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 135 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sewickley Financial LLC | ria-firm | — | Sewickley | PA | 15143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Latour Asset Management LLC | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madrid Retirement Advisors | ria-firm | — | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catholic Investment Services, INC. | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Patriot Financial Group, LLC | ria-firm | — | Walpole | MA | 02081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forness Financial LLC | ria-firm | — | Needham | MA | 02492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentley Financial Group | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pragmatic Advisors, LLC | ria-firm | — | Homer | NY | 13077 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Wealth Solutions, LLC | ria-firm | — | Manalapan | NJ | 07726 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triumph Investment Advisory Group, LLC | ria-firm | — | Rochester | MI | 48307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Partners Capital Management, LP | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Npv Advisory Services, LLC | ria-firm | — | Cartersville | GA | 30120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakwater Capital | ria-firm | — | Kalamazoo | MI | 49007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Investment Counsel | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Owl Ventures | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laureate Wealth Management, LLC | ria-firm | — | Glen Ellyn | IL | 60137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'donnell Financial Services, LLC | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osprey Capital Management Corp. | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kansas City Private Wealth Management, LLC | ria-firm | — | Kansas City | MO | 64113 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Benefits Planning LLC | ria-firm | — | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Erlang101 Capital Management LLC | ria-firm | — | Fishers | IN | 46037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kora Management LP | ria-firm | — | Brooklyn | NY | 11201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grand Central Investment Group, LLC | ria-firm | — | Tampa | FL | 33606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunes Point Capital, L.P. | ria-firm | — | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burge Financial | ria-firm | — | Sacramento | CA | 95811 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ksb Financial Services, LLC | ria-firm | — | Eugene | OR | 97401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tsfg, LLC | ria-firm | — | Lake Forest | IL | 60045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thrive Financial Planning | ria-firm | — | EL Dorado Hills | CA | 95762 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean Wealth Management, LLC | ria-firm | — | Lindale | TX | 75771 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monterey Wealth | ria-firm | — | Atlanta | GA | 30338 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yes Wealth Management | ria-firm | — | Mahtomedi | MN | 55115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avior Capital Markets US, LLC | ria-firm | — | New York | NY | 10111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fordham Financial Services, LLC | ria-firm | — | Hillsboro | OR | 97123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glass Retirement Strategies, INC. | ria-firm | — | West Bloomfield | MI | 48322 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pgp Advisors, LLC | ria-firm | — | Ketchum | ID | 83340 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Constant Guidance Financial, LLC | ria-firm | — | North Attleboro | MA | 02763 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Client Wealth Advisors, LLC | ria-firm | — | Denver | CO | 80209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldfinch Financial, INC. | ria-firm | — | Manchester | NH | 03102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everlong Financial | ria-firm | — | Austin | TX | 78756 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lotus Investment Advisors | ria-firm | — | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revo Financial, LLC | ria-firm | — | Bartlesville | OK | 74003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dryden Capital, LLC | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cedarstone Advisors | ria-firm | — | Thousand Oaks | CA | 91320 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pnc Steel City Advisors, LLC | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weeks Financial Services, LLC | ria-firm | — | Erdenheim | PA | 19038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Servant Wealth Management LLC | ria-firm | — | Memphis | TN | 38119 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azure Wealth Management | ria-firm | — | Saint Paul | MN | 55102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pearl Lane Advisors, LLC | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Investment Research, LLC | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bates Financial Group, LLC. | ria-firm | — | Smyrna | GA | 30082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherwood Wealth Management | ria-firm | — | Basalt | CO | 81621 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Ridge Wealth Management, LLC | ria-firm | — | Kalamazoo | MI | 49007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Busine Wealth | ria-firm | — | Scottsdale | AZ | 85251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waller Financial Coaching | ria-firm | — | Chico | CA | 95973 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Post Partners | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avanath Capital Management, LLC | ria-firm | — | Irvine | CA | 92614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abendstern Wealth Management, INC. | ria-firm | — | Shenandoah | TX | 77384 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Private Wealth Advisors LLC | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Financial Solutions Group, LLC | ria-firm | — | Durango | CO | 81301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliable Alliance Financial | ria-firm | — | Fairfax | VA | 22030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Ivy League Advisory Group, LLC | ria-firm | — | San Tan Valley | AZ | 85142 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Panoramika Advisors INC. | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gallugi Wealth Management, LLC | ria-firm | — | North Reading | MA | 01864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atwater Wealth Management, INC. | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pnc Real Estate | ria-firm | — | Louisville | KY | 40202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crane Investments INC | ria-firm | — | Laguna Beach | CA | 92651 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shawspring Partners, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quadratic Capital Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steeprock Capital | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Park Capital Advisors, LLC | ria-firm | — | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parrish Capital, LLC | ria-firm | — | Kennesaw | GA | 30152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hero Investors, LLC | ria-firm | — | Cincinnati | OH | 45242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Radix Organization, INC. | ria-firm | — | New York | NY | 10075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Austin Wealth Management, LLC | ria-firm | — | Austin | TX | 78756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Svb Wealth | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilson David Investment Advisors | ria-firm | — | Aiken | SC | 29803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argent Wealth Advisors, LLC | ria-firm | — | Lafayette | CA | 94549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mathis Wealth Management | ria-firm | — | Phoenix | AZ | 85020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amijag Advisors LLC | ria-firm | — | Sugar Land | TX | 77478 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DS Wealth Advisors, INC. | ria-firm | — | Pittsburgh | PA | 15229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DV Kill Advisory Services, LLC | ria-firm | — | Marquette | MI | 49855 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Management, LLC | ria-firm | — | Honolulu | HI | 96813 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lazari Capital Management, INC. | ria-firm | — | Burbank | CA | 91505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Wealth Management, LLC | ria-firm | — | Cambridge | NY | 12816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sumeru Equity Partners | ria-firm | — | San Mateo | CA | 94403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newoak Asset Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Pacific Founders | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atwob | ria-firm | — | Katonah | NY | 10536 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integras Partners, LLC | ria-firm | — | Alpharetta | GA | 30005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tremont Street Advisors, LLC | ria-firm | — | League City | TX | 77573 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Keel Financial Planning | ria-firm | — | Westport | CT | 06880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Founders Financial Alliance, LLC | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AE Industrial Partners, LP | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AB Private Credit Investors LLC | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitalia Advisors LLC | ria-firm | — | Guaynabo | PR | 00970 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rose Capital Advisors, LLC | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Asset Consulting Group, INC | ria-firm | — | Boise | ID | 83705 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Socal Planners, INC | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Retirement | ria-firm | — | Ridgewood | NJ | 07450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nitor Capital Management | ria-firm | — | Englewood Cliffs | NJ | 07632 | 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