All investment adviser firms · Page 166
Alphabetical firm directory from the selected SEC monthly adviser snapshots.
17,094 firms · Source months shown: August 2026
- WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLCCRD 125765 · FARMINGTON, CT$346,446,708.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT GROUP, INC.CRD 113706 · WINSTON-SALEM, NC$197,724,593.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT NEBRASKA LLCCRD 137080 · NORFOLK, NE$3,708,706,532.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.CRD 289163 · LEXINGTON, KY$186,724,518.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT PARTNERS, LLCCRD 309790 · TUCSON, AZ$793,517,960.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT RESOURCES, INC.CRD 45452 · SMITHFIELD, RI$385,200,640.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT SOLUTIONS LLCCRD 296875$106,305,710.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT SOLUTIONS, LLCCRD 127517 · SCOTTSDALE, AZ$172,569,049.00Regulatory AUM · August 2026
- WEALTH MANAGEMENT STRATEGIES, INC.CRD 305481 · PITTSBURGH, PA$314,658,530.00Regulatory AUM · August 2026
- WEALTH MORE ENTERPRISE, INC.CRD 324763 · PHILADELPHIA, PA$99,736.00Regulatory AUM · August 2026
- WEALTH NAVIGATION, LLCCRD 140612 · CENTERVILLE, UT$446,281,743.00Regulatory AUM · August 2026
- WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANYCRD 279034 · BEDMINSTER, NJ$121,304,027.00Regulatory AUM · August 2026
- WEALTH PRESERVATION ADVISORS, LLCCRD 167518 · CHATTANOOGA, TN$591,644,303.00Regulatory AUM · August 2026
- WEALTH PRO ADVISORS, INC.CRD 169266 · SARASOTA, FL$317,487,000.00Regulatory AUM · August 2026
- WEALTH QUARTERBACK LLCCRD 282967 · TOMS RIVER, NJ$391,326,903.00Regulatory AUM · August 2026
- WEALTH SCIENCE ADVISORS LLCCRD 321031 · ALPHARETTA, GA$558,749,507.00Regulatory AUM · August 2026
- WEALTH SCRIPT ADVISORS LLCCRD 334760 · SAN FRANCISCO, CA$121,388,307.00Regulatory AUM · August 2026
- WEALTH SOLUTIONS USA, LLCCRD 293264Not availableRegulatory AUM · August 2026
- WEALTH TEAMS ALLIANCE INC.CRD 168907 · IRVINE, CA$223,889,000.00Regulatory AUM · August 2026
- WEALTH WATCH ADVISORS, INCCRD 172002 · ENGLEWOOD, CO$612,365,110.00Regulatory AUM · August 2026
- WEALTH-BUILDERS, INC.CRD 116987$113,228,117.00Regulatory AUM · August 2026
- WEALTHBRIDGE CAPITAL MANAGEMENT, LLCCRD 298254 · WESTERVILLE, OH$709,717,823.00Regulatory AUM · August 2026
- WEALTHCARE ADVISORY PARTNERS LLCCRD 171976 · WEST CHESTER, PA$8,288,119,150.00Regulatory AUM · August 2026
- WEALTHCARE ASSET MANAGEMENT, LLCCRD 170382 · SPRINGFIELD, MO$210,769,606.00Regulatory AUM · August 2026
- WEALTHCARE CAPITAL MANAGEMENT LLCCRD 111119 · RICHMOND, VA$3,928,651,410.00Regulatory AUM · August 2026
- WEALTHCARE CAPITAL PARTNERS, LLCCRD 330300 · WEST CHESTER, PA$407,400,746.00Regulatory AUM · August 2026
- WEALTHCARE INVESTMENT PARTNERS LLCCRD 296475 · PORTSMOUTH, RI$859,629,575.00Regulatory AUM · August 2026
- WEALTHCOLLAB LLCCRD 269840 · BELLEVUE, WA$316,209,943.00Regulatory AUM · August 2026
- WEALTHCREST FINANCIAL SERVICES, LLCCRD 130049 · SPRINGFIELD, VA$507,531,045.00Regulatory AUM · August 2026
- WEALTHDOOR ASSET MANAGEMENT LLCCRD 336825 · SUGAR LAND, TX$7,067.00Regulatory AUM · August 2026
- WEALTHEDGE INVESTMENT ADVISORS, LLCCRD 126337 · NEW YORK, NY$472,094,713.00Regulatory AUM · August 2026
