Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

36,242 matches · showing 3550135600 (page 356 of 363)

EntityTypeAUMLocationAnchor
WATERPOINT LANE MANAGECO, INC.RIA / FOCRD 327736
Waters Kathleen Alyce13F managerCIK 0001640409
WATERS PARKERSON & CO., LLC13F managerCIK 1222993
Watershed Asset Management, L.L.C.13F managerCIK 1315926
WATERSHED COLLECTIVE LLCRIA / FOCRD 327754
WATERSHED PRIVATE WEALTH LLC13F managerCIK 1965271
WATERTON COPPER MANAGEMENT, INC.RIA / FOTORONTO, ONTARIOCRD 332363
WATERTON GOLD MANAGEMENT INC.RIA / FOTORONTO, ONTARIOCRD 342482
WATERTOWER VENTURES MANAGEMENT, LLCRIA / FOBEVERLY HILLS, CACRD 310494
Waterview Apts Partners, LLCIssuerCIK 2137590
WATERVILLE INVESTMENT PARTNERS, LLCRIA / FONEEDHAM, MACRD 314518
Waterway Wealth Management, LLC13F managerCIK 1992193
Watorek Jeffrey J.13F managerCIK 0001702879
WATSA V PREM ET AL13F managerCIK 0000938869
Watson Patricia A13F managerCIK 0001570660
Watt May 2026 a Series of Renn Global Ventures LLCIssuerCIK 2136280
Watwood John Bruce13F managerCIK 0002105194
WAVE CAPITALRIA / FOSAN FRANCISCO, CACRD 299004
WAVE DIGITAL ASSETS INTERNATIONAL LTD.RIA / FOMINATO CITYCRD 335199
WAVE HILL CAPITAL MANAGEMENT LLCRIA / FOCRD 154807
WAVECREST MANAGEMENT COMPANY, LLCRIA / FOBOSTON, MACRD 285540
WAVELAND INVESTMENTS, LLCRIA / FOCRD 169123
WAVEMAKER PARTNERSRIA / FOSINGAPORECRD 329432
Waverley AI Holdings, L.P.IssuerCIK 2136247
WAVERLEY CAPITAL MANAGEMENT, LLCRIA / FOPALO ALTO, CACRD 296514
Waverly Advisors, LLC13F managerCIK 1568787
WAVESLICE FUNDRIA / FOMIAMI, FLCRD 330187
Waycross Investment Management Co13F managerCIK 1922448
WAYCROSS PARTNERS, LLC13F managerCIK 1844873
WAYFINDER VENTURES MANAGEMENT, L.L.C.RIA / FOCRD 313288
Wayfinding Financial, LLC13F managerCIK 1898131
Wayland DCC Investors, LLCIssuerCIK 2142346
WayPoint Capital Partners Fund I-A, LPIssuerCIK 2138282
WayPoint Capital Partners Fund I-B, LPIssuerCIK 2138286
waypoint wealth counsel13F managerCIK 1807909
WAYPOINTE LIMITEDRIA / FOHONG KONGCRD 265790
WAYS OUT, LLCRIA / FOCRD 322074
WAYSTONE ADVISORS LLC13F managerCIK 2055997
WAYSTONE MANAGEMENT COMPANY (IE) LIMITEDRIA / FODUBLN 4CRD 173927
WAYSTONE MANAGEMENT COMPANY (LUX) S.A.RIA / FOLUXEMBOURGCRD 281453
WBH ADVISORY INC13F managerCIK 1259671
WBI INVESTMENTS, LLC13F managerCIK 1397424
WCEP MANAGEMENT LLCRIA / FOSAN CARLOS, CACRD 316664
WCG Wealth Advisors LLC13F managerCIK 1855713
WCM Bluebird (QP) (TE Onshore), a series of BlueArc Core Alternatives, LLCIssuerCIK 2138899
WCM Bluebird (QP), a series of BlueArc Core Alternatives, LLCIssuerCIK 2138893
WCM INVESTMENT MANAGEMENT, LLC13F managerCIK 1061186
WCOH CBUS THIRD STREET EBFUND, LLCIssuerCIK 2137270
WD RUTHERFORD LLC13F managerCIK 1841015
