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 |
|---|---|---|---|---|---|---|---|---|---|
| 44401 | Wealth Solutions By Design, Pllc CRD 301508 | Poulsbo, WA | Investment Adviser | — | 7 | 03/29/2026 | ☆ | ||
| 44402 | Wealth Solutions Usa, Llc CRD 293264 | Madrid | Investment Adviser | — | 22 | 9 | 09/01/2026 | ☆ | |
| 44403 | Wealth Solutions, Llc CRD 126113 | Jericho, NY | Investment Adviser | — | 3 | 02/27/2026 | ☆ | ||
| 44404 | Wealth Strategies Counselors, Inc CRD 122292 | Naperville, IL | Investment Adviser | — | 30 | 2 | 02/05/2026 | ☆ | |
| 44405 | Wealth Wise Planning Llc CRD 334735 | Investment Adviser | — | 1 | 03/09/2026 | ☆ | |||
| 44406 | Wealth With Wisdom Advisors, Inc. CRD 171071 | Palm Beach Gardens, FL | Investment Adviser | — | 1 | 02/20/2026 | ☆ | ||
| 44407 | Wealtharc Fintech Ltd. CRD 334579 | New York, NY | Investment Adviser | — | 01/06/2025 | ☆ | |||
| 44408 | Wealthcare Financial Group, Llc CRD 135792 | Indianapolis, IN | Investment Adviser | — | 02/11/2015 | ☆ | |||
| 44409 | Wealthcare Financial Planning, Llc CRD 281771 | Investment Adviser | — | 1 | 01/25/2026 | ☆ | |||
| 44410 | Wealthguard Llc CRD 125923 | Investment Adviser | — | 0 | 1 | 03/25/2026 | ☆ | ||
| 44411 | Wealthinfra Inc CRD 339358 | Denver, CO | Investment Adviser | — | 10/28/2025 | ☆ | |||
| 44412 | Wealthlet Advisory Llc CRD 282885 | Whitestone, NY | Investment Adviser | — | 1 | 03/31/2024 | ☆ | ||
| 44413 | Wealthlete Management, Llc CRD 318627 | Investment Adviser | — | 03/10/2026 | ☆ | ||||
| 44414 | Wealthmap Planning, Professional Corporation CRD 339429 | Investment Adviser | — | 1 | 06/18/2026 | ☆ | |||
| 44415 | Wealthorama Inc CRD 342943 | Denver, CO | Investment Adviser | — | 05/25/2026 | ☆ | |||
| 44416 | Wealthpenn.Com Llc CRD 308861 | Investment Adviser | — | 0 | 1 | 08/20/2026 | ☆ | ||
| 44417 | Wealthportrait Financial Llc CRD 314459 | Insurance-Affiliated | — | 1 | 03/19/2024 | ☆ | |||
| 44418 | Wealthramp, Inc. CRD 290683 | Investment Adviser | — | 4 | 06/10/2026 | ☆ | |||
| 44419 | Wealthwise Asset Management Llc CRD 337518 | Investment Adviser | — | 1 | 06/09/2026 | ☆ | |||
| 44420 | Wealthwise, Llc CRD 154661 | Investment Adviser | — | 2 | 1 | 03/06/2026 | ☆ | ||
| 44421 | Wealthwyzr, Llc CRD 329767 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44422 | Wealthy Choices (R) CRD 134110 | Westwood, MA | Insurance-Affiliated | — | 1 | 10/20/2025 | ☆ | ||
| 44423 | Wealthy With Intention Llc CRD 334643 | Investment Adviser | — | 1 | 03/13/2026 | ☆ | |||
| 44424 | Weatherbie Advisors Ltd. CRD 340853 | Denver, CO | Investment Adviser | — | 02/09/2026 | ☆ | |||
| 44425 | Weave Fund Management Llc CRD 328430 | Denver, CO | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44426 | Web Summit Ventures Management Limited CRD 335054 | Dublin | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44427 | Web3 University CRD 340059 | Colorado Springs, CO | Investment Adviser | — | 12/19/2025 | ☆ | |||
| 44428 | Webb Financial Planning Llc CRD 126422 | Haddon Heights, NJ | Investment Adviser | — | 67 | 1 | 03/09/2026 | ☆ | |
| 44429 | Webb Investment Network Management, Llc CRD 311579 | San Francisco, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44430 | Webbridge Global Foundation CRD 340118 | Denver, CO | Investment Adviser | — | 12/18/2025 | ☆ | |||
| 44431 | Webster Wealth Advisors, Inc. CRD 119664 | Stamford, CT | Investment Adviser | — | 2 | 03/26/2026 | ☆ | ||
| 44432 | Webull Ex Inc CRD 344027 | Denver, CO | Investment Adviser | — | 08/10/2026 | ☆ | |||
| 44433 | Wedbush Ventures Management, Llc CRD 312590 | Los Angeles, CA | Investment Adviser | — | 06/30/2025 | ☆ | |||
| 44434 | Wednesday Management Llc CRD 161065 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44435 | Weekend Advisor Llc CRD 326465 | Miami, FL | Investment Adviser | — | 02/28/2025 | ☆ | |||
| 44436 | Wefunder Advisors, Llc CRD 167803 | San Francisco, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44437 | Weiller Capital Advisors, Llc CRD 162097 | Investment Adviser | — | 03/11/2026 | ☆ | ||||
| 44438 | Weimer Financial Advisors Llc CRD 334537 | Investment Adviser | — | 1 | 06/08/2026 | ☆ | |||
| 44439 | Weinberg Capital Group, Inc. CRD 163661 | Pepper Pike, OH | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44440 | Weisburd Capital Management Llc CRD 342535 | New York, NY | Investment Adviser | — | 05/22/2026 | ☆ | |||
| 44441 | Weise Financial Wellness, Llc CRD 339866 | Investment Adviser | — | 1 | 04/22/2026 | ☆ | |||
| 44442 | Weisenborn Llc CRD 322341 | Investment Adviser | — | 03/31/2025 | ☆ | ||||
| 44443 | Weiss Alternative Ventures, Llc CRD 315930 | Van Nuys, CA | Investment Adviser | — | 07/21/2021 | ☆ | |||
| 44444 | Weite Investment Quantificatio CRD 342238 | Chesterfield, MO | Investment Adviser | — | 04/27/2026 | ☆ | |||
| 44445 | Welinsky And Welinsky Cpas CRD 129554 | Investment Adviser | — | 10 | 3 | 06/08/2026 | ☆ | ||
| 44446 | Welkin Capital Management Limited CRD 286114 | Grand Cayman | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44447 | Wellington Harbor Cap Ltd CRD 337658 | Newark, NJ | Investment Adviser | — | 07/03/2025 | ☆ | |||
| 44448 | Wellington Park Capital, Llc. CRD 174848 | Investment Adviser | — | 04/23/2025 | ☆ | ||||
| 44449 | Wellington Partners Life Science Venture Capital Management Gmbh CRD 333839 | Munich, Bavaria | Investment Adviser | — | 02/17/2025 | ☆ | |||
| 44450 | Wellness Financial Associates Llc CRD 171902 | Cary, NC | Investment Adviser | — | 1 | 03/27/2026 | ☆ |