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 |
|---|---|---|---|---|---|---|---|---|---|
| 44951 | Westland Gate Capital, Llc CRD 173692 | Holliston, MA | Investment Adviser | — | 2 | 1 | 02/26/2025 | ☆ | |
| 44952 | Westly Capital Management Iii, L.L.C. CRD 285571 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44953 | Westly Capital Management, Llc CRD 161882 | Menlo Park, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44954 | Westmoore Ventures, Llc CRD 299635 | Ashburn, VA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44955 | Westmount Capital Group Llc CRD 339303 | Summit, NJ | Investment Adviser | — | 1 | 1 | 06/04/2026 | ☆ | |
| 44956 | Westmount Realty Advisors, Llc CRD 293508 | Dallas, TX | Investment Adviser | — | 2 | 03/27/2026 | ☆ | ||
| 44957 | Westside Capital Management, Llc CRD 282561 | El Segundo, CA | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 44958 | Westsummit Capital Management L.P. CRD 163711 | Hong Kong | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44959 | Westsummit Capital Management Llc CRD 326202 | Hong Kong | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44960 | Westview Era Llc CRD 332963 | Investment Adviser | — | 02/09/2026 | ☆ | ||||
| 44961 | Westwave Capital Llc CRD 290174 | Redwood City, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44962 | Westwood Credit Asset Management Lp CRD 334666 | Investment Adviser | — | 02/04/2025 | ☆ | ||||
| 44963 | Wevin Llc CRD 317479 | Katy, TX | Investment Adviser | — | 03/16/2022 | ☆ | |||
| 44964 | Wework Alumni Fund, Llc CRD 319195 | Investment Adviser | — | 01/26/2026 | ☆ | ||||
| 44965 | Weyhgandt Ii, John Wesley CRD 169692 | Corona, CA | Insurance-Affiliated | — | 1 | 02/19/2026 | ☆ | ||
| 44966 | Wgd Capital, Lp CRD 306887 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44967 | Wgt Asset Management CRD 343610 | New York, NY | Investment Adviser | — | 08/19/2026 | ☆ | |||
| 44968 | Wharton Financial Group CRD 133070 | Sagamore Beach, MA | Insurance-Affiliated | — | 1 | 03/23/2026 | ☆ | ||
| 44969 | What If Capital, Llc CRD 310429 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44970 | Wheatfield Wealth Management, Llc CRD 343810 | Investment Adviser | — | 1 | 10/05/2026 | ☆ | |||
| 44971 | Wheelhouse 360 Advisors Lp CRD 319603 | Stamford, CT | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 44972 | Wheelock Street Capital Llc CRD 164854 | Greenwich, CT | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44973 | Whi Collective Real Estate Lp CRD 342892 | Chicago, IL | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 44974 | Whiskey Capital Finance Co. Ii, Llc CRD 325144 | Jeffersonville, IN | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44975 | Whiskey Capital Finance Co., Llc CRD 307482 | Jeffersonville, IN | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44976 | Whisper Edu, Llc CRD 324130 | Monument, CO | Investment Adviser | — | 1 | 01/19/2026 | ☆ | ||
| 44977 | Whistle Stop Financial Advice CRD 334048 | Investment Adviser | — | 7 | 1 | 07/02/2026 | ☆ | ||
| 44978 | White Cedar Research, Llc CRD 332253 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 44979 | White Hibiscus Capital Llc CRD 317079 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 44980 | White Maple Capital Llc CRD 324437 | New York, NY | Investment Adviser | — | 03/15/2024 | ☆ | |||
| 44981 | White Oak Capital Management Consultants Llp CRD 301784 | Prabhadevi, Mumbai | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 44982 | White Oak Wealth Llc CRD 169385 | Insurance-Affiliated | — | 1 | 03/25/2026 | ☆ | |||
| 44983 | White Post Investments, Lp CRD 318943 | San Antonio, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44984 | White Wing Capital Partners, Llc CRD 332619 | The Woodlands, TX | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 44985 | White, Roberts & Stratton, Inc. CRD 139133 | Flossmoor, IL | Investment Adviser | — | 1 | 01/22/2026 | ☆ | ||
| 44986 | Whitecroft Capital Management Llp CRD 327965 | London | Investment Adviser | — | 05/18/2026 | ☆ | |||
| 44987 | Whitehall Row Advisory, Llc CRD 342270 | Investment Adviser | — | 1 | 09/17/2026 | ☆ | |||
| 44988 | Whiteoak Pty Limited CRD 319057 | Sydney | Investment Adviser | — | 09/30/2026 | ☆ | |||
| 44989 | Whitestone Capital Partners, Inc. CRD 152167 | Jupiter, FL | Investment Adviser | — | 0 | 1 | 04/07/2026 | ☆ | |
| 44990 | Whitetail Wealth Management, Llc CRD 321186 | Insurance-Affiliated | — | 1 | 07/22/2024 | ☆ | |||
| 44991 | Whitewall Capital Llc CRD 300234 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 44992 | Whitley, Lisa Yvonne CRD 324148 | Investment Adviser | — | 26 | 1 | 04/10/2026 | ☆ | ||
| 44993 | Whitman Financial Services, Llc. CRD 117633 | North Reading, MA | Investment Adviser | — | 2 | 03/30/2026 | ☆ | ||
| 44994 | Whitmore, Debra A. CRD 135433 | Investment Adviser | — | 2 | 1 | 03/23/2026 | ☆ | ||
| 44995 | Whole Wealth Managment Llc CRD 145072 | Portsmouth, NH | Insurance-Affiliated | — | 3 | 01/08/2026 | ☆ | ||
| 44996 | Wi Harper Group Inc CRD 161665 | San Francisco, CA | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 44997 | Wicked Ventures, Inc. CRD 327733 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 44998 | Widow Mite Finance Llc CRD 332807 | Highland, UT | Investment Adviser | — | 7 | 1 | 03/13/2026 | ☆ | |
| 44999 | Wiederman & Associates, Certified Public Accountants, A Professi CRD 132349 | Investment Adviser | — | 1 | 02/28/2026 | ☆ | |||
| 45000 | Wienken Advisors, Ltd. CRD 148335 | Mechanicsburg, PA | Investment Adviser | — | 9 | 10/31/2025 | ☆ |