Browse financial advisory firms
Compare registered investment advisers and broker-dealers by assets, services, fees, and more.
Showing 24 firms (page 2+)
VR
VISION RETIREMENT
RIDGEWOOD, NJ
RIA
AUM
$500M–$1B
Advisors
6
Offices
3
Founded
—
Firm Focus
IndividualsHigh Net Worth
Fee model
AUM / Hourly / Flat Fee / Other
WC
WATERLOO CAPITAL
AUSTIN, TX
RIA
AUM
$1B–$5B
Advisors
2
Offices
8
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Commission / Hourly / Flat Fee
WG
WATTS GWILLIAM & COMPANY, LLC
GILBERT, AZ
RIA
AUM
$1B–$5B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee
WA
WAVERLY ADVISORS, LLC
BIRMINGHAM, AL
RIA
AUM
$25B+
Advisors
—
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthInvestment Companies+4
Fee model
AUM / Hourly / Flat Fee / Performance-based
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PLYMOUTH, MN
RIA
AUM
$25B+
Advisors
475
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee / Other
WI
WEALTHPLAN INVESTMENT MANAGEMENT LLC
OMAHA, NE
RIA
AUM
$1B–$5B
Advisors
—
Offices
4
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+3
Fee model
AUM / Hourly / Flat Fee
Account Minimum
$5k
WR
WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA
RIA
AUM
$25B+
Advisors
17
Offices
26
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee
WA
WEINBERGER ASSET MANAGEMENT, INC
LOS ANGELES, CA
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
High Net WorthCharitable OrganizationsState/Municipal
Fee model
AUM / Other
WI
WEITZ INVESTMENT MANAGEMENT, INC.
OMAHA, NE
RIA
AUM
$5B–$25B
Advisors
24
Offices
1
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPension/Profit Sharing
Fee model
AUM
W&
WELCH & FORBES LLC
BOSTON, MA
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+1
Fee model
AUM / Flat Fee
WF
WELLSPRING FINANCIAL ADVISORS, LLC
CLEVELAND, OH
RIA
AUM
$5B–$25B
Advisors
—
Offices
1
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Flat Fee
WA
WELLTH ADVISORY SERVICES, LLC
N/A
RIA
AUM
$25B+
Advisors
27
Offices
33
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
WW
WESTERN WEALTH MANAGEMENT LLC
GOLDEN, CO
RIA
AUM
$5B–$25B
Advisors
79
Offices
56
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
WA
WESTFULLER ADVISORS, LLC
NEW YORK, NY
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+1
Fee model
AUM / Flat Fee
Account Minimum
$3.0M
WW
WESTPARK WEALTH ADVISORS, INC.
HOUSTON, TX
RIA
AUM
$100M–$500M
Advisors
22
Offices
11
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM / Hourly / Flat Fee
WM
WESTWOOD MANAGEMENT CORP
DALLAS, TX
RIA
AUM
$5B–$25B
Advisors
27
Offices
3
Founded
—
Firm Focus
High Net WorthInvestment CompaniesPooled Vehicles+1
Fee model
AUM / Performance-based
WW
WHITAKER-MYERS WEALTH MANAGERS, LTD.
MANSFIELD, OH
RIA
AUM
$500M–$1B
Advisors
1
Offices
25
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations+1
Fee model
AUM / Hourly / Flat Fee / Other
WO
WHITE OAK GLOBAL ADVISORS, LLC
SAN FRANCISCO, CA
RIA
AUM
$5B–$25B
Advisors
4
Offices
4
Founded
—
Firm Focus
High Net WorthPooled VehiclesPension/Profit Sharing
Fee model
AUM / Performance-based
WC
WICK CAPITAL PARTNERS, LLC
WAYNE, PA
RIA
AUM
$500M–$1B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Flat Fee
WB
WILLIAM BLAIR & COMPANY L.L.C.
CHICAGO, IL
RIA
AUM
$25B+
Advisors
410
Offices
10
Founded
—
Firm Focus
IndividualsHigh Net WorthPooled Vehicles+2
Fee model
AUM / Flat Fee
WP
WISS PRIVATE CLIENT ADVISORS, LLC
FLORHAM PARK, NJ
RIA
AUM
$1B–$5B
Advisors
—
Offices
2
Founded
—
Firm Focus
IndividualsHigh Net WorthState/Municipal
Fee model
AUM
Account Minimum
$1.0M
WW
WITHUM WEALTH MANAGEMENT
RED BANK, NJ
RIA
AUM
$1B–$5B
Advisors
—
Offices
8
Founded
—
Firm Focus
IndividualsHigh Net WorthCharitable Organizations
Fee model
AUM / Hourly / Flat Fee
XW
XENDIA WEALTH LLC
MIAMI, FL
RIA
AUM
$100M–$500M
Advisors
—
Offices
1
Founded
—
Firm Focus
High Net Worth
Fee model
AUM / Other
XF
XML FINANCIAL GROUP
BETHESDA, MD
RIA
AUM
$1B–$5B
Advisors
27
Offices
17
Founded
—
Firm Focus
IndividualsHigh Net WorthPension/Profit Sharing+2
Fee model
AUM / Hourly / Flat Fee
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Disclaimer
This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.