WD Thunder CV Ultimate GP LLC13F managerCIK 2051763
WE EDUCATION INVESTMENT MANAGER LLCRIA / FOSOUTHERN PINES, NCCRD 315981
Weaks Nathan E13F managerCIK 0001941388
Wealth Advisors Northwest LLC13F managerCIK 2053892
Wealth Advisors of Iowa, LLC13F managerCIK 1803005
Wealth Advisors of Tampa Bay, LLC13F managerCIK 1715228
Wealth Advisory Solutions, LLC13F managerCIK 1834802
Wealth Alliance Advisory Group, LLC13F managerCIK 1735734
WEALTH ALLIANCE, LLC13F managerCIK 1793904
Wealth Analytics Partners, LLC13F managerCIK 2110717
Wealth Architects, LLC13F managerCIK 1611518
Wealth Care LLC13F managerCIK 2120450
Wealth Dimensions Group, Ltd.13F managerCIK 1846462
WEALTH EFFECTS LLC13F managerCIK 1907254
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13F managerCIK 1632972
Wealth Enhancement Trust Services, Inc.13F managerCIK 2067696
Wealth Forward, LLC13F managerCIK 2012773
Wealth Group Ltd13F managerCIK 2010748
Wealth Group, Ltd.13F managerCIK 2013988
Wealth High Governance Asset Management Ltda.13F managerCIK 2111728
Wealth High Governance Capital Ltda13F managerCIK 2028828
Wealth Intelligence, LLC13F managerCIK 2112078
WEALTH MANAGEMENT ALLIANCE PTE LTDRIA / FOSINGAPORECRD 332710
Wealth Management Associates, Inc.13F managerCIK 2067339
Wealth Management Nebraska13F managerCIK 2042783
Wealth Management Partners, LLC13F managerCIK 1843294
WEALTH MANAGEMENT RESOURCES, INC.13F managerCIK 1063516
Wealth Management Strategies, Inc.13F managerCIK 2057285
Wealth Preservation Advisors, LLC13F managerCIK 1968434
Wealth Quarterback LLC13F managerCIK 1803386
Wealth Science Advisors LLC13F managerCIK 2083087
WEALTH SOLUTIONS USA, LLCRIA / FOMADRIDCRD 293264
Wealth Watch Advisors, INC13F managerCIK 2040515
WEALTHARC FINTECH LTD.RIA / FONEW YORK, NYCRD 334579
WealthBridge Capital Management, LLC13F managerCIK 1767313
WealthBridge Investment Counsel Inc.13F managerCIK 1799425
Wealthcare Advisory Partners LLC13F managerCIK 1683059
WealthCare Asset Management, LLC13F managerCIK 2034181
WEALTHCARE CAPITAL MANAGEMENT LLC13F managerCIK 1516450
Wealthcare Capital Partners, LLC13F managerCIK 2053307
WealthCare Investment Partners, LLC13F managerCIK 1908462
WealthCollab, LLC13F managerCIK 2017870
WEALTHEDGE INVESTMENT ADVISORS, LLC13F managerCIK 2058455
Wealthfront Advisers LLC13F managerCIK 1763921
WEALTHGARDEN F.S. LLC13F managerCIK 2023633
WEALTHINFRA INCRIA / FODENVER, COCRD 339358
WEALTHLETE MANAGEMENT, LLCRIA / FOCRD 318627
WealthNavi Inc.13F managerCIK 1774552
WEALTHORAMA INCRIA / FODENVER, COCRD 342943
WealthPlan Investment Management, LLC13F managerCIK 1929986
WealthPLAN Partners, LLC13F managerCIK 1639943
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