CIK 0001807909
Company
waypoint wealth counsel
- Top symbols
- No symbols yet
- Holdings value
- $193.39M
- Location
- Atlanta, GA
- Next action
- Open filer profile
500 Wealthiest 'W' SEC Filers
Filter the SEC filer directory by first letter and compare disclosed holdings activity.
CIK 0002052510
Company
Whipplewood Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $192.7M
- Location
- Littleton, CO
- Next action
- Open filer profile
CIK 0002073768
Company
Westview Management dba Westview Investment Advisors
- Top symbols
- No symbols yet
- Holdings value
- $192.18M
- Location
- Burlington, VT
- Next action
- Open filer profile
CIK 0001517666
Company
Western Standard LLC
- Top symbols
- No symbols yet
- Holdings value
- $190.16M
- Location
- Los Angeles, CA
- Next action
- Open filer profile
CIK 0001751492
Company
Wasserstein Management, L.P.
- Top symbols
- No symbols yet
- Holdings value
- $188.8M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0001734109
Company
Winthrop Partners - WNY, LLC
- Top symbols
- No symbols yet
- Holdings value
- $187.68M
- Location
- Buffalo, NY
- Next action
- Open filer profile
CIK 0002041800
Company
Wingate Wealth Advisors, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $187.13M
- Location
- Lexington, MA
- Next action
- Open filer profile
CIK 0000105692
Company
WHV Investments, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $186.69M
- Location
- San Francisco, CA
- Next action
- Open filer profile
CIK 0001894447
Company
Whalen Wealth Management Inc.
- Top symbols
- No symbols yet
- Holdings value
- $186.66M
- Location
- Las Vegas, NV
- Next action
- Open filer profile
CIK 0001923053
Company
Walker Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $184.93M
- Location
- Verona, MO
- Next action
- Open filer profile
CIK 0001847258
Company
WC Walker & Associates, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $184.46M
- Location
- Fullerton, CA
- Next action
- Open filer profile
CIK 0001484540
Company
WESPAC Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $182.63M
- Location
- Orinda, CA
- Next action
- Open filer profile
CIK 0001570717
Company
Waterfall Asset Management, LLC
- Top symbols
- RC
- Holdings value
- $182.23M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0000926833
Company
WISCONSIN CAPITAL MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $182.19M
- Location
- Madison, WI
- Next action
- Open filer profile
CIK 0001599275
Company
WALNUT PRIVATE EQUITY PARTNERS, LLC
- Top symbols
- No symbols yet
- Holdings value
- $181.33M
- Location
- Omaha, NE
- Next action
- Open filer profile
CIK 0001832097
Company
WOLFF WIESE MAGANA LLC
- Top symbols
- No symbols yet
- Holdings value
- $181.23M
- Location
- Carslbad, CA
- Next action
- Open filer profile
CIK 0002015425
Company
WALDEN WEALTH PARTNERS LLC
- Top symbols
- No symbols yet
- Holdings value
- $179.15M
- Location
- Beachwood, OH
- Next action
- Open filer profile
CIK 0002083087
Company
Wealth Science Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $177.73M
- Location
- Alpharetta, GA
- Next action
- Open filer profile
CIK 0002012773
Company
Wealth Forward, LLC
- Top symbols
- No symbols yet
- Holdings value
- $177.22M
- Location
- Fargo, ND
- Next action
- Open filer profile
CIK 0002096700
Company
William Mack & Associates, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $174.95M
- Location
- Troy, MI
- Next action
- Open filer profile
CIK 0001512420
Company
Willow Street Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $173.66M
- Location
- Naples, FL
- Next action
- Open filer profile
CIK 0001793923
Company
WASHBURN CAPITAL MANAGEMENT, INC.
