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 |
|---|---|---|---|---|---|---|---|---|---|
| 44451 | Wellness Growth Ventures CRD 314761 | Los Angeles, CA | Investment Adviser | — | 05/22/2025 | ☆ | |||
| 44452 | Wells Investments, Inc. CRD 131076 | Winter Haven, FL | Investment Adviser | — | 2 | 02/24/2026 | ☆ | ||
| 44453 | Wells, Fay CRD 326454 | Culver City, CA | Investment Adviser | — | 1 | 07/31/2026 | ☆ | ||
| 44454 | Wellspring Planning Group Llc CRD 283593 | Roswell, GA | Investment Adviser | — | 0 | 10 | 05/14/2026 | ☆ | |
| 44455 | Welsh Financial & Accounting Services,Llc CRD 142893 | Sykesville, MD | Investment Adviser | — | 0 | 06/03/2016 | ☆ | ||
| 44456 | Welthy Advisers, Llc CRD 343538 | Investment Adviser | — | 1 | 08/19/2026 | ☆ | |||
| 44457 | Welwing Capital Group Limited CRD 306751 | Central | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44458 | Wendee, Paul Michael CRD 299188 | Investment Adviser | — | 2 | 1 | 06/10/2026 | ☆ | ||
| 44459 | Wendel North America, Llc CRD 284733 | New York, NY | Investment Adviser | — | 06/02/2026 | ☆ | |||
| 44460 | Wendroff Wealth Advisors, Llc CRD 333748 | Arlington, VA | Investment Adviser | — | 0 | 3 | 04/13/2026 | ☆ | |
| 44461 | Werklund Family Office Inc. CRD 305521 | Calgary, Alberta | Multi-Family Office | — | 04/27/2026 | ☆ | |||
| 44462 | Werrus Energy Management Company, Llc CRD 289561 | Houston, TX | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 44463 | West Acre Capital, Llc CRD 331526 | Investment Adviser | — | 05/21/2026 | ☆ | ||||
| 44464 | West Brow Capital Management, Llc CRD 335438 | Chattanooga, TN | Investment Adviser | — | 03/17/2026 | ☆ | |||
| 44465 | West Creek Capital, Llc CRD 158066 | Chevy Chase, MD | Investment Adviser | — | 04/10/2019 | ☆ | |||
| 44466 | West Creek Management, Llc CRD 322282 | Investment Adviser | — | 03/17/2023 | ☆ | ||||
| 44467 | West End Spv Manager Llc CRD 340651 | Investment Adviser | — | 02/05/2026 | ☆ | ||||
| 44468 | West Fork Capital Advisors Llc CRD 328340 | Investment Adviser | — | 02/04/2026 | ☆ | ||||
| 44469 | West Hall Capital Partners Llc CRD 300828 | Larkspur, CA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44470 | West Monroe Capital, Llc CRD 317408 | Chicago, IL | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44471 | West Mountain, Llc CRD 144674 | Stuart, FL | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44472 | West Shore Ventures Llc CRD 334681 | Investment Adviser | — | 01/14/2025 | ☆ | ||||
| 44473 | West Star Management Llc CRD 339799 | San Francisco, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44474 | West Technology Ventures Management, Llc CRD 343489 | San Francisco, CA | Investment Adviser | — | 07/22/2026 | ☆ | |||
| 44475 | Westbeck Capital (Difc) Limited CRD 331253 | Dubai | Investment Adviser | — | 06/29/2026 | ☆ | |||
| 44476 | Westbourne Credit Management Limited CRD 301033 | Melbourne, Victoria | Investment Adviser | — | 09/23/2025 | ☆ | |||
| 44477 | Westbourne Infrastructure Debt Gp 2 Limited CRD 301035 | George Town, Grand Cayman | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44478 | Westbridge Fund Managers Limited CRD 282790 | Cardiff | Investment Adviser | — | 03/24/2026 | ☆ | |||
| 44479 | Westcliff Capital Management Llc CRD 106676 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44480 | Westerly Winds Usa, Inc. CRD 324969 | Austin, TX | Investment Adviser | — | 01/16/2023 | ☆ | |||
| 44481 | Western Research And Management, L.L.C. CRD 109509 | Fort Worth, TX | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44482 | Westlake Advisors Llc CRD 144067 | Investment Adviser | — | 1 | 01/02/2026 | ☆ | |||
| 44483 | Westlake Biopartners, Llc CRD 299325 | Westlake Village, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44484 | Westland Gate Capital, Llc CRD 173692 | Holliston, MA | Investment Adviser | — | 2 | 1 | 02/26/2025 | ☆ | |
| 44485 | Westly Capital Management Iii, L.L.C. CRD 285571 | Menlo Park, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44486 | Westly Capital Management, Llc CRD 161882 | Menlo Park, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44487 | Westmoore Ventures, Llc CRD 299635 | Ashburn, VA | Investment Adviser | — | 03/10/2026 | ☆ | |||
| 44488 | Westmount Capital Group Llc CRD 339303 | Summit, NJ | Investment Adviser | — | 1 | 1 | 06/04/2026 | ☆ | |
| 44489 | Westmount Realty Advisors, Llc CRD 293508 | Dallas, TX | Investment Adviser | — | 2 | 03/27/2026 | ☆ | ||
| 44490 | Westside Capital Management, Llc CRD 282561 | El Segundo, CA | Investment Adviser | — | 05/13/2026 | ☆ | |||
| 44491 | Westsummit Capital Management L.P. CRD 163711 | Hong Kong | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44492 | Westsummit Capital Management Llc CRD 326202 | Hong Kong | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44493 | Westview Era Llc CRD 332963 | Investment Adviser | — | 02/09/2026 | ☆ | ||||
| 44494 | Westwave Capital Llc CRD 290174 | Redwood City, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44495 | Westwood Credit Asset Management Lp CRD 334666 | Investment Adviser | — | 02/04/2025 | ☆ | ||||
| 44496 | Wevin Llc CRD 317479 | Katy, TX | Investment Adviser | — | 03/16/2022 | ☆ | |||
| 44497 | Wework Alumni Fund, Llc CRD 319195 | Investment Adviser | — | 01/26/2026 | ☆ | ||||
| 44498 | Weyhgandt Ii, John Wesley CRD 169692 | Corona, CA | Insurance-Affiliated | — | 1 | 02/19/2026 | ☆ | ||
| 44499 | Wgd Capital, Lp CRD 306887 | San Mateo, CA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44500 | Wgt Asset Management CRD 343610 | New York, NY | Investment Adviser | — | 08/19/2026 | ☆ |