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 148 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| USA Financial Exchange | ria-firm | — | Ada | MI | 49301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodstock Wealth Management, INC. | ria-firm | — | Woodstock | GA | 30188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenbridge Investment Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compendium Wealth Advisors, LLC | ria-firm | — | Austin | TX | 78738 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tranquility Partners, LLC | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wishbone Management, LP | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steward Capital LLC. | ria-firm | — | Bellevue | WA | 98004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| US Freedom Capital Advisors LLC | ria-firm | — | Richardson | TX | 75080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingfish Capital Partners LLC | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Fin Capital Management LP | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conifer Management, LLC | ria-firm | — | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skye Global Management LP | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifestyle Freedom Advisory Group, LLC | ria-firm | — | Bradenton | FL | 34202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagespring Wealth Partners | ria-firm | — | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lyell Wealth Management LP | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skylark Wealth, LLC | ria-firm | — | San Francisco | CA | 94115 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolfgang Capital | ria-firm | — | Temecula | CA | 92590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitala Private Advisors, LLC | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverwater Partners LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moore Money Advisory | ria-firm | — | Azusa | CA | 91702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Western Wealth Management LLC | ria-firm | — | Golden | CO | 80401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moody, Lynn, Lieberson & Walker, LLC | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Strategies, LLC | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windemere Advisors, LLC | ria-firm | — | Valdosta | GA | 31602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simonet Financial Group, LLC | ria-firm | — | Kyle | TX | 78640 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allstreet Capital LLC | ria-firm | — | Los Angeles | CA | 90017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tremont Realty Capital LLC | ria-firm | — | Newton | MA | 02458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Farm Partners LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encompass Advisory Services, LLC | ria-firm | — | Katy | TX | 77494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mbf Healthcare Management II, LLC | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 361 Financial Planning, INC. | ria-firm | — | Walnut Creek | CA | 94597 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Systelligence, LLC | ria-firm | — | Bloomington | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duet Advisory Services LLC | ria-firm | — | Bingham Farms | MI | 48025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cratty & Swanson Advisors L.L.C. | ria-firm | — | Las Cruces | NM | 88011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Reserve Retirement, LLC | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Advisors | ria-firm | — | Boise | ID | 83705 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellspring Planning Group LLC | ria-firm | — | Roswell | GA | 30076 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunburst Financial Group, LLC | ria-firm | — | Vestavia Hills | AL | 35216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hpe Capital Management II, LLC | ria-firm | — | Cincinnati | OH | 45236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blockchain Capital, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toronado Partners LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soma Equity Partners, LP | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Capital Management Group LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fall Line Capital, LLC | ria-firm | — | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advice & Planning Services LLC | ria-firm | — | Youngwood | PA | 15697 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manhattan West Asset Management, LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercurio Wealth Advisors | ria-firm | — | Louisville | KY | 40222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sabrepoint Capital Management | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chronos Capital Advisors LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thorntree Capital Partners LP | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Your Planning Partner LLC | ria-firm | — | Palm Beach Gardens | FL | 33410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Wealth Partners, LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexaurum Advisors | ria-firm | — | Overland Park | KS | 66085 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daceyholden Management, LLC | ria-firm | — | Fort Lee | NJ | 07024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foster Victor | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge Capital Consulting, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MA Asset Management, LLC | ria-firm | — | Irvington | NY | 10533 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jts Fund Advisors, LLC | ria-firm | — | Waco | TX | 76710 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premis Advisors, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everguide Financial Group, LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bond & Devick Wealth Partners | ria-firm | — | Saint Louis Park | MN | 55426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rhino Investment Partners, INC. | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arnold and Mote Wealth Management | ria-firm | — | Hiawatha | IA | 52233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arjuna Capital, LLC | ria-firm | — | Manchester | MA | 01944 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nwm Advisors, LLC | ria-firm | — | San Luis Obispo | CA | 93401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Financial Planning | ria-firm | — | Annapolis | MD | 21409 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gqg Partners | ria-firm | — | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waddell & Associates, LLC | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Owl and Ore Wealth Planning | ria-firm | — | Pleasant Hill | CA | 94523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atw Spac Management LLC | ria-firm | — | New York | NY | 10119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Private Wealth Advisors | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jcg Advisory Group, LLC | ria-firm | — | Bozeman | MT | 59718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Able Financial Planning | ria-firm | — | West Brookfield | MA | 01585 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridge Capital Advisors, LLC | ria-firm | — | Oro Valley | AZ | 85737 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qapital Invest, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenhouse Wealth Management, LLC | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthrise Financial Planning, LLC | ria-firm | — | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adalta Capital Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| South Texas Capital Advisors, LLC | ria-firm | — | New Braunfels | TX | 78130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Wealth Management, LLC | ria-firm | — | Dallas | TX | 75205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prota Financial | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan Confidence Corporation | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prescott Advisors, LLC | ria-firm | — | Dallas | TX | 75205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S Squared Advisors LLC | ria-firm | — | Austin | TX | 78701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeview Asset Management Partners, LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gold Star Asset Management, LLC | ria-firm | — | Westbury | NY | 11590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightplan LLC | ria-firm | — | San Jose | CA | 95110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charter Advisory Group | ria-firm | — | Bedminster | NJ | 07921 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longpoint Partners LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluescape Energy Partners LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stratos Wealth Advisors LLC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Affinity Group, LLC | ria-firm | — | Albany | NY | 12203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner Advisor Network | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westshore Wealth | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stratos Investment Management, LLC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellington Investment Advisors | ria-firm | — | Bloomington | IN | 47408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bernard & Johnson Family Wealth Management | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lgm Capital Management LLC | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RM Adviser, LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argonaut Private Capital, LP | ria-firm | — | Tulsa | OK | 74136 | SEC-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