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 150 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sepulveda Management LLC | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Remote Financial Planner, LLC | ria-firm | — | West Palm Beach | FL | 33411 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lone Peak Capital Management, LLC | ria-firm | — | Lehi | UT | 84043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Elm Capital Management, LLC | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stagner Financial Advisory | ria-firm | — | Edmond | OK | 73013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Structural Capital Management Company II, LP | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilkinson Capital Management, LLC | ria-firm | — | St. Paul | MN | 55127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conexus Capital Management, LLC | ria-firm | — | Parker | CO | 80134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Wealth Management, LLC | ria-firm | — | Little Rock | AR | 72207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sloan Advisory Group, INC. | ria-firm | — | Glens Falls | NY | 12801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kalamata Asset Management LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avid Planning | ria-firm | — | St. Petersburg | FL | 33701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Day IN July LLC | ria-firm | — | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bsc Capital Partners, LLC | ria-firm | — | West Des Moines | IA | 50265 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broad Bay Capital Management LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pantera Capital | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynchburg Wealth Management | ria-firm | — | Lynchburg | VA | 24502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sycamore Partners | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nickelplate Financial LLC | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayworth Capital | ria-firm | — | Chicago | IL | 60611 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balbec Capital Management LP | ria-firm | — | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banner Oak Capital Partners, LP | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirewise Tax and Wealth Advisors, INC. | ria-firm | — | Topeka | KS | 66614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonfanti Investment Services, LLC | ria-firm | — | Prairieville | LA | 70769 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bpc Advisors LLC | ria-firm | — | East Syracuse | NY | 13057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Group | ria-firm | — | Eden Prairie | MN | 55347 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy & Wealth Financial Advisors | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 3summit Investment Management, LLC | ria-firm | — | Vienna | VA | 22182 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Wealth Management | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Scottsdale Wealth Advisors, LLC | ria-firm | — | Scottsdale | AZ | 85262 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Path Planning | ria-firm | — | Goshen | NY | 10924 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Advisors NW | ria-firm | — | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rareview Capital LLC | ria-firm | — | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asana Partners, LP | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Von Colln Financial Group | ria-firm | — | Ogden | UT | 84401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halieus Investment Advisors | ria-firm | — | Broadway | VA | 22815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Align Capital Partners, LP | ria-firm | — | Shaker Heights | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James C Wangerin, Cpa/pfs | ria-firm | — | Deer Lodge | MT | 59722 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Asset Management, LLC | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Actify Investor Retirements, LLC | ria-firm | — | Peachtree Corners | GA | 30092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardent Wealth Advisory, LLC | ria-firm | — | Midlothian | VA | 23113 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Bruer | ria-firm | — | Tallahassee | FL | 32317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barlow, Paul David | ria-firm | — | Laguna Hills | CA | 92653 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rowland Financial Services | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quaker Wealth Management LLC | ria-firm | — | Moorestown | NJ | 08057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Management Group, LLC | ria-firm | — | Dunmore | PA | 18512 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oneascent Financial Services LLC | ria-firm | — | Birmingham | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Ocean Wealth Management, LLC | ria-firm | — | Clearwater | FL | 33759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unified Wealth Management LLC | ria-firm | — | Oldsmar | FL | 34677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isto Advisors, LLC | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Financial INC | ria-firm | — | University Place | WA | 98466 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burkart & Stevens Wealth Management | ria-firm | — | San Luis Obispo | CA | 93405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilbert 8, LLC | ria-firm | — | New York | NY | 10170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplicity Financial, LLC | ria-firm | — | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sylamore Investments LLC | ria-firm | — | Mountain View | AR | 72560 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emerge Capital Management | ria-firm | — | Buffalo | NY | 14202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One68 Global Capital, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colarion | ria-firm | — | Mountain Brook | AL | 35243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greystone Bridge Lending Fund Manager LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wiregrass Asset Management | ria-firm | — | Thomasville | GA | 31792 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jkg Capital LLC | ria-firm | — | Westport | CT | 06880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trailhead Planners, LLC | ria-firm | — | Edina | MN | 55439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safe Harbor Wealth Advisors, LLC | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Derive Wealth | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hale Financial Solutions, LLC | ria-firm | — | Afton | WY | 83110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walker Capital Advisors | ria-firm | — | New York | NY | 10016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mutima Capital