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 |
|---|---|---|---|---|---|---|---|---|---|
| 44801 | Watchfire Ventures, Llc CRD 309929 | Montecito, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44802 | Waterfront International Ltd. CRD 289101 | Toronto, Ontario | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 44803 | Waterland Private Equity Investments B.V. CRD 161877 | Bussum | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44804 | Waterline Ventures, Llc CRD 173281 | Cambridge, MA | Investment Adviser | — | 03/02/2026 | ☆ | |||
| 44805 | Watermark Investment Management Company, Llc CRD 317176 | Columbus, OH | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 44806 | Watermill Institutional Trading Llc CRD 150892 | Jersey City, NJ | Broker-Dealer (Dually Registered) | — | 20 | 11/07/2024 | ☆ | ||
| 44807 | Waterous Energy Fund Management Corp. (Alberta) CRD 298574 | Calgary, Alberta | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 44808 | Waterpoint Lane Manageco, Inc. CRD 327736 | Investment Adviser | — | 03/27/2025 | ☆ | ||||
| 44809 | Watershed Collective Llc CRD 327754 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44810 | Waterstreet Asset Management Llc CRD 281332 | Eden Prairie, MN | Investment Adviser | — | 2 | 02/02/2026 | ☆ | ||
| 44811 | Waterton Copper Management, Inc. CRD 332363 | Toronto, Ontario | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44812 | Waterton Gold Management Inc. CRD 342482 | Toronto, Ontario | Investment Adviser | — | 05/20/2026 | ☆ | |||
| 44813 | Watertower Ventures Management, Llc CRD 310494 | Beverly Hills, CA | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 44814 | Waterville Investment Partners, Llc CRD 314518 | Needham, MA | Investment Adviser | — | 07/02/2025 | ☆ | |||
| 44815 | Watson, Paul Chandler CRD 284383 | Austin, TX | Investment Adviser | — | 11/02/2016 | ☆ | |||
| 44816 | Watson,Philip,Martin CRD 114749 | Franklin, TN | Investment Adviser | — | 1 | 02/25/2026 | ☆ | ||
| 44817 | Wave 8 Wealth Management, Llc CRD 323487 | Investment Adviser | — | 01/03/2024 | ☆ | ||||
| 44818 | Wave Capital Aero Management, Lp CRD 323768 | Waco, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44819 | Wave Capital Llc CRD 299004 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44820 | Wave Digital Assets International Ltd. CRD 335199 | Minato City | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44821 | Wave Function Ventures Fund Management, Llc CRD 333165 | Investment Adviser | — | 02/24/2026 | ☆ | ||||
| 44822 | Wave Hill Capital Management Llc CRD 154807 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 44823 | Wavecrest Management Company, Llc CRD 285540 | Boston, MA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44824 | Wavefront Us Corporation CRD 155018 | Dallas, TX | Investment Adviser | — | 03/30/2020 | ☆ | |||
| 44825 | Waveland Investments, Llc CRD 169123 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44826 | Wavemaker Pacific Partners Pte Ltd CRD 329432 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44827 | Wavepeak Ventures, Llc CRD 339884 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44828 | Waverley Capital Management, Llc CRD 296514 | Palo Alto, CA | Investment Adviser | — | 03/21/2026 | ☆ | |||
| 44829 | Waveslice Fund Lp CRD 330187 | Miami, FL | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 44830 | Waybury Capital Management, Llc CRD 335114 | Carpinteria, CA | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 44831 | Wayfinder Ventures Management, L.L.C. CRD 313288 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 44832 | Waygrove Partnership Management Lp CRD 332077 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44833 | Waymaker Partners, Llc CRD 313403 | Frisco, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44834 | Wayne D. Minich & Company, Inc. CRD 121236 | Richfield, OH | Investment Adviser | — | 2 | 01/06/2026 | ☆ | ||
| 44835 | Waypoint Ventures Llc CRD 335141 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 44836 | Waypoint West, Llc CRD 336522 | Investment Adviser | — | 2 | 08/12/2026 | ☆ | |||
| 44837 | Waypointe Limited CRD 265790 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44838 | Ways Investment Advisors Llc CRD 313570 | Investment Adviser | — | 0 | 1 | 07/16/2026 | ☆ | ||
| 44839 | Ways Out, Llc CRD 322074 | Investment Adviser | — | 03/22/2026 | ☆ | ||||
| 44840 | Waystone Management Company (Ie) Limited CRD 173927 | Dubln 4 | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44841 | Waystone Management Company (Lux) S.A. CRD 281453 | Luxembourg | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44842 | Wb Advisors Texas Llc CRD 311898 | Bellaire, TX | Investment Adviser | — | 0 | 3 | 03/20/2026 | ☆ | |
| 44843 | Wb Financial Services, Llc CRD 135438 | Woodland Hills, CA | Investment Adviser | — | 44 | 2 | 03/17/2026 | ☆ | |
| 44844 | Wbb Securities, Llc CRD 118440 | Cranford, NJ | Broker-Dealer (Dually Registered) | — | 0 | 3 | 06/22/2026 | ☆ | |
| 44845 | Wbm Management Corp. CRD 115838 | Investment Adviser | — | 2 | 01/22/2026 | ☆ | |||
| 44846 | Wcep Management Llc CRD 316664 | San Carlos, CA | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 44847 | Wcp Management I, Llc CRD 344901 | Chicago, IL | Investment Adviser | — | 10/08/2026 | ☆ | |||
| 44848 | We Alliance Blockchain Management Solutions, Llc CRD 323595 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44849 | We Alliance Strategic Management Services, Llc CRD 306855 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44850 | We Alliance Tactical Managers, Llc CRD 306853 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ |