Investment advisers
44,830 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 |
|---|---|---|---|---|---|---|---|---|---|
| 44351 | Watson, Paul Chandler CRD 284383 | Austin, TX | Investment Adviser | — | 11/02/2016 | ☆ | |||
| 44352 | Watson,Philip,Martin CRD 114749 | Franklin, TN | Investment Adviser | — | 1 | 02/25/2026 | ☆ | ||
| 44353 | Wave 8 Wealth Management, Llc CRD 323487 | Investment Adviser | — | 01/03/2024 | ☆ | ||||
| 44354 | Wave Capital Aero Management, Lp CRD 323768 | Waco, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44355 | Wave Capital Llc CRD 299004 | San Francisco, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44356 | Wave Digital Assets International Ltd. CRD 335199 | Minato City | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44357 | Wave Function Ventures Fund Management, Llc CRD 333165 | Investment Adviser | — | 02/24/2026 | ☆ | ||||
| 44358 | Wave Hill Capital Management Llc CRD 154807 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 44359 | Wavecrest Management Company, Llc CRD 285540 | Boston, MA | Investment Adviser | — | 03/19/2026 | ☆ | |||
| 44360 | Wavefront Us Corporation CRD 155018 | Dallas, TX | Investment Adviser | — | 03/30/2020 | ☆ | |||
| 44361 | Waveland Investments, Llc CRD 169123 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44362 | Wavemaker Pacific Partners Pte Ltd CRD 329432 | Singapore | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44363 | Wavepeak Ventures, Llc CRD 339884 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44364 | Waverley Capital Management, Llc CRD 296514 | Palo Alto, CA | Investment Adviser | — | 03/21/2026 | ☆ | |||
| 44365 | Waveslice Fund Lp CRD 330187 | Miami, FL | Investment Adviser | — | 02/12/2026 | ☆ | |||
| 44366 | Waybury Capital Management, Llc CRD 335114 | Carpinteria, CA | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 44367 | Wayfinder Ventures Management, L.L.C. CRD 313288 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 44368 | Waygrove Partnership Management Lp CRD 332077 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44369 | Waymaker Partners, Llc CRD 313403 | Frisco, TX | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44370 | Wayne D. Minich & Company, Inc. CRD 121236 | Richfield, OH | Investment Adviser | — | 2 | 01/06/2026 | ☆ | ||
| 44371 | Waypoint Ventures Llc CRD 335141 | Investment Adviser | — | 03/28/2026 | ☆ | ||||
| 44372 | Waypoint West, Llc CRD 336522 | Investment Adviser | — | 2 | 08/12/2026 | ☆ | |||
| 44373 | Waypointe Limited CRD 265790 | Hong Kong | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44374 | Ways Investment Advisors Llc CRD 313570 | Investment Adviser | — | 0 | 1 | 07/16/2026 | ☆ | ||
| 44375 | Ways Out, Llc CRD 322074 | Investment Adviser | — | 03/22/2026 | ☆ | ||||
| 44376 | Waystone Management Company (Ie) Limited CRD 173927 | Dubln 4 | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44377 | Waystone Management Company (Lux) S.A. CRD 281453 | Luxembourg | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44378 | Wb Advisors Texas Llc CRD 311898 | Bellaire, TX | Investment Adviser | — | 0 | 3 | 03/20/2026 | ☆ | |
| 44379 | Wb Financial Services, Llc CRD 135438 | Woodland Hills, CA | Investment Adviser | — | 44 | 2 | 03/17/2026 | ☆ | |
| 44380 | Wbb Securities, Llc CRD 118440 | Cranford, NJ | Broker-Dealer (Dually Registered) | — | 0 | 3 | 06/22/2026 | ☆ | |
| 44381 | Wbm Management Corp. CRD 115838 | Investment Adviser | — | 2 | 01/22/2026 | ☆ | |||
| 44382 | Wcep Management Llc CRD 316664 | San Carlos, CA | Investment Adviser | — | 05/15/2026 | ☆ | |||
| 44383 | We Alliance Blockchain Management Solutions, Llc CRD 323595 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44384 | We Alliance Strategic Management Services, Llc CRD 306855 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44385 | We Alliance Tactical Managers, Llc CRD 306853 | Roseville, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44386 | We Education Investment Manager Llc CRD 315981 | Southern Pines, NC | Investment Adviser | — | 03/05/2026 | ☆ | |||
| 44387 | We Start The Company Llc CRD 342890 | Palo Alto, CA | Investment Adviser | — | 07/14/2026 | ☆ | |||
| 44388 | Wealth Accumulation & Preservation Group, Llc CRD 113824 | Insurance-Affiliated | — | 0 | 1 | 05/11/2026 | ☆ | ||
| 44389 | Wealth Architects, Llc CRD 289993 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44390 | Wealth Development Strategies Investment Advisory, Inc. CRD 119127 | Houston, TX | Investment Adviser | — | 6 | 02/23/2026 | ☆ | ||
| 44391 | Wealth Flow Partners, Llc CRD 331782 | Armonk, NY | Investment Adviser | — | 11/11/2024 | ☆ | |||
| 44392 | Wealth Group, Inc. CRD 164615 | Delray Beach, FL | Investment Adviser | — | 1 | 04/10/2026 | ☆ | ||
| 44393 | Wealth Logic, Llc CRD 129599 | Colorado Spring, CO | Investment Adviser | — | 57 | 1 | 01/05/2026 | ☆ | |
| 44394 | Wealth Management Alliance Pte Ltd CRD 332710 | Singapore | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44395 | Wealth Management Associates, Inc. CRD 119041 | Investment Adviser | — | 19 | 1 | 01/26/2026 | ☆ | ||
| 44396 | Wealth Management Institute, Inc. CRD 122892 | Lansing, MI | Investment Adviser | — | 1 | 02/04/2026 | ☆ | ||
| 44397 | Wealth Management Partners, Llc CRD 142223 | Manchester Center, VT | Investment Adviser | — | 1 | 03/04/2026 | ☆ | ||
| 44398 | Wealth Management Services, Llc CRD 131012 | Bloomfield Hills, MI | Investment Adviser | — | 3 | 03/12/2025 | ☆ | ||
| 44399 | Wealth Managers, Inc. CRD 306710 | Pasadena, CA | Insurance-Affiliated | — | 1 | 01/06/2026 | ☆ | ||
| 44400 | Wealth Quest, Ltd. CRD 122416 | Palmyra, PA | Investment Adviser | — | 25 | 1 | 12/19/2023 | ☆ |