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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Wkmr Financial Group, LLC Brookfield WI US 0.0 
Wl Ross & Co. LLC New York NY US 3610.2 
Wl&k Asset Management LLC 10.1 
Wlfb Inc 0.0 
Wlh Management Co., Inc. Collierville TN US 15.1 
Wm Capital Partners, LLC New York NY US 0.0 
Wm Partners, LP Dania Beach FL US 342.9 
Wmbc Lake Forest CA US 98.6 
Wmd Asset Management, LLC Ponte Vedra Beach FL US 228.0 
Wme Venture Partners, LLC New York NY US 0.0 
Wmm Capital Advisors, LLC Norwalk CT US 1.3 
Wms Advisors, LLC Rockville MD US 111.1 
Wms Group LLC 50.9 
Wms Partners, LLC Towson MD US 3876.6 
Wmw Management, Inc. Farmington UT US 12.3 
Wna Wealth Advisors, Inc. Hinsdale IL US 355.3 
Wnc Investment Advisors Hot Springs NC US 5.6 
Wny Asset Management, LLC Williamsville NY US 394.3 
Wolakota Financial Advisors Ypsilanti MI US 6.6 
Wolf Financial Advisors LLC Pekin Il 0.0 
Wolf Group Capital Advisors Fairfax VA US 278.0 
Wolf Money Management, Inc. Ronkonkoma NY US 35.9 
Wolf Point Asset Management LP Chicago IL US 0.0 
Wolf River Capital Management, LLC Memphis TN US 157.6 
Wolf River Capital Mississippi, LLC Memphis TN US 100.8 
Wolf Robertson Advisors Inc. Thiensville WI US 4.9 
Wolfbridge Financial Corporation Raleigh NC US 15.1 
Wolfensohn Fund Management, L.P. New York NY US 0.0 
Wolfers Asset Management 23.8 
Wolff Asset Management 0.0 
Wolff Financial Advisors, LLC Broomfield CO US 7.0 
Wolff Financial Management LLC Kalamazoo MI US 193.0 
Wolfgang Capital LLC Temecula CA US 0.0 
Wolfson Wealth Management 16.1 
Wolfson Wealth Management, LLC Fayetteville NY US 40.4 
Wolfstich Capital, LLC Medfield MA US 40.1 
Wolin Asset Management, LLC Prescott AZ US 9.7 
Wollin, Gary Allan 15.4 
Woloshin Investment Management, LLC Medford NJ US 61.5 
Woloz & Associates Los Angeles CA US 44.9 
Wolsey Investments, LLC Fort Worth TX US 0.0 
Wolters, Hagar & Pratt Financial Planning, Inc. San Diego CA US 0.0 
Wolverine Asset Management, LLC Chicago IL US 6282.5 
Wolverine Investments Westport CT US 19.0 
Wolverine Wealth Advisory Service Inc. Bloomfield Hills MI US 64.9 
Womack & Associates, LLC Huntsville AL US 0.0 
Womack Asset Management Jackson MS US 0.0 
Womack Financial LLC Addison TX US 12.7 
Womack Investment Advisers, Inc Edmond OK US 49.2 
Womack Wealth Management, Inc. Manhattan Beach CA US 125.3 
Womoney 0.0 
Wonder Ventures Management, LLC Malibu CA US 0.0 
Wood Capital Management, Inc. 14.8 
Wood J D & Co Downingtown PA US 34.3 
Wood Smith Advisors LLC 22.1 
Wood, Johnson, Heath, P.c. Austin TX US 0.0 
Woodard & Co Asset Management Group Inc Bermuda Run NC US 540.7 
Woodbourne Capital Management International LP Boulder CO US 618.1 
Woodbourne Investment Management LLC Boulder CO US 107.6 
Woodbourne Management International LP Boulder CO US 0.8 
Woodbridge Capital Partners, LLC. Santa Monica CA US 50.0 
Woodbury Financial Service, Inc. Oakdale MN US 3251.7 
Woodcrest Financial Group Troy MI US 0.0 
Woodfield Financial Advisors, Inc. Deer Park IL US 75.1 
Woodland Investment Consulting LLC 24.9 
Woodland Leishman & Associates Orcutt CA US 8.6 
Woodlands Asset Management Inc The Woodlands TX US 238.5 
Woodlands Capital Management, LLC West Des Moines IA US 3.0 
Woodley Farra Indianapolis IN US 867.5 
Woodmont Advisory Group, Inc. Brandon MS US 70.7 
