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 |
|---|---|---|---|---|---|---|---|---|---|
| 44651 | Worthnet, Llc CRD 333488 | Baltimore, MD | Investment Adviser | — | 4 | 03/27/2026 | ☆ | ||
| 44652 | Wpc Us Gp Llc CRD 339201 | West Palm Beach, FL | Investment Adviser | — | 02/05/2026 | ☆ | |||
| 44653 | Wpcg Advisory, Llc CRD 336581 | New York, NY | Investment Adviser | — | 1 | 06/18/2026 | ☆ | ||
| 44654 | Wpg Advisory Group, Llc CRD 174200 | East Windsor, CT | Investment Adviser | — | 1 | 02/18/2026 | ☆ | ||
| 44655 | Wprei Management Llc CRD 343657 | South Norwalk, CT | Investment Adviser | — | 07/27/2026 | ☆ | |||
| 44656 | Wpss Management Llc CRD 311470 | Investment Adviser | — | 01/28/2025 | ☆ | ||||
| 44657 | Wrb Serra Capital Management, Llc CRD 281062 | Tampa, FL | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44658 | Wreaa Fund Gp, Inc. CRD 329718 | Investment Adviser | — | 09/25/2024 | ☆ | ||||
| 44659 | Wrh Energy Partners, L.L.C. CRD 162489 | Investment Adviser | — | 03/26/2026 | ☆ | ||||
| 44660 | Wrinkle, Zachary, George CRD 323754 | Friendswood, TX | Investment Adviser | — | 04/03/2024 | ☆ | |||
| 44661 | Wrq Sciences Electron, Llc CRD 328861 | Investment Adviser | — | 05/14/2026 | ☆ | ||||
| 44662 | Wrw Wealth Advisors CRD 291611 | Sherman Oaks, CA | Investment Adviser | — | 1 | 01/28/2026 | ☆ | ||
| 44663 | Ws Wealth Management, Llc CRD 148022 | Middleburg Heights, OH | Investment Adviser | — | 1 | 03/16/2026 | ☆ | ||
| 44664 | Wsa Affiliates, Llc CRD 144108 | Dallas, TX | Investment Adviser | — | 56 | 8 | 03/26/2026 | ☆ | |
| 44665 | Wsg Capital Management Llc CRD 342888 | Dallas, TX | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 44666 | Wsort Finance Inc CRD 329964 | Spokane, WA | Investment Adviser | — | 03/18/2025 | ☆ | |||
| 44667 | Wt Asset Management Limited CRD 306967 | Central, Hong Kong | Investment Adviser | — | 05/28/2026 | ☆ | |||
| 44668 | Wulf, Robert J. CRD 313066 | Investment Adviser | — | 6 | 1 | 01/07/2026 | ☆ | ||
| 44669 | Wuri Ventures Llc CRD 316541 | Investment Adviser | — | 03/09/2026 | ☆ | ||||
| 44670 | Wuxi Healthcare Ventures Management Us Llc CRD 294622 | Boston, MA | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44671 | Wwb Asset Management Llc CRD 298047 | New York, NY | Investment Adviser | — | 05/29/2026 | ☆ | |||
| 44672 | Wwc Capital Group, Llc CRD 166926 | Investment Adviser | — | 03/06/2026 | ☆ | ||||
| 44673 | Wwrp P.C. Affiliate, Llc CRD 311103 | Birmingham, MI | Investment Adviser | — | 0 | 1 | 01/09/2026 | ☆ | |
| 44674 | Wxhv, Llc CRD 281327 | Grand Cayman | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44675 | Wxr Partners, Llc CRD 307328 | Investment Adviser | — | 03/13/2026 | ☆ | ||||
| 44676 | Wxyz, Llc CRD 309410 | Austin, TX | Investment Adviser | — | 03/30/2026 | ☆ | |||
| 44677 | Wygle, Janet Christine CRD 136623 | Investment Adviser | — | 18 | 1 | 05/24/2025 | ☆ | ||
| 44678 | Wynn Crosby Management, Ltd. CRD 160045 | Dallas, TX | Investment Adviser | — | 03/12/2026 | ☆ | |||
| 44679 | Wynne Wealth Management CRD 282925 | Investment Adviser | — | 1 | 12/15/2016 | ☆ | |||
| 44680 | Wyo Vc Management I Llc CRD 335106 | Cody, WY | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44681 | Wyoming Financial Group, Inc. CRD 336340 | Cheyenne, WY | Trust Company | — | 03/10/2026 | ☆ | |||
| 44682 | Wyoming Systems Inc CRD 322387 | Seattle, WA | Insurance-Affiliated | — | 0 | 1 | 03/31/2026 | ☆ | |
| 44683 | Wyou Financial Strategies, Llc CRD 325159 | Casper, WY | Investment Adviser | — | 1 | 03/27/2026 | ☆ | ||
| 44684 | X Flexi Inc. CRD 338694 | New York, NY | Investment Adviser | — | 09/05/2025 | ☆ | |||
| 44685 | X/Seed Management Company, Llc CRD 160343 | San Francisco, CA | Investment Adviser | — | 02/25/2026 | ☆ | |||
| 44686 | Xander Investment Management Pte. Ltd. CRD 312433 | Singapore | Investment Adviser | — | 03/31/2026 | ☆ | |||
| 44687 | Xchange Management Llc CRD 331848 | Investment Adviser | — | 03/20/2026 | ☆ | ||||
| 44688 | Xchangefund Llc CRD 337242 | Vineyard, UT | Investment Adviser | — | 02/02/2026 | ☆ | |||
| 44689 | Xe Fund Advisory, Llc CRD 334194 | Investment Adviser | — | 03/31/2026 | ☆ | ||||
| 44690 | Xeia Venture Partners Llc CRD 337291 | San Francisco, CA | Investment Adviser | — | 03/29/2026 | ☆ | |||
| 44691 | Xenon Aifm S.A. CRD 337968 | Luxembourg | Investment Adviser | — | 02/24/2026 | ☆ | |||
| 44692 | Xenon Partners Management, Llc CRD 312194 | Las Vegas, NV | Investment Adviser | — | 03/03/2026 | ☆ | |||
| 44693 | Xffirmers Management, Llc CRD 327317 | Investment Adviser | — | 03/25/2026 | ☆ | ||||
| 44694 | Xfund Management Company, Llc CRD 176521 | Palo Alto, CA | Investment Adviser | — | 03/13/2026 | ☆ | |||
| 44695 | Xinde Asset Management Limited CRD 316667 | Trust Company | — | 3 | 04/30/2026 | ☆ | |||
| 44696 | Xingtai Capital Management Limited CRD 310952 | Hong Kong | Investment Adviser | — | 03/09/2026 | ☆ | |||
| 44697 | Xios Llc CRD 342370 | Austin, TX | Investment Adviser | — | 06/26/2026 | ☆ | |||
| 44698 | Xlcr Capital Llc CRD 162874 | Burlington, VT | Investment Adviser | — | 03/27/2026 | ☆ | |||
| 44699 | Xliv Capital, L.P. CRD 338796 | Studio City, CA | Investment Adviser | — | 10/17/2025 | ☆ | |||
| 44700 | Xm Capital Partners Llc CRD 310773 | Dallas, TX | Investment Adviser | — | 03/26/2026 | ☆ |