Investment advisers
45,305 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 |
|---|---|---|---|---|---|---|---|---|---|
| 44751 | Vr Fundamental Llc CRD 282633 | Investment Adviser | — | 4 | 03/26/2026 | ☆ | |||
| 44752 | Vs Asset Management, Llc CRD 282521 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 44753 | Vs Capital Management Llc CRD 313078 | Dallas, TX | Investment Adviser | — | 03/07/2023 | ☆ | |||
| 44754 | Vsfg Asset Management Limited CRD 323932 | Wanchai | Investment Adviser | — | 03/24/2025 | ☆ | |||
| 44755 | Vt Capital, Llc CRD 310139 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 44756 | Vtc Seed Fund Management Company, Llc CRD 299964 | Roanoke, VA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44757 | Vv Capital Fund Management, Llc CRD 339910 | Investment Adviser | — | 08/07/2026 | ☆ | ||||
| 44758 | Vv Capital Management, Lp CRD 170504 | Newton, MA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44759 | Vv Management Llc CRD 315833 | Dallas, TX | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44760 | Vvam Capital Partners, Llc CRD 340233 | Investment Adviser | — | 01/02/2026 | ☆ | ||||
| 44761 | Vw Management Co., Llc CRD 174489 | Chicago, IL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44762 | Vxi Capital Management, Llc CRD 328613 | Investment Adviser | — | 06/24/2026 | ☆ | ||||
| 44763 | Vy Capital Management Company Limited CRD 171768 | Dubai | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44764 | W Fund Management, Llc CRD 309237 | Investment Adviser | — | 08/13/2020 | ☆ | ||||
| 44765 | W Health Ventures Gp Llc CRD 341187 | Investment Adviser | — | 03/27/2026 | ☆ | ||||
| 44766 | W. F. Robins, Iii, Llc CRD 167787 | Chesapeake, VA | Investment Adviser | — | 1 | 02/03/2026 | ☆ | ||
| 44767 | W.H. Financial Services, Inc. CRD 287703 | Stuart, FL | Investment Adviser | — | 46 | 1 | 03/05/2026 | ☆ | |
| 44768 | W11 Capital Management, Llc CRD 324022 | Investment Adviser | — | 03/02/2026 | ☆ | ||||
| 44769 | W3 Wealth Advisors, Llc CRD 129549 | Akron, OH | Investment Adviser | — | 26 | 03/25/2026 | ☆ | ||
| 44770 | Waco Ventures Management Opco, Lp CRD 307042 | Waco, TX | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 44771 | Wagener Lee, Llc CRD 136002 | Columbia, MD | Investment Adviser | — | 4 | 03/25/2026 | ☆ | ||
| 44772 | Wagmi Advisory Llc CRD 329784 | Dallas, TX | Investment Adviser | — | 01/24/2026 | ☆ | |||
| 44773 | Wagner Carbon Management Llc CRD 321971 | Lyme, NH | Investment Adviser | — | 07/24/2026 | ☆ | |||
| 44774 | Waha Investments Ltd CRD 341430 | Abu Dhabi, Maryah Island | Investment Adviser | — | 04/01/2026 | ☆ | |||
| 44775 | Walden Catalyst Management, Llc CRD 315491 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44776 | Walen Financial Group, Llc CRD 140721 | Toledo, OH | Investment Adviser | — | 2 | 02/05/2026 | ☆ | ||
| 44777 | Walkabout Ventures Llc CRD 304706 | Santa Barbara, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44778 | Walker, Linda Ann CRD 112473 | Long Beach, CA | Insurance-Affiliated | — | 1 | 02/26/2026 | ☆ | ||
| 44779 | Walkerhaven Equities Gp, Llc CRD 167044 | Investment Adviser | — | 1 | 03/31/2026 | ☆ | |||
| 44780 | Wallace Finance Co. CRD 340165 | Investment Adviser | — | 2 | 05/27/2026 | ☆ | |||
| 44781 | Wallensky, Lewis Morton CRD 136489 | Insurance-Affiliated | — | 180 | 4 | 06/02/2026 | ☆ | ||
| 44782 | Walnut Capital Partners, Llc CRD 336383 | Los Angeles, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44783 | Walnut Crest Capital Management, Llc CRD 343373 | Investment Adviser | — | 07/01/2026 | ☆ | ||||
| 44784 | Walsh Financial Solutions, Llc CRD 133589 | Arvada, CO | Investment Adviser | — | 0 | 1 | 02/05/2026 | ☆ | |
| 44785 | Walsh Financial, Pc CRD 168305 | Insurance-Affiliated | — | 0 | 03/23/2026 | ☆ | |||
| 44786 | Walter & Shuffain Financial Services, Llc CRD 147347 | Boston, MA | Investment Adviser | — | 5 | 03/09/2026 | ☆ | ||
| 44787 | Wanics Capital Advisors Llc CRD 338770 | Kirkland, WA | Investment Adviser | — | 09/12/2025 | ☆ | |||
| 44788 | Ward, Warren Albert CRD 121717 | Columbus, IN | Investment Adviser | — | 03/21/2015 | ☆ | |||
| 44789 | Wardian Wealth Management, Inc. CRD 292029 | Coeur D'alene, ID | Insurance-Affiliated | — | 1 | 09/04/2026 | ☆ | ||
| 44790 | Warlock Inc CRD 340437 | Denver, CO | Investment Adviser | — | 01/15/2026 | ☆ | |||
| 44791 | Warlock Ltd. CRD 342413 | Louisville, KY | Investment Adviser | — | 04/23/2026 | ☆ | |||
| 44792 | Warren Averett Ria, Llc CRD 317452 | Birmingham, AL | Investment Adviser | — | 1 | 03/13/2026 | ☆ | ||
| 44793 | Warren Financial Service & Associates, Inc. CRD 119066 | Exton, PA | Investment Adviser | — | 03/26/2024 | ☆ | |||
| 44794 | Warren Point Capital, Llc CRD 311680 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 44795 | Warren Street Capital Management, Lp CRD 317474 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 44796 | Warshaw Asset Management, Llc CRD 337641 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 44797 | Warwick Capital Partners Llp CRD 161384 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44798 | Warwick Investment Management Llc CRD 167264 | Easton, MD | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44799 | Wasatch Management Partners, L.L.C. CRD 113322 | Salt Lake City, UT | Investment Adviser | — | 03/31/2025 | ☆ | |||
| 44800 | Washita Capital, Llc CRD 311798 | Southlake, TX | Investment Adviser | — | 05/28/2026 | ☆ |