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 |
|---|---|---|---|---|---|---|---|---|---|
| 44851 | We Education Investment Manager Llc CRD 315981 | Southern Pines, NC | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 44852 | We Start The Company Llc CRD 342890 | Palo Alto, CA | Investment Adviser | — | 07/14/2026 | ☆ | |||
| 44853 | Wealth Accumulation & Preservation Group, Llc CRD 113824 | Insurance-Affiliated | — | 0 | 1 | 05/11/2026 | ☆ | ||
| 44854 | Wealth Architects, Llc CRD 289993 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44855 | Wealth Development Strategies Investment Advisory, Inc. CRD 119127 | Houston, TX | Investment Adviser | — | 6 | 02/23/2026 | ☆ | ||
| 44856 | Wealth Flow Partners, Llc CRD 331782 | Armonk, NY | Investment Adviser | — | 11/11/2024 | ☆ | |||
| 44857 | Wealth Group, Inc. CRD 164615 | Delray Beach, FL | Investment Adviser | — | 1 | 04/10/2026 | ☆ | ||
| 44858 | Wealth Logic, Llc CRD 129599 | Colorado Spring, CO | Investment Adviser | — | 57 | 1 | 01/05/2026 | ☆ | |
| 44859 | Wealth Management Alliance Pte Ltd CRD 332710 | Singapore | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44860 | Wealth Management Associates, Inc. CRD 119041 | Investment Adviser | — | 19 | 1 | 01/26/2026 | ☆ | ||
| 44861 | Wealth Management Institute, Inc. CRD 122892 | Lansing, MI | Investment Adviser | — | 2 | 09/10/2026 | ☆ | ||
| 44862 | Wealth Management Partners, Llc CRD 142223 | Manchester Center, VT | Investment Adviser | — | 1 | 03/04/2026 | ☆ | ||
| 44863 | Wealth Management Services, Llc CRD 131012 | Bloomfield Hills, MI | Investment Adviser | — | 3 | 03/12/2025 | ☆ | ||
| 44864 | Wealth Managers, Inc. CRD 306710 | Pasadena, CA | Insurance-Affiliated | — | 1 | 01/06/2026 | ☆ | ||
| 44865 | Wealth Quest, Ltd. CRD 122416 | Palmyra, PA | Investment Adviser | — | 25 | 1 | 12/19/2023 | ☆ | |
| 44866 | Wealth Solutions By Design, Pllc CRD 301508 | Poulsbo, WA | Investment Adviser | — | 7 | 03/29/2026 | ☆ | ||
| 44867 | Wealth Solutions Usa, Llc CRD 293264 | Madrid | Investment Adviser | — | 22 | 9 | 09/01/2026 | ☆ | |
| 44868 | Wealth Solutions, Llc CRD 126113 | Jericho, NY | Investment Adviser | — | 3 | 02/27/2026 | ☆ | ||
| 44869 | Wealth Strategies Counselors, Inc CRD 122292 | Naperville, IL | Investment Adviser | — | 30 | 2 | 02/05/2026 | ☆ | |
| 44870 | Wealth Wise Planning Llc CRD 334735 | Investment Adviser | — | 1 | 03/09/2026 | ☆ | |||
| 44871 | Wealth With Wisdom Advisors, Inc. CRD 171071 | Palm Beach Gardens, FL | Investment Adviser | — | 1 | 02/20/2026 | ☆ | ||
| 44872 | Wealtharc Fintech Ltd. CRD 334579 | New York, NY | Investment Adviser | — | 01/06/2025 | ☆ | |||
| 44873 | Wealthcare Financial Group, Llc CRD 135792 | Indianapolis, IN | Investment Adviser | — | 02/11/2015 | ☆ | |||
| 44874 | Wealthcare Financial Planning, Llc CRD 281771 | Investment Adviser | — | 1 | 01/25/2026 | ☆ | |||
| 44875 | Wealthguard Llc CRD 125923 | Investment Adviser | — | 0 | 1 | 03/25/2026 | ☆ | ||
| 44876 | Wealthhaus Alpha Im, Llc CRD 344750 | Greenwood, IN | Investment Adviser | — | 09/28/2026 | ☆ | |||
| 44877 | Wealthinfra Inc CRD 339358 | Denver, CO | Investment Adviser | — | 10/28/2025 | ☆ | |||
| 44878 | Wealthlet Advisory Llc CRD 282885 | Whitestone, NY | Investment Adviser | — | 1 | 03/31/2024 | ☆ | ||
| 44879 | Wealthlete Management, Llc CRD 318627 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 44880 | Wealthmap Planning, Professional Corporation CRD 339429 | Investment Adviser | — | 1 | 06/18/2026 | ☆ | |||
| 44881 | Wealthorama Inc CRD 342943 | Denver, CO | Investment Adviser | — | 05/25/2026 | ☆ | |||
| 44882 | Wealthpenn.Com Llc CRD 308861 | Investment Adviser | — | 0 | 1 | 09/07/2026 | ☆ | ||
| 44883 | Wealthportrait Financial Llc CRD 314459 | Insurance-Affiliated | — | 1 | 03/19/2024 | ☆ | |||
| 44884 | Wealthramp, Inc. CRD 290683 | Investment Adviser | — | 3,088 | 4 | 10/01/2026 | ☆ | ||
| 44885 | Wealthwise Asset Management Llc CRD 337518 | Investment Adviser | — | 1 | 06/09/2026 | ☆ | |||
| 44886 | Wealthwise, Llc CRD 154661 | Investment Adviser | — | 2 | 1 | 03/06/2026 | ☆ | ||
| 44887 | Wealthwyzr, Llc CRD 329767 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44888 | Wealthy Choices (R) CRD 134110 | Westwood, MA | Insurance-Affiliated | — | 1 | 10/20/2025 | ☆ | ||
| 44889 | Wealthy With Intention Llc CRD 334643 | Investment Adviser | — | 1 | 03/13/2026 | ☆ | |||
| 44890 | Weatherbie Advisors Ltd. CRD 340853 | Denver, CO | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 44891 | Weave Fund Management Llc CRD 328430 | Denver, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44892 | Web Summit Ventures Management Limited CRD 335054 | Dublin | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44893 | Web3 University CRD 340059 | Colorado Springs, CO | Investment Adviser | — | 12/19/2025 | ☆ | |||
| 44894 | Webb Financial Planning Llc CRD 126422 | Haddon Heights, NJ | Investment Adviser | — | 67 | 1 | 03/09/2026 | ☆ | |
| 44895 | Webb Investment Network Management, Llc CRD 311579 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44896 | Webbridge Global Foundation CRD 340118 | Denver, CO | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 44897 | Webster Wealth Advisors, Inc. CRD 119664 | Stamford, CT | Investment Adviser | — | 2 | 10/16/2026 | ☆ | ||
| 44898 | Webull Ex Inc CRD 344027 | Denver, CO | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 44899 | Wedbush Ventures Management, Llc CRD 312590 | Los Angeles, CA | Investment Adviser | — | 06/30/2025 | ☆ | |||
| 44900 | Wednesday Management Llc CRD 161065 | Investment Adviser | — | 03/13/2026 | ☆ |