Open data
The whole directory, as a table
All 278,301 curated records we publish — browsable, filterable, and exportable by anyone. Every row is cited to an official source, holds no contact PII, and is claimable and removable by its owner. The same data is a public API call away at /api/directory/export.
278,301 records match · page 100 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Tortuga Wealth Management | ria-firm | — | Torrance | CA | 90501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artesa Financial Group | ria-firm | — | Conroe | TX | 77304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verisail Partners, LLC | ria-firm | — | Chamblee | GA | 30341 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Point Capital Management, LLC | ria-firm | — | Woburn | MA | 01801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lebenthal Wealth Planning, INC. | ria-firm | — | Jericho | NY | 11753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Livian & CO. | ria-firm | — | New York | NY | 10123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agf Investments | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams Advisory Services, LLC | ria-firm | — | Wellesley | MA | 02482 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonex International Advisors INC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascension Wealth Advisors, LLC | ria-firm | — | Mt. Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirementadvice | Jka | ria-firm | — | Anaheim | CA | 92807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcgehee Wealth Advisory Group, INC. | ria-firm | — | Indian Land | SC | 29707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gouws Capital LLC | ria-firm | — | Charlotte | NC | 28277 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deeter Advisory Group, LLC | ria-firm | — | Terrace Park | OH | 45174 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Globalmacro Capital Management, LLC | ria-firm | — | Wheaton | IL | 60189 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Benchmark Group RIA Services, LLC | ria-firm | — | Cherry Hill | NJ | 08002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Planning Solutions, LLC | ria-firm | — | Goshen | IN | 46526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reh Wealth Advisors LLC | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waycross Partners, LLC | ria-firm | — | Louisville | KY | 40222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifesteps Financial | ria-firm | — | Claremont | CA | 91711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wny Asset Management, LLC | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cladis Investment Advisory LLC | ria-firm | — | Billings | MT | 59102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valentine Investments, LLC | ria-firm | — | Dallas | TX | 75230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashton Thomas Private Wealth | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Architect | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maze Investments, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Investment Management, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Financial Services LLC | ria-firm | — | Dallas | TX | 75204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Hawaii, INC. | ria-firm | — | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LM Advisors LLC | ria-firm | — | San Diego | CA | 92101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titanium Advisors, LLC | ria-firm | — | Franklin | MA | 02038 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Israel Investment Advisors, LLC | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lone Peak Global Investors, LLC | ria-firm | — | Alpine | UT | 84004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Widener & Asher Asset Management LLC | ria-firm | — | Ellinwood | KS | 67526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hall Capital, LLC | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MB Inman Investment Advisors, LLC | ria-firm | — | Orinda | CA | 94563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Value, LLC | ria-firm | — | San Francisco | CA | 94118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Capital Group LP | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pelican Wealth Advisors, LLC | ria-firm | — | Bonita Springs | FL | 34134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 2020 Financial Planning LLC | ria-firm | — | Seattle | WA | 98101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bullseye Asset Management LLC | ria-firm | — | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tamar Securities, LLC | ria-firm | — | Woodland Hills | CA | 91364 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| October Wealth Advisors, INC | ria-firm | — | Fort Smith | AR | 72901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raub Brock Capital Management, LP | ria-firm | — | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Legacy Planners | ria-firm | — | Grand Rapids | MI | 49544 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantic Investments A Registered Investment Advisor, INC | ria-firm | — | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliance Capital Holdings, LLC | ria-firm | — | Southfield | MI | 48076 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 13d Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial Management, INC. | ria-firm | — | Appleton | WI | 54914 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D Squared Capital Management, LLC | ria-firm | — | Oro Valley | AZ | 85755 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Financial | ria-firm | — | Kokomo | IN | 46902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Derderian Wealth Management, LLC | ria-firm | — | Los Angeles | CA | 90024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kuleana Wealth Advisors | ria-firm | — | Los Altos | CA | 94022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Wealth Advisory LLC | ria-firm | — | Rochester | NY | 14625 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Family Legacy Group | ria-firm | — | Tampa | FL | 33607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tower Wealth Advisors, INC. | ria-firm | — | Wheaton | IL | 60187 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pretium Credit Management, LLC | ria-firm | — | New York | NY | 10023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rydar Equities, INC. | ria-firm | — | Weatherford | TX | 76087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avoro Capital Advisors LLC | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quest 10 Wealth Builders, INC. | ria-firm | — | Fuquay-varina | NC | 27526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pillar6 Advisors, LLC | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fellowship Financial Group | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Group, LTD | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quad-cities Investment Group, LLC | ria-firm | — | Davenport | IA | 52807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockworth Investment Services LLC | ria-firm | — | Center Conway | NH | 03813 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspire Private Capital | ria-firm | — | Cornelius | NC | 28031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pure Wealth Management | ria-firm | — | Cerritos | CA | 90703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcgowan Group Asset Management, INC. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jade & Cowry LLC | ria-firm | — | Arlington | VA | 22201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovator Wealth Advisor, LLC | ria-firm | — | Beaverton | OR | 97005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwv Advisors, LLC | ria-firm | — | Essex Junction | VT | 05452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision2020 Wealth Management Corp. | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valpey Financial Services LLC | ria-firm | — | Concord | NH | 03301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Wealth Management INC. | ria-firm | — | Peoria | IL | 61602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Financial Advisors | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nautilus Advisors LLC | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trian Fund Management, L.P. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Auxarc Asset Management Company | ria-firm | — | Siloam Springs | AR | 72761 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphadyne Asset Management LP | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Wealth Management, LLC | ria-firm | — | Germantown | TN | 38138 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bahr Financial Planning Network, INC. | ria-firm | — | Eagle | ID | 83616 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lyke Financial | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smb Financial Services, INC. | ria-firm | — | Portland | OR | 97223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moelis Capital Partners LLC | ria-firm | — | New York | NY | 10120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rathnam Capital, LLC | ria-firm | — | Leesburg | VA | 20176 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Performa Limited (US), LLC | ria-firm | — | Charleston | SC | 29403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chj Wealth Management | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chacon Diaz & DI Virgilio Wealth Management, LLC | ria-firm | — | Gainesville | FL | 32653 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skyoak Capital, INC. | ria-firm | — | Las Vegas | NV | 89119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valueact Capital Management, L.P. | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mbia Capital Advisors | ria-firm | — | Cincinnati | OH | 45215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Wealth Advisors, LLC | ria-firm | — | Lee's Summit | MO | 64082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 401k Generation | ria-firm | — | Altamonte Springs, | FL | 32714 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ventura Coast Wealth Management | ria-firm | — | Ventura | CA | 93001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seaport Global Advisors, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mountain View Strategic Wealth, LLC | ria-firm | — | Hopewell Junction | NY | 12533 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eig Management Company, LLC | ria-firm | — | Washington | DC | 20037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connecticut Wealth Management, LLC | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcnamara Financial Services, INC. | ria-firm | — | Marshfield | MA | 02050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fallenbaum CPA & Advisors, LLC | ria-firm | — | Plantation | FL | 33324 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters — full datasets
Beyond the curated index, 6states' complete producer rosters are live from official public records (719,265 licensed producers): name, NPN, license classes, and business ZIP — never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 · Curated JSON: /api/directory/export?limit=100&offset=0