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 131 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Horizon Wealth Management | ria-firm | — | LA Grange | IL | 60525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Wealth Planning, LLC | ria-firm | — | Chicago | IL | 60613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solid Rock Wealth Management | ria-firm | — | Bozeman | MT | 59718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piccolo Investment Consulting, LLC | ria-firm | — | Denton | TX | 76205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zeches Wealth Management | ria-firm | — | Tucson | AZ | 85712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FM Capital Group | ria-firm | — | Oakland | CA | 94612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keen Wealth Advisors | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ally Invest Advisors | ria-firm | — | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Btc Financial Management CO. | ria-firm | — | Bethany | MO | 64424 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oceanside Advisors LLC | ria-firm | — | Mount Pleasant | SC | 29464 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omers Infrastructure and Omers Infrastructure US | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arena Capital Advisors | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lewis Financial, LLC | ria-firm | — | San Luis Obispo | CA | 93401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bull Oak Capital, LLC | ria-firm | — | Rancho Santa FE | CA | 92067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Wealth Management Solutions, LLC | ria-firm | — | Fresno | CA | 93720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Horizon Wealth Advisors, LLC | ria-firm | — | Malvern | PA | 19355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Groundwork Wealth Management, LLC | ria-firm | — | Downingtown | PA | 19335 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chartwell Investment Partners, LLC | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Oak Capital Management, LLC | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rice Financial Consulting, INC. | ria-firm | — | Los Gatos | CA | 95030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Left Brain Wealth Management, LLC | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mystic Asset Management | ria-firm | — | Warwick | RI | 02888 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chung WU Investment Group, LLC | ria-firm | — | Sugar Land | TX | 77478 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acute Investment Advisory | ria-firm | — | Mesa | AZ | 85206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dld Asset Management, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castlestone Management LLC | ria-firm | — | Ridgewood | NJ | 07450 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcare Asset Management, LLC | ria-firm | — | Springfield | MO | 65804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Government Portfolio Advisors LLC | ria-firm | — | Portland | OR | 97224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provenire Capital LLC | ria-firm | — | Eden Prairie | MN | 55344 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sophis Investments LLC | ria-firm | — | New York | NY | 10169 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Degree Advisors, INC. | ria-firm | — | San Diego | CA | 92108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightworks Financial Planning LLC | ria-firm | — | Lexington | SC | 29072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Craft Wealth Management LLC | ria-firm | — | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exceed Advisory LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amadeus Wealth Alternatives, INC. | ria-firm | — | Hackensack | NJ | 07601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New State Capital Partners | ria-firm | — | New Rochelle | NY | 10801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sivia Capital Partners, LLC | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Estate Planning Team, INC. | ria-firm | — | Middleburg Heights | OH | 44130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nye Wealth Management LLC | ria-firm | — | Hudson | OH | 44236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Financial Services, LLC | ria-firm | — | Los Angeles | CA | 90066 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiller Partners, LLC | ria-firm | — | Beverly Hills | CA | 90210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solutia Global, LLC | ria-firm | — | Austin | TX | 78738 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Measured Wealth Private Client Group, LLC | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deep Blue Financial LLC | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C Financial and Tax Associates | ria-firm | — | Riverside | CA | 92506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patrumin Investors, LLC | ria-firm | — | Naples | FL | 34105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transom Capital Group | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acorn Wealth Advisors, LLC | ria-firm | — | Grand Blanc | MI | 48439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rcx Capital Group Advisors, LLC | ria-firm | — | Boone | NC | 28607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trexquant Investment LP | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Coach | ria-firm | — | West Chester | PA | 19380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lagrande Global LLC | ria-firm | — | Dallas | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elion Partners, LLC | ria-firm | — | Miami | FL | 33160 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| San Gabriel Capital | ria-firm | — | Cedar Park | TX | 78613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Erisa Advisers, INC. | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stephen H. Peck Employee Benefits Solutions | ria-firm | — | Dedham | MA | 02026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dib Investment Management LLC | ria-firm | — | Farmington Hills | MI | 48334 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bowside Capital, LLC | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tanin, Tunc | ria-firm | — | Cambridge | MA | 02139 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vizcaya Capital, LLC | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roche Asset Management, LLC | ria-firm | — | Allentown | PA | 18103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shb Advisors | ria-firm | — | Washington | DC | 20007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitehaven Asset Management, LP | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birchview Capital, LP | ria-firm | — | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdom Wealth Investment Advisors LLC | ria-firm | — | Phoenix | AZ | 85054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinafore Wealth Counsel INC. | ria-firm | — | Durham | NC | 27707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sequoia Wealth Management, LLC | ria-firm | — | Barrington | IL | 60010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alexander D Cohen Investments, LLC | ria-firm | — | Dallas | TX | 75244 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True North Financial Planning, LLC | ria-firm | — | South Burlington | VT | 05403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revere Wealth Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truadvisors | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynamic Wealth Solutions LLC | ria-firm | — | Southfield | MI | 48034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Ithaka | ria-firm | — | Aventura | FL | 33180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flourish Wealth Management INC. | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aua Private Equity Partners, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halcyon Global Advisors | ria-firm | — | Dallas | TX | 75248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealtharch Investment Services, LLC | ria-firm | — | Pasadena | CA | 91106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Creek Financial Management, LLC | ria-firm | — | Silverdale | WA | 98383 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primary Asset Management, LLC | ria-firm | — | New York | NY | 10006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kirk Investment Advisors LLC | ria-firm | — | Columbia | MD | 21046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prophet Equity Management II LLC | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Physicians Wealth Solutions, LLC | ria-firm | — | Columbus | OH | 43235 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buska Wealth Management, LLC | ria-firm | — | Wausau | WI | 54401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hatteras Investment Partners, LP | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Preservation Wealth Management | ria-firm | — | King of Prussia | PA | 19406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Orchard Capital Management LP | ria-firm | — | New York | NY | 10173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wave Equity Partners | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shelter Wealth Strategies, LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trac Asset Management LLC | ria-firm | — | Oak Brook | IL | 60523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finepoint Capital LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caprock Capital Advisors INC. | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphacentric Advisors LLC | ria-firm | — | San Juan | PR | 00912 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shelter Growth Capital Partners LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dbk Financial Counsel, LLC | ria-firm | — | Cuyahoga Falls | OH | 44223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phoenix International Investments LLC | ria-firm | — | Nashua | NH | 03063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortune 45, LLC. | ria-firm | — | Gonzales | LA | 70737 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristo Advisors LLC | ria-firm | — | New York | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John C. Saunders, C.P.A., P.C. | ria-firm | — | Rochester | NY | 14607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Khrom Capital Management | ria-firm | — | Miami | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bethesda Financial Advisors, LLC | ria-firm | — | Bethesda | MD | 20814 | 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