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 129 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Savvi Financial LLC | ria-firm | — | Waltham | MA | 02452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bloomfield Capital Holdings, LLC | ria-firm | — | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galileo Investment Management | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tallahassee Financial Advisors, INC. | ria-firm | — | Tallahassee | FL | 32309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jps Financial, LLC | ria-firm | — | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Community Foundation for Greater New Haven, INC. | ria-firm | — | New Haven | CT | 06510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Wealth Management, LLC | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jim Roberts Investment Advisors LLC | ria-firm | — | St. Joseph | MI | 49085 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cable Car Capital, LP | ria-firm | — | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmc Management, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Algebris Investments (US) INC. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newbridge Wealth Management | ria-firm | — | Bryn Mawr | PA | 19010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catharine Fairley Planning Group LLC | ria-firm | — | Frederick | MD | 21701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'brien-staley Partners | ria-firm | — | Edina | MN | 55410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scottsdale Wealth Planning, INC. | ria-firm | — | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merganser Capital Management, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Pro Advisors, INC. | ria-firm | — | Sarasota | FL | 34237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luminary Financial Planning | ria-firm | — | Modesto | CA | 95355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanchez Wealth Management Group, LLC | ria-firm | — | Jacksonville | FL | 32256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fulcrum Wealth Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secure Financial Management | ria-firm | — | San Antonio | TX | 78249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 360 Financial Partners, LLC | ria-firm | — | Mount Pleasant | SC | 29464 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aim Advisory Group, LLC | ria-firm | — | Lubbock | TX | 79424 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Venrock Adviser, LLC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flight Line Financial, LLC | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henry James International Management, INC. | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emc Capital Advisors, LLC | ria-firm | — | Bannockburn | IL | 60015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life Stewardship Advisors | ria-firm | — | Lancaster | PA | 17601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aterian Investment Management, LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pier 88 Investment Partners, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TA Capital Management, LLC | ria-firm | — | Sewell | NJ | 08080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakfort Wealth Partners | ria-firm | — | Minnetonka | MN | 55343 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Financial Group | ria-firm | — | Del Rio | TX | 78840 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Think Investments | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Healthcare Royalty Management, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lfn Advisors INC. | ria-firm | — | Muskegon | MI | 49440 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Eagle Strategies, LLC | ria-firm | — | Delray Beach | FL | 33445 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ten Peaks Partners L.L.C. | ria-firm | — | Clayton | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Margo Park Financial | ria-firm | — | San Diego | CA | 92101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakwood Real Estate Partners, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empowered Retirement, INC. | ria-firm | — | Roseland | NJ | 07068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epic Financial, LLC | ria-firm | — | Hudson | OH | 44236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Private Wealth Management, LLC | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alta Park Capital, LP | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eastspring US | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spirit Global Investment Advisors, LLC | ria-firm | — | San Diego | CA | 92126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nova Wealth Management, INC. | ria-firm | — | Bonita Springs | FL | 34134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M3 Asset Management, INC. | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Annecy LLC | ria-firm | — | Tucson | AZ | 85716 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Canyon Fund Management LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Planning, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kercheville Advisors LLC | ria-firm | — | San Antonio | TX | 78249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Judson Investments LLC | ria-firm | — | Greenwich | CT | 06830 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hippocratic Financial Advisors | ria-firm | — | Westlake Village | CA | 91362 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sims Investment Management LLC | ria-firm | — | Cincinnati | OH | 45208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor One, LLC | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navimed Capital Advisors, LLC | ria-firm | — | Rosslyn | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluegrass Financial Planning, LLC | ria-firm | — | Louisville | KY | 40207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scarborough Capital Management | ria-firm | — | Annapolis | MD | 21401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peterson Financial Group, INC. | ria-firm | — | Des Moines | IA | 50309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ark Invest | ria-firm | — | St. Petersburg | FL | 33701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gagni Wealth Management LLC | ria-firm | — | San Antonio | TX | 78257 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resq Investment Partners, LLC | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Johns Investment Management Company, LLC | ria-firm | — | Jacksonville | FL | 32216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commoncents Wealth Advisors, LLC | ria-firm | — | New Port Richey | FL | 34655 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nyl Investors LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestone Wealth Planning, LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Refined Wealth Management | ria-firm | — | Salt Lake City | UT | 84102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WT Wealth Management, LLC | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mml Investment Advisers, LLC | ria-firm | — | Springfield | MA | 01111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Wealth Advisors LLC | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jaguar Growth Asset Management, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sabal Investment Advisors, LLC | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliance Wealth Management Group, LLC | ria-firm | — | Flemington | NJ | 08822 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nova R Wealth, INC. | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Venturi Private Wealth | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortiter Wealth Management, LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Casdin Capital, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mackay Financial Planning, LLC | ria-firm | — | Springfield | MO | 65807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthshield Partners, LLC | ria-firm | — | Cary | NC | 27518 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Swan Wealth Management | ria-firm | — | Glastonbury | CT | 06033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oliver Luxxe Assets LLC | ria-firm | — | Gladstone | NJ | 07934 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Visionary Wealth Advisors, LLC | ria-firm | — | St. Louis | MO | 63144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Trust Wealth Advisors, LLC | ria-firm | — | Ann Arbor | MI | 48108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fourstar Wealth Advisors, LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashe Capital Management, LP | ria-firm | — | Englewood Cliffs | NJ | 07632 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| V3limited LLC | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forem Investments LLC | ria-firm | — | Coral Gables | FL | 33146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Advisors LLC | ria-firm | — | Burlington | MA | 01803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cresta Advisors | ria-firm | — | Laredo | TX | 78041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shellback Capital, LP | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James Curtis Financial and Insurance Services | ria-firm | — | Costa Mesa | CA | 92626 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safe Harbor Fiduciary, LLC | ria-firm | — | Pensacola | FL | 32502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Lynd Group Advisors, LLC | ria-firm | — | Ventura | CA | 93003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strenta Investment Management Services, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mosaic FI LLC | ria-firm | — | Lincolnshire | IL | 60069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wiseman & Associates Wealth Management | ria-firm | — | Middleburg | VA | 20117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kilterhowling LLC | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eks Associates | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petrocap, LLC | ria-firm | — | Dallas | TX | 75225 | 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