- Top symbols
- No symbols yet
- Holdings value
- $172.14M
- Location
- Vero Beach, FL
- Next action
- Open filer profile
CIK 0001846923
Company
Williams Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $171.79M
- Location
- North Bennington, VT
- Next action
- Open filer profile
CIK 0001424447
Company
WealthTrust-Arizona, LLC
- Top symbols
- No symbols yet
- Holdings value
- $171.66M
- Location
- Scottsdale, AZ
- Next action
- Open filer profile
CIK 0001795711
Individual
Rebecca Watson
- Top symbols
- No symbols yet
- Holdings value
- $169.7M
- Location
- Hanover, NH
- Next action
- Open filer profile
CIK 0001910961
Company
William Allan Corp
- Top symbols
- No symbols yet
- Holdings value
- $168.98M
- Location
- Fort Collins, CO
- Next action
- Open filer profile
CIK 0002019337
Company
Wall Street Financial Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $168.87M
- Location
- Carlinville, IL
- Next action
- Open filer profile
CIK 0001811613
Company
Wealthsimple US, Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $168.86M
- Location
- Brooklyn, NY
- Next action
- Open filer profile
CIK 0001906640
Company
Widmann Financial Services, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $168.15M
- Location
- Bowie, MD
- Next action
- Open filer profile
CIK 0001602224
Company
Wealthstar Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $167.97M
- Location
- Plano, TX
- Next action
- Open filer profile
CIK 0001867894
Company
WealthTrust Asset Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $167.49M
- Location
- Destin, FL
- Next action
- Open filer profile
CIK 0002001473
Company
White Wing Wealth Management
- Top symbols
- No symbols yet
- Holdings value
- $166.61M
- Location
- The Wodlands, TX
- Next action
- Open filer profile
CIK 0002057318
Company
Wilkins Miller Wealth Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $165.31M
- Location
- Mobile, AL
- Next action
- Open filer profile
CIK 0002034054
Company
William B. Walkup & Associates, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $161.06M
- Location
- Columbia, SC
- Next action
- Open filer profile
CIK 0000903603
Company
WASHINGTON UNIVERSITY
- Top symbols
- No symbols yet
- Holdings value
- $160.23M
- Location
- St Louis, MO
- Next action
- Open filer profile
CIK 0001940823
Company
W.H. Cornerstone Investments Inc.
- Top symbols
- No symbols yet
- Holdings value
- $159.97M
- Location
- Kingston, MA
- Next action
- Open filer profile
CIK 0001697444
Company
Welch Investments, LLC
- Top symbols
- No symbols yet
- Holdings value
- $157.49M
- Location
- Birmingham, AL
- Next action
- Open filer profile
CIK 0001994434
Company
WFA Asset Management Corp
- Top symbols
- No symbols yet
- Holdings value
- $156.31M
- Location
- Whitefish Bay, WI
- Next action
- Open filer profile
CIK 0002047728
Company
WINEBRENNER CAPITAL MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $155.72M
- Location
- Louisville, KY
- Next action
- Open filer profile
CIK 0000946310
Company
WESTCO ADVISORY SERVICES INC /ADV
- Top symbols
- No symbols yet
- Holdings value
- $155.51M
- Location
- Lynbrook, NY
- Next action
- Open filer profile
CIK 0001589570
Company
Water Oak Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $155.45M
- Location
- Winter Park, FL
- Next action
- Open filer profile
CIK 0001807878
Company
Working Capital Advisors (UK) Ltd.
- Top symbols
- SFIX, FNKO
- Holdings value
- $154.44M
- Location
- London, United Kingdom
- Next action
- Open filer profile
CIK 0002073617
Company
Warner Group LLC
- Top symbols
- No symbols yet
- Holdings value
- $153.17M
- Location
- Madison, CT
- Next action
- Open filer profile
CIK 0002044575
Company
WASHINGTON GROWTH STRATEGIES LLC
- Top symbols
- No symbols yet
- Holdings value
- $153.06M
- Location
- Washington, DC
- Next action
- Open filer profile
CIK 0000828405
Company
WALL STREET ASSOCIATES
- Top symbols
- No symbols yet
- Holdings value
- $151.3M
- Location
- Lajolla, CA
- Next action
- Open filer profile
CIK 0001903579
Company
Wilson & Boucher Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $150.74M
- Location
- Moraga, CA
- Next action
- Open filer profile
CIK 0002064588
Company
WINCAP FINANCIAL LLC
- Top symbols
- No symbols yet
- Holdings value
- $150.27M
- Location
- Boston, MA
- Next action
- Open filer profile
CIK 0002046147
Company
Wright Wealth LLC
- Top symbols
- No symbols yet
- Holdings value
- $149.47M
- Location
- Atlanta, GA
- Next action
- Open filer profile
CIK 0001251567
Company
WYNNEFIELD CAPITAL INC
- Top symbols
- No symbols yet
- Holdings value
- $147.5M
- Location
- New York, NY
- Next action
- Open filer profile
CIK 0002023633
Company
WEALTHGARDEN F.S. LLC
- Top symbols
- No symbols yet
- Holdings value
- $146.52M
- Location
- El Segundo, CA
- Next action
- Open filer profile
CIK 0001905979
Company
Wealth Management Solutions, LLC
- Top symbols
- No symbols yet
- Holdings value
- $145.84M
- Location
- Exton, PA
- Next action
- Open filer profile
CIK 0000106077
Company
WESTERN FINANCIAL Corp
- Top symbols
- No symbols yet
- Holdings value
- $143M
- Location
- San Diego, CA
- Next action
