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 139 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| South Bay Financial Partners | ria-firm | — | Torrance | CA | 90503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weatherhelm Capital Management LLC | ria-firm | — | Cambridge | NY | 12816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Del Mar Wealth Management INC | ria-firm | — | Del Mar | CA | 92014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decathlon Capital Management II, LLC | ria-firm | — | Park City | UT | 84098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgetech Analytics, LLC | ria-firm | — | Fairlawn | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Stone Global LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acore Capital, LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abundance Financial Coaching, LLC | ria-firm | — | Davenport | IA | 52807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortuna Investors LLC | ria-firm | — | Jupiter | FL | 33478 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mmi Asset Management Services, LLC | ria-firm | — | Owosso | MI | 48867 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Las Olas Capital Advisors, LLC | ria-firm | — | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foundations Investment Advisors LLC | ria-firm | — | Phoenix | AZ | 85040 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adk Wealth Advisory Group | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmo Financial | ria-firm | — | Carlsbad | CA | 92009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eureka Wealth Solutions | ria-firm | — | New York | NY | 10025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lebens Advisory Group LLC | ria-firm | — | Lakeville | MN | 55044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Churchill Asset Management LLC | ria-firm | — | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Benchmark Partners, LLC | ria-firm | — | Atlanta | GA | 30341 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Partners Public Asset Management, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park Avenue Institutional Advisers LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Gleason Group, INC. | ria-firm | — | Prospect | KY | 40059 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Captrust | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kroeger Financial Partners | ria-firm | — | Grass Valley | CA | 95945 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vendera Management Holdings, LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodside Wealth Management | ria-firm | — | Framingham | MA | 01701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windward Wealth Strategies, INC. | ria-firm | — | Oshkosh | WI | 54904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cnl Educational Institute, LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prestonwood Capital Management, LLC | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Upfront Ventures | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abaris Investment Management | ria-firm | — | Bloomfield Hills | MI | 48302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Capital Partners | ria-firm | — | Ann Arbor | MI | 48105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ark Royal Wealth Management LLC | ria-firm | — | Raleigh | NC | 27607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Impactadvisor LLC | ria-firm | — | SF | CA | 94123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centeroak Adviser, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magen Wealth Management, LLC | ria-firm | — | Miami | FL | 33180 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quilvest Capital Partners Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Advisers, LLC | ria-firm | — | Philadelphia | PA | 19103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mountain Hill Investment Partners | ria-firm | — | Atlantic Highlands | NJ | 07716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collier Financial, INC | ria-firm | — | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chequers Financial Management LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doubleline Alternatives LP | ria-firm | — | Tampa | FL | 33602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Wealth Partners LLC | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clockwise Capital LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endurance Private Investments Manager, LLC | ria-firm | — | Tucson | AZ | 85716 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guiding Wealth Management, LLC | ria-firm | — | Richardson | TX | 75080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Advisors | ria-firm | — | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ramsey Quantitative Systems, INC. | ria-firm | — | Louisville | KY | 40223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bria Capital Group, LLC | ria-firm | — | Wesley Chapel | FL | 33544 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flagship Private Wealth | ria-firm | — | Woburn | MA | 01801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seven Hills Capital Advisors | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benzer Capital | ria-firm | — | Missouri City | TX | 77459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Pine Financial Partners | ria-firm | — | Media | PA | 19063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Financial Group LLC | ria-firm | — | Overland Park | KS | 66213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Steps Financial, LLC | ria-firm | — | Encinitas | CA | 92024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1315 Capital | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Perspective Group | ria-firm | — | Lawrence | KS | 66044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Open Range Financial Group, LLC | ria-firm | — | Waco | TX | 76701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palante Wealth Advisors, LLC | ria-firm | — | Pennington | NJ | 08534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Investment Consultants, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Strategic Nextgen Ocio | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cloverhill Capital Management | ria-firm | — | New York | NY | 10013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solace Capital Partners, L.P. | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovative Wealth Advisors LLC | ria-firm | — | Encino | CA | 91436 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dreamwork Financial Group | ria-firm | — | Birmingham | AL | 35203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Together Planning | ria-firm | — | Gainesville | FL | 32606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1900 Wealth | ria-firm | — | San Antonio | TX | 78215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kondo Wealth Advisors, INC | ria-firm | — | Pasadena | CA | 91106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ldn Wealth, LLC | ria-firm | — | Orlando | FL | 32817 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Water Asset Management | ria-firm | — | Grand Rapids | MI | 49525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Planning, INC | ria-firm | — | Hyannis | MA | 02601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WE Alliance Wealth Advisors, INC. | ria-firm | — | Roseville | CA | 95661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kabr Management, LLC | ria-firm | — | Englewood | NJ | 07631 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prudent Prospera Planning, INC. | ria-firm | — | Pleasanton | CA | 94566 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bell & Brown Wealth Advisors, LLC | ria-firm | — | Newport Beach | CA | 92662 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optura Advisors, INC. | ria-firm | — | Burlingame | CA | 94010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thunderbird Financial Coaching | ria-firm | — | Sylvania | OH | 43560 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Cap Advisors, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lockshield Partners, INC. | ria-firm | — | Glasgow | KY | 42141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbam US LP | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jardine Financial Group | ria-firm | — | Richardson | TX | 75080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Financial Nordic | ria-firm | — | Fountain Hills | AZ | 85268 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Capital Management, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Square Park Capital Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee Hyder and Associates Wealth Management, LLC | ria-firm | — | Akron | OH | 44313 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ellevest | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aries Wealth Management, LLC | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elpis Capital Group, LLC | ria-firm | — | Fishers | IN | 46038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Main Street Group | ria-firm | — | Glen Allen | VA | 23060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Australis Partners (advisers) LLC | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colony Capital Investment Advisors, LLC | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Paces Advisors, INC. | ria-firm | — | Atlanta | GA | 30327 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Welspire LLC | ria-firm | — | Upper Arlington | OH | 43221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sightline Wealth Advisors, LLC | ria-firm | — | Groton | CT | 06340 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epic Advisory Services Corp | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Murray Financial Services, INC | ria-firm | — | Chico | CA | 95973 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LW Advisors, L.L.C. | ria-firm | — | Des Moines | IA | 50312 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icapital Advisors, LLC | ria-firm | — | New York | NY | 10165 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| January Capital Advisors LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayard Asset Management LLC | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| French Capital Management, LLC | ria-firm | — | Jacksonville | FL | 32223 | 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