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 |
|---|---|---|---|---|---|---|---|---|---|
| 44501 | Wharton Financial Group CRD 133070 | Sagamore Beach, MA | Insurance-Affiliated | — | 1 | 03/23/2026 | ☆ | ||
| 44502 | What If Capital, Llc CRD 310429 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44503 | Wheelhouse 360 Advisors Lp CRD 319603 | Stamford, CT | Investment Adviser | — | 03/28/2026 | ☆ | |||
| 44504 | Wheelock Street Capital Llc CRD 164854 | Greenwich, CT | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44505 | Whi Collective Real Estate Lp CRD 342892 | Chicago, IL | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 44506 | Whiskey Capital Finance Co. Ii, Llc CRD 325144 | Jeffersonville, IN | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44507 | Whiskey Capital Finance Co., Llc CRD 307482 | Jeffersonville, IN | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44508 | Whisper Edu, Llc CRD 324130 | Monument, CO | Investment Adviser | — | 1 | 01/19/2026 | ☆ | ||
| 44509 | Whistle Stop Financial Advice CRD 334048 | Investment Adviser | — | 7 | 1 | 07/02/2026 | ☆ | ||
| 44510 | White Cedar Research, Llc CRD 332253 | Investment Adviser | — | 03/16/2026 | ☆ | ||||
| 44511 | White Hibiscus Capital Llc CRD 317079 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 44512 | White Maple Capital Llc CRD 324437 | New York, NY | Investment Adviser | — | 03/15/2024 | ☆ | |||
| 44513 | White Oak Capital Management Consultants Llp CRD 301784 | Prabhadevi, Mumbai | Investment Adviser | — | 08/14/2026 | ☆ | |||
| 44514 | White Oak Wealth Llc CRD 169385 | Insurance-Affiliated | — | 1 | 03/25/2026 | ☆ | |||
| 44515 | White Post Investments, Lp CRD 318943 | San Antonio, TX | Investment Adviser | — | 03/23/2026 | ☆ | |||
| 44516 | White Wing Capital Partners, Llc CRD 332619 | The Woodlands, TX | Investment Adviser | — | 02/19/2026 | ☆ | |||
| 44517 | White, Roberts & Stratton, Inc. CRD 139133 | Flossmoor, IL | Investment Adviser | — | 1 | 01/22/2026 | ☆ | ||
| 44518 | Whitecroft Capital Management Llp CRD 327965 | London | Investment Adviser | — | 05/18/2026 | ☆ | |||
| 44519 | Whiteoak Pty Limited CRD 319057 | Sydney | Investment Adviser | — | 10/16/2025 | ☆ | |||
| 44520 | Whitestone Capital Partners, Inc. CRD 152167 | Jupiter, FL | Investment Adviser | — | 0 | 1 | 04/07/2026 | ☆ | |
| 44521 | Whitetail Wealth Management, Llc CRD 321186 | Insurance-Affiliated | — | 1 | 07/22/2024 | ☆ | |||
| 44522 | Whitewall Capital Llc CRD 300234 | Investment Adviser | — | 04/01/2026 | ☆ | ||||
| 44523 | Whitley, Lisa Yvonne CRD 324148 | Investment Adviser | — | 26 | 1 | 04/10/2026 | ☆ | ||
| 44524 | Whitman Financial Services, Llc. CRD 117633 | North Reading, MA | Investment Adviser | — | 2 | 03/30/2026 | ☆ | ||
| 44525 | Whitmore, Debra A. CRD 135433 | Investment Adviser | — | 2 | 1 | 03/23/2026 | ☆ | ||
| 44526 | Whole Wealth Managment Llc CRD 145072 | Portsmouth, NH | Insurance-Affiliated | — | 3 | 01/08/2026 | ☆ | ||
| 44527 | Wi Harper Group Inc CRD 161665 | San Francisco, CA | Investment Adviser | — | 06/23/2026 | ☆ | |||
| 44528 | Wicked Ventures, Inc. CRD 327733 | Investment Adviser | — | 03/17/2026 | ☆ | ||||
| 44529 | Widow Mite Finance Llc CRD 332807 | Highland, UT | Investment Adviser | — | 7 | 1 | 03/13/2026 | ☆ | |
| 44530 | Wiederman & Associates, Certified Public Accountants, A Professi CRD 132349 | Investment Adviser | — | 1 | 02/28/2026 | ☆ | |||
| 44531 | Wienken Advisors, Ltd. CRD 148335 | Mechanicsburg, PA | Investment Adviser | — | 9 | 10/31/2025 | ☆ | ||
| 44532 | Wilbanks, Smith & Thomas Asset Management, Llc CRD 106060 | Norfolk, VA | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 44533 | Wilbe Capital Llp CRD 338147 | Investment Adviser | — | 08/21/2026 | ☆ | ||||
| 44534 | Wilbert Guilford Cfp, Pllc CRD 310846 | Phoenix, AZ | Investment Adviser | — | 0 | 1 | 03/28/2022 | ☆ | |
| 44535 | Wild Tree Partners Llc CRD 329056 | Investment Adviser | — | 02/16/2024 | ☆ | ||||
| 44536 | Wildcat Venture Partners, Llc CRD 288146 | San Mateo, CA | Investment Adviser | — | 06/08/2026 | ☆ | |||
| 44537 | Wildflower Wealth Advisors, Llc CRD 329165 | Investment Adviser | — | 1 | 02/09/2026 | ☆ | |||
| 44538 | Wildwood Ventures, Llc CRD 328029 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44539 | Wilkins Advisors, Llc CRD 318746 | Investment Adviser | — | 1 | 1 | 04/01/2026 | ☆ | ||
| 44540 | Will Ventures, Llc CRD 306950 | Boston, MA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44541 | William A Evans Llc CRD 297809 | Investment Adviser | — | 0 | 1 | 02/06/2023 | ☆ | ||
| 44542 | William A. Russell, Inc. CRD 125551 | Hauppage, NY | Investment Adviser | — | 3 | 03/04/2026 | ☆ | ||
| 44543 | William B. Larson, Cpa, Llc CRD 167367 | Investment Adviser | — | 75 | 1 | 01/06/2026 | ☆ | ||
| 44544 | William Horsfall And Associates CRD 149792 | Investment Adviser | — | 1 | 02/25/2026 | ☆ | |||
| 44545 | William J. Krause Cpa, P.C. CRD 152473 | Wolfeboro, NH | Investment Adviser | — | 8 | 11/07/2025 | ☆ | ||
| 44546 | William O'neil + Co. Incorporated CRD 152620 | Los Angeles, CA | Investment Adviser | — | 39 | 03/20/2026 | ☆ | ||
| 44547 | William Raveis Moran Wealth Management, Llc CRD 341425 | Naples, FL | Investment Adviser | — | 1 | 04/02/2026 | ☆ | ||
| 44548 | William Russell Welch CRD 114036 | Houston, TX | Investment Adviser | — | 1 | 02/01/2026 | ☆ | ||
| 44549 | Williamson Ross Financial, Llc CRD 301826 | Investment Adviser | — | 0 | 1 | 03/21/2025 | ☆ | ||
| 44550 | Willie J. Price, Inc CRD 115226 | Insurance-Affiliated | — | 1 | 01/10/2022 | ☆ |