Woodmont Investment Counsel, LLC Nashville TN US 624.1 
Woodmont Realty Advisors Inc Belmont CA US 0.0 
Woodridge Capital Portfolio Management, LLC Ridgeland MS US 125.1 
Woodridge Wealth Management, LLC Los Angeles CA US 38.0 
Woods, Kevin J. So. Easton MA US 7.0 
Woodside Capital Woburn MA US 0.0 
Woodside Financial Advisors 0.0 
Woodside Fund Redwood City CA US 0.0 
Woodside Wealth Management Framingham MA US 114.8 
Woodson Capital Management, LP New York NY US 204.7 
Woodstock Corporation Boston MA US 608.7 
Woodstock Financial Group, Inc. Woodstock GA US 210.7 
Woodstone Financial, LLC Asheville NC US 34.8 
Woodward Financial Advisors, Inc. Chapel Hill NC US 272.7 
Woodward Financial Service Mankato MN US 18.6 
Woodward Wealth Management Group Inc Las Vegas NV US 0.0 
Wooster Capital Management, LP New York NY US 0.0 
Wooster Corthell Wealth Management, Inc. Glastonbury CT US 237.3 
Worcester County Fiduciary Advisors Inc Worcester MA US 54.9 
Worch Capital LLC Bethesda MD US 31.5 
Worch Financial Group, LLC 0.0 
Worchestershire Financial, Inc. 2.3 
Wordhouse Wealth Coaching 0.0 
Work Financial Group, Inc. 0.0 
Work Optional, Inc. Plymouth MN US 93.3 
Work-bench Management, LLC New York NY US 0.0 
Workable Wealth 1.1 
Working Capital Advisors London UK 0.0 
Working Capital Management Singapore SG 0.0 
World Asset Management, Inc. Detroit MI US 12692.4 
World Capital Advisors, LLC 286.1 
World Capital Management 0.0 
World Capital Partners LLC. Bloomfield Hills MI US 29.1 
World Choice Securities, Inc. Bedford TX US 9.0 
World Class Unlimited, Inc. Leawood KS US 58.2 
World Equity Group, Inc. Arlington Heights IL US 608.4 
World Financial Assets Advisory 0.0 
World Steel Dynamics Englewood Cliffs NJ US 0.0 
World Total Return Inc. Baltimore MD US 0.0 
World Tree Financial, LLC Lafayette LA US 68.5 
World Trend Financial Planning Service, Limited. Cedar Rapids IA US 393.6 
World Trends Wealth Management, LLC 1.2 
World Wide Fund Management 40.3 
World Wide Wealth LLC San Francisco CA US 0.4 
Worldview Tech Partners San Jose CA US 0.0 
Worldview Wealth Advisors Lake Oswego OR US 102.6 
Worldwide Capital Advisors, LLC Wyandotte MI US 27.0 
Worley Erhart-graves Financial Advisors Indianapolis IN US 0.0 
Worm Capital, LLC La Jolla CA US 114.6 
Worth Asset Management Dallas TX US 22.0 
Worth Considering, Inc. Rochester NY US 35.9 
Worth Financial Advisory Group, LLC Charlotte NC US 38.2 
Worth Financial Group Inc. Dallas TX US 12.1 
Worth Venture Partners, LLC New York NY US 421.8 
Worth Winning 0.0 
Worthfm Chestnut Hill philadelphia PA US 2.7 
Worthington Capital Management Memphis TN US 2.5 
Worthpointe Austin TX US 503.0 
Worthscape, LLC Atlanta GA US 89.8 
Worthy Asset Management 0.0 
Woven Capital, LLC Redding CA US 3.2 
Woven Prosperity 1.9 
Wp Advisors, LLC San Francisco CA US 228.5 
Wp Asset Management Bedminster NJ US 14.8 
Wp Global Partners LLC Chicago IL US 2744.8 
Wp Group, LLC West Palm Beach FL US 0.0 
Wpg Advisory Group, LLC Enfield CT US 0.0 
Wpn Corporation. New York NY US 272.3 
Wps Advisors Limited bermuda 46.0 
Wr Investments, LLC Greenwood IN US 0.0 
Wrapmanager Inc San Francisco CA US 290.2 
Wrb Serra Partners Tampa FL US 0.0 
Wrenn Financial Strategies, Inc. Raleigh NC US 138.0 
Wrenne Financial Planning LLC Lexington KY US 7.0 
Wrh Energy Partners, LLC. Stuart FL US 0.0 
Wrh Partners Global Securities LP Stuart FL US 148.2 
