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 |
|---|---|---|---|---|---|---|---|---|---|
| 44551 | Willoughby Investments, Llc CRD 342092 | Investment Adviser | — | 07/01/2026 | ☆ | ||||
| 44552 | Willow Growth Partners Management, Llc CRD 323423 | Investment Adviser | — | 03/03/2026 | ☆ | ||||
| 44553 | Willow Hill Partners Llc CRD 335065 | Dallas, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44554 | Willow Hill Real Estate Partners Llc CRD 335235 | Dallas, TX | Investment Adviser | — | 05/07/2026 | ☆ | |||
| 44555 | Willow Planning Group, Llc CRD 174085 | Investment Adviser | — | 1 | 03/06/2026 | ☆ | |||
| 44556 | Willow River Partners Llc CRD 343272 | New York, NY | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 44557 | Willow Run Capital CRD 329036 | Walnut Creek, CA | Investment Adviser | — | 03/25/2026 | ☆ | |||
| 44558 | Willow Tree Credit Partners Sbic Management Lp CRD 333473 | New York, NY | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44559 | Willowfield Ventures Llc CRD 149954 | Investment Adviser | — | 1 | 1 | 03/01/2024 | ☆ | ||
| 44560 | Willowtree Investment Management, Llc CRD 325697 | Investment Adviser | — | 01/22/2026 | ☆ | ||||
| 44561 | Willowtree Ventures Management, Llc CRD 336404 | Investment Adviser | — | 04/29/2026 | ☆ | ||||
| 44562 | Willpower Venture Capital Llc CRD 336788 | Bethesda, MD | Investment Adviser | — | 06/25/2026 | ☆ | |||
| 44563 | Willstar8 Plus Llc CRD 325445 | San Diego, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44564 | Wilmar Advisors Llc CRD 323728 | Investment Adviser | — | 03/19/2026 | ☆ | ||||
| 44565 | Wilshire Finance Partners, Inc. CRD 169269 | Irvine, CA | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44566 | Wilshire Lane Capital Lp CRD 318873 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44567 | Wilshire Lane Partners Llc CRD 315143 | Los Angeles, CA | Investment Adviser | — | 03/16/2026 | ☆ | |||
| 44568 | Wilson Advisors, Llc CRD 144440 | Investment Adviser | — | 40 | 1 | 03/21/2026 | ☆ | ||
| 44569 | Wilson Financial Advisors, Inc. CRD 116274 | Salt Lake City, UT | Investment Adviser | — | 216 | 3 | 12/14/2023 | ☆ | |
| 44570 | Wilson Hill Management, Llc CRD 313441 | Investment Adviser | — | 02/19/2026 | ☆ | ||||
| 44571 | Wilson, Clark Allen CRD 121925 | Investment Adviser | — | 0 | 1 | 05/29/2026 | ☆ | ||
| 44572 | Wilson, Jan Daly CRD 174860 | Insurance-Affiliated | — | 1 | 02/26/2026 | ☆ | |||
| 44573 | Wilson, Mark Henry CRD 172023 | Investment Adviser | — | 1 | 01/23/2026 | ☆ | |||
| 44574 | Win Win Bridge International, Llc CRD 323779 | Investment Adviser | — | 1 | 03/25/2026 | ☆ | |||
| 44575 | Win Win Investment Planning, Llc CRD 116470 | Chandler, AZ | Investment Adviser | — | 0 | 4 | 02/24/2026 | ☆ | |
| 44576 | Win2 Trade Llc CRD 326143 | Investment Adviser | — | 04/28/2026 | ☆ | ||||
| 44577 | Wincrest Capital Ltd. CRD 285460 | Tortola | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44578 | Winder Wealth Management Llc CRD 324342 | Investment Adviser | — | 1 | 03/21/2024 | ☆ | |||
| 44579 | Windgate Uc4 K Llc CRD 305578 | Fort Worth, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44580 | Windham Capital Partners Llc CRD 299860 | New York, NY | Investment Adviser | — | 07/17/2025 | ☆ | |||
| 44581 | Windmill Capital Adviser Llc CRD 306699 | Menlo Park, CA | Investment Adviser | — | 0 | 1 | 06/04/2026 | ☆ | |
| 44582 | Windmill Capital Llc CRD 164063 | New York, NY | Investment Adviser | — | 07/29/2025 | ☆ | |||
| 44583 | Windmuehle, Llc CRD 295685 | Austin, TX | Investment Adviser | — | 07/07/2026 | ☆ | |||
| 44584 | Windproof Partners Llc CRD 336426 | Oakland, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44585 | Windsail Capital Group, Llc CRD 165352 | Boston, MA | Investment Adviser | — | 03/11/2026 | ☆ | |||
| 44586 | Windshear Management Inc. CRD 339256 | New York, NY | Investment Adviser | — | 02/27/2026 | ☆ | |||
| 44587 | Windsor Heritage Capital CRD 339038 | New York, NY | Investment Adviser | — | 10/03/2025 | ☆ | |||
| 44588 | Wineadda Llc CRD 315074 | Investment Adviser | — | 03/30/2026 | ☆ | ||||
| 44589 | Wing Venture Management, L.L.C. CRD 168461 | Palo Alto, CA | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44590 | Wingspan Advisors. Llc CRD 340075 | Denver, CO | Investment Adviser | — | 12/17/2025 | ☆ | |||
| 44591 | Winhall Management Company Llc CRD 333430 | Nashville, TN | Investment Adviser | — | 03/18/2026 | ☆ | |||
| 44592 | Winter Capital, Llc CRD 299890 | New York, NY | Investment Adviser | — | 02/26/2026 | ☆ | |||
| 44593 | Winters & Co. Advisors, Llc CRD 130999 | Investment Adviser | — | 1 | 02/06/2026 | ☆ | |||
| 44594 | Winthrop Capital Advisors, Llc CRD 289487 | Boston, MA | Investment Adviser | — | 05/27/2026 | ☆ | |||
| 44595 | Wireframe Management, Llc CRD 285677 | Investment Adviser | — | 03/24/2026 | ☆ | ||||
| 44596 | Wisdom Ventures Fund, Llc CRD 318468 | Los Gatos, CA | Investment Adviser | — | 03/26/2026 | ☆ | |||
| 44597 | Wise Equity Sgr Spa CRD 283977 | Milan | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 44598 | Wise Financial Counsel, Llc CRD 313630 | Investment Adviser | — | 11 | 1 | 01/08/2026 | ☆ | ||
| 44599 | Wise Financial Services Llc CRD 331500 | Wilmington, DE | Investment Adviser | — | 1 | 05/24/2024 | ☆ | ||
| 44600 | Wisemont Capital Management Company, Llc CRD 284582 | Investment Adviser | — | 04/01/2026 | ☆ |