Open data
The whole directory, as a table
All 278,301 curated records we publish β 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 Β· page 136 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Mason Wells, INC. | ria-firm | β | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aton Financial LLC | ria-firm | β | San Juan | PR | 00907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Premier Advisory Group, LLC | ria-firm | β | Omaha | NE | 68164 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monere Wealth Management, INC. | ria-firm | β | Schaumburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keeler & Nadler Family Wealth | ria-firm | β | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marketgrader Capital, LLC | ria-firm | β | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dominguez Wealth Management Solutions, INC. | ria-firm | β | Williamsburg | VA | 23188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Act Advisors | ria-firm | β | Asheville | NC | 28801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teza Capital Management LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Law Office of Kevin Adams, PLLC | ria-firm | β | Plymouth | MI | 48170 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zuraw Financial Advisors, LLC | ria-firm | β | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Summit Group | ria-firm | β | San Antonio | TX | 78212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bedrock Investment Advisors | ria-firm | β | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tritium Partners | ria-firm | β | Austin | TX | 78704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisory Investor Services LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aethon Energy Management | ria-firm | β | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspirean Wealth, LLC | ria-firm | β | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rothman Investment Management, LLC | ria-firm | β | Atascadero | CA | 93422 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intellectus Partners, LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soundwatch Capital, LLC | ria-firm | β | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Casilio Leitch Investments | ria-firm | β | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Hall Capital Partners, L.P. | ria-firm | β | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Consulting Group | ria-firm | β | Las Vegas | NV | 89148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hughes Financial Services, LLC | ria-firm | β | Herndon | VA | 20171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristotle Capital Boston, LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S. Williams Capital, LLC | ria-firm | β | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pakha Investment Advisory | ria-firm | β | Redlands | CA | 92374 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterfront Wealth INC. | ria-firm | β | Overland Park | KS | 66209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Financial Planning, INC. | ria-firm | β | Newport News | VA | 23606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wynnchurch Capital, L.P. | ria-firm | β | Rosemont | IL | 60018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centerview Wealth Advisors, LLC | ria-firm | β | Pittsburgh | PA | 15215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ruedi Wealth Management, INC. | ria-firm | β | Champaign | IL | 61821 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Income Strategies, LLC | ria-firm | β | Fort Lauderdale | FL | 33309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Partnership Capital Growth Investors Management, LLC | ria-firm | β | Los Gatos | CA | 95030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A.G. Morgan Financial Advisors, LLC | ria-firm | β | Massapequa | NY | 11758 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Harvest Investment Services | ria-firm | β | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S Squared Retirement Solutions LLC | ria-firm | β | Montville | NJ | 07045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthbuilders Investments | ria-firm | β | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iron River Capital LLC | ria-firm | β | Durango | CO | 81301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lineweaver Wealth Advisors | ria-firm | β | Valley View | OH | 44125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Portfolio Investments, LLC | ria-firm | β | Stamford | CT | 06905 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capview Advisors, LLC. | ria-firm | β | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Tower Asset Management, LLC | ria-firm | β | Austin | TX | 78734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pfg Advisors | ria-firm | β | Phoenix | AZ | 85012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rede Wealth, LLC | ria-firm | β | Charlottesville | VA | 22911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Disciplined Money, LLC | ria-firm | β | Phoenix | AZ | 85020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Pacific Growth Investment Advisors, LLC | ria-firm | β | Minneapolis | MN | 55410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generations Wealth, LLC | ria-firm | β | Cincinnati | OH | 45243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prairie Investment Advisors, LLC | ria-firm | β | Naperville | IL | 60563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Island Wealth Management, INC. | ria-firm | β | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stableford Capital LLC | ria-firm | β | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Auour Investments LLC | ria-firm | β | Woburn | MA | 01801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copper River Advisors LLC | ria-firm | β | Englewood | CO | 80112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Private Wealth Group, LLC | ria-firm | β | Oakbrook Terrace | IL | 60181 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cabrera Capital Partners | ria-firm | β | Chicago | IL | 60606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buell Investment Advisors | ria-firm | β | Glastonbury | CT | 06033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steelhead Capital Management, LLC | ria-firm | β | Fort Worth | TX | 76107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laufer Wealth Management, LLC | ria-firm | β | Babylon | NY | 11702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warren Street Wealth Advisors, LLC | ria-firm | β | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veda Financial Investment Advisory | ria-firm | β | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Management INC. | ria-firm | β | Manassas | VA | 20109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yoffe Investment Management, LLC | ria-firm | β | Lemoyne | PA | 17043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Haven Financial, LLC | ria-firm | β | Torrance | CA | 90501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lep Management LLC | ria-firm | β | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willamette Financial Advisors, LLC | ria-firm | β | Portland | OR | 97224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cottage Street Advisors | ria-firm | β | Marion | MA | 02738 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icapital Advisors | ria-firm | β | Pittsburgh | PA | 15209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Oaks Wealth Advisors, INC. | ria-firm | β | Minneapolis | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonnema Wealth Management LLC | ria-firm | β | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Narus Financial Partners, LLC | ria-firm | β | Salt Lake City | UT | 84106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrack Yard Advisors, LLC | ria-firm | β | Chevy Chase | MD | 20815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monticelloam, LLC | ria-firm | β | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Edwards Wealth Strategies | ria-firm | β | Lynchburg | VA | 24504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Asset Management LLC | ria-firm | β | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentoak Capital | ria-firm | β | Weatherford | TX | 76086 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strivus Wealth Partners LLC | ria-firm | β | Jacksonville Beach | FL | 32250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantumleap Wealth Management, LLC | ria-firm | β | St. Charles | MO | 63303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Selkirk Wealth Advisors, LLC | ria-firm | β | Spokane | WA | 99201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cavner Social Enterprises, LLC | ria-firm | β | Austin | TX | 78731 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buttonwood Group Advisors LLC | ria-firm | β | Uniondale | NY | 11556 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Versatile Capital Management L.L.C. | ria-firm | β | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Juniper Capital Advisors, L.P. | ria-firm | β | Houston | TX | 77019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Augulis Financial Firm, L.L.C. | ria-firm | β | Warren | NJ | 07059 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swan Global Management | ria-firm | β | Humacao | PR | 00791 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Autumn Lane Advisors, LLC | ria-firm | β | Houston | TX | 77063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oep Capital Advisors, L.P. | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mason Financial Services | ria-firm | β | Redlands | CA | 92373 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coordinated Planning Group, INC. | ria-firm | β | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Novapoint Capital LLC | ria-firm | β | Atlanta | GA | 30361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosemark Advisors, INC. | ria-firm | β | Bohemia | NY | 11716 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cox & Cook Wealth Advisors | ria-firm | β | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westland Gate Capital, LLC | ria-firm | β | Holliston | MA | 01746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flores Wealth Planning, LLC | ria-firm | β | New York | NY | 10005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plustick Management LLC | ria-firm | β | Charlottesville | VA | 22902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flyover Capital Partners, LLC | ria-firm | β | Kansas City | MO | 64112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PR Wealth Management Group | ria-firm | β | East Moline | IL | 61244 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Absolute Alpha Corp | ria-firm | β | Houston | TX | 77092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial Advisors, LLC | ria-firm | β | North Platte | NE | 69101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Capital Advisors, LLC | ria-firm | β | Middlebury | CT | 06762 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arroyo Energy Investment Partners LLC | ria-firm | β | Spring | TX | 77389 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0