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 |
|---|---|---|---|---|---|---|---|---|---|
| 45001 | Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | Norfolk, VA | Investment Adviser | — | 10/02/2026 | ☆ | |||
| 45002 | Wilbe Capital Llp CRD 338147 | Investment Adviser | — | 08/21/2026 | ☆ | ||||
| 45003 | Wilbert Guilford Cfp, Pllc CRD 310846 | Phoenix, AZ | Investment Adviser | — | 0 | 1 | 03/28/2022 | ☆ | |
| 45004 | Wild Tree Partners Llc CRD 329056 | Investment Adviser | — | 02/16/2024 | ☆ | ||||
| 45005 | Wildcat Venture Partners, Llc CRD 288146 | San Mateo, CA | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 45006 | Wildflower Wealth Advisors, Llc CRD 329165 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 45007 | Wildwood Ventures, Llc CRD 328029 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 45008 | Wilkins Advisors, Llc CRD 318746 | Investment Adviser | — | 1 | 1 | 04/01/2026 | ☆ | ||
| 45009 | Will Ventures, Llc CRD 306950 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45010 | William A Evans Llc CRD 297809 | Investment Adviser | — | 0 | 1 | 02/06/2023 | ☆ | ||
| 45011 | William A. Russell, Inc. CRD 125551 | Hauppage, NY | Investment Adviser | — | 3 | 03/04/2026 | ☆ | ||
| 45012 | William B. Larson, Cpa, Llc CRD 167367 | Investment Adviser | — | 75 | 1 | 01/06/2026 | ☆ | ||
| 45013 | William Horsfall And Associates CRD 149792 | Investment Adviser | — | 1 | 02/25/2026 | ☆ | |||
| 45014 | William J. Krause Cpa, P.C. CRD 152473 | Wolfeboro, NH | Investment Adviser | — | 8 | 11/07/2025 | ☆ | ||
| 45015 | William James Investment Advisors, Llc CRD 343661 | Investment Adviser | — | 10/06/2026 | ☆ | ||||
| 45016 | William O'neil + Co. Incorporated CRD 152620 | Los Angeles, CA | Investment Adviser | — | 39 | 03/20/2026 | ☆ | ||
| 45017 | William Raveis Moran Wealth Management, Llc CRD 341425 | Naples, FL | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 45018 | William Russell Welch CRD 114036 | Houston, TX | Investment Adviser | — | 1 | 02/01/2026 | ☆ | ||
| 45019 | Williamson Ross Financial, Llc CRD 301826 | Investment Adviser | — | 0 | 1 | 03/21/2025 | ☆ | ||
| 45020 | Willie J. Price, Inc CRD 115226 | Insurance-Affiliated | — | 1 | 01/10/2022 | ☆ | |||
| 45021 | Willoughby Investments, Llc CRD 342092 | Investment Adviser | — | 09/29/2026 | ☆ | ||||
| 45022 | Willow Growth Partners Management, Llc CRD 323423 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 45023 | Willow Hill Partners Llc CRD 335065 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45024 | Willow Hill Real Estate Partners Llc CRD 335235 | Dallas, TX | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 45025 | Willow Planning Group, Llc CRD 174085 | Investment Adviser | — | 1 | 03/06/2026 | ☆ | |||
| 45026 | Willow River Partners Llc CRD 343272 | New York, NY | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 45027 | Willow Run Capital CRD 329036 | Walnut Creek, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 45028 | Willow Tree Credit Partners Sbic Management Lp CRD 333473 | New York, NY | Investment Adviser | — | 09/08/2026 | ☆ | |||
| 45029 | Willowfield Ventures Llc CRD 149954 | Investment Adviser | — | 1 | 1 | 03/01/2024 | ☆ | ||
| 45030 | Willowtree Investment Management, Llc CRD 325697 | Investment Adviser | — | 01/22/2026 | ☆ | ||||
| 45031 | Willowtree Ventures Management, Llc CRD 336404 | Investment Adviser | — | 04/29/2026 | ☆ | ||||
| 45032 | Willpower Venture Capital Llc CRD 336788 | Bethesda, MD | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 45033 | Willstar8 Plus Llc CRD 325445 | San Diego, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 45034 | Wilmar Advisors Llc CRD 323728 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 45035 | Wilshire Finance Partners, Inc. CRD 169269 | Irvine, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45036 | Wilshire Lane Capital Lp CRD 318873 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45037 | Wilshire Lane Partners Llc CRD 315143 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 45038 | Wilshirecore Plus Manager Llc CRD 343816 | Santa Monica, CA | Investment Adviser | — | 09/22/2026 | ☆ | |||
| 45039 | Wilson Advisors, Llc CRD 144440 | Investment Adviser | — | 40 | 1 | 03/21/2026 | ☆ | ||
| 45040 | Wilson Financial Advisors, Inc. CRD 116274 | Salt Lake City, UT | Investment Adviser | — | 216 | 3 | 12/14/2023 | ☆ | |
| 45041 | Wilson Hill Management, Llc CRD 313441 | Investment Adviser | — | 02/19/2026 | ☆ | ||||
| 45042 | Wilson, Clark Allen CRD 121925 | Investment Adviser | — | 0 | 1 | 05/29/2026 | ☆ | ||
| 45043 | Wilson, Jan Daly CRD 174860 | Insurance-Affiliated | — | 1 | 02/26/2026 | ☆ | |||
| 45044 | Wilson, Mark Henry CRD 172023 | Investment Adviser | — | 1 | 01/23/2026 | ☆ | |||
| 45045 | Win Win Bridge International, Llc CRD 323779 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 45046 | Win Win Investment Planning, Llc CRD 116470 | Chandler, AZ | Investment Adviser | — | 0 | 4 | 02/24/2026 | ☆ | |
| 45047 | Win2 Trade Llc CRD 326143 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 45048 | Wincrest Capital Ltd. CRD 285460 | Tortola | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45049 | Winder Wealth Management Llc CRD 324342 | Investment Adviser | — | 1 | 03/21/2024 | ☆ | |||
| 45050 | Windgate Uc4 K Llc CRD 305578 | Fort Worth, TX | Investment Adviser | — | 03/30/2026 | ☆ |