Reported as registered
WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990 · SEC 801-69413
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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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
803 sourced firms · query 95 ms
Reported as registered
WESTVIEW CAPITAL MANAGEMENT LLC
CRD 157839 · SEC 801-74392
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WGI DM, LLC
CRD 334219 · SEC 801-131865
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WH CORNERSTONE INVESTMENTS INC.
CRD 119725 · SEC 801-117397
DUXBURY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WHALE ROCK CAPITAL MANAGEMENT
CRD 140746 · SEC 801-71470
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILKINS INVESTMENT COUNSEL, INC
CRD 104913 · SEC 801-35172
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WILL VENTURES
CRD 306950 · SEC 802-118123
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLOW PARTNER ADVISORS, LLC
CRD 333917 · SEC 801-131624
PRIDES CROSSING, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINCAP FINANCIAL LLC
CRD 315798 · SEC 801-131123
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINCOVE
CRD 295192 · SEC 801-121993
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINDROSE ADVISORS LLC
CRD 152145 · SEC 801-70859
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WINDSAIL CAPITAL GROUP, LLC
CRD 165352 · SEC 802-132505
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINGATE WEALTH ADVISORS, INC.
CRD 105012 · SEC 801-28664
LEXINGTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINTHROP SQUARE CAPITAL, L.P.
CRD 321630 · SEC 801-125848
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WINTHROP WEALTH
CRD 288178 · SEC 801-110461
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOLFSTICH CAPITAL, LLC
CRD 146026 · SEC 801-121875
MEDFIELD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOODSIDE WEALTH MANAGEMENT
CRD 175118 · SEC 801-107353
FRAMINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WOODSTOCK CORPORATION
CRD 110662 · SEC 801-4782
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792 · SEC 801-128205
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
CRD 294622 · SEC 802-113389
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026