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Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
W & S Management Services, Inc. Rochester NY US 41.7 
W David Coffman, Cpa, Cfp Austin TX US 0.0 
W Wealth Advisors 0.0 
W&C Advisory Group, LLC Irvine CA US 0.0 
W&L Capital Management, LLC 2.3 
W. Clay Allen 17.0 
W. Elizabeth Watts, Cpa 0.0 
W. H. Reaves & Co., Inc. Jersey City NJ US 1852.8 
W. J. Moore, Investment Adviser, LLC 0.0 
W.A. Wimberly & Associates, Inc. Jackson MS US 12.3 
W.E. Donoghue & Co., Inc. Norwood MA US 335.0 
W.E. Griffith & Associates, LLC Washington PA US 1.0 
W.E. Nightingale & Co., Inc. 14.2 
W.H. Colson & Associates, Inc. Greenville NC US 0.0 
W.H. Cornerstone Investments, LLC 29.0 
W.H. Lewis Financial, LLC 0.2 
W.H. Mcdonald, LLC 0.0 
W.J. Christie International Planning Corp. Melville NY US 0.0 
W.J. Schade Financial Services, LLC 0.7 
W.K. Cooper II Asset Management Corporation Champaign IL US 14.1 
W.L. Achenbach & Associates, Inc. St Charles IL US 400.0 
W.M.F. Hoeschele & Associates 0.0 
W.P. Byrnes Group, Inc. Englewood NJ US 0.0 
W.P. Stewart & Co., Ltd. New York NY US 1631.2 
W.P. Stewart Asset Management Ltd. New York NY US 0.0 
W.R. Fuquay & Company St. Louis MO US 1.7 
W.R. Hambrecht + Co., LLC San Francisco CA US 0.3 
W.R. Huff Asset Management Co., L.L.C. Morristown NJ US 1781.7 
W.R. Sykes & Associates 0.0 
W.R. Taylor & Company, LLC Montgomery AL US 54.0 
W.R.T. Smith & Co. Wilmette IL US 0.0 
W.T. Fyler, Jr./ephesus, Inc. 4.0 
W.wall and Company, Inc. Asheville NC US 29.3 
W3 Wealth Advisors, LLC Akron OH US 0.0 
WA Financial Group Federal Way WA US 0.0 
Wabash Capital, Inc. Terre Haute IN US 0.0 
Wachovia Global Securities Lending Los Angeles CA US 56889.0 
Wachusett Financial Management 4.9 
Wada Capital Management, LLC EL Cerrito CA US 7.1 
Waddell & Associates Inc Memphis TN US 545.2 
Waddell & Reed, Inc. Overland Park KS US 5016.4 
Wade Baker, Inc. 0.0 
Wade Financial Advisory, Inc. Campbell CA US 0.0 
Wade Financial Group Inc Minneapolis MN US 289.4 
Wade Management LLC 0.0 
Wafra Investment Advisory Group, Inc. New York NY US 0.0 
Wagener-Lee Wealth Advisors Columbia MD US 0.0 
Wagner Bowman Management Corp Baltimore MD US 298.2 
Wagner Investment Management Inc. Denver CO US 855.4 
Wagner Wealth Management LLC Indianapolis IN US 1.0 
Wagner Wealth Management, LLC Denver CO US 233.0 
Wagner, Loftin Investment Services Pleasant Hill CA US 97.0 
Wahl, Arthur Edward 0.8 
Wahlberg Financial Services 2.0 
Wahrenbrock Captial Management Bakersfield CA US 0.0 
Wainwright Investment Counsel LLC Boston MA US 3376.5 
Wake Asset Management S.A. Geneva CH 225.0 
Wakefield Asset Management, Inc. Greenwood Village CO US 66.9 
Wakefield Asset Management, Lllp Englewood CO US 111.0 
Wakefield Capital Management, Inc. Chevy Chase MD US 37.0 
Wakefield Financial Planning, LLC 4.0 
Wakley & Roberton Inc Bellevue WA US 105.8 
Walbert Capital Management, LLC New Canaan CT US 14.9 
Walbridge Capital Advisors LLC 21.0 
Walden Capital Advisors, LLC Bala Cynwyd PA US 89.3 
Waldman Financial Advisers Vienna VA US 89.0 
Waldron Wealth Management Bridgeville PA US 0.0 
Walen Financial Group Toledo OH US 0.0 
Wales Investments Inc San Jose CA US 39.2 
Walker & Associates 18.4 
Walker Capital Advisory Services, Inc. Norcross GA US 60.0 
Walker Financial Advisors Inc Mission Viejo CA US 78.4 
Walker Wealth Management, LLC 0.0 
Walkey Financial Services Needham Heights MA US 0.0 
Wall & Associates 614.9 
Wall and Company 0.5 
Wall Financial Consultants LLC Neptune NJ US 0.0 
