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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.
8,504 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| WESTERLY WINDS USA, INC. CRD 324969 | Austin, TX | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WHARTON FINANCIAL GROUP CRD 133070 | Sagamore Beach, MA | Corporate platform Corporation | — | 1 advisors | Fixed fees | View | |
| WHITE HAWK WEALTH MANAGEMENT CRD 341034 | Broomfield, CO | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| WHITESTONE GLOBAL PARTNERS CRD 152167 | Jupiter, FL | Corporate platform Corporation | — | 1 advisors | REFFERAL FEES | View | |
| WI HARPER GROUP INC CRD 161665 | San Francisco, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WIENKEN ADVISORS, LTD. CRD 148335 | Mechanicsburg, PA | Corporate platform Corporation | — | 9 advisors | Hourly charges · Fixed fees +2 more | View | |
| WILLIAM J. KRAUSE CPA, P.C. CRD 152473 | Wolfeboro, NH | Corporate platform Corporation | — | 8 employees | SOLICIATATION AGREMENT WITH MORGAN STANLEY SMITH BARNEY | View | |
| WILLIAM O'NEIL + COMPANY CRD 152620 | Los Angeles, CA | Corporate platform Corporation | — | 18 advisors | Subscription fees; Fixed fees | View | |
| WILSHIRE FINANCE PARTNERS, INC. CRD 169269 | Irvine, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WINCREST CAPITAL LTD. CRD 285460 | Tortola | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WISERADVISOR PALADIN CRD 321249 | Fairfax, VA | Corporate platform Corporation | — | 15 employees | REFERRAL FEES | View | |
| WLFB INC CRD 172296 | — | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| WLT PARTNERS CRD 339994 | Miami, FL | Corporate platform Corporation | $0 | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WOLVER HILL ASSET MANAGEMENT ASIA LIMITED CRD 321996 | Hong Kong | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WOODSTOCK IM INC CRD 322746 | — | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WOORI VENTURE PARTNERS US, INC. CRD 310495 | Palo Alto, CA | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WORDHOUSE WEALTH COACHING CRD 159314 | — | Corporate platform Corporation | — | 2 advisors | Percentage of AUM | View | |
| WORKING CAPITAL ADVISORS (UK) LTD. CRD 285894 | London | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WORKING CAPITAL MANAGEMENT PTE. LTD. CRD 285121 | Singapore | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WORLD STEEL DYNAMICS CRD 128917 | Englewood Cliffs, NJ | Corporate platform Corporation | — | 1 advisors | Subscription fees; CONSULTING | View | |
| WYOMING FINANCIAL GROUP, INC. CRD 336340 | Cheyenne, WY | Corporate platform Corporation | — | — | Fees not disclosed | View | |
| WYOMING SYSTEMS GROUP OF BUSINESSES CRD 322387 | Seattle, WA | Corporate platform Corporation | — | 1 advisors | Hourly charges | View | |
| XCOUNTRY FINANCIAL CRD 340263 | — | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XPV WATER PARTNERS INC. CRD 165503 | Toronto | Corporate platform Corporation | — | — | Fees not disclosed | View |