- Open filer profile
CIK 0001538338
Company
Wechter Feldman Wealth Management, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $142.9M
- Location
- Parsippany, NJ
- Next action
- Open filer profile
CIK 0002039300
Company
White & Co Financial Planning Inc
- Top symbols
- No symbols yet
- Holdings value
- $142.23M
- Location
- Sunnyside, WA
- Next action
- Open filer profile
CIK 0001807092
Company
Watchtower Advisors, LP
- Top symbols
- No symbols yet
- Holdings value
- $140.99M
- Location
- Old Greenwich, CT
- Next action
- Open filer profile
CIK 0002052710
Company
WealthTrak Capital Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $140.02M
- Location
- Virginia Beach, VA
- Next action
- Open filer profile
CIK 0002085141
Company
Welch Financial Planning, LLC
- Top symbols
- No symbols yet
- Holdings value
- $139.07M
- Location
- Boulder, CO
- Next action
- Open filer profile
CIK 0000878313
Company
WESTPORT RESOURCES MANAGEMENT INC
- Top symbols
- No symbols yet
- Holdings value
- $138.46M
- Location
- Westport, CT
- Next action
- Open filer profile
CIK 0002051288
Individual
Freres Gestion Wormser
- Top symbols
- No symbols yet
- Holdings value
- $138.17M
- Location
- Paris, France
- Next action
- Open filer profile
CIK 0001697029
Company
Wealth & Pension Services Group, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $138.08M
- Location
- Atlanta, GA
- Next action
- Open filer profile
CIK 0002107079
Company
Womack Financial LLC
- Top symbols
- No symbols yet
- Holdings value
- $135.91M
- Location
- Dallas, TX
- Next action
- Open filer profile
CIK 0002067343
Company
WPG Advisers, LLC
- Top symbols
- No symbols yet
- Holdings value
- $135.72M
- Location
- Baltimore, MD
- Next action
- Open filer profile
CIK 0001777734
Company
Wishbone Management, LP
- Top symbols
- No symbols yet
- Holdings value
- $135.58M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0001927796
Company
WILLNER & HELLER, LLC
- Top symbols
- No symbols yet
- Holdings value
- $134.18M
- Location
- Encino, CA
- Next action
- Open filer profile
CIK 0001998419
Company
Williams & Novak, LLC
- Top symbols
- No symbols yet
- Holdings value
- $133.39M
- Location
- Westlake Village, CA
- Next action
- Open filer profile
CIK 0002011965
Company
Williamson Legacy Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $133.38M
- Location
- Carmel, IN
- Next action
- Open filer profile
CIK 0002013902
Company
WHI TRUST Co LLC
- Top symbols
- No symbols yet
- Holdings value
- $132.74M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0002079687
Company
WINNOW WEALTH LLC
- Top symbols
- No symbols yet
- Holdings value
- $129.63M
- Location
- Waco, TX
- Next action
- Open filer profile
CIK 0002064883
Company
Woodside Wealth Management LLC
- Top symbols
- No symbols yet
- Holdings value
- $128.01M
- Location
- Framingham, MA
- Next action
- Open filer profile
CIK 0002112635
Company
WLTH Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $127.59M
- Location
- Chandler, AZ
- Next action
- Open filer profile
CIK 0002042091
Company
Whitebark Investors LP
- Top symbols
- No symbols yet
- Holdings value
- $125.06M
- Location
- Incline Village, NV
- Next action
- Open filer profile
CIK 0001821407
Company
WFA of San Diego, LLC
- Top symbols
- No symbols yet
- Holdings value
- $124.62M
- Location
- San Diego, CA
- Next action
- Open filer profile
CIK 0002095682
Company
WJ Financial Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $123.84M
- Location
- Killingworth, CT
- Next action
- Open filer profile
CIK 0002110357
Company
Western Reserve Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $121.85M
- Location
- Hudson, OH
- Next action
- Open filer profile
CIK 0002109460
Company
WIREGRASS INVESTMENT MANAGEMENT LLC
- Top symbols
- No symbols yet
- Holdings value
- $120.64M
- Location
- Thomasville, GA
- Next action
- Open filer profile
CIK 0001968434
Company
Wealth Preservation Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $120.4M
- Location
- Chattanooga, TN
- Next action
- Open filer profile
CIK 0001483339
Company
Walthausen & Co., LLC
- Top symbols
- No symbols yet
- Holdings value
- $119.83M
- Location
- Malta, NY
- Next action
- Open filer profile
CIK 0001739953
Company
Windsor Advisory Group, LLC
- Top symbols
- No symbols yet
- Holdings value
- $119.67M
- Location
- Columbus, OH
- Next action
- Open filer profile
CIK 0001904677
Company
White Knight Strategic Wealth Advisors, LLC
- Top symbols
- No symbols yet
- Holdings value
- $118.69M
- Location
- Princeton, NJ
- Next action
- Open filer profile
CIK 0001904574
Company
WORLDLY PARTNERS MANAGEMENT, LLC
- Top symbols
- No symbols yet
- Holdings value
- $118.43M
- Location
- Needham, MA
- Next action
- Open filer profile
CIK 0000928566
Company
WASHINGTON CAPITAL MANAGEMENT, INC
- Top symbols
- No symbols yet
- Holdings value
- $118.4M
- Location
- Seattle, WA
- Next action
- Open filer profile
CIK 0001425294
Company
White Elm Capital, LLC
- Top symbols
- No symbols yet
- Holdings value
- $117.85M
- Location
- Greenwich, CT
- Next action
- Open filer profile
CIK 0002057078
Company
Warm Springs Advisors Inc.
