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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Wfa Asset Management Corporation Whitefish Bay WI US 207.4 
Wfa Wealth Managers San Diego CA US 266.6 
Wfg Advisors, LP Dallas TX US 1498.5 
Wfg Associates, Inc. 0.0 
Wgi LLC 9.2 
Wgs Management Service, Inc Rochester NY US 19.8 
Wgw Advisors Richmond VA US 15.2 
Whale Rock Capital Management Boston MA US 2236.3 
Whalen Capital, Inc. Schofield WI US 48.2 
Whalerock Point Partners, LLC Providence RI US 411.8 
Whaley Capital Group, LLC Charlottesville VA US 0.0 
Whard Stewart Chichester, West Sussex UK 0.0 
Whard Stewart Chichester, West Sussex UK 0.0 
Wharton Business Group, LLC Malvern PA US 2040.4 
Wharton Financial Group Sagamore Beach MA US 0.0 
Wharton84 Capital Management, LLC 0.0 
Whb Investment Adviser, LLC 1.0 
Wheat Givens Financial, LLC Mckinney TX US 60.7 
Wheatland Advisors Inc Lancaster PA US 153.1 
Wheeler & Mote, LLC 3.4 
Wheeler Financial Planning LLC St. Charles MO US 0.0 
Wheelock Street Capital LLC Greenwich CT US 0.0 
Whelan Capital Management, Inc. Redwood City CA US 39.4 
Whelan Financial Fresno CA US 238.9 
Whetstone Capital Advisors Mission Woods KS US 208.7 
Whf Investment Management, LLC 3.5 
Whi Real Estate Partners L.P. Chicago IL US 563.0 
Whipplewood Advisors, LLC Littleton CO US 10.7 
Whippoorwill Associates Inc White Plains NY US 70.2 
Whistler Asset Management 0.5 
Whiston Asset Management New York City NY US 17.2 
Whitaker Financial Advisors, LLC West Springfield MA US 0.1 
Whitcomb & Hess, Inc. Ashland OH US 132.4 
Whitcraft Capital Management Palo Alto CA US 10.3 
White & Company Financial Planning, Inc. Sunnyside WA US 55.1 
White Bison Boulder CO US 93.8 
White Brook Capital 4.0 
White Cedar Capital Inc New York NY US 63.5 
White Crest Capital 4.7 
White Deer Energy Houston TX US 1934.3 
White Elm Capital, LLC Greenwich CT US 971.9 
White Horse Advisors, LLC Atlanta GA US 87.6 
White Investment Management Texarkana TX US 0.0 
White Lighthouse Investment Management S.a.r.l. 1006 Lausanne CZ 32.4 
White Lighthouse Investment Management, Inc. Lexington MA US 159.6 
White Mountains Advisors LLC Guilford CT US 4986.4 
White Oak Capital Management 0.0 
White Oak Capital Management Bartlett TN US 5.9 
White Oak Financial Management, Inc Asheville NC US 63.4 
White Oak Global Advisors, LLC San Francisco CA US 2898.6 
White Oak Partners Investment Advisor, LLC Westerville OH US 591.0 
White Oak Systems 1.9 
White Oak Wealth LLC 0.0 
White Oaks Investment Management, Inc Longboat Key FL US 302.6 
White Oaks Wealth Advisors, Inc. Minneapolis MN US 414.1 
White Peaks Asset Management, LLC 16.1 
White Pine Capital LLC Minneapolis MN US 302.7 
White Pine Investment Co Livonia MI US 230.8 
White Pine Investments Wolfeboro NH US 16.0 
White River Capital, LLC 0.2 
White River Investment Partners, LLC San Francisco CA US 100.6 
White Rock Capital Dallas TX US 92.0 
White Rock Oil & Gas Holdings, LLC Dallas TX US 390.5 
White Square Capital LLP London UK 0.0 
White Wealth Managers, LLC 19.4 
White Wing Wealth Management, LLC The Woodlands TX US 48.0 
White, Dunkirk Price Investment Advisory Inc. Irvine CA US 22.1 
