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 138 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Center Lake Capital Management, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lion Point Capital, LP | ria-firm | — | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Financial | ria-firm | — | Freedom | NH | 03836 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quartz Partners Investment Management | ria-firm | — | Saratoga Springs | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exodus Wealth, LLC | ria-firm | — | Fort Lauderdale | FL | 33308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advent Global Opportunities Management LLC | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Advisory LLC | ria-firm | — | Cleveland | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kirtland Hills Capital Management, LLC | ria-firm | — | Bratenahl | OH | 44108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masus Financial Group, LTD. | ria-firm | — | Batavia | IL | 60510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kyobo Life Asset Management (america) CO., LTD. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fitzroy Investment Advisors LLC | ria-firm | — | Aventura | FL | 33180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphacore Capital LLC | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kudu Investment Holdings, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Octo Capital, LLC | ria-firm | — | Bingham Farms | MI | 48025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jcn Financial & Tax Advisory Group, LLC | ria-firm | — | Baton Rouge | LA | 70809 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paoli Financial Advisors, LTD. | ria-firm | — | Paoli | PA | 19301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dgv Solutions LP | ria-firm | — | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gsr Capital Management, INC. | ria-firm | — | Redding | CA | 96001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Core Wealth Advisors, INC. | ria-firm | — | Lakeland | FL | 33801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piedmont Private Equity | ria-firm | — | Atlanta | GA | 30328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone, LLC | ria-firm | — | Washington | DC | 20005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abbington Investment Group, LLC | ria-firm | — | South Portland | ME | 04106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westrock Asset Management, LLC | ria-firm | — | Little Rock | AR | 72212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Folios | ria-firm | — | Charlotte | NC | 28277 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Munn Wealth Management, LLC | ria-firm | — | Maumee | OH | 43537 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Des Financial Group, LLC | ria-firm | — | Brea | CA | 92821 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gainplan LLC | ria-firm | — | Bloomfield Hills | MI | 48302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cox Advisors, LLC | ria-firm | — | Gilbert | AZ | 85225 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Hancock Personal Financial Services, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lvr Research, LLC | ria-firm | — | Delray Beach | FL | 33483 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubicon Advisors | ria-firm | — | Redding | CA | 96002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vested Legacy Wealth Management, L.P. | ria-firm | — | Houston | TX | 77079 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Relevant Financial Advisors LLC | ria-firm | — | Elkhart | IN | 46516 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azarias Capital Management, L.P. | ria-firm | — | Westchester | PA | 19382 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linc Wealth Solutions | ria-firm | — | Norristown | PA | 19401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Purus Wealth Management, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Rock Financial Planning, INC. | ria-firm | — | Mendota Heights | MN | 55120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Chase LLC | ria-firm | — | Phoenix | AZ | 85018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sequoia Private Wealth Management, LLC | ria-firm | — | Irving | TX | 75019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copperplate Capital LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sawyer Investment Management Company | ria-firm | — | Colleyville | TX | 76034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristobulus Investment Management, LLC | ria-firm | — | Houston | TX | 77019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 11 Financial | ria-firm | — | Lufkin | TX | 75901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coastal Wealth Advisors, LLC | ria-firm | — | Johns Island | SC | 29455 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mhs Advisory Services, LLC | ria-firm | — | Maple Grove | MN | 55369 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Capital Advisors, LLC | ria-firm | — | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Synergy Wealth Management, LLC | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnolia Lane Capital, LLC | ria-firm | — | Newport News | VA | 23606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conscious Capital Wealth Management, LLC | ria-firm | — | Tampa | FL | 33602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Mountain Financial Partners | ria-firm | — | Durango | CO | 81301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sulzberger Capital Advisors, INC. | ria-firm | — | Miami | FL | 33137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Advisory Services, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emerald Asset Management, INC. | ria-firm | — | Rocky Mount | NC | 27804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Wealth Management, LLC | ria-firm | — | Bethlehem | PA | 18017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Entrust Financial LLC | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modern Dollar Planning, LLC | ria-firm | — | St. Louis | MO | 63104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shp Wealth Management, LLC | ria-firm | — | Plymouth | MA | 02360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balanced Wealth Management, LLC. | ria-firm | — | East Greenwich | RI | 02818 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpine Asset Management | ria-firm | — | Zephyr Cove | NV | 89448 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alight Capital Management LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Investment Management | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drive Wealth Advisers | ria-firm | — | Lehi | UT | 84043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Capital Group | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Reef Advisors LLC | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hall Financial Advisors, PC | ria-firm | — | Kennesaw | GA | 30144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newday | ria-firm | — | Southbury | CT | 06488 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcs Private Wealth Management | ria-firm | — | Rumson | NJ | 07760 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 50 South Capital Advisors, LLC | ria-firm | — | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arca Wealth, LLC | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Management, LLC | ria-firm | — | Boise | ID | 83713 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duncan Williams Asset Management, LLC | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hazelview Securities (US) LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Special Situations Research CO. INC. | ria-firm | — | New York | NY | 10036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krozel Capital Management, LLC | ria-firm | — | Scottsdale | AZ | 85254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marshall Investment Management, LLC | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jpg Wealth Management, LLC | ria-firm | — | Marietta | GA | 30060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Ridge Partners, LLC | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tucker Asset Management LLC | ria-firm | — | Littleton | CO | 80120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emergent Wealth Advisors, LLC | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ocala Capital, LLC | ria-firm | — | Ocala | FL | 34470 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doxa Capital, LLC | ria-firm | — | Arlington | VA | 22209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buttonwood Capital Management (bcm) | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Threadgill Financial, LLC | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Womack Financial LLC | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| National Wealth Management Group, LLC | ria-firm | — | Cincinnati | OH | 45246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lakewood Asset Management, LLC | ria-firm | — | Naperville | IL | 60540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invisor | ria-firm | — | Seneca | KS | 66538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthtrust Asset Management, LLC | ria-firm | — | Destin | FL | 32541 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raymond James Investment Management | ria-firm | — | ST Petersburg | FL | 33716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mascoma Wealth Management | ria-firm | — | Hanover | NH | 03755 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sacks & Associates, LLC | ria-firm | — | Warren | NJ | 07059 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Del Principe O'brien Financial Advisors | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitney Financial Strategies, LLC | ria-firm | — | San Antonio | TX | 78230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schmitt Wealth Advisers, LLC | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T. Anton Investment House, INC. | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearfield Capital Management LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwight Securities Management LLC | ria-firm | — | Sunny Isles Beach | FL | 33160 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hinde Group LLC | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valuengine Capital Management LLC | ria-firm | — | Melbourne | FL | 32901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Cast Advisers, LLC | ria-firm | — | Brooklyn | NY | 11218 | 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