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 |
|---|---|---|---|---|---|---|---|---|---|
| 45101 | Woodmere Asset Management, Llc CRD 297212 | Red Bank, NJ | Investment Adviser | — | 03/20/2026 | ☆ | |||
| 45102 | Woodmont Financial Partners Llc CRD 331264 | Investment Adviser | — | 1 | 03/26/2026 | ☆ | |||
| 45103 | Woods Capital Management Llc CRD 300422 | Dallas, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45104 | Woodstock Im Inc CRD 322746 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 45105 | Woolly Bear Capital Llc CRD 340479 | Investment Adviser | — | 01/19/2026 | ☆ | ||||
| 45106 | Woori Venture Partners Us, Inc. CRD 310495 | Palo Alto, CA | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 45107 | Worch Financial Group, Llc CRD 140905 | Rockville, MD | Insurance-Affiliated | — | 1 | 02/05/2026 | ☆ | ||
| 45108 | Wordhouse Wealth Coaching, Inc CRD 159314 | Investment Adviser | — | 2 | 08/05/2026 | ☆ | |||
| 45109 | Work Bench Management, Llc CRD 289087 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45110 | Working Capital Advisors (Uk) Ltd. CRD 285894 | London | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 45111 | Working Capital Management Llc CRD 314887 | Washington D.C., DC | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 45112 | Working Capital Management Pte. Ltd. CRD 285121 | Singapore | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 45113 | Worklife Ventures Management, Llc CRD 321047 | Walnut, CA | Investment Adviser | — | 11/03/2025 | ☆ | |||
| 45114 | Workshop Fund Management Llc CRD 332111 | Investment Adviser | — | 02/10/2026 | ☆ | ||||
| 45115 | Workweek Capital, Llc CRD 317461 | Austin, TX | Investment Adviser | — | 03/24/2024 | ☆ | |||
| 45116 | World Card Ltd CRD 343703 | Sheridan, WY | Investment Adviser | — | 07/16/2026 | ☆ | |||
| 45117 | World Steel Dynamics Inc CRD 128917 | Englewood Cliffs, NJ | Investment Adviser | — | 13 | 04/02/2015 | ☆ | ||
| 45118 | World Total Return Inc. CRD 174971 | Investment Adviser | — | 02/18/2026 | ☆ | ||||
| 45119 | Worldbuild Ventures Management, Llc CRD 340186 | Investment Adviser | — | 02/12/2026 | ☆ | ||||
| 45120 | Worrell Financial Llc CRD 319302 | Investment Adviser | — | 1 | 01/21/2026 | ☆ | |||
| 45121 | Worth Capital, Llc CRD 328914 | West Palm Beach, FL | Investment Adviser | — | 03/20/2024 | ☆ | |||
| 45122 | Worth Street Advisors, Llc CRD 305869 | Greenwood Village, CO | Investment Adviser | — | 03/05/2021 | ☆ | |||
| 45123 | Worthnet, Llc CRD 333488 | Baltimore, MD | Investment Adviser | — | 4 | 03/27/2026 | ☆ | ||
| 45124 | Wpc Us Gp Llc CRD 339201 | West Palm Beach, FL | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 45125 | Wpcg Advisory, Llc CRD 336581 | New York, NY | Investment Adviser | — | 1 | 06/18/2026 | ☆ | ||
| 45126 | Wpg Advisory Group, Llc CRD 174200 | East Windsor, CT | Investment Adviser | — | 1 | 10/15/2026 | ☆ | ||
| 45127 | Wprei Management Llc CRD 343657 | South Norwalk, CT | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 45128 | Wpss Management Llc CRD 311470 | Investment Adviser | — | 01/28/2025 | ☆ | ||||
| 45129 | Wrb Serra Capital Management, Llc CRD 281062 | Tampa, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 45130 | Wreaa Fund Gp, Inc. CRD 329718 | Investment Adviser | — | 09/25/2024 | ☆ | ||||
| 45131 | Wrh Energy Partners, L.L.C. CRD 162489 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 45132 | Wrinkle, Zachary, George CRD 323754 | Friendswood, TX | Investment Adviser | — | 04/03/2024 | ☆ | |||
| 45133 | Wrq Sciences Electron, Llc CRD 328861 | Investment Adviser | — | 05/14/2026 | ☆ | ||||
| 45134 | Wrw Wealth Advisors CRD 291611 | Sherman Oaks, CA | Investment Adviser | — | 1 | 01/28/2026 | ☆ | ||
| 45135 | Ws Wealth Management, Llc CRD 148022 | Middleburg Heights, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 45136 | Wsa Affiliates, Llc CRD 144108 | Dallas, TX | Investment Adviser | — | 56 | 8 | 03/26/2026 | ☆ | |
| 45137 | Wsg Capital Management Llc CRD 342888 | Dallas, TX | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 45138 | Wsort Finance Inc CRD 329964 | Spokane, WA | Investment Adviser | — | 03/18/2025 | ☆ | |||
| 45139 | Wt Asset Management Limited CRD 306967 | Central, Hong Kong | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 45140 | Wulf, Robert J. CRD 313066 | Investment Adviser | — | 6 | 1 | 01/07/2026 | ☆ | ||
| 45141 | Wuri Ventures Llc CRD 316541 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 45142 | Wuxi Healthcare Ventures Management Us Llc CRD 294622 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45143 | Wwb Asset Management Llc CRD 298047 | New York, NY | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 45144 | Wwc Capital Group, Llc CRD 166926 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 45145 | Wwrp P.C. Affiliate, Llc CRD 311103 | Birmingham, MI | Investment Adviser | — | 0 | 1 | 01/09/2026 | ☆ | |
| 45146 | Wxhv, Llc CRD 281327 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 45147 | Wxr Partners, Llc CRD 307328 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 45148 | Wxyz Ii, Llc CRD 342237 | Austin, TX | Investment Adviser | — | 09/30/2026 | ☆ | |||
| 45149 | Wxyz, Llc CRD 309410 | Austin, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 45150 | Wygle, Janet Christine CRD 136623 | Investment Adviser | — | 18 | 1 | 05/24/2025 | ☆ |