White, Roberts & Stratton, Inc. Flossmoor IL US 0.0 
Whitebox Advisors LLC Minneapolis MN US 8863.2 
Whitebox Advisors LLC Minneapolis MN US 8863.2 
Whitehall Financial Service, Inc. Cincinnati OH US 6.9 
Whitehall-parker Securities, Inc San Francisco CA US 14.0 
Whitehart Partners, LLC Venice CA US 0.0 
Whitehaven Asset Management, LP New York NY US 596.4 
Whitehaven Asset Management, LP New York NY US 596.4 
Whitehorse Capital Partners, L.P. Dallas TX US 127.1 
Whitehorse Liquidity Partners Inc. Toronto CA 0.0 
Whitener Capital Management, Inc Rocky Mount NC US 187.7 
Whiterock Financial, LLC 7.3 
Whitespace Financial, LLC Palo Alto CA US 19.5 
Whitestar Advisors, LLC Boca Raton FL US 458.6 
Whitestone Capital Management, Inc. 1.8 
Whitestone Global Partners Palm Beach Gardens FL US 0.0 
Whitestone Wealth Management, LLC Fort Lauderdale FL US 0.0 
Whitetail Rock Capital Management, LLC Lincoln NE US 1239.3 
Whitetail Rock Capital Management, LLC Lincoln NE US 1239.3 
Whitetree Investments 1.0 
Whitewater Wealth 18.0 
Whitfill Investment Management, LLC Kingwood TX US 4.0 
Whitford Advisory Service, LLC Paoli PA US 8.3 
Whitford Asset Management LLC Paoli PA US 0.0 
Whitley Energy Capital Partners L.P. Houston TX US 11.0 
Whitley Penn Financial, L.L.P. Fort Worth TX US 395.5 
Whitman Financial Service, LLC. Wakefield Ma 0.0 
Whitmore Financial Planning Creede CO US 0.0 
Whitnell & Co Oak Brook IL US 940.4 
Whitney & Company Rochester NY US 395.7 
Whitney And Associates, Inc 16.0 
Whitney Asset Management, LLC Walnut Creek CA US 0.0 
Whitney Financial Strategies, LLC San Antonio TX US 5.0 
Whitney Holdings LLC New Canaan CT US 0.0 
Whittington, William Gary Corpus Christi TX US 0.0 
Whjr Associates Campbell CA US 174.0 
Whn Investor Service, Inc. Brookfield WI US 11.7 
Whole Wealth Management Portsmouth NH US 0.0 
Whvp Zurich CZ 107.5 
Wi Harper Group Inc San Francisco CA US 0.0 
Wi Harper Inc Vi Management Limited Taipei TW 0.0 
Wi Partners, LLC Boston MA US 28.0 
Wiara Investment Management, LLC Appleton WI US 5.1 
Wichita Wealth Management, LLC Wichita KS US 21.6 
Wicklow Wealth Management, Inc. Northglenn CO US 0.0 
Wickman Paterson Corrigan Mcminnville OR US 0.0 
Widener & Asher Asset Management LLC Ellinwood KS US 8.9 
Wieder Financial Corporation. Yonkers NY US 7.5 
Wiederman & Associates Tustin CA US 0.0 
Wiedower Capital 0.8 
Wiener Financial Management 113.0 
Wieniewitz Wealth Management, LLC 0.0 
Wienken Advisors, Limited. Mechanicsburg PA US 0.0 
Wiese Capital Management Inc Westport CT US 11.6 
Wiggin Financial Planning , P.a. Fort Lauderdale FL US 13.1 
Wil, LLC Palo Alto CA US 0.0 
Wilbanks Securities Advisory Oklahoma City OK US 137.0 
Wilbanks, Smith & Thomas Asset Management, LLC Norfolk VA US 2684.0 
Wilbanks, Smith & Thomas Asset Management, LLC Norfolk VA US 2684.0 
Wilbur And Wilbur, Inc. 1.3 
Wilcox Advisors, Inc. Henderson NV US 13.6 
Wilcox Financial, Inc. Toledo OH US 0.0 
Wilcox Investment, Inc. 128.8 
Wildcat Capital Management, LLC New York NY US 1910.2 
Wildcat Venture Partners, LLC San Mateo CA US 0.0 
Wilde Capital Management, LLC Summit NJ US 3.7 
