Open data
The whole directory, as a table
All 278,301 curated records we publish โ 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 ยท page 111 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Conestoga Wealth Management | ria-firm | โ | Exton | PA | 19341 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Realty Capital | ria-firm | โ | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oar Financial | ria-firm | โ | Bryn Mawr | PA | 19010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centauri Advisory Group, INC. | ria-firm | โ | Zelienople | PA | 16063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clay Northam Wealth Management | ria-firm | โ | Huntington Beach | CA | 92649 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gimbal Financial, LLC | ria-firm | โ | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nokota Management, LP | ria-firm | โ | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Circumference Group LLC | ria-firm | โ | Little Rock | AR | 72202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sixth Street Advisers, LLC | ria-firm | โ | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1st Financial LLC | ria-firm | โ | New Port Richey | FL | 34655 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Enhancement Group | ria-firm | โ | Anderson | IN | 46013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Euclidean Technologies Management, LLC | ria-firm | โ | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Planners, LLC | ria-firm | โ | Youngsville | LA | 70592 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Spark Capital Advisors | ria-firm | โ | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwab Wealth Advisory, INC. | ria-firm | โ | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penserra Capital Management LLC | ria-firm | โ | Orinda | CA | 94563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainline Investment Advisers, LLC | ria-firm | โ | Wynnewood | PA | 19096 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ares Commercial Real Estate Management LLC | ria-firm | โ | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Del-sette Capital Management, LLC | ria-firm | โ | Schenectady | NY | 12308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holland Investment Management, INC. | ria-firm | โ | Fort Worth | TX | 76116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palladium Equity Partners Advisor, LLC | ria-firm | โ | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newfound Research LLC | ria-firm | โ | St. Petersburg | FL | 33701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adc Wealth Management, LLC | ria-firm | โ | Massapequa | NY | 11758 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intergeneration Capital Management, LLC | ria-firm | โ | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jones Capital Advisors, LLC | ria-firm | โ | Murphy | TX | 75094 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisely Advised | ria-firm | โ | Dyer | IN | 46311 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Awm Global Advisors | ria-firm | โ | San Diego | CA | 92101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fulcrum Wealth Management | ria-firm | โ | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dome Equities, LLC | ria-firm | โ | New York | NY | 10169 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Investment Advisors LLC | ria-firm | โ | Billings | MT | 59102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnett Capital Advisors LLC | ria-firm | โ | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunesis Advisors, LLC | ria-firm | โ | Overland Park | KS | 66212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jcg Capital | ria-firm | โ | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Open Door Investment Management LTD. | ria-firm | โ | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pamela Plick Wealth Management LLC | ria-firm | โ | Palm Desert | CA | 92260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge Investment Group | ria-firm | โ | Sandy | UT | 84070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MD Wealth Partners, INC | ria-firm | โ | Westlake Village | CA | 91362 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Imperium Wealth Management, LLC | ria-firm | โ | San Antonio | TX | 78205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Wealth Management | ria-firm | โ | Medford | MA | 02155 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantic Financial Planning LLC | ria-firm | โ | Annapolis | MD | 21401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wazee Street Capital Management LLC | ria-firm | โ | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wake Wealth Management CO. | ria-firm | โ | Raleigh | NC | 27612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cifc Asset Management LLC | ria-firm | โ | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Legacy Partners, LLC | ria-firm | โ | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brio Financial Planning | ria-firm | โ | Prescott | AZ | 86303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Binkley Wealth Management Group LLC | ria-firm | โ | Avon | IN | 46123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Varadero Capital, L.P. | ria-firm | โ | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ptma Investment Advisors | ria-firm | โ | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gelinas & Company, CPA, PLLC | ria-firm | โ | Manchester | NH | 03104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortitude Wealth Management | ria-firm | โ | Murfreesboro | TN | 37130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgar Investment Management, LLC | ria-firm | โ | Houston | TX | 77095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iconiq Capital, LLC | ria-firm | โ | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth With NO Regretsยฎ | ria-firm | โ | Alpharetta | GA | 30004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sycamore Financial Planning, LLC | ria-firm | โ | Durham | NC | 27703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pento Portfolio Strategies, LLC | ria-firm | โ | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jag Capital Management LLC | ria-firm | โ | St. Louis | MO | 63131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eureka Equity Partners | ria-firm | โ | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Craven Capital LLC | ria-firm | โ | New York | NY | 10004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genesis Wealth Management | ria-firm | โ | East Alton | IL | 62024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balanced Wealth Management | ria-firm | โ | Foothill Ranch | CA | 92610 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mills Wealth Advisors, LLC | ria-firm | โ | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skinner, Copper & Ehmen Wealth Management, LLC | ria-firm | โ | Springfield | IL | 62703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zhang Financial | ria-firm | โ | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Platform Investments, LLC | ria-firm | โ | Kansas City | MO | 64108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Leo Advisory, LLC | ria-firm | โ | Minneapolis | MN | 55410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bessemer Venture Partners | ria-firm | โ | Larchmont | NY | 10538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadwood Capital, INC | ria-firm | โ | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focus Partners Wealth, LLC | ria-firm | โ | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Post Oak Private Wealth Advisors | ria-firm | โ | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Capital | ria-firm | โ | Corona | CA | 92881 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cantor Fitzgerald Investment Advisors | ria-firm | โ | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P2 Capital Partners, LLC | ria-firm | โ | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairview Constitution Management IV LLC | ria-firm | โ | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chilton Investment Services, LLC | ria-firm | โ | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Czech Asset Management, L.P. | ria-firm | โ | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackburn Financial | ria-firm | โ | Cashmere | WA | 98815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GC Asset Management | ria-firm | โ | Temecula | CA | 92590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weiss Financial Group LLC | ria-firm | โ | Mahopac | NY | 10541 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Bridge Asset Management, LLC | ria-firm | โ | Chattanooga | TN | 37405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swift Run Capital Management | ria-firm | โ | Charlottesville | VA | 22902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BV Investment Partners, L.P. | ria-firm | โ | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JM Advisors, LLC | ria-firm | โ | Albany | NY | 12205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cgn Advisors, LLC | ria-firm | โ | Manhattan | KS | 66502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goal Quest Advisors, LLC | ria-firm | โ | Berwyn | PA | 19312 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Servo Wealth Management LLC | ria-firm | โ | Oklahoma City | OK | 73116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cartesian Capital Group | ria-firm | โ | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milliman Financial Risk Management LLC | ria-firm | โ | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tenbridge Partners LLC | ria-firm | โ | Portland | OR | 97205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rhodes Capital Management, INC. | ria-firm | โ | Batavia | IL | 60510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baltimore-washington Financial Advisors | ria-firm | โ | Columbia | MD | 21044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Investment Services, LLC | ria-firm | โ | Oakbrook Terrace | IL | 60181 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encore Housing Opportunity Fund Investment Manager, LLC | ria-firm | โ | Boca Raton | FL | 33486 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yakira Capital Management, INC. | ria-firm | โ | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Myfamilycfo, INC. | ria-firm | โ | Wausau | WI | 54403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandia Wealth Management, LLC | ria-firm | โ | Albuquerque | NM | 87111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lvw Advisors, LLC | ria-firm | โ | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Associates, LLC | ria-firm | โ | White Plains | NY | 10603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| W Capital Partners | ria-firm | โ | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arkell Asset Management, LLC | ria-firm | โ | Bozeman | MT | 59718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sapient Private Wealth Management, LLC | ria-firm | โ | Eugene | OR | 97401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters โ 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 โ never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 ยท Curated JSON: /api/directory/export?limit=100&offset=0