Wall Financial Group, Inc. Altoona PA US 0.0 
Wall Financial Group, LLC Redmond WA US 0.0 
Wall Foss Advisors, Inc. Lakeland FL US 116.4 
Wall Investment Group, Inc. Orland Park IL US 25.6 
Wall St Investment LP New York NY US 0.5 
Wall St Securities Advisors Inc 0.0 
Wall Street Access Asset Management, LLC New York NY US 256.1 
Wall Street Advisors L.L.C. 0.0 
Wall Street Asset Management, LLC Rockville MD US 1.1 
Wall Street Associates LA Jolla CA US 1570.9 
Wall Street Capital Advisors, LLC. St. Louis MO US 0.0 
Wall Street Financial Group, Inc Fairport NY US 492.2 
Wall Street Financial Group, Inc. Carlinville IL US 18.7 
Wall Street Financial Planners, Inc. 2.6 
Wall Street Investment Management, LLC 0.0 
Wall Street Management Corporation New York NY US 12.2 
Wall Street Money Management Group, Inc. Boca Raton FL US 17.1 
Wall Street Online 0.5 
Wall Street Resource, LLC 5.4 
Wallace & Associates Financial Services Concord NH US 0.0 
Wallace Advisors 3.7 
Wallace Capital Management, Inc. Dallas TX US 168.2 
Wallace Investment Management and Research LLC 3.2 
Wallace R. Weitz & Company Omaha NE US 3789.3 
Wallach Planning & Investments 3.2 
Wallender, Timothy Joseph 19.6 
Waller & Wax Advisors, Inc. Tampa FL US 0.0 
Waller Financial Planning Group Inc Columbus OH US 234.2 
Wallington Asset Management Indianapolis IN US 365.4 
Wallis, Scott A 0.0 
Wallkill Valley Financial Advisors Wallkill NY US 2.2 
Walloch Capital Advisors 0.0 
Walls Investment Management Company Bluffton SC US 65.0 
Wallstreete Investment Advisors Coral Gables FL US 0.0 
Wallstreeti.com New York NY US 19.6 
Walnut Asset Management LLC Philadelphia PA US 579.4 
Walnut Hill Advisors, LLC Medford MA US 7.8 
Walnut Investment Services LLC Brooklyn NY US 19.5 
Walnut Street Securities, Inc. New York NY US 882.6 
Walpole Financial Advisors, LLC Goleta CA US 30.1 
Walrus Partners, LLC 28.2 
Walsh & Associates, Ltd. Dekalb IL US 0.0 
Walsh Financial Planning, LLC 0.0 
Walsh Financial Services 14.0 
Walsh Financial Solutions, LLC Golden CO US 0.0 
Walsky Investment Management Inc Wyomissing PA US 51.9 
Walstad Investment Counsel, Inc. Santa Barbara CA US 39.5 
Walstead Associates Investment Advisors, LLC Baytown TX US 5.8 
Walston Investment Management 0.0 
Walsvick & Scarbrough Investment Advisors, LLC Santa Rosa CA US 0.0 
Walsvick Financial Management, LLC 0.0 
Walt St Wsim Ltd 44.3 
Walter & Keenan Finanical Consulting Co South Bend IN US 247.5 
Walter & Shuffain Financial Services, LLC Boston MA US 0.0 
Walter J. Reyna, Inc. Mcallen TX US 62.0 
Walter Scott & Partners Limited Edinburgh UK 45096.7 
Walterman Financial Management, LLC Atlanta GA US 15.5 
Walton & Company, Cpas, Pllc Boca Raton FL US 14.0 
Walton Street Capital, L.L.C. Chicago IL US 2665.4 
Wama Actuarial & Consulting, LLC 0.0 
Wamberg Asset Management, LLC Chicago IL US 0.0 
Wambia Capital Management, LLC 0.0 
Wambolt & Associates, LLC Littleton CO US 70.0 
Wamu Investments, Inc. Irvine CA US 40.3 
Wanda Neislar, Cpa, Cfp LLC 1.8 
Wander Financial Services, LLC New York NY US 16.8 
Wanger Financial Planning 0.0 
Wanger Omniwealth, LLC Chicago IL US 241.2 
Wank & Liptzin Advisory Services LLC Mineola NY US 0.0 
Wanner & Associates 0.5 
Wanzenberg Partners, LLC Chicago IL US 3.7 
Wapg, LLC 0.0 
Warburton Capital Management, LLC Tulsa OK US 48.7 
Ward & Associates 0.0 
Ward & Company Anoka MN US 0.0 
Ward Capital Management, Inc. 7.5 
Ward Ferry Management (Bvi) Limited Hong Kong HK 726.4 
Ward Ferry Management Limited Hong Kong HK 726.4 
