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

793 sourced firms · query 205 ms

Reported as registered
WATERSHED PRIVATE WEALTH
CRD 316408 · SEC 801-122309
OAK BROOK, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WATERTON INVESTMENT ADVISER, L.L.C.
CRD 285602 · SEC 801-109009
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAUD CAPITAL PARTNERS
CRD 160632 · SEC 801-73921
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAVVEST WEALTH
CRD 332096 · SEC 801-130721
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WAYSTONE ASSET MANAGEMENT (USA) LLC
CRD 315393 · SEC 801-132327
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WELLMENT FINANCIAL
CRD 166746 · SEC 801-122241
ELMHURST, IL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WEST MONROE CAPITAL
CRD 317408 · SEC 802-123318
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714 · SEC 801-71679
LAKE FOREST, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHALE
CRD 330063 · SEC 801-130339
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WHI COLLECTIVE REAL ESTATE LP
CRD 342892 · SEC 802-136607
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIAM BLAIR & COMPANY L.L.C.
CRD 1252 · SEC 801-688
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CRD 173961 · SEC 801-80640
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIAMS CAPITAL MANAGEMENT COMPANY
CRD 109412 · SEC 801-126381
WILMETTE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINCHESTER ASSET MANAGEMENT, LLC
CRD 322300 · SEC 801-136069
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WIND POINT PARTNERS
CRD 156485 · SEC 801-73327
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINDROCK WEALTH MANAGEMENT
CRD 166124 · SEC 801-106722
NAPERVILLE, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINONA CAPITAL MANAGEMENT, LLC
CRD 162882 · SEC 801-79787
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISDOM FINANCIAL SERVICES, L.L.C.
CRD 127385 · SEC 801-112566
GENESEO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WISHBONE MANAGEMENT, LP
CRD 283479 · SEC 801-107735
CHICAGO, IL
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOLF FINANCIAL ADVISORS LLC
CRD 146080 · SEC 801-132494
PEKIN, IL
Source release August 3, 2026 · retrieved August 18, 2026