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 130 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Western States Investments | ria-firm | — | Corona | CA | 92882 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terracap Management LLC | ria-firm | — | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cadent Capital Advisors, LLC | ria-firm | — | Tulsa | OK | 74137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Column Park Asset Management, LP | ria-firm | — | Cocoa Beach | FL | 32931 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kramer Investment Services, LLC | ria-firm | — | Lake Geneva | WI | 53147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Wealth Management, LLC | ria-firm | — | Lewisville | TX | 75056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insignia Capital Group, L.P. | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hahn Financial Group | ria-firm | — | Sioux Falls | SD | 57105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sector Analysts LLC | ria-firm | — | Allentown | PA | 18106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynamic Wealth Advisors | ria-firm | — | Surprise | AZ | 85374 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson & White Wealth Management LLC | ria-firm | — | York | PA | 17402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Applewhite & Buys Financial Advisors | ria-firm | — | Dallas | TX | 75240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightwater Advisory, LLC | ria-firm | — | Tampa | FL | 33609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revisor Wealth Management LLC | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stolzer Rothschild Levy LLC | ria-firm | — | Basking Ridge | NJ | 07920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transatlantique Private Wealth LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Group Retirement Planners, INC. | ria-firm | — | Exton | PA | 19341 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Totem Point Management, LLC | ria-firm | — | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gpb Capital Holdings, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Advisory Services, LLC | ria-firm | — | San Jose | CA | 95126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgewater Asset Management LLC | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenhouse Funds LLLP | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Park Capital Management, L.P. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turnbridge Capital, LLC | ria-firm | — | Little Elm | TX | 75068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Road Management, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arosa Capital Management LP | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monson Wealth Management, INC. | ria-firm | — | Kennewick | WA | 99336 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dixon and Company Wealth Management, LLC | ria-firm | — | Winston Salem | NC | 27106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Towneley Capital Management, INC. | ria-firm | — | Laguna Hills | CA | 92653 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubicon Technology Management L.L.C. | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mpwm Advisory Solutions LLC | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jim Saulnier & Associates, LLC | ria-firm | — | Fort Collins | CO | 80524 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gauge Capital | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brophy Wealth Management, LLC | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rogers Consulting Associates, INC. | ria-firm | — | St. Louis | MO | 63124 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Appaloosa Wealth Management LLC | ria-firm | — | Independence | OH | 44131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msc Adviser I, LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hatfield Insurance & Financial Services, INC. | ria-firm | — | Burbank | CA | 91505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alternative Strategies Group, INC. | ria-firm | — | Sioux Falls | SD | 57104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantis Wealth Advisors LLC | ria-firm | — | Maumee | OH | 43537 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birchwood Financial Partners, INC. | ria-firm | — | Bloomington | MN | 55437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noble Wealth Management, INC. | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Group | ria-firm | — | Diamond Bar | CA | 91765 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copper Harbor Investment Advisors, LLC | ria-firm | — | Appleton | WI | 54913 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lehmann, Livian, Fridson Advisors, LLC | ria-firm | — | New York | NY | 10123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parady Wealth Management | ria-firm | — | the Villages | FL | 32163 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Partners, LLC | ria-firm | — | Santa FE | NM | 87505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Financial Management, LLC | ria-firm | — | Cuyahoga Falls | OH | 44221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delos Capital Management, LP | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sdm Advisors, LLC | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Oaks Investment Management, INC | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Bank and Trust Company | ria-firm | — | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petix & Botte Financial | ria-firm | — | LA Mesa | CA | 91942 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accelerated Wealth Advisors LLC | ria-firm | — | Colorado Springs | CO | 80921 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montgomery Financial | ria-firm | — | Ocean City | MD | 21842 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Wealth Management Group, INC. | ria-firm | — | Camarillo | CA | 93012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosen Investment Management LLC | ria-firm | — | Needham | MA | 02494 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genesis Wealth Planning, LLC | ria-firm | — | Bonita Springs | FL | 34135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fluent Financial, LLC | ria-firm | — | Dallas | TX | 75254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graeter Wealth Advisors, LLC | ria-firm | — | Louisville | KY | 40207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New York Financial Avp, LLC | ria-firm | — | New York City | NY | 10005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontsight Wealth Advisors, LLC | ria-firm | — | Kingsport | TN | 37664 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concentus Wealth Advisors | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Casull Financial Advisory, LLC | ria-firm | — | South Jordan | UT | 84095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timberlink LLC | ria-firm | — | Johns Creek | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cas Investment Partners, LLC | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smolin Wealth Advisors, LLC | ria-firm | — | Parsippany | NJ | 07054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Csw Partners, LLC | ria-firm | — | Seattle | WA | 98104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holder Wealth Management | ria-firm | — | Champaign | IL | 61821 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Levin Funding Group LLC | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bamboo Wealth Strategies | ria-firm | — | San Diego | CA | 92108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Netvest Financial, L.L.C. | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R & M Wealth Management, LLC | ria-firm | — | Bethesda | MD | 20817 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liquid Strategies, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northlight Capital Partners | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verger Capital Management | ria-firm | — | Winston-salem | NC | 27101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CPA Wealth Advisors, LLC | ria-firm | — | Atlanta | GA | 30342 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deep Draft Consulting, LLC | ria-firm | — | Allentown | PA | 18104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dolphin Financial Group | ria-firm | — | Clearwater | FL | 33761 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Market Street Advisors, LLC | ria-firm | — | Kirkland | WA | 98033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Systematic Insights Capital, LLC | ria-firm | — | New York | NY | 10007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WJ Wealth Management | ria-firm | — | Glendale | AZ | 85308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dogwood Investment Advisors | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Akm Advisory | ria-firm | — | Edina | MN | 55424 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park Wealth Management, LLC | ria-firm | — | Greensboro | NC | 27401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jaykay Wealth Advisors, INC. | ria-firm | — | Houston | TX | 77036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aof Management LLC | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint Investment Partners LLC | ria-firm | — | Greensboro | NC | 27405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Financial Group, LLC | ria-firm | — | Lexington | KY | 40503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steele Creek Investment Management LLC | ria-firm | — | Charlotte | NC | 28244 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Somerset Wealth Management, LLC | ria-firm | — | Portland | OR | 97239 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abg Financial Services, INC. | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdom Wealth Strategies | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cst Advisory Services, LLC | ria-firm | — | Reston | VA | 20191 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shuster Advisory Group, LLC | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enhanced Capital Partners, LLC | ria-firm | — | New Orleans | LA | 70170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sequel Holdings, L.P. | ria-firm | — | Dallas | TX | 75206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grenda Group | ria-firm | — | Buffalo | NY | 14209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Briarwood Chase Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M3 Advisors, LLC | ria-firm | — | Savannah | GA | 31406 | 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