Ward Financial Waltham MA US 2.8 
Ward Financial Advisors, Ltd. Columbia SC US 64.7 
Ward Wealth Management Services, Inc. Stillwater OK US 30.8 
Warden Wealth Management, LLC Milwaukee WI US 15.9 
Warfield Associates, Inc. New York NY US 77.7 
Warga Asset Management 90.8 
Warisan Capital LLC Westport CT US 16.3 
Warner Financial Group, Inc. Plano TX US 0.0 
Warner Financial Services, L.L.C. Woodstown NJ US 0.0 
Warner Financial, Inc Bethesda MD US 110.1 
Warnke/Nichols Ltd. Hales Corners WI US 80.4 
Warrant Publishing LLC 0.0 
Warren & Brannen Company Bainbridge GA US 9.3 
Warren C. Katz and Associates Salem MA US 0.0 
Warren Capital Group Chevy Chase MD US 43.1 
Warren Capital, Corp. Tulsa OK US 0.0 
Warren Financial Group, Inc Kansas City MO US 27.2 
Warren Financial Service Exton PA US 53.5 
Warren Financial Services, Inc. Snohomish WA US 0.0 
Warren Financial Services, LLC Corpus Christi TX US 19.2 
Warren Ward Associates, Financial Planning Columbus IN US 9.3 
Warren Wealth Advisors, LLC Riverside CT US 4.5 
Warren, Averett, Kimbrough and Marino Wealth Management, LLC Birmingham AL US 508.9 
Warrington Partners, LLC Pepper Pike OH US 5.4 
Warshaw Investment Services Sonoma CA US 62.9 
Warsitz Associates Inc. Williamsville NY US 19.1 
Warther Companies, LLC Akron OH US 49.0 
Warwick Partners Bryan TX US 374.0 
Wasatch Advisors Inc Salt Lake City UT US 9943.8 
Wasatch Management Partners, L.L.C. Salt Lake City UT US 73.3 
Wasatch New Mexico Management Partners, LLC Salt Lake City UT US 7.1 
Wasden Financial Management 0.0 
Washburn Capital Management Inc. Vero Beach FL US 74.3 
Washburn Financial Group, LLC Concord NH US 10.4 
Washburne Capital Management LLC New York NY US 106.0 
Washington Asset Advisors, LLC Rockville MD US 0.0 
Washington Capital Management Inc Seattle WA US 2555.2 
Washington Corner Capital Management, LP Florham Park NJ US 98.7 
Washington Financial Group Osterville MA US 21.1 
Washington Financial Group, Inc. 0.0 
Washington Income Advisors Chevy Chase MD US 0.0 
Washington Investment Advisors, LLC Washington DC US 0.0 
Washington Investment Management Co. 2.5 
Washington Investment Network Bethesda MD US 0.0 
Washington Street Investments, LLC 0.0 
Washington Wealth Advisors, LLC Falls Church VA US 37.0 
Washington Wealth Management Middleburg VA US 109.1 
Washington, William West Palm Beach FL US 0.0 
Wasi San Francisco CA US 28.2 
Wasmer Schroeder & Co Inc Naples FL US 3756.3 
Wasmer, Schroeder & Company, LLC Cleveland OH US 566.0 
Wasserman Wealth Management, LLC Farmington Hills MI US 76.4 
Wasson Retirement Services, LLC Rohnert Park CA US 0.0 
Watauga Equity Management, Inc. 0.4 
Watch Hill Capital LLC 0.0 
Watchmaker Advisors, LLC Overland Park KS US 6.2 
Watchtower Capital Management LLC San Francisco CA US 6.4 
Water Asset Management, LLC New York NY US 319.2 
Water Island Capital, LLC New York NY US 2247.4 
Water Oak Advisors, LLC Orlando FL US 701.7 
Water Street Advisers, Inc. 0.0 
Water Tower Wealth Management, Inc. Leawood KS US 0.0 
Water Valley Investment Advisors, Inc. 29.0 
Waterbury and Associates 26.2 
Waterfall Asset Management, LLC New York NY US 1381.5 
Waterfall Investments Inc. Toronto, Ontario CA 0.0 
Waterfield Asset Management, LLC New York NY US 1942.7 
Waterford Advisors, LLC Williamsville NY US 87.1 
Waterford Capital Investment Advisory Services LLC Dallas TX US 0.0 
Waterford Financial Management, LLC Anchorville MI US 6.3 
Waterford Wealth Management, LLC San Antonio TX US 0.0 
Waterfront Financial Services, Inc Neptune NJ US 0.7 