Wright Asset Management Inc Manasquan NJ US 49.9 
Wright Associates Pittsburgh PA US 144.9 
Wright Financial & Business Advisors Fresno CA US 5.9 
Wright Financial Group LLC 10.0 
Wright Fund Management, LLC Santa Monica CA US 1076.1 
Wright Investors Service Inc Greenwich CT US 1241.3 
Wright Private Asset Management LLC Greenwich CT US 45.3 
Wright Wealth Management Group Prescott AZ US 0.0 
Wright Wealth Management, LLC 7.8 
Wrightbridge Company Inc. Charlottesville VA US 0.0 
Wrk Investments, LLC 8.3 
Wrs Financial Service, LLC. Tuscaloosa AL US 14.6 
Wrwco, LLC 83.8 
Ws + B Financial Service Group, LLC Princeton NJ US 0.0 
Ws Wealth Management, LLC Middleburg Heights OH US 0.0 
Ws Wealth Management, LLC Tysons Corner VA US 96.8 
Ws Wealth Managers, Inc. 40.5 
Wsa Affiliates, LLC Dallas TX US 0.0 
Wsc & Company, LLC Charlotte NC US 0.0 
Wsecu Investment Management Olympia WA US 0.0 
Wsg Advisors, LLC Hilton Head SC US 0.2 
Wt Wealth Management, LLC Scottsdale AZ US 10.5 
Wtf Planning 0.0 
Wulff, Hansen & Co. San Francisco CA US 81.1 
Wunderlich Capital Management Memphis TN US 131.7 
Wunderlich Securities, Inc. Memphis TN US 1617.7 
Wwa Planning & Investments Columbus IN US 33.0 
Wwc Capital Group, LLC Reston VA US 0.0 
Wwk Advisors, LLC Northville MI US 279.4 
Wwk Wealth Advisors Fort Worth TX US 200.8 
Wwm Financial Carslbad CA US 120.8 0.0 
Wxhv, LLC Cambridge MA US 0.0 
Wyatt Earp Wealth Management West Des Moines IA US 17.8 
Wyatt Financial, LLC Cary NC US 31.5 
Wychick Investment Advisors, Inc. 17.5 
Wyetree Asset Management Limited London UK 0.0 
Wykeham Capital Limited Grand Cayman KY 0.0 
Wykrent, Damon Lewisville TX US 9.6 
Wynden Capital Management, LLC Atlanta GA US 30.8 
Wynkoop LLC Denver CO US 67.3 
Wynn Capital Augusta GA US 20.9 
Wynn Capital Management Inc. Milwaukee WI US 215.9 
Wynn Capital Management, LLC Santa Cruz CA US 36.2 
Wynn Investments 2.5 
Wynn-crosby Management, Limited. Dallas TX US 0.0 
Wynnchurch Capital, LLC Rosemont IL US 2092.5 
Wynne Capital Management, Inc 15.8 
Wynne Wealth Management 0.0 
Wynnefield Capital, Inc. New York NY US 372.3 
Wynstone Investment Advisors, LLC. 0.0 
Wynsun Capital Management, LLC New York NY US 0.0 
Wynwood Capital, LLC Miami FL US 118.2 
Wyser-pratte Management Co., Inc. 58.3 
Wzwlh Wealth Advisors, LLC Irvine CA US 0.2 
X-square Capital Hato Rey PR US 141.5 
X/seed Capital Portola Valley CA US 0.0 
Xa Investments Chicago IL US 0.0 
Xambala Asset Management, LLC Sunnyvale CA US 0.0 
Xander Investment Management Limited Port Louis MU 0.0 
Xcel Wealth Management, LLC Daytona Beach FL US 89.1 
Xenon Private Equity Limited St. Helier JE 0.0 
Xenon Private Equity S.u.r.l. Luxembourg LU 0.0 
Xfund Management Company, LLC Palo Alto CA US 0.0 
Xiang He Management Service, Inc. Grand Cayman KY 0.0 
Xin Tian Fund Management Co L Hong Kong HK 0.0 
Xio Cayman Limited Grand Cayman KY 0.0 
Xlcr Capital LLC Burlington VT US 0.0 
Xlm Capital Management Dexter MI US 55.1 
Xml Financial, LLC Rockville MD US 431.1 
Xpotential Inc. New Providence NJ US 20.2 
Xpv Water Partners Inc. Toronto CA 0.0 
Xpyria Investment Advisors, Inc. Pittsburgh PA US 546.5 
Xy Investment Solutions, LLC Bozeman MT US 0.0 
Xy Wealth Advisors Pompano Beach FL US 0.0 
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.

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