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 121 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Waterway Wealth Management, L.L.C. | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Hill Fiduciary Management, LLC | ria-firm | — | Great Neck | NY | 11021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treo Asset Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Huron Investment Management, INC. | ria-firm | — | Chicago | IL | 60654 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Strategies, LLC | ria-firm | — | Fort Lauderdale | FL | 33308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluerock Fund Advisor, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pasco Advisors, LLC | ria-firm | — | East Windsor | CT | 06088 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walker & Dunlop Investment Partners, INC. | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argent Retirement Plan Advisors, LLC | ria-firm | — | New Orleans | LA | 70170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Rose Strategic Partners LLC | ria-firm | — | Waterford | CT | 06385 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twin Peaks Wealth Management LLC | ria-firm | — | Cottonwood Heights | UT | 84121 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boardwalk Financial Strategies LLC | ria-firm | — | Hartland | WI | 53029 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Point Capital, LP | ria-firm | — | Charlottesville | VA | 22902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thinagee Investments INC. | ria-firm | — | Chevy Chase | MD | 20815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trail Financial Planning LLC | ria-firm | — | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broad Run Investment Management, LLC | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longview Advisors, LLC | ria-firm | — | Newton | KS | 67114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ppc Enterprises LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint Capital Management, LLC | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Wealth Design LLC | ria-firm | — | Louisville | KY | 40243 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Sherwin Group | ria-firm | — | St. Peter | MN | 56082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercantile Investment Advisors | ria-firm | — | Wichita Falls | TX | 76301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laughlin Financial LLC | ria-firm | — | Bloomington | IN | 47401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sun Creek Holdings LLC | ria-firm | — | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Financial Strategists | ria-firm | — | Newton | MA | 02458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Potter Advisors LLC | ria-firm | — | Houston | TX | 77002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxele Advisors, LLC | ria-firm | — | Webster Groves | MO | 63119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Murphy & Sylvest | ria-firm | — | Dallas | TX | 75240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coltrane Asset Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Owl Real Estate Capital LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kkm Financial LLC | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Rock Capital LLC | ria-firm | — | Austin | TX | 78738 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epiq Partners, LLC | ria-firm | — | Minneapolis | MN | 55408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investcorp Credit Management US LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dougherty & Associates Financial Advisors, INC. | ria-firm | — | Buffalo | MN | 55313 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Ocean Strategic Advisors, LLC | ria-firm | — | San Juan | PR | 00901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Answers, LLC | ria-firm | — | Ellington | CT | 06029 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ecosystem Investment Partners, LLC | ria-firm | — | Baltimore | MD | 21209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montanova Capital, LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steelpeak Wealth, LLC | ria-firm | — | Woodland Hills | CA | 91367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inspirion Wealth Advisors, LLC | ria-firm | — | Libertyville | IL | 60048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aim Capital | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| National Accounting and Business Solutions, SC | ria-firm | — | Hales Corners | WI | 53130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrow Capital Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Retirement Advisors, LLC | ria-firm | — | Colleyville | TX | 76034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HC Advisors LLC | ria-firm | — | Sandy Springs | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Biggin, INC. | ria-firm | — | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enclave Advisors, LLC | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anfield Capital Management, LLC | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intrinsic Value Partners, LLC | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rwc Wealth Management, INC. | ria-firm | — | Montgomery | AL | 36106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beta Wealth Group, INC | ria-firm | — | San Diego | CA | 92127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teamwork Financial Advisors, LLC | ria-firm | — | San Antonio | TX | 78257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Feltl Advisors | ria-firm | — | Plymouth | MN | 55447 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omicron Advisors, LLC | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Rock Oil & Gas Holdings, LLC | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Czurak Wealth Management, LLC | ria-firm | — | Tyler | TX | 75703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prairie Wealth Advisors, INC. | ria-firm | — | Omaha | NE | 68114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Forests INC. | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zevin Asset Management, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spinnaker Financial Group, LLC | ria-firm | — | Independence | OH | 44131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trunorth Capital Management, LLC | ria-firm | — | Kalamazoo | MI | 49009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MP Townsend Financial | ria-firm | — | Portland | OR | 97266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C. Michael Amin, LLC | ria-firm | — | Boston | MA | 02109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compound Advisors, LLC | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southstate Private Capital Management LLC | ria-firm | — | Columbia | SC | 29201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ribbit Capital | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Leap Capital, LLC | ria-firm | — | South Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Joseph Group Capital Management | ria-firm | — | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cdfinancial | ria-firm | — | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Landscape Capital Management LLC | ria-firm | — | Englewood | NJ | 07631 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alidade Capital, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gallatin Wealth Management LLC | ria-firm | — | Wilson | WY | 83014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advent Capital LLC | ria-firm | — | Roseville | CA | 95678 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Octant Quantitative Investment Management LLC | ria-firm | — | Salt Lake City | UT | 84124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Management Corp. | ria-firm | — | Lakeland | FL | 33813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foster & Wood, INC. | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aquifer Capital, LLC | ria-firm | — | Phoenix | AZ | 85004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saint Francis Capital | ria-firm | — | Winder | GA | 30680 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yorkville Advisors Global, LP | ria-firm | — | Mountainside | NJ | 07092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acorn Capital Partners, LLC | ria-firm | — | Forest Hills | NY | 11375 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Strategies LLC | ria-firm | — | Saddle Brook | NJ | 07663 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corry Capital Advisors, LLC | ria-firm | — | Vero Beach | FL | 32963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Poplar Point Capital Management LLC | ria-firm | — | Burlingame | CA | 94010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jadim Wealth Management, LLC | ria-firm | — | Boston | MA | 02116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focus Wealth Advisors, LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twig Asset Management, LLC | ria-firm | — | Eden Prairie | MN | 55439 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairchild Financial Advisors, INC. | ria-firm | — | Folsom | CA | 95630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cetera Investment Management LLC | ria-firm | — | Schamburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Office of Heath O. Lauseng | ria-firm | — | Port Aransas | TX | 78373 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hypo Financial Services and Investment Adviser | ria-firm | — | Yorba Linda | CA | 92886 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proprium Capital Partners, L.P. | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carter-haston Investment Partners II Gp, LLC | ria-firm | — | Nashville | TN | 37212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buss Capital Management, LLC | ria-firm | — | Lake Forest | IL | 60045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ttcp Management Services, LLC | ria-firm | — | Bloomington | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bason Asset Management | ria-firm | — | Lakewood | CO | 80226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nollenberger Mccullough Investment Advisors LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Wealth Planning, LLC | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gulfstream Cm, LLC | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Investment Group, LLC | ria-firm | — | Louisville | KY | 40222 | SEC-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