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 |
|---|---|---|---|---|---|---|---|---|---|
| 44901 | Weekend Advisor Llc CRD 326465 | Miami, FL | Investment Adviser | — | 02/28/2025 | ☆ | |||
| 44902 | Wefunder Advisors, Llc CRD 167803 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44903 | Weiller Capital Advisors, Llc CRD 162097 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 44904 | Weimer Financial Advisors Llc CRD 334537 | Investment Adviser | — | 1 | 06/08/2026 | ☆ | |||
| 44905 | Weinberg Capital Group, Inc. CRD 163661 | Pepper Pike, OH | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44906 | Weisburd Capital Management Llc CRD 342535 | New York, NY | Investment Adviser | — | 05/22/2026 | ☆ | |||
| 44907 | Weise Financial Wellness, Llc CRD 339866 | Investment Adviser | — | 1 | 04/22/2026 | ☆ | |||
| 44908 | Weisenborn Llc CRD 322341 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 44909 | Weiss Alternative Ventures, Llc CRD 315930 | Van Nuys, CA | Investment Adviser | — | 07/21/2021 | ☆ | |||
| 44910 | Weite Investment Quantificatio CRD 342238 | Chesterfield, MO | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 44911 | Welinsky And Welinsky Cpas CRD 129554 | Investment Adviser | — | 10 | 3 | 06/08/2026 | ☆ | ||
| 44912 | Welkin Capital Management Limited CRD 286114 | Grand Cayman | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44913 | Wellington Harbor Cap Ltd CRD 337658 | Newark, NJ | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 44914 | Wellington Park Capital, Llc. CRD 174848 | Investment Adviser | — | 04/23/2025 | ☆ | ||||
| 44915 | Wellington Partners Life Science Venture Capital Management Gmbh CRD 333839 | Munich, Bavaria | Investment Adviser | — | 10/12/2026 | ☆ | |||
| 44916 | Wellness Financial Associates Llc CRD 171902 | Cary, NC | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 44917 | Wellness Growth Ventures CRD 314761 | Los Angeles, CA | Investment Adviser | — | 05/22/2025 | ☆ | |||
| 44918 | Wells Capital Advisors Llc CRD 342411 | Las Vegas, NV | Investment Adviser | — | 9 | 09/15/2026 | ☆ | ||
| 44919 | Wells Investments, Inc. CRD 131076 | Winter Haven, FL | Investment Adviser | — | 2 | 02/24/2026 | ☆ | ||
| 44920 | Wells, Fay CRD 326454 | Culver City, CA | Investment Adviser | — | 1 | 07/31/2026 | ☆ | ||
| 44921 | Wellspring Planning Group Llc CRD 283593 | Roswell, GA | Investment Adviser | — | 0 | 10 | 05/14/2026 | ☆ | |
| 44922 | Welsh Financial & Accounting Services,Llc CRD 142893 | Sykesville, MD | Investment Adviser | — | 0 | 06/03/2016 | ☆ | ||
| 44923 | Welthy Advisers, Llc CRD 343538 | Investment Adviser | — | 1 | 08/19/2026 | ☆ | |||
| 44924 | Welwing Capital Group Limited CRD 306751 | Central | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44925 | Wendee, Paul Michael CRD 299188 | Investment Adviser | — | 2 | 1 | 06/10/2026 | ☆ | ||
| 44926 | Wendel North America, Llc CRD 284733 | New York, NY | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 44927 | Wendroff Wealth Advisors, Llc CRD 333748 | Arlington, VA | Investment Adviser | — | 0 | 3 | 04/13/2026 | ☆ | |
| 44928 | Werklund Family Office Inc. CRD 305521 | Calgary, Alberta | Multi-Family Office | — | 04/27/2026 | ☆ | |||
| 44929 | Werrus Energy Management Company, Llc CRD 289561 | Houston, TX | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 44930 | West Acre Capital, Llc CRD 331526 | Investment Adviser | — | 05/21/2026 | ☆ | ||||
| 44931 | West Brow Capital Management, Llc CRD 335438 | Chattanooga, TN | Investment Adviser | — | 09/18/2026 | ☆ | |||
| 44932 | West Creek Capital, Llc CRD 158066 | Chevy Chase, MD | Investment Adviser | — | 04/10/2019 | ☆ | |||
| 44933 | West Creek Management, Llc CRD 322282 | Investment Adviser | — | 03/17/2023 | ☆ | ||||
| 44934 | West End Spv Manager Llc CRD 340651 | Investment Adviser | — | 02/05/2026 | ☆ | ||||
| 44935 | West Fork Capital Advisors Llc CRD 328340 | Investment Adviser | — | 02/04/2026 | ☆ | ||||
| 44936 | West Hall Capital Partners Llc CRD 300828 | Larkspur, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44937 | West Monroe Capital, Llc CRD 317408 | Chicago, IL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44938 | West Mountain, Llc CRD 144674 | Stuart, FL | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44939 | West Shore Ventures Llc CRD 334681 | Investment Adviser | — | 01/14/2025 | ☆ | ||||
| 44940 | West Star Management Llc CRD 339799 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44941 | West Technology Ventures Management, Llc CRD 343489 | San Francisco, CA | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 44942 | Westbeck Capital (Difc) Limited CRD 331253 | Dubai | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 44943 | Westbourne Credit Management Limited CRD 301033 | Melbourne, Victoria | Investment Adviser | — | 09/23/2026 | ☆ | |||
| 44944 | Westbourne Infrastructure Debt Gp 2 Limited CRD 301035 | George Town, Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44945 | Westbridge Fund Managers Limited CRD 282790 | Cardiff | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44946 | Westcliff Capital Management Llc CRD 106676 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44947 | Westerly Winds Usa, Inc. CRD 324969 | Austin, TX | Investment Adviser | — | 01/16/2023 | ☆ | |||
| 44948 | Western Research And Management, L.L.C. CRD 109509 | Fort Worth, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44949 | Westlake Advisors Llc CRD 144067 | Investment Adviser | — | 1 | 01/02/2026 | ☆ | |||
| 44950 | Westlake Biopartners, Llc CRD 299325 | Westlake Village, CA | Investment Adviser | — | 03/30/2026 | ☆ |