Waterhouse L M & Co Inc Tarrytown NY US 147.5 
Waterline Consulting, LLC Los Angeles CA US 0.0 
Waterline Partners, LLC Los Angeles CA US 522.3 
Watermark Alternative Investment Management New York NY US 25.5 
Watermark Asset Management, Inc. Danville CA US 150.2 
Watermark Group Princeton NJ US 0.0 
Watermark Partners LLC Sauslito CA US 11.1 
Watermark Wealth Management, LLC Indianapolis IN US 34.1 
Watermill Advisory Services, Inc. Wakefield MA US 0.0 
Waterrock Global Asset Management 14.9 
Waters Capital Advisers, LLC Denver CO US 19.0 
Waters Capital Consultants, LLC Denver CO US 34.5 
Waters Financial Planning, LLC 0.0 
Waters, Parkerson & Co., LLC New Orleans LA US 957.4 
Watershed Asset Management, L.L.C. San Francisco CA US 1535.3 
Watershed Financial Strategies 0.0 
Watershed Investment Consultants Inc Greenwood Village CO US 0.0 
Waterstone Capital Management, L.P. Plymouth MN US 1846.9 
Waterstone Financial Group, Inc. Boston MA US 398.0 
Waterstone Wealth Advisors, LLC Somerset NJ US 63.4 
Waterstreet Investment Consultants, LLC Austin TX US 362.4 
Waterville Capital, LLC 35.4 
Waterville Investments, Inc. New York NY US 23.1 
Watkins Financial Limited 24.0 
Watkins, Martin 0.0 
Watkinson Capital Advisors LLC Radnor PA US 42.2 
Watson Asset Management Sarasota FL US 75.0 
Watson Capital Management, Inc. 45.7 
Watson Capital Partners, L.L.C. Palo Alto CA US 34.4 
Watson Investment Company Carmel CA US 4.0 
Watters Financial Services, LLC Paramus NJ US 53.1 
Watts Gwilliam & Company, LLC Gilbert AZ US 151.0 
Waukesha Investment Service, Inc. Waukesha WI US 0.1 
Wave Financial Planning Solutions 0.0 
Wave Hill Capital Management LLC Great Neck NY US 6.0 
Wave Wealth Management LLC Laguna Beach CA US 34.6 
Waveland Capital Partners LLC Irvine CA US 0.0 
Waverley Wealth Management LLC Palo Alto CA US 45.2 
Waves Financial Advisory 0.0 
Wax Asset Management LLC 0.0 
Waxman & Waxman P.A. Pompano Beach FL US 22.0 
Way Financial Group, Inc. Kennesaw GA US 25.0 
Waycross Investment Management Co Bellingham WA US 67.6 
Waycross Partners, LLC Louisville KY US 15.0 
Wayland Capital Management LLC 20.6 
Waymark Capital, LLC Denver CO US 0.0 
Wayne D. Minich & Company, Inc. Richfield OH US 0.0 
Wayne E. Sprenger, Financial Planning Colorado Springs CO US 0.0 
Wayne Gilbert & Company 0.0 
Wayne Hummer Investments L.L.C. Chicago IL US 421.5 
Wayne Warner & Associates Fallbrook CA US 0.0 
Waynefirebaugh, Inc. Roanoke VA US 28.8 
Waynesboro Advisors, LLC 0.0 
Waypoint Advisors, LLC Norfolk VA US 476.4 
Waypoint Strategic Advisors Summerville SC US 35.0 
Waypoint Wealth Management Hunt Valley MD US 0.0 
Waypoint Wealth Partners Newport Beach CA US 132.1 
Wayzata Capital Management, Inc. St. Louis Park MN US 5.0 
Wayzata Investment Partners LLC Wayzata MN US 7186.3 
WB Financial Services LLC Woodland Hills CA US 0.0 
WB Wealth Management The Woodlands TX US 0.0 
WBB Securities, LLC San Diego CA US 23.8 
WBG Advisors LLC 33.6 
WC Capital Management, LLC Greenbrae CA US 8.8 
WC Johns Financial Planning 0.0 
WCG Management, L.P. New York NY US 4093.0 
WCM Capital, Inc. Los Angeles CA US 1.5 
WCM Global Wealth, LLC Simpsonville SC US 0.0 
WCM Investment Management Laguna Beach CA US 1091.8 
WCM Wealth Management, LLC San Antonio TX US 6.6 
Wcm, Inc. Madison WI US 250.2 
Wcmi Minneapolis MN US 76.8 
WCP Capital Management LLC Columbia SC US 37.5 
WD Financial Services, LLC Edina MN US 35.0 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

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