Open data
The whole directory, as a table
All 278,301 curated records we publish β 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 Β· page 124 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Vernal Point Advisors, LLC | ria-firm | β | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Portfolio Strategy Group, LLC | ria-firm | β | White Plains | NY | 10606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spartan Planning Group | ria-firm | β | Greensboro | NC | 27410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rings Capital Management LLC | ria-firm | β | Chicago | IL | 60640 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tcfg Investment Advisors, LLC | ria-firm | β | Laguna Niguel | CA | 92677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Capital Management, LLC | ria-firm | β | Murfreesboro | TN | 37129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cascade Financial Strategies | ria-firm | β | Bend | OR | 97702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sustainable Insight Capital Management, LLC | ria-firm | β | New York | NY | 10023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Point Strategic Wealth Management, LLC | ria-firm | β | Fair Lawn | NJ | 07410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Pillar Strategies | ria-firm | β | Flemington | NJ | 08822 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trebuchet Consulting, LLC | ria-firm | β | Pittsburgh | PA | 15234 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gage Wealth Management Group | ria-firm | β | Newtown | PA | 18940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Wealth Associates, LLC | ria-firm | β | Blue Bell | PA | 19422 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uniplan Financial Investments INC. | ria-firm | β | Dallas | TX | 75254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freeport Financial Partners LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treasure Coast Financial Planning, INC. | ria-firm | β | Vero Beach | FL | 32963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sustainvest Asset Management, LLC | ria-firm | β | Linwood | NJ | 08221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swmg, LLC | ria-firm | β | Fort Worth | TX | 76107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longwave Financial LLC | ria-firm | β | New York | NY | 10170 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearline Capital LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wells Street Advisors, LLC | ria-firm | β | Chicago | IL | 60607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pura Vida Investments, LLC | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Almitas Capital LLC | ria-firm | β | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dobbins Capital Management | ria-firm | β | Taylor | MI | 48180 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olive Street Investment Advisers, LLC | ria-firm | β | St. Louis | MO | 63131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resource Capital Investment Corporation | ria-firm | β | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steel Tower Investments | ria-firm | β | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blt Fund Manager LLC | ria-firm | β | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shore Capital Partners | ria-firm | β | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellment Financial | ria-firm | β | Elmhurst | IL | 60126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Schamber Group, INC. | ria-firm | β | Lafayette | IN | 47909 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adkins Seale Capital Management LLC | ria-firm | β | Shreveport | LA | 71101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| VN Capital Management, LLC | ria-firm | β | Greensboro | NC | 27405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joseph Wright Investments | ria-firm | β | Tucson | AZ | 85704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tracker Research LLC | ria-firm | β | Seattle | WA | 98107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Financial Advisors LLC | ria-firm | β | Herndon | VA | 20170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Darcy Brix Investment Representative, INC | ria-firm | β | Willoughby | OH | 44094 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iacangelo Financial Group, LLC | ria-firm | β | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lyons Investment Management | ria-firm | β | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davidov Financial Coaching, LLC | ria-firm | β | New Hyde Park | NY | 11042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lcn Capital Management, L.P. | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seros Wealth Partners | ria-firm | β | Gilbert | AZ | 85297 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearview Wealth Management | ria-firm | β | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cognis Retirement Group LLC | ria-firm | β | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raith Capital Partners | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MB Global Advisers, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pantheon Wealth Planning | ria-firm | β | San Jose | CA | 95110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hermes Gpe (USA) INC | ria-firm | β | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Wealth Management, INC. | ria-firm | β | Brighton | MI | 48114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pih Investments, LLC | ria-firm | β | South Pasadena | CA | 91030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cws Capital Partners LLC | ria-firm | β | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Complete Investment Advisory, LLC | ria-firm | β | Fargo | ND | 58103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexxus Holdings Advisors LLC | ria-firm | β | Santa Barbara | CA | 93109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Wealth Planning | ria-firm | β | Charlotte | NC | 28277 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duval Investment Group | ria-firm | β | Minnetonka | MN | 55305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walnut Green Asset Management, LLC | ria-firm | β | Wilmington | DE | 19807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fifth Avenue Wealth Advisors LLC | ria-firm | β | New York | NY | 10111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trive Capital Management LLC | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Oak Financial Group | ria-firm | β | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Model Capital Management LLC | ria-firm | β | Waltham | MA | 02451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sageoak Financial, LLC | ria-firm | β | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tengram Capital Partners | ria-firm | β | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Wealth Management, LLC | ria-firm | β | Plymouth | MI | 48170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aragon Capital LLC | ria-firm | β | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bpp Wealth Solutions, LLC | ria-firm | β | Basking Ridge | NJ | 07920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worth Asset Management | ria-firm | β | Dallas | TX | 75287 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cintrifuse Capital | ria-firm | β | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accord Equity Advisors LLC | ria-firm | β | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Landmark Wealth Advisors, LLC | ria-firm | β | Farmington | UT | 84025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profusion Private Wealth | ria-firm | β | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Porter Avenue Capital Management, LLC | ria-firm | β | Alto Pass | IL | 62905 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colony Family Offices, LLC | ria-firm | β | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Wealth Management | ria-firm | β | Corona Del Mar | CA | 92625 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interactive Wealth Advisors | ria-firm | β | Portland | OR | 97204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Management Associates, INC. | ria-firm | β | North Attleboro | MA | 02760 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stride Investments, LLC | ria-firm | β | Chicago | IL | 60614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jsk Capital Advisors, LLC | ria-firm | β | Waltham | MA | 02451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Vistria Group, LP | ria-firm | β | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Retirement Solutions, INC. | ria-firm | β | Saginaw | MI | 48603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emet Capital Management | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holdco Asset Management, LP | ria-firm | β | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northlanding Financial Partners, LLC | ria-firm | β | Rochester | NY | 14625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ambassador Wealth Management, LLC | ria-firm | β | Vancouver | WA | 98662 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stash Wealth, LLC | ria-firm | β | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| E2i Financial Group, LLC | ria-firm | β | Charlotte | NC | 28277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garch Capital LLC | ria-firm | β | Andover | MA | 01810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BP Capital Energy Advisors, LLC | ria-firm | β | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reitz Capital Advisors LLC | ria-firm | β | Freeland | MI | 48623 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ecc Fund Manager II, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone House Partners | ria-firm | β | Bay Harbor Islands | FL | 33154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Constantia Capital LLC | ria-firm | β | Lawrenceville | NJ | 08648 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiger Pacific Capital LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cascades Capital Asset Management, LLC | ria-firm | β | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beirne. | ria-firm | β | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Healthequity Advisors | ria-firm | β | Draper | UT | 84020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willkate Wealth Management, LLC | ria-firm | β | Aberdeen | SD | 57401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truesdell Wealth, INC. | ria-firm | β | Ocala | FL | 34482 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saunders Financial LLC | ria-firm | β | Livonia | MI | 48152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ecor1 Capital, LLC | ria-firm | β | San Francisco | CA | 94103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axis Wealth Partners, LLC | ria-firm | β | East Providence | RI | 02914 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0