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 |
|---|---|---|---|---|---|---|---|---|---|
| 45051 | Windham Capital Partners Llc CRD 299860 | New York, NY | Investment Adviser | — | 07/17/2025 | ☆ | |||
| 45052 | Windmill Capital Adviser Llc CRD 306699 | Menlo Park, CA | Investment Adviser | — | 0 | 1 | 06/04/2026 | ☆ | |
| 45053 | Windmill Capital Llc CRD 164063 | New York, NY | Investment Adviser | — | 07/29/2025 | ☆ | |||
| 45054 | Windmuehle, Llc CRD 295685 | Austin, TX | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 45055 | Windproof Partners Llc CRD 336426 | Oakland, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 45056 | Windsail Capital Group, Llc CRD 165352 | Boston, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 45057 | Windshear Management Inc. CRD 339256 | New York, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 45058 | Windsor Heritage Capital CRD 339038 | New York, NY | Investment Adviser | — | 10/03/2025 | ☆ | |||
| 45059 | Wineadda Llc CRD 315074 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 45060 | Wing Venture Management, L.L.C. CRD 168461 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45061 | Wingspan Advisors. Llc CRD 340075 | Denver, CO | Investment Adviser | — | 12/17/2025 | ☆ | |||
| 45062 | Winhall Management Company Llc CRD 333430 | Nashville, TN | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 45063 | Winter Capital, Llc CRD 299890 | New York, NY | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 45064 | Winterbird Partners Llc CRD 337543 | Investment Adviser | — | 09/04/2026 | ☆ | ||||
| 45065 | Winters & Co. Advisors, Llc CRD 130999 | Investment Adviser | — | 1 | 02/06/2026 | ☆ | |||
| 45066 | Winthrop Capital Advisors, Llc CRD 289487 | Boston, MA | Investment Adviser | — | 05/27/2026 | ☆ | |||
| 45067 | Wireframe Management, Llc CRD 285677 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 45068 | Wisdom Ventures Fund, Llc CRD 318468 | Los Gatos, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 45069 | Wise Equity Sgr Spa CRD 283977 | Milan | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 45070 | Wise Financial Counsel, Llc CRD 313630 | Investment Adviser | — | 11 | 1 | 01/08/2026 | ☆ | ||
| 45071 | Wise Financial Services Llc CRD 331500 | Wilmington, DE | Investment Adviser | — | 1 | 05/24/2024 | ☆ | ||
| 45072 | Wisemont Capital Management Company, Llc CRD 284582 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 45073 | Wiv Ventures, Llc CRD 329314 | Austin, TX | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 45074 | Wizardquant Capital Advisors Limited CRD 332223 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 45075 | Wj Lynch Investor Services, Llc CRD 140762 | Boston, MA | Insurance-Affiliated | — | 0 | 10 | 01/30/2026 | ☆ | |
| 45076 | Wjl Financial Advisors, Llc CRD 169711 | Investment Adviser | — | 6 | 01/28/2026 | ☆ | |||
| 45077 | Wkw Partners, Llc CRD 157456 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 45078 | Wl Advisory Llc CRD 306509 | Investment Adviser | — | 1 | 02/04/2026 | ☆ | |||
| 45079 | Wlfb Inc CRD 172296 | Insurance-Affiliated | — | 58 | 3 | 02/25/2026 | ☆ | ||
| 45080 | Wm 23 Llc CRD 327755 | Investment Adviser | — | 09/16/2026 | ☆ | ||||
| 45081 | Wm Capital Partners, Llc CRD 165857 | Austin, TX | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 45082 | Wma Financial, Llc CRD 170852 | Spring, TX | Insurance-Affiliated | — | 181 | 6 | 03/30/2026 | ☆ | |
| 45083 | Wmagibit Ltd CRD 336400 | Denver, CO | Investment Adviser | — | 04/24/2025 | ☆ | |||
| 45084 | Wmi Manager Llc CRD 321812 | Redwood City, CA | Investment Adviser | — | 04/30/2026 | ☆ | |||
| 45085 | Wmx Advisors, Llc CRD 315122 | Saint George, UT | Insurance-Affiliated | — | 0 | 1 | 06/06/2023 | ☆ | |
| 45086 | Wocstar Capital, Llc CRD 319535 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 45087 | Wolf Forest Investment Management, Llc CRD 301916 | Basking Ridge, NJ | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 45088 | Wolfe Research Advisors, Llc CRD 326717 | New York, NY | Investment Adviser | — | 8 | 209 | 10/13/2026 | ☆ | |
| 45089 | Wolfpack Capital Partners Manager, Llc CRD 335980 | Investment Adviser | — | 03/05/2026 | ☆ | ||||
| 45090 | Wolver Hill Asset Management Asia Limited CRD 321996 | Hong Kong | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45091 | Womack & Associates, Llc CRD 136215 | Huntsville, AL | Investment Adviser | — | 11 | 05/21/2026 | ☆ | ||
| 45092 | Women's Wealth Llc CRD 305821 | Investment Adviser | — | 1 | 04/17/2026 | ☆ | |||
| 45093 | Wonder Fund Management Llc CRD 314900 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 45094 | Wonder Ventures Management, Llc CRD 173946 | Santa Monica, CA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 45095 | Wong, Andrew CRD 330320 | Dublin, CA | Investment Adviser | — | 10 | 1 | 01/31/2026 | ☆ | |
| 45096 | Woo, Kenneth Wing Kwok CRD 306204 | Insurance-Affiliated | — | 0 | 1 | 02/20/2026 | ☆ | ||
| 45097 | Wood, Hat & Silver, L.L.C. CRD 288567 | Investment Adviser | — | 06/17/2026 | ☆ | ||||
| 45098 | Woodbridge Capital Partners, Llc. CRD 119456 | Napa, CA | Investment Adviser | — | 10/26/2020 | ☆ | |||
| 45099 | Woodland East Capital Management Llc CRD 301026 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 45100 | Woodlot Capital Management Llc CRD 328862 | Investment Adviser | — | 03/29/2026 | ☆ |