- Top symbols
- No symbols yet
- Holdings value
- $117.77M
- Location
- Larkspur, CA
- Next action
- Open filer profile
CIK 0001620062
Company
WYNNCHURCH CAPITAL PARTNERS IV, L.P.
- Top symbols
- SWIM
- Holdings value
- $117.05M
- Location
- Rosemont, IL
- Next action
- Open filer profile
CIK 0002111427
Company
Worthington Financial Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $116.4M
- Location
- Worthington, OH
- Next action
- Open filer profile
CIK 0002023493
Company
William Howard & Co Financial Advisors Inc
- Top symbols
- No symbols yet
- Holdings value
- $115.78M
- Location
- Memphis, TN
- Next action
- Open filer profile
CIK 0002052481
Company
Wilmar Advisors LLC
- Top symbols
- No symbols yet
- Holdings value
- $115.67M
- Location
- Juno Beach, FL
- Next action
- Open filer profile
CIK 0002040860
Company
WealthPoint Financial, LLC
- Top symbols
- No symbols yet
- Holdings value
- $114.94M
- Location
- Cramerton, NC
- Next action
- Open filer profile
CIK 0002109063
Company
Winter & Associates, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $114.23M
- Location
- St. Paul, MN
- Next action
- Open filer profile
CIK 0000049096
Company
WINTRUST INVESTMENTS LLC
- Top symbols
- No symbols yet
- Holdings value
- $113.54M
- Location
- Chicago, IL
- Next action
- Open filer profile
CIK 0002039196
Company
Wealth Advisory Team LLC
- Top symbols
- No symbols yet
- Holdings value
- $113.12M
- Location
- Bellevue, KY
- Next action
- Open filer profile
CIK 0002120450
Company
Wealth Care LLC
- Top symbols
- No symbols yet
- Holdings value
- $112.57M
- Location
- Merritt Island, FL
- Next action
- Open filer profile
CIK 0002055997
Company
WAYSTONE ADVISORS LLC
- Top symbols
- No symbols yet
- Holdings value
- $111.89M
- Location
- Redmond, WA
- Next action
- Open filer profile
CIK 0002109867
Company
Wagner Wealth Management, Corp
- Top symbols
- No symbols yet
- Holdings value
- $111.4M
- Location
- Conyngham, PA
- Next action
- Open filer profile
CIK 0002007383
Company
Wellington Wealth Strategies, LLC.
- Top symbols
- No symbols yet
- Holdings value
- $109.13M
- Location
- Indianapolis, IN
- Next action
- Open filer profile
CIK 0001961292
Company
WealthSpring Partners, LLC
- Top symbols
- No symbols yet
- Holdings value
- $108.99M
- Location
- Long Beach, CA
- Next action
- Open filer profile
CIK 0002047009
Company
Wolfstich Capital, LLC
- Top symbols
- No symbols yet
- Holdings value
- $108.06M
- Location
- Medfield, MA
- Next action
- Open filer profile
CIK 0001846644
Company
WestBridge Capital Management, LLC
- Top symbols
- No symbols yet
- Holdings value
- $107.44M
- Location
- Trianon, Mauritius
- Next action
- Open filer profile
CIK 0002013988
Company
Wealth Group, Ltd.
- Top symbols
- No symbols yet
- Holdings value
- $107.2M
- Location
- Raleigh, NC
- Next action
- Open filer profile
CIK 0002107618
Company
Wheels Up Wealth, Inc.
- Top symbols
- No symbols yet
- Holdings value
- $106.38M
- Location
- Benicia, CA
- Next action
- Open filer profile