- WEALTHFACE LLCCRD 298984$3,100,260.00Regulatory AUM · August 2026
- WEALTHFD LLCCRD 299248 · CONSHOHOCKEN, PA$87,833,546.00Regulatory AUM · August 2026
- WEALTHFRONT ADVISERS LLCCRD 148456 · PALO ALTO, CA$47,727,850,795.00Regulatory AUM · August 2026
- WEALTHFRONT STRATEGIES LLCCRD 289148 · PALO ALTO, CA$111,555,225.00Regulatory AUM · August 2026
- WEALTHGEN ADVISORS, LLCCRD 306196 · SARASOTA, FL$146,600,000.00Regulatory AUM · August 2026
- WEALTHGUARD ADVISORS, INC.CRD 297192 · PLACERVILLE, CA$172,378,397.00Regulatory AUM · August 2026
- WEALTHHARBOR CAPITAL GROUP, LLCCRD 118614 · METAIRIE, LA$334,662,398.00Regulatory AUM · August 2026
- WEALTHIE ADVISORS, LLCCRD 340058 · BROOKLYN, NY$27,322.00Regulatory AUM · August 2026
- WEALTHJAR INVESTMENT ADVISORY, LLCCRD 288484 · HONOLULU, HI$6,433,752.00Regulatory AUM · August 2026
- WEALTHKARE.COM, INC.CRD 115111 · MOUNT UNION, PA$136,653,708.00Regulatory AUM · August 2026
- WEALTHMARK, LLCCRD 144948 · BELLINGHAM, WA$132,000,000.00Regulatory AUM · August 2026
- WEALTHMD CORPORATIONCRD 140498 · LOUISVILLE, KY$250,521,809.00Regulatory AUM · August 2026
- WEALTHMEUP ADVISORS LLCCRD 335157 · NEW YORK, NY$75,931.00Regulatory AUM · August 2026
- WEALTHN LLCCRD 285915 · NEWTOWN SQUARE, PA$1,500,000.00Regulatory AUM · August 2026
- WEALTHNEST CAPITAL INC.CRD 281725 · STATEN ISLAND, NY$34,889,134.00Regulatory AUM · August 2026
- WEALTHPLAN INVESTMENT MANAGEMENT LLCCRD 311364 · OMAHA, NE$2,185,239,312.00Regulatory AUM · August 2026
- WEALTHPLAN PARTNERS, LLCCRD 305026 · OMAHA, NE$1,120,185,963.00Regulatory AUM · August 2026
- WEALTHPLANS, LLCCRD 311560 · FREDERICK, MD$219,586,872.00Regulatory AUM · August 2026
- WEALTHPOINT FINANCIAL LLCCRD 332312 · CRAMERTON, NC$147,097,327.00Regulatory AUM · August 2026
- WEALTHPRO, LLCCRD 127907$52,417,711.00Regulatory AUM · August 2026
- WEALTHQUEST CORPORATIONCRD 141473 · CINCINNATI, OH$2,223,229,116.00Regulatory AUM · August 2026
- WEALTHRAMP, INC.CRD 290683Not availableRegulatory AUM · August 2026
- WEALTHRISE FINANCIAL PLANNING, LLCCRD 283764 · CARLSBAD, CA$136,033,057.00Regulatory AUM · August 2026
- WEALTHSHAPE LLCCRD 226733 · WINDSOR, CT$109,423,270.00Regulatory AUM · August 2026
- WEALTHSHIELD PARTNERS, LLCCRD 169584 · CARY, NC$1,265,665,461.00Regulatory AUM · August 2026
- WEALTHSPAN INVESTMENT MANAGEMENT, LLCCRD 309553 · GRAND RAPIDS, MI$93,058,700.00Regulatory AUM · August 2026
- WEALTHSPAN PARTNERS, LLCCRD 297712 · DAVENPORT, IA$451,119,416.00Regulatory AUM · August 2026
- WEALTHSPIRE ADVISORS LLCCRD 106181 · NEW YORK, NY$34,322,977,688.00Regulatory AUM · August 2026
- WEALTHSPIRE RETIREMENT, LLCCRD 121254 · ALISO VIEJO, CA$38,609,440,509.00Regulatory AUM · August 2026
- WEALTHSPRING CAPITAL LLCCRD 301040 · WEST HARRISON, NY$514,983,003.00Regulatory AUM · August 2026
- WEALTHSPRING PARTNERS, LLCCRD 322756 · LONG BEACH, CA$370,181,742.00Regulatory AUM · August 2026
- WEALTHSTAR ADVISORS, LLCCRD 164957 · PLANO, TX$723,608,845.00Regulatory AUM · August 2026
- WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.CRD 160057 · VIRGINIA BEACH, VA$214,279,037.00Regulatory AUM · August 2026
- WEALTHTRUST ASSET MANAGEMENT, LLCCRD 174901 · DESTIN, FL$217,382,332.00Regulatory AUM · August 2026
- WEALTHTRUST AXIOM, LLCCRD 145186 · WAYNE, PA$899,555,956.00Regulatory AUM · August 2026