Wildermuth Advisory, LLC Alpharetta GA US 42.1 
Wildermuth Asset Management, LLC Alpharetta GA US 89.1 
Wilen Investment Management Corporation. 235.0 
Wiley Bros.-aintree Capital, LLC Nashville TN US 237.6 
Wiley Group West Conshohocken PA US 278.1 
Wilhelm Financial Service, Pllc 77.7 
Wilhelm, Gary Gordon 1.1 
Wilkerson Resource Advisors Arden Hills MN US 0.0 
Wilkins Investment Counsel, Inc Boston MA US 464.4 
Wilkins Miller Wealth Management, LLC Mobile AL US 61.6 
Wilkinson Capital Management, LLC St. Paul MN US 25.5 
Wilkinson Financial LLC The Woodlands TX US 14.0 
Wilkison Investment Service, LLC 6.2 
Will Financial Planning 0.0 
Willamette Financial Advisors, LLC Lake Oswego OR US 75.3 
Willard B Saperston, Inc. Hamburg NY US 6.3 
Willard Mills Advisory, LLC Brentwood TN US 4.3 
Willenbrock Financial Planning 3.9 
William A Cummins & Sons Inc Westwood NJ US 0.0 
William A. Little & Company 0.0 
William Allan, LLC Woodland Hills CA US 38.2 
William B. Larson, Cpa, LLC 0.0 
William B. Walkup & Associates, Inc. Columbia SC US 84.7 
William Bailey, Ea LLC Atlanta GA US 1.5 
William Blair & Company LLC. Chicago IL US 16216.7 
William Blair Investment Management, LLC Chicago IL US 57037.1 
William C. Hoeffer, Jr. Inc. Glendale CA US 0.0 
William C. Nugent, Ii 0.0 
William Edward Durnan Parsippany NJ US 20.0 
William F. Walton & Associates, Financial Consultants, Inc. Longmont CO US 4.0 
William G. Koch & Associates Wyomissing PA US 0.0 
William G. Tharp Ii & Associates San Ramon CA US 0.0 
William Greenleaf Eliot Seed Fund Manager St. Louis MO US 0.0 
William H. Langdon, Ph.d. 11.5 
William Harris Investors, Inc. Chicago IL US 1629.7 
William Henry Yarnall Iii 0.0 
William Horsfall And Associates 0.0 
William Howard & Co Financial Advisors, Inc Memphis TN US 198.0 
William J. James, Inc. 6.0 
William J. Krause Cpa, P.c. Wolfeboro NH US 0.0 
William J. Sumski 4.8 
William Jordan Investments, Inc. Laguna Hills CA US 94.8 
William Joseph Capital Management,LLC Bristol CT US 0.0 
William K. Woodruff & Co, LLC 3.8 
William L Frick Ocean City MD US 0.0 
William L. Reich & Associates, Inc. 7.5 
William Mack & Associates Inc Troy MI US 306.1 
William Oneil + Company Los Angeles CA US 0.0 
William Palmer Associates, LLC 12.8 
William R Diepenbrock Jr. St Louis MO US 23.5 
William R. Scheel, Investment Adviser 2.0 
William R. Verhagen, Cfp, Cpa, Cfs, Clu, Casl Bloomington IN US 0.0 
William Roane Skeeters, Inc. Dallas TX US 20.9 
William Russell Welch Houston TX US 0.0 
William S. Orchison, Inc. 0.0 
William Scott Capital, LLC Ogden UT US 0.0 
William V. Scott, Investment Advisor 0.0 
William Wolcott Hall Investment Adviser 26.1 
William Wright Associates Limited Walnut Creek CA US 111.9 
Williams 360 Financial Advisory, LLC 9.5 
Williams Advisory Service, LLC Wellesley MA US 0.0 
Williams Capital Corporation Elmira NY US 0.0 
Williams Capital Investments, LLC Atlanta GA US 0.0 
Williams Capital Management 12.0 
Williams Capital Management Company Wilmette IL US 64.3 
Williams Capital Management, LLC New York NY US 88.0 
Williams Financial Management, LLC Bennington VT US 16.5 
Williams Financial Service, LLC 4.2 
