adviser | — | 06/17/2026 | ☆ | ||||
| 44519 | Woodbridge Capital Partners, Llc. CRD 119456 | Napa, CA | Investment Adviser | — | 10/26/2020 | ☆ | |||
| 44520 | Woodland East Capital Management Llc CRD 301026 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44521 | Woodlot Capital Management Llc CRD 328862 | Investment Adviser | — | 03/29/2026 | ☆ | ||||
| 44522 | Woodmere Asset Management, Llc CRD 297212 | Red Bank, NJ | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44523 | Woodmont Financial Partners Llc CRD 331264 | Investment Adviser | — | 1 | 03/26/2026 | ☆ | |||
| 44524 | Woods Capital Management Llc CRD 300422 | Dallas, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44525 | Woodstock Im Inc CRD 322746 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 44526 | Woolly Bear Capital Llc CRD 340479 | Investment Adviser | — | 01/19/2026 | ☆ | ||||
| 44527 | Woori Venture Partners Us, Inc. CRD 310495 | Palo Alto, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 44528 | Worch Financial Group, Llc CRD 140905 | Rockville, MD | Insurance-Affiliated | — | 1 | 02/05/2026 | ☆ | ||
| 44529 | Wordhouse Wealth Coaching, Inc CRD 159314 | Investment Adviser | — | 2 | 08/05/2026 | ☆ | |||
| 44530 | Work Bench Management, Llc CRD 289087 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44531 | Working Capital Advisors (Uk) Ltd. CRD 285894 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44532 | Working Capital Management Llc CRD 314887 | Washington D.C., DC | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44533 | Working Capital Management Pte. Ltd. CRD 285121 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44534 | Worklife Ventures Management, Llc CRD 321047 | Walnut, CA | Investment Adviser | — | 11/03/2025 | ☆ | |||
| 44535 | Workshop Fund Management Llc CRD 332111 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 44536 | Workweek Capital, Llc CRD 317461 | Austin, TX | Investment Adviser | — | 03/24/2024 | ☆ | |||
| 44537 | World Card Ltd CRD 343703 | Sheridan, WY | Investment Adviser | — | 07/16/2026 | ☆ | |||
| 44538 | World Steel Dynamics Inc CRD 128917 | Englewood Cliffs, NJ | Investment Adviser | — | 13 | 04/02/2015 | ☆ | ||
| 44539 | World Total Return Inc. CRD 174971 | Investment Adviser | — | 02/18/2026 | ☆ | ||||
| 44540 | Worldbuild Ventures Management, Llc CRD 340186 | Investment Adviser | — | 02/12/2026 | ☆ | ||||
| 44541 | Worrell Financial Llc CRD 319302 | Investment Adviser | — | 1 | 01/21/2026 | ☆ | |||
| 44542 | Worth Capital, Llc CRD 328914 | West Palm Beach, FL | Investment Adviser | — | 03/20/2024 | ☆ | |||
| 44543 | Worth Street Advisors, Llc CRD 305869 | Greenwood Village, CO | Investment Adviser | — | 03/05/2021 | ☆ | |||
| 44544 | Worthnet, Llc CRD 333488 | Baltimore, MD | Investment Adviser | — | 4 | 03/27/2026 | ☆ | ||
| 44545 | Wpc Us Gp Llc CRD 339201 | West Palm Beach, FL | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 44546 | Wpcg Advisory, Llc CRD 336581 | New York, NY | Investment Adviser | — | 1 | 06/18/2026 | ☆ | ||
| 44547 | Wpg Advisory Group, Llc CRD 174200 | East Windsor, CT | Investment Adviser | — | 1 | 02/18/2026 | ☆ | ||
| 44548 | Wprei Management Llc CRD 343657 | South Norwalk, CT | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 44549 | Wpss Management Llc CRD 311470 | Investment Adviser | — | 01/28/2025 | ☆ | ||||
| 44550 | Wrb Serra Capital Management, Llc CRD 281062 | Tampa, FL | Investment Adviser | — | 03/27/2026 | ☆ |