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 142 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Money Evolution | ria-firm | — | Bloomfield Hills | MI | 48304 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proficio Capital Partners LLC | ria-firm | — | Newton | MA | 02458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Relyon Financial Advisors, LLC | ria-firm | — | San Antonio | TX | 78230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lake Park Advisors | ria-firm | — | Johnson City | TN | 37615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Investments, LLC | ria-firm | — | Auburn | AL | 36832 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orchard Capital Management, LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beryl Capital Management, LLC | ria-firm | — | Redondo Beach | CA | 90277 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grow Funds LLC | ria-firm | — | LA Jolla | CA | 92037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunflower Wealth Advisors LLC | ria-firm | — | Salina | KS | 67401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Harvest Financial Planning | ria-firm | — | Brooklyn | NY | 11215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Das Wealth Management | ria-firm | — | Orlando | FL | 32809 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baird Principal Group Management Company I, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gates Pass Advisors, LLC | ria-firm | — | Los Altos | CA | 94022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aisling Capital Management LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wgs Management Services, INC | ria-firm | — | Rochester | NY | 14612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madden Creek Advisors | ria-firm | — | San Rafael | CA | 94901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palmetto Coast Advisors, INC. | ria-firm | — | Mt. Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Capital Management, LLC | ria-firm | — | Belcamp | MD | 21017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwestern Financial Group | ria-firm | — | Iowa City | IA | 52240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patriot Securities LLC | ria-firm | — | Jupiter | FL | 33458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Circle N Advisors, LLC | ria-firm | — | Fishkill | NY | 12524 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sciencast Management LP | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vass Financial Strategies | ria-firm | — | Lafayette Hill | PA | 19444 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seaside Wealth Management, INC. | ria-firm | — | Carlsbad | CA | 92009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aureum Wealth Management, LLC | ria-firm | — | North Palm Beach | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proactive Wealth Management | ria-firm | — | Lexington | KY | 40503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Radvanyi Wealth Management LLC | ria-firm | — | Reston | VA | 20191 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advocate Investing Services | ria-firm | — | Woodbine | MD | 21797 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilltop Financial Advisors | ria-firm | — | Milwaukee | WI | 53214 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Wealth Management LLC | ria-firm | — | Long Beach | CA | 90803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brave Boat Capital Advisors | ria-firm | — | Boston | MA | 02109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenrock Wealth Management, LLC | ria-firm | — | East Grand Rapids | MI | 49506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equita Financial Network, INC. | ria-firm | — | Fort Washington | PA | 19034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cordillera Investment Partners, L.P. | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ite Management L.P. | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cim Capital, LLC | ria-firm | — | Los Angeles | CA | 90010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quadrant Private Wealth Management, LLC | ria-firm | — | Center Valley | PA | 18034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Brick Planning & Consulting, LLC | ria-firm | — | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Green Capital Management LLC | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mutual Trust Advisory Group | ria-firm | — | Estero | FL | 33928 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unify Wealth Management LLC | ria-firm | — | Fort Collins | CO | 80524 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nvest Advisors, LLC | ria-firm | — | Colorado Springs | CO | 80903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eden Advisory Services, LLC | ria-firm | — | Albany | NY | 12205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navidar LLC | ria-firm | — | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackridge Asset Management, LLC | ria-firm | — | Jupiter | FL | 33477 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Life Group Financial Services | ria-firm | — | Dubuque | IA | 52002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bryant Group Advisors | ria-firm | — | New York | NY | 10004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L Capital, LLC | ria-firm | — | Windsor | CA | 95492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Advisors, LLC | ria-firm | — | Mount Joy | PA | 17552 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Mountain Financial, LLC | ria-firm | — | Fort Collins | CO | 80525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenbacker Capital Management LLC | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connected Wealth Solutions, LLC | ria-firm | — | LA Grande | OR | 97850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Financial Planners | ria-firm | — | Clayton | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cyr Financial INC. | ria-firm | — | Hennepin | IL | 61327 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossroads Planning | ria-firm | — | Orange | CA | 92868 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quona Capital Management LLC | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rai Wealth Management | ria-firm | — | Placentia | CA | 92870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hyperion Wealth Management, LLC | ria-firm | — | Maitland | FL | 32751 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kerr Wealth Management | ria-firm | — | Fresno | CA | 93720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First National Advisers, LLC | ria-firm | — | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catum Advisory Group, LLC. | ria-firm | — | Wilton | CT | 06897 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leading Edge Financial Planning LLC | ria-firm | — | Knoxville | TN | 37909 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PF Advisors | ria-firm | — | Chadds Ford | PA | 19317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Murphy Wealth Management Group | ria-firm | — | Fishkill | NY | 12524 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hommel Wealth Management, INC. | ria-firm | — | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cloverlay Investment Management, LLC | ria-firm | — | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R. L. Rigard & Associates LTD. | ria-firm | — | Los Angeles | CA | 90056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosemary Frank Financial, LLC | ria-firm | — | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cereus Financial Advisors, LLC | ria-firm | — | Franklin Lakes | NJ | 07417 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WP Asset Management | ria-firm | — | Bedminster | NJ | 07921 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohen, Steven J Cfa | ria-firm | — | ST Petersburg | FL | 33702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quraishi Wealth Management | ria-firm | — | Jonesboro | AR | 72401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Cornerstone Wealth LLC | ria-firm | — | Peoria | AZ | 85383 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Wealth Management LLC | ria-firm | — | Nashua | NH | 03063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sevenbridge Financial Group, LLC | ria-firm | — | Harrisburg | PA | 17110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ekon Advisors, LLC | ria-firm | — | St. Louis | MO | 63108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Investment Management LLC | ria-firm | — | Palm Coast | FL | 32164 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Oak Capital Partners, LLC | ria-firm | — | South Easton | MA | 02375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wallace Advisory Group, LLC | ria-firm | — | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forza Wealth Management | ria-firm | — | Sarasota | FL | 34233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley Capital Partners, LLC | ria-firm | — | Milton | GA | 30004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twenty Fifty Capital | ria-firm | — | MT Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gamut Capital Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherman Wealth Management LLC | ria-firm | — | Gaithersburg | MD | 20878 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trp Capital Advisors, LLC | ria-firm | — | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Wind Capital Management, L.P. | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forefront Asset Management, LLC | ria-firm | — | Virginia Beach | VA | 23455 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simmons Capital Group | ria-firm | — | Halfmoon | NY | 12065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trac Wealth Management, INC | ria-firm | — | Norman | OK | 73072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peakequity Partners Management CO., L.L.C. | ria-firm | — | Villanova | PA | 19085 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coombs Wealth Advisory, LLC | ria-firm | — | Blue Bell | PA | 19422 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Your Wealth Matters LLC | ria-firm | — | St. Louis | MO | 63127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagletree Capital, LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crayhill Capital Management LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wwa Planning & Investments | ria-firm | — | Columbus | IN | 47201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarus Wealth Advisors, LLC | ria-firm | — | Peoria | AZ | 85381 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David N. Hainsworth, C.P.A., P.C. | ria-firm | — | Fairfax | VA | 22030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Homestead Capital USA, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acres | ria-firm | — | Uniondale | NY | 11556 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matrix Private Wealth Management INC. | ria-firm | — | Lake Success | NY | 11042 | 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