Williams Investment Management, Inc. 71.5 
Williams Market Analytics LLC 2.5 
Williams Palmer Bellevue WA US 71.9 
Williams Wealth Management Group, Inc. Bradenton FL US 33.2 
Williams Wealth Management, Inc. Los Angeles CA US 0.0 
Williams Wealth Management, LLC Nashua NH US 32.7 
Williams, Jones & Associates, LLC New York NY US 6586.5 
Williams, Parsons & Schiller Financial Advisors, LLC Sandpoint ID US 15.4 
Williams, Ronald Gaylord Sweetwater TX US 10.6 
Williamsburg Capital Management Inc 1.3 
Williamson Advisory Service, Inc. Atlanta GA US 90.9 
Willie J. Price, Inc 0.0 
Willingdon Wealth Management LLC Huntersville NC US 400.2 
Willingdon Wealth Management LLC Huntersville NC US 400.2 
Willink Asset Management LLC East Aurora NY US 30.4 
Willis Financial Service, Inc. 24.2 
Willis Investment Counsel Inc Gainesville GA US 1880.3 
Willis Investment Management Co Charlottesville VA US 136.9 
Willis Johnson & Associates, Inc. Houston TX US 364.2 
Willis Johnson & Associates, Inc. Houston TX US 364.2 
Willis Securities, Inc. New York NY US 0.0 
Willis Stein & Partners Management Iii, LLC. Northbrook IL US 355.0 
Willner & Heller LLC Encino CA US 76.0 
Willow Creek Wealth Management, Inc. Sebastopol CA US 903.7 
Willow Grove Advisors, LLC Berkeley CA US 56.1 
Willow Planning Group, LLC 0.6 
Willow Wealth Management,LLP Hermitage PA US 0.0 
Willowbridge Associates Inc. Plainsboro NJ US 928.8 
Willowfield Ventures LLC 0.0 
Willowridge Partners, Inc. New York NY US 1245.8 
Wills Financial Group Richmond VA US 194.9 
Wilma J. Engel 51.3 
Wilmerding Miller & Co Inc 41.2 
Wilmington Capital Securities, LLC Garden City NY US 52.7 
Wilmington Funds Management Corporation Wilmington DE US 10927.7 
Wilmington Trust Investment Advisors, Inc. Baltimore MD US 19945.1 
Wilmington Trust Investment Management Atlanta GA US 341.8 
Wilsey Asset Management Inc San Diego CA US 157.7 
Wilshire Associates Inc Santa Monica CA US 13777.5 
Wilshire Capital Allocation 0.2 
Wilshire Finance Partners, Inc. Los Angeles CA US 0.0 
Wilshire Quinn Capital, Inc. San Diego CA US 5.2 
Wilshire-pennington Group, Inc. Oklahoma City OK US 61.6 
Wilson & Boucher Capital Management, LLC Moraga CA US 124.6 
Wilson & Browning, Inc. Mayfield Heights OH US 11.5 
Wilson Advisors, LLC Clifton Park NY US 0.0 
Wilson Asset Management Santa Barbara CA US 8.8 
Wilson Capital, LLC 9.2 
Wilson David Investment Advisors Aiken SC US 0.3 
Wilson Financial Advisors, Inc. Salt Lake City UT US 400.0 
Wilson Financial Group, LLC Suwanee GA US 18.3 
Wilson Financial, LLC Appleton WI US 0.0 
Wilson Investment Advisory Service, LLC 25.4 
Wilson Investment Management Service 23.3 
Wilson Investment Service 8.2 
Wilson Wealth Management Group, LLC. 3.4 
Wilson, Clark Allen 0.0 
Wilson, Mark Henry 0.0 
Wiltbank, John 0.0 
Wilton Financial Planning, LLC Wilton CT US 0.0 
Wimbledon Capital Advisors LLC Newport Beach CA US 3.9 
Wimmer Associates LLC Pasadena CA US 280.6 
Wimmer Consulting, LLC Irving TX US 74.6 
Win Team Advisory Service Irvine CA US 98.6 
Win Wealth Management, Inc. Denver CO US 119.6 
Win Win Investment Planning, LLC Chandler AZ US 20.6 
Winans Investments Novato CA US 165.9 
