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 137 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Captrust Wealth Advisors | ria-firm | β | Holland | MI | 49423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reedmark Advisors, LLC | ria-firm | β | Somerville | NJ | 08876 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baring Financial LLC | ria-firm | β | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mirador Capital Partners | ria-firm | β | Pleasanton | CA | 94566 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Wealth Advisors LLC | ria-firm | β | Camp Hill | PA | 17011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oliver Investments | ria-firm | β | Medfield | MA | 02052 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navigate Wealth Management, LLC | ria-firm | β | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Capital Management, INC. | ria-firm | β | Hendersonville | TN | 37075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| XP Advisory US, INC. | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amplify Etfs | ria-firm | β | Lisle | IL | 60532 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lake Jericho, LLC | ria-firm | β | Chicago | IL | 60604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tree Line Capital Partners, LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Staple Street Capital | ria-firm | β | New York | NY | 10104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Financial Partners | ria-firm | β | St. Cloud | MN | 56301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aligned Advisors | ria-firm | β | Oceanside | CA | 92056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eadvisor LLC | ria-firm | β | Cincinnati | OH | 45242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Retirement Specialist of Central Ohio | ria-firm | β | Newark | OH | 43055 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meadowpark Capital, LLC | ria-firm | β | Dallas | TX | 75219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atx Portfolio Advisors, LLC | ria-firm | β | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coyle Capital, LLC | ria-firm | β | Lakeway | TX | 78738 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lakeland Wealth Management LLC | ria-firm | β | Memphis | TN | 38120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lfm Capital | ria-firm | β | Nashville | TN | 37208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caption Management, LLC | ria-firm | β | Oklahoma City | OK | 73102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hinman Financial Planning, INC. | ria-firm | β | Erie | CO | 80516 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steward Family Office, INC. | ria-firm | β | Escondido | CA | 92025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ellenbecker Investment Group | ria-firm | β | Waukesha | WI | 53188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qubed Capital, LLC | ria-firm | β | Oakland | CA | 94611 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Activant Capital Group LLC | ria-firm | β | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revelstoke Capital Partners | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rfg Wealth Advisory | ria-firm | β | Argyle | TX | 76226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atl Advisor LP | ria-firm | β | New York | NY | 10167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allegory Advisory | ria-firm | β | New York | NY | 10169 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jecohen & CO., LLC | ria-firm | β | New Orleans | LA | 70130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexus Wealth Management, LLC | ria-firm | β | Chesapeake | VA | 23320 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maine Center for Wealth Management, LLC | ria-firm | β | Augusta | ME | 04330 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carey Wealth Management | ria-firm | β | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fsc Advisors LLC | ria-firm | β | North Canton | OH | 44720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innova Wealth, LLC | ria-firm | β | Houston | TX | 77092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JW Hecht Wealth Management LLC | ria-firm | β | Phoenix | AZ | 85012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redwood Wealth Management, LLC | ria-firm | β | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Town Lake Capital Management | ria-firm | β | Lakeway | TX | 78738 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crewe Advisors | ria-firm | β | Salt Lake City | UT | 84101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Wealth Planning | ria-firm | β | Reno | NV | 89509 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shariaportfolio, INC. | ria-firm | β | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monograph Wealth Advisors, LLC | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cassilly & Appel, INC. | ria-firm | β | Severna Park | MD | 21146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Blair Investment Management, LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opulen Financial Group, LLC | ria-firm | β | Arlington | VA | 22201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montgomery Wealth Management, LLC | ria-firm | β | Pagosa Springs | CO | 81147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfs Financial, LLC | ria-firm | β | Salem | MA | 01970 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pine Valley Investments | ria-firm | β | Marlton | NJ | 08053 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wakefield Wealth Management, LLLP | ria-firm | β | Englewood | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boon Capital Advisors LLC | ria-firm | β | Northbrook | IL | 60062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dominion Capital Wealth Advisors | ria-firm | β | Norfolk | VA | 23510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Council Capital Funds Management, LLC | ria-firm | β | Nashville | TN | 37215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bull Bear Investment Management LLC | ria-firm | β | Reston | VA | 20190 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfg Wealth Management, LLC | ria-firm | β | Statesboro | GA | 30458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentry Advisors, LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cvc Advisors (U.S.) INC. | ria-firm | β | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lindsey Wealth Management | ria-firm | β | Vincennes | IN | 47591 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Investment Management | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Savano Direct Capital Partners, LLC | ria-firm | β | Baltimore | MD | 21209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tartan Capital Advisors LLC | ria-firm | β | Henderson | NV | 89012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greybox Investments | ria-firm | β | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Wealth Management, LLC | ria-firm | β | Williamston | MI | 48895 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Falcon Wealth Planning, INC. | ria-firm | β | Ontario | CA | 91764 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loom Capital Management LLC | ria-firm | β | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Capital Management, LLC | ria-firm | β | Little Rock | AR | 72211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tred Avon Family Wealth, LLC | ria-firm | β | Easton | MD | 21601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lear Investment Management | ria-firm | β | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unique Financial Advisors LLC | ria-firm | β | Holmdel | NJ | 07733 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mgg Investment Group LP | ria-firm | β | New York | NY | 10119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Knights of Columbus Asset Advisors LLC | ria-firm | β | New Haven | CT | 06510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amherst Capital Management LLC | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Echo Wealth Management, LLC | ria-firm | β | Plymouth | MN | 55441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Herzog Financial Group, LLC | ria-firm | β | Saint Louis | MO | 63127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crr Wealth Management | ria-firm | β | Wakefield | MA | 01880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lefleur Financial | ria-firm | β | Jackson | MS | 39216 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SJ Boyle Wealth Planning, LLC | ria-firm | β | Hanover | NH | 03755 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epi Financial Group | ria-firm | β | Troy | MI | 48098 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cnl Fund Advisors II, LLC | ria-firm | β | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonex Advisors INC. | ria-firm | β | Birmingham | AL | 35243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redmount Capital Partners LLC | ria-firm | β | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wpg Advisory Group, LLC | ria-firm | β | East Windsor | CT | 06088 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Community Investment Management LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sachem Hill LLC | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathwise | ria-firm | β | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gentian Financial, INC. | ria-firm | β | Mequon | WI | 53092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Somnio Financial Group, LLC | ria-firm | β | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vann Equity Management LLC | ria-firm | β | Plano | TX | 75093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lakshmi Wealth Management LLC | ria-firm | β | Naperville | IL | 60540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crutchfield Advisors, INC | ria-firm | β | Apex | NC | 27523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lake Pacific Partners | ria-firm | β | Dallas | TX | 75205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Years Financial Advisors, INC. | ria-firm | β | South Bend | IN | 46614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stellex Capital | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nebrodi Partners, LLC | ria-firm | β | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bird Rock Management, LLC | ria-firm | β | Laguna Beach | CA | 92651 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flexpath Strategies | ria-firm | β | Aliso Viejo | CA | 92656 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. L. Perkins Wealth Management, LLC | ria-firm | β | Macon | GA | 31210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penserra Global Investors LLC | ria-firm | β | Orinda | CA | 94563 | 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