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 149 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| St. James Investment Advisors, LLC | ria-firm | — | Port Jefferson | NY | 11777 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rabenold Advisors, INC. | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimal Planning LLC | ria-firm | — | Concord | NC | 28025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bogart Wealth, LLC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fpfoco | ria-firm | — | Fort Collins | CO | 80525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leo Wealth, LLC | ria-firm | — | Edison | NJ | 08837 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Financial Planning and Coaching, LLC | ria-firm | — | Maple Grove | MN | 55311 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Executive Services, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tepp Wealth Management | ria-firm | — | Westfield | NJ | 07090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Trail Financial | ria-firm | — | Boston | MA | 02116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teixeira Wealth Management LLC | ria-firm | — | San Luis Obispo | CA | 93401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burnham Sterling Asset Management LLC | ria-firm | — | Cos Cob | CT | 06807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Pcg, LLC | ria-firm | — | Newport | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Future Wealth LLC | ria-firm | — | Los Gatos | CA | 95032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Wealth Management | ria-firm | — | Las Vegas | NV | 89147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Wealth Management, LLC | ria-firm | — | Dyersburg | TN | 38024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shorebreak Capital, LLC | ria-firm | — | Austin | TX | 78733 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Efficient Capital Strategies, LLC | ria-firm | — | Barrington | RI | 02806 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Three Bearings Fiduciary Advisors, INC. | ria-firm | — | Hampton | NH | 03842 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equity Investment Corp | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pfo Investment Advisors, LLC | ria-firm | — | Naples | FL | 34109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicolet Wealth Management | ria-firm | — | Green Bay | WI | 54301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bofa Securities, INC. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oregon Pacific Wealth Management | ria-firm | — | Medford | OR | 97504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miles Brown Asset Management | ria-firm | — | Santa Rosa | CA | 95403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signature Financial Advisors | ria-firm | — | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluesphere Advisors LLC | ria-firm | — | East Norriton | PA | 19401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Esi Advisors | ria-firm | — | Ponce | PR | 00731 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brickell Financial Group LLC | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifc | ria-firm | — | Auburn | CA | 95603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cim | ria-firm | — | Castle Rock | CO | 80104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Additive Advisory Pbc | ria-firm | — | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Benjamin Financial, LLC | ria-firm | — | Mount Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Central Family Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fogarty Wealth Management, INC. | ria-firm | — | Missouri City | TX | 77459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| XA Investments | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Crane Wealth Management, LLC | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sapphire Wealth Consulting, INC. | ria-firm | — | Ponte Vedra Beach | FL | 32082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palm Drive Capital LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nestegg Wealth Advisors | ria-firm | — | Rowlett | TX | 75089 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamsher Wealth Management, LLC | ria-firm | — | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fra Wealth Management LLC | ria-firm | — | O'fallon | IL | 62269 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamilton Capital Advisors LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Serve Capital Partners | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlatl Advisers | ria-firm | — | Madison | WI | 53713 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stoney Creek Advisors LLC | ria-firm | — | Rochester Hills | MI | 48307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jtm Wealth Management, INC. | ria-firm | — | Windham | NY | 12496 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ripple Ridge Enterprises LLC | ria-firm | — | Countryside | IL | 60525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longford Capital | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cmr Capital Management, LLC | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'brien Investment Management, LLC | ria-firm | — | Torrance | CA | 90505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clf Asset Management, INC. | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fwg Investments, LLC | ria-firm | — | Lexington | KY | 40509 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Man Global Private Markets (USA) INC. | ria-firm | — | New York | NY | 10105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sgh Wealth Management | ria-firm | — | Lathrup Village | MI | 48076 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gillson Capital | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ttp Investments, INC. | ria-firm | — | San Jose | CA | 95126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Wealth Strategies, INC. | ria-firm | — | Baltimore | MD | 21208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisory Advocates LLC | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reagan Financial Planning LLC | ria-firm | — | Oxford | GA | 30054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vitale Wealth Management | ria-firm | — | Metamora | MI | 48455 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BE More Advisors, LLC | ria-firm | — | Hallandale Beach | FL | 33009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rooted Planning Group | ria-firm | — | Corning | NY | 14830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seabird Investment Partners | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capria Ventures LLC | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olive Wealth Management | ria-firm | — | Houston | TX | 77008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Mode | ria-firm | — | Bountiful | UT | 84010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fourworld Capital Management LLC | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treiberg Wealth Management | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C2c Wealth Management, LLC | ria-firm | — | Scottsdale | AZ | 85266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vivere Wealth Management LLC | ria-firm | — | Chandler | AZ | 85286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spurstone | ria-firm | — | Higganum | CT | 06441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Hill Advisors, LLC | ria-firm | — | Houston | TX | 77005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley Partners Management, LLC | ria-firm | — | Oakland | CA | 94607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pax Financial Group | ria-firm | — | San Antonio | TX | 78232 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestwell Advisors LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mindful Wealth | ria-firm | — | St. Louis | MO | 63109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nightview Capital, LLC | ria-firm | — | Clearwater | FL | 33763 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Medora Value Equity, LLC | ria-firm | — | Mobile | AL | 36602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smart Money Group, LLC | ria-firm | — | Eastland | TX | 76448 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| OT Management, LLC | ria-firm | — | Boston | MA | 02216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jemma Financial Services | ria-firm | — | Baltimore | MD | 21286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 5c Capital Management, LLC | ria-firm | — | Woodcliff Lake | NJ | 07677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chugg Wealth Strategies, LLC | ria-firm | — | Provo | UT | 84601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Manor Financial, LLC | ria-firm | — | Saratoga Springs | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amip Management | ria-firm | — | Seal Beach | CA | 90740 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkergale, LLC | ria-firm | — | Chicago | IL | 60607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rsw Wealth Management | ria-firm | — | Reno | NV | 89509 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orei Advisors LP | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Four Financial Management | ria-firm | — | Ann Arbor | MI | 48108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provizr | ria-firm | — | Ann Arbor | MI | 48108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osage Pacific Advisors, INC. | ria-firm | — | Laguna Hills | CA | 92653 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Astra Capital Management LLC | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 337 Frontier Capital, LP | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stance Capital LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foxstone Financial | ria-firm | — | Lone Tree | CO | 80124 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vitality Capital Management, LLC | ria-firm | — | South Jordan | UT | 84095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saranap Wealth Advisors | ria-firm | — | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decker Retirement Planning INC. | ria-firm | — | Lehi | UT | 84048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Sun Financial Corp | ria-firm | — | Los Angeles | CA | 90024 | 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