Winch Advisory Service LLC Appleton WI US 256.2 
Winchester Capital Management Los Angeles CA US 28.9 
Wincrest Capital Limited. Nassau BS 0.0 
Wind & Rose, LLC 4.4 
Wind Point Partners Chicago IL US 2104.4 
Wind River Ellsworth ME US 63.0 
Windcrest Discovery Investments LLC Norwalk CT US 0.0 
Windcrest Partners Investment Management, LLC New York NY US 156.5 
Windemere Advisors, LLC Valdosta GA US 3.4 
Windermere Wealth Advisors, LLC Milwaukee WI US 25.8 
Windham Capital Advisory Service 0.0 
Windham Capital Group, Inc. 0.0 
Windham Capital Management, LLC Boston MA US 906.9 
Windham Financial Service, Inc. 18.9 
Windhaven Investment Management, Inc. Boston MA US 8961.2 
Windhaven Investment Management, Inc. Boston MA US 8961.2 
Windhorse Capital Management, LLC Boston MA US 409.9 
Windjammer Capital Investors Newport Beach CA US 926.9 
Windmill Capital LLC New York NY US 0.0 
Windmills Capital Inc. Coral Gables FL US 13.5 
Window Rock Capital Partners LLC Gilbert AZ US 179.4 
Windrock Wealth Management Naperville IL US 136.1 
Windrock Wealth Management Naperville IL US 136.1 
Windrose Advisors LLC Waltham MA US 1518.1 
Windrose Retirement Income Planners, Inc. Reno NV US 0.0 
Windsail Capital Group, LLC Boston MA US 0.0 
Windsor Advisory Group, LLC Columbus OH US 936.7 
Windsor Capital Management, LLC Phoenix AZ US 506.2 
Windsor Financial Group LLC Minneapolis MN US 539.0 
Windsor Financial Group LLC Minneapolis MN US 539.0 
Windsor Group Limited Indianapolis IN US 978.9 
Windsor Securities Inc Ardmore PA US 94.9 
Windsor Securities, LLC Scotts Valley CA US 0.7 
Windward Asset Management LLC 1.1 
Windward Capital Management Co Los Angeles CA US 554.7 
Windward Capital Management LLC 0.0 
Windward Partners, LLC. 12.2 
Windward Private Wealth Management Inc. Overland Park KS US 157.5 
Windward Wealth Strategies, Inc. Oshkosh WI US 161.9 
Windy City Asset Management LLC Chicago IL US 0.0 
Windy Hill Ventures, Inc. 0.0 
Wine Country Wealth Management, LLC 0.7 
Wineberg Solheim Howell & Shain Pc Chicago Il 0.0 
Winebrenner Capital Management LLC Louisville KY US 100.3 
Winfield Associates Inc Cleveland OH US 203.8 
Wing Venture Partners Menlo Park CA US 0.0 
Wingate Advisors, LLC. Dallas TX US 426.8 
Wingate Capital Advisors LLC Tulsa OK US 1.1 
Wingate Wealth Advisors, Inc. Lexington MA US 535.0 
Wingert Investment Management, LLC 2.9 
Wingspan Investment Management, LP New York NY US 0.0 
Winiecki Wealth Management 32.5 
Winkler Financial Planning, LLC Norcross GA US 19.4 
Winning Points Advisors, LLC. Boca Raton FL US 200.0 
Winning The Money Game, LLC Alpharetta GA US 0.0 
Winona Capital Chicago IL US 275.2 
Winship Park Asset Management, LLC Ross CA US 38.1 
Winslow Asset Management Inc Beachwood OH US 553.7 
Winslow Capital Management LLC Minneapolis MN US 21759.8 
Winslow Financial LLC Lake Forest IL US 26.1 
Winslow Group, LLC 0.0 
Winslow Wealth Management LLC Boston MA US 120.8 
Winslow, Evans & Crocker, Inc. Boston MA US 615.2 
Winston & Company, Inc. 20.5 
Winston Capital Management LLC Arlington VA US 1215.1 
Winston Investment Management, Inc. Cincinnati OH US 163.9 
Winston Paul Capital Management, Inc. 1.7 
