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 133 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Berenberg Asset Management LLC | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Financial Wealth Advisors | ria-firm | — | Lafayette | LA | 70503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isthmus Partners, LLC | ria-firm | — | Madison | WI | 53703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Water Financial Investor Coaching, LLC | ria-firm | — | Easton | PA | 18045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thorofare, LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Planology, INC. | ria-firm | — | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coign Capital Advisors LLC | ria-firm | — | Draper | UT | 84020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garabedian Wealth Management Group | ria-firm | — | Pasadena | CA | 91107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sdmi Insurance and Financial Services | ria-firm | — | EL Dorado Hills | CA | 95762 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opus Private Wealth Group, LLC | ria-firm | — | Orange | CA | 92868 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portland Private Wealth Management, INC. | ria-firm | — | Portland | OR | 97209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dividex Management LLC | ria-firm | — | Westwood | MA | 02090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Index Portfolio Advisors, LLC | ria-firm | — | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Course 26, LLC | ria-firm | — | Fort Worth | TX | 76102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seletto Value LLC | ria-firm | — | Orlando | FL | 32819 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kmr Wealth Advisory, LLC | ria-firm | — | San Luis Obispo | CA | 93401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint Financial Advisors, LLC | ria-firm | — | Portland | OR | 97212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stangier Wealth Management | ria-firm | — | Clackamas | OR | 97015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Record Currency Management INC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gem-young Wealth Advisors, LLC | ria-firm | — | Canfield | OH | 44406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Road Investment Counsel, LLC | ria-firm | — | Kalamazoo | MI | 49007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Destiny Wealth Partners, LLC | ria-firm | — | Tavares | FL | 32778 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newedge Advisors | ria-firm | — | New Orleans | LA | 70130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Advisors LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crimson Oak Wealth Management, LLC | ria-firm | — | Lexington | KY | 40504 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forward Wealth Management, LLC | ria-firm | — | Charlotte | NC | 28210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Capital | ria-firm | — | New Orleans | LA | 70112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burton Wealth Management | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkstone Investments, LLC | ria-firm | — | Newton | MA | 02458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rhino Wealth Management | ria-firm | — | Belmont | NC | 28012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hull Tactical | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uptown Capital Advisors | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H. Anthony Ruckel | ria-firm | — | Denver | CO | 80222 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 7summit Advisors, LLC | ria-firm | — | Los Angeles | CA | 90045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etf Architect | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stafford Capital Partners INC. | ria-firm | — | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nine Ten Capital Management | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rufus Hayes Asset Management, LLC | ria-firm | — | New Braunfels | TX | 78130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pitzl Financial | ria-firm | — | Arden Hills | MN | 55112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management of Kentucky, INC. | ria-firm | — | Lexington | KY | 40507 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentley Wealth Management, LLC | ria-firm | — | Marblehead | MA | 01945 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prospect Hill Growth Partners, L.P. | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epiphany Wealth Management | ria-firm | — | Houston | TX | 77027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dogpatch Wealth | ria-firm | — | San Francisco | CA | 94107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Note Advisors, LLC | ria-firm | — | Buffalo | NY | 14202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reverence Capital Partners | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevation Capital Advisory | ria-firm | — | Bend | OR | 97702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iht Wealth Management LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Egsi Investment Management | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rick Law Financial Services LLC | ria-firm | — | Aurora | IL | 60502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masterplan Retirement Consultants | ria-firm | — | Marietta | GA | 30064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eves&haines Wealth Management | ria-firm | — | Greeley | CO | 80634 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity Wealth Management, INC. | ria-firm | — | Denver | CO | 80237 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thoughtful Financial Planning, LLC | ria-firm | — | Minneapolis | MN | 55403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Investment Connection LLC | ria-firm | — | Bridgewater | NJ | 08807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smartt Wealth Solutions, LLC | ria-firm | — | Gilbert | AZ | 85296 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woven Capital, LLC | ria-firm | — | Redding | CA | 96001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cherrydale Wealth Management, LLC | ria-firm | — | Montclair | NJ | 07042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paramount Accounting & Tax Services, INC. | ria-firm | — | Dearborn | MI | 48126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curbstone Advisors LLC | ria-firm | — | Tenafly | NJ | 07670 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Macro Asset Management LLC | ria-firm | — | Las Vegas | NV | 89169 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Envestnet Retirement Solutions, LLC | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southocean Capital Partners, LLC | ria-firm | — | Ft. Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creation Investments | ria-firm | — | Chicago | IL | 60661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverglades Family Offices, LLC | ria-firm | — | Naples | FL | 34105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Your Richest Life | ria-firm | — | Plano | TX | 75074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenridge Growth Partners | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovative Financial Advisors, LLC | ria-firm | — | Lincoln | CA | 95648 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redtree Investment Group | ria-firm | — | Cincinnati | OH | 45212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Advisory Partners, LLC | ria-firm | — | Spokane | WA | 99208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Realm Investment Consulting LLC | ria-firm | — | Cary | NC | 27518 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Multi-asset Advisors L.L.C. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Lake Capital Management, LLC | ria-firm | — | Birmingham | MI | 48009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bischoff Wealth Management Group, LLC | ria-firm | — | Greenwood | IN | 46142 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perea Capital | ria-firm | — | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forest Capital Management, LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Side-by-side Financial Planning, LLC | ria-firm | — | Plymouth | MN | 55447 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Versor Investments LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannata & Company, LLC | ria-firm | — | Roselle | IL | 60172 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Wealth Partners, LLC | ria-firm | — | Phoenix | AZ | 85028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Star Advisory Group, LLC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Wealth Partners, LLC | ria-firm | — | Summerville | SC | 29486 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oasis Capital Partners (texas) INC. | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Css Capital Advisory LLC | ria-firm | — | Miami | FL | 33130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carrie Houchins-witt Tax and Financial Services LLC | ria-firm | — | Coralville | IA | 52241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Four Points Advisors, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guitian Wealth Management, LLC | ria-firm | — | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Citrine Capital | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccauley Investments Advisors LLC | ria-firm | — | Guilford | CT | 06437 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Wealth Map, LLC | ria-firm | — | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Madre Partners LLC | ria-firm | — | Cerritos | CA | 90703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Overland Park Wealth Management LLC | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Washington Growth Strategies LLC | ria-firm | — | Washington | DC | 20005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantumvest, INC. | ria-firm | — | Scottsdale | AZ | 85250 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compound Planning, INC. | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fc360 Wealth Management, INC. | ria-firm | — | Roseville | CA | 95661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cenador Financial Advisers LLC | ria-firm | — | New York | NY | 10111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Financial Management | ria-firm | — | Norwell | MA | 02061 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Symphony Financial, LTD. CO. | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integritt Wealth Management, LLC | ria-firm | — | Stuart | FL | 34994 | 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