Exempt Reporting Adviser
WARREN FINANCIAL SERVICE
CRD 119066 · SEC 802-127869
EXTON, PA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
623 sourced firms · query 91 ms
Reported as registered
WATKINSON CAPITAL ADVISORS LLC
CRD 151862 · SEC 801-132546
BERWYN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH MORE ENTERPRISE, INC.
CRD 324763 · SEC 801-130220
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCARE ADVISORY PARTNERS LLC
CRD 171976 · SEC 801-80067
WEST CHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHCARE CAPITAL PARTNERS, LLC
CRD 330300 · SEC 801-129749
WEST CHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHFD
CRD 299248 · SEC 801-121549
CONSHOHOCKEN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTHKARE.COM, INC.
CRD 115111 · SEC 801-131322
MOUNT UNION, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEDGEWOOD INVESTORS INC
CRD 104834 · SEC 801-29144
ERIE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEDMONT PRIVATE CAPITAL
CRD 305815 · SEC 801-121179
WEST CHESTER, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEIK CAPITAL MANAGEMENT
CRD 107068 · SEC 801-30452
WYOMISSING, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLFULL
CRD 288705 · SEC 801-110661
HARLEYSVILLE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD 105989 · SEC 801-29752
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHARTON BUSINESS GROUP, LLC
CRD 133722 · SEC 801-70752
MALVERN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHARTON WEALTH MANAGEMENT, LLC
CRD 281348 · SEC 801-121088
MALVERN, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WICK CAPITAL PARTNERS, LLC
CRD 299194 · SEC 801-114337
WAYNE, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WMS WEALTH PLANNERS
CRD 305481 · SEC 801-117711
PITTSBURGH, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WYZE WEALTH ADVISORS, LLC
CRD 329413 · SEC 801-129933
CANONSBURG, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
XALTS
CRD 314283 · SEC 801-122221
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
XPONANCE LLC
CRD 111126 · SEC 801-51407
PHILADELPHIA, PA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913 · SEC 801-123404
WEXFORD, PA
Source release August 3, 2026 · retrieved August 18, 2026