Winten Investment Partners, LLC 10.0 
Winter Harbor Advisors, LLC. 6.1 
Wintergreen Advisers, LLC Mountain Lakes NJ US 548.8 
Winters & Co. Advisors, LLC 0.0 
Winterset Investments, LLC Pittsburgh PA US 22.0 
Winthrop Capital Management Indianapolis IN US 261.3 
Winthrop Capital Management Indianapolis IN US 261.3 
Winthrop Financial, Inc. Buffalo NY US 184.3 
Winthrop Partners - Epa, LLC Buffalo NY US 0.0 
Winthrop Partners - Epa, LLC Buffalo NY US 0.0 
Winthrop Partners - Wny, LLC Buffalo NY US 0.0 
Winthrop Partners - Wny, LLC Buffalo NY US 176.3 
Winthrop Partners - Wpa , LLC Buffalo NY US 0.0 
WINTHROP WEALTH MANAGEMENT BOSTON MA US 0.0 
Winton Capital Management Limited. London UK 21157.0 
Winton Capital Us LLC New York NY US 51.4 
Winton Fund Management Limited London UK 0.0 
Wintrice Money Advisors, LLC 1.0 
Winvest Investments L.P. Montrose CO US 50.7 
Wiregrass Asset Management Boston GA US 0.0 
Wisco Investment Management LLC Madison WI US 9.8 
Wisconsin Capital Management, LLC Madison WI US 58.9 
Wisconsin Investment Service, LLC Kewaskum WI US 25.0 
Wisconsin Wealth Advisors, LLC Sun Prairie WI US 53.4 
Wisdom Financial Service, LLC Geneseo IL US 0.0 
Wisdom Investment Strategies, LLC Rocky River OH US 8.6 
Wisdom Investments, Inc. Arlington Heights IL US 20.0 
Wisdom Planning, LLC Haddonfield NJ US 0.0 
Wisdom Wealth Investment Advisors LLC Worthington OH US 83.9 
Wisdom Wealth Planning, LLC. Wichita KS US 23.5 
Wisdom Wealth Strategies Denver CO US 38.2 
Wisdomtree Asset Management, Inc. New York NY US 39967.9 
Wise Capital Management Inc. Toronto, Ontario CA 63.4 
Wise Investment Management 15.0 
Wise Investment Service, LLC 0.3 
Wise Planning, Inc. 0.0 
Wise Wealth Management, LLC New York NY US 53.9 
Wise Wealth Solutions, LLC 14.0 
Wise Wealth, LLC Lees Summit MO US 6.5 
Wise, James Leroy Stockton CA US 14.8 
Wiseam Neuilly Sur Seine FR 220.0 
Wisebanyan, Inc. Las Vegas NV US 94.4 
Wiseman & Associates Wealth Management Winchester VA US 112.5 
Wiseowl Capital, LLC 17.4 
Wiser Financial Coaching, LLC Durham NC US 53.0 
Wiser Investments 4.0 
Wiser Wealth Management, Inc Marietta GA US 55.0 
Wisewealth Financial Advisors 0.0 
Wishbone Management, LP Chicago IL US 232.8 
Wismar Financial LLC 0.0 
Withum Wealth Management Red Bank NJ US 284.0 
Witmer Tax & Financial Service, LLC Willow Street PA US 0.0 
Witnauer Sloan & Associates LLC Scottsdale AZ US 20.9 
Witt Financial Group, LLC Crossville TN US 27.1 
Wittenberg Investment Management Inc 273.7 
Wittenberg, Steven S. Cardiff By The Sea CA US 0.0 
Witter & Lester Inc Huntsville AL US 6.1 
Witter & Westlake Investments Louisville KY US 8.5 
Wittman Capital Management Investment & Estate Counsel,LLC Henderson NV US 11.7 
Wixon Advisors, Inc. Maple Grove MN US 56.1 
Wj Financial Advisors, LLC Killingworth CT US 47.6 
Wj Interests, LLC Sugar Land TX US 273.6 
Wj Wealth Management Glendale AZ US 59.3 
Wjl Financial Advisors 10.7 
Wjm Capital Management LLC 11.0 
Wjm Capital Management, Inc. 7.5 
Wjr Financial, LLC Southport CT US 40.8 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
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