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 145 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Chesapeake Capital Corporation | ria-firm | — | Tampa | FL | 33602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winthrop Partners - Wny, LLC | ria-firm | — | Buffalo | NY | 14203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winthrop Partners - Wpa , LLC | ria-firm | — | Buffalo | NY | 14203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stansberry Asset Management, LLC | ria-firm | — | Westlake | TX | 76262 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marsh Wealth Management, LLC | ria-firm | — | Knoxville | TN | 37923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evan Capital | ria-firm | — | Houston | TX | 77057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hps Investment Partners, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argand Partners, LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gatewood Capital Management LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Targeted Wealth Solutions | ria-firm | — | Colorado Springs | CO | 80920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rev Capital, LLC | ria-firm | — | Marietta | GA | 30060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnes & Company Investment Counsel, LLC | ria-firm | — | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mvp Manager LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Addie Capital | ria-firm | — | Dallas | TX | 75219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| I-squared Wealth Management, INC. | ria-firm | — | Totowa | NJ | 07512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James Morgan Asset Management, LLC | ria-firm | — | Broomfield | CO | 80021 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prelude Financial | ria-firm | — | Wadsworth | OH | 44281 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaleidoscope Capital | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelly Financial Group LLC | ria-firm | — | Encinitas | CA | 92024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rostad Capital Management, INC. | ria-firm | — | Portland | OR | 97219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Focus LLC | ria-firm | — | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elephant | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cleveland Wealth, LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Davenport Financial Group, INC. | ria-firm | — | Dayton | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Wealth Group LLC | ria-firm | — | Exeter | NH | 03833 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Najarian Family Office, LLC | ria-firm | — | Chicago | IL | 60606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nut Tree Capital Management, LP | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Value Bank Partners LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Zen | ria-firm | — | San Francisco | CA | 94108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evidence Advisors Investment Management | ria-firm | — | Boerne | TX | 78006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northcoast Asset Management LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Addicus Advisory, LLC | ria-firm | — | Tupelo | MS | 38804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First American Asset Advisory, LLC | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Bridge Private Family Offices | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bostonpremier Wealth | ria-firm | — | Hingham | MA | 02043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mhi Funds, LLC | ria-firm | — | Kingston | NY | 12401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lwo LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lbb Holding Company LLC | ria-firm | — | Norwalk | CT | 06854 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orangewood Partners Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pfg Private Wealth Management, LLC | ria-firm | — | Lutz | FL | 33548 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noble Advisory Group LLC | ria-firm | — | Waco | TX | 76710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opus Financial Solutions LLC | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aerodigm Wealth LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta & Gamma Capital Management LLC | ria-firm | — | New York | NY | 10036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sender Company & Partners, INC. | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Satya Investment Management, LLC | ria-firm | — | Leawood | KS | 66211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint Capital Advisors LLC | ria-firm | — | Short Hills | NJ | 07078 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balboa Wealth Partners, INC. | ria-firm | — | Scottsdale | AZ | 85250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vip Financial Associates | ria-firm | — | Woodbury | MN | 55125 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olio Financial Planning | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helium Advisors LLC | ria-firm | — | Vancouver | WA | 98684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eversept Partners, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockcrest Financial LLC | ria-firm | — | Somers Point | NJ | 08244 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Wealth, LLC | ria-firm | — | Northville | MI | 48167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital City Wealth Advisors, INC. | ria-firm | — | Tallahassee | FL | 32301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ballast Capital Advisors, LLC | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garnett Investment Strategies | ria-firm | — | Beatrice | NE | 68310 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Man Investment Partners (US) LP | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Energy Impact Partners LP | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.H. Lane Partners, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cimarron Healthcare Capital, LLC | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moerus Capital Management LLC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakwater Financial, LLC | ria-firm | — | Needham | MA | 02494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halcyon Professional Advisors | ria-firm | — | Cullman | AL | 35055 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Capital Advisors, LLC | ria-firm | — | Lakewood Ranch | FL | 34202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colbeck Capital Management, LLC | ria-firm | — | New York | NY | 10106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mulholland Wealth Advisors, LLC | ria-firm | — | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guerra Wealth Advisors | ria-firm | — | Miami | FL | 33173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrow Partners, INC. | ria-firm | — | Rye Brook | NY | 10573 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Second Alpha Partners | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Retirement Group LLC | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Latko Wealth Management, LTD. | ria-firm | — | Frankfort | IL | 60423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lanyon Advisory Services | ria-firm | — | Del Mar | CA | 92014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premia Global Advisors, LLC | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Almanack Investment Partners | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sitrin Capital Management, LLC | ria-firm | — | Century City | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garda Capital Partners | ria-firm | — | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinley Financial | ria-firm | — | Brookville | PA | 15825 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonnell Financial Services | ria-firm | — | Pasadena | CA | 91107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Specialty Investment Group, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aventail Wealth Management, LLC | ria-firm | — | Winter Haven | FL | 33880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cme Strategic Wealth Management | ria-firm | — | Temecula | CA | 92590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Impact Shares | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tax Planning Professionals, INC | ria-firm | — | Auburn | CA | 95603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Wealth Planning Services | ria-firm | — | Brunswick | ME | 04011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centric Advisors, LLC | ria-firm | — | Cypress | TX | 77429 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquette Wealth Management | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Courier Capital, LLC | ria-firm | — | Buffalo | NY | 14209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willow Wealth | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 401k Investment Professionals | ria-firm | — | Waunakee | WI | 53597 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crimson Investment Managers, LLC | ria-firm | — | Westminster | CA | 92683 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oic | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunpointe Investments | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Tortoise | ria-firm | — | Atlanta | GA | 30342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| OA Private Capital | ria-firm | — | Grand Rapids | MI | 49503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piton Investment Management, LP | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Basis Management Group LLC | ria-firm | — | New York | NY | 10038 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Precise Investment Management, INC. | ria-firm | — | Highland Park | IL | 60035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Douglas C. Lane & Associates | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cwos for Hire | ria-firm | — | Saint Louis | MO | 63131 | 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