- WEALTHUNITE ADVISORS, LLCCRD 285807 · MANHASSET, NY$63,087,515.00Regulatory AUM · August 2026
- WEALTHVALUES, LLCCRD 140004 · REDWOOD CITY, CA$466,520,722.00Regulatory AUM · August 2026
- WEALTHVIEW CAPITAL, LLCCRD 149476 · JACKSON, MS$319,473,403.00Regulatory AUM · August 2026
- WEALTHWAY FINANCIAL ADVISORSCRD 108824 · NORFOLK, VA$245,569,000.00Regulatory AUM · August 2026
- WEALTHYX LLCCRD 172380$750.00Regulatory AUM · August 2026
- WEATHERBIE CAPITAL, LLCCRD 105991 · BOSTON, MA$1,343,099,761.00Regulatory AUM · August 2026
- WEATHERFORD CAPITAL MANAGEMENT LLCCRD 304514 · TAMPA, FL$1,045,821,873.00Regulatory AUM · August 2026
- WEATHERGAGE CAPITAL, LLCCRD 156612 · AUSTIN, TX$1,362,954,590.00Regulatory AUM · August 2026
- WEATHERHELM CAPITAL MANAGEMENT LLCCRD 175019 · CAMBRIDGE, NY$90,630,554.00Regulatory AUM · August 2026
- WEATHERLY ASSET MANAGEMENT LPCRD 106935 · DEL MAR, CA$1,677,953,909.00Regulatory AUM · August 2026
- WEATHERVANE ASSET MANAGEMENT LLCCRD 312424 · FORT LAUDERDALE, FL$384,119,258.00Regulatory AUM · August 2026
- WEAVER C. BARKSDALE & ASSOCIATES, INC.CRD 105098 · NASHVILLE, TN$3,006,336,728.00Regulatory AUM · August 2026
- WEAVER CAPITAL MANAGEMENT, LLCCRD 135037 · SUWANEE, GA$537,758,883.00Regulatory AUM · August 2026
- WEAVER CONSULTING GROUP, LLCCRD 287895 · HUNTINGTON BEACH, CA$1,046,310,818.00Regulatory AUM · August 2026
- WEBB ADVISORS INCORPORATEDCRD 106617 · BLOOMINGTON, MN$397,200,000.00Regulatory AUM · August 2026
- WEBER ASSET MANAGEMENT, INC.CRD 106267 · LAKE SUCCESS, NY$651,500,529.00Regulatory AUM · August 2026
- WEBER CAPITAL MANAGEMENT LLCCRD 109624$120,225,941.00Regulatory AUM · August 2026
- WEBER CONTRACTING, LLCCRD 133181 · CHANHASSEN, MN$120,611,435.00Regulatory AUM · August 2026
- WEBER HARTMANN VRIJHOF & PARTNERS LTD.CRD 156928$235,195,917.00Regulatory AUM · August 2026
- WEBS CREEK CAPITAL MANAGEMENT LPCRD 301259 · DALLAS, TX$1,254,428,430.00Regulatory AUM · August 2026
- WEBS INVESTMENTS INC.CRD 333355$10,006,893.00Regulatory AUM · August 2026
- WEBSTER EQUITY PARTNERS, L.P.CRD 156729 · WALTHAM, MA$10,313,544,856.00Regulatory AUM · August 2026
- WEBSTER STREET INVESTMENT ADVISORS LLCCRD 298027$113,737,962.00Regulatory AUM · August 2026
- WEBSTERROGERS FINANCIAL ADVISORS, LLCCRD 121006 · FLORENCE, SC$460,501,525.00Regulatory AUM · August 2026
- WEBULL ADVISORS LLCCRD 304881 · ST PETERSBURG, FL$48,858,729.00Regulatory AUM · August 2026
- WEDBUSH FUND ADVISERS, LLCCRD 334057 · PASADENA, CA$1,021,187,354.00Regulatory AUM · August 2026
- WEDBUSH SECURITIES INC.CRD 877 · PASADENA, CA$5,684,848,455.00Regulatory AUM · August 2026
- WEDGE CAPITAL MANAGEMENT LLPCRD 106234 · CHARLOTTE, NC$7,755,000,000.00Regulatory AUM · August 2026
- WEDGEWOOD ASSET MANAGEMENT, LLCCRD 312054 · REDONDO BEACH, CA$174,534,906.00Regulatory AUM · August 2026
- WEDGEWOOD INVESTORS INCCRD 104834 · ERIE, PA$215,846,291.00Regulatory AUM · August 2026
- WEDGEWOOD PARTNERS, INC.CRD 21923 · ST LOUIS, MO$560,727,211.00Regulatory AUM · August 2026
- WEDMONT PRIVATE CAPITAL, LLCCRD 305815 · WEST CHESTER, PA$3,440,714,185.00Regulatory AUM · August 2026
- WEIGEL FIDUCIARY ASSET MANAGEMENTCRD 310903$76,129,200.00Regulatory AUM · August 2026
- WEIK CAPITAL MANAGEMENT, INCCRD 107068 · WYOMISSING, PA$334,697,063.00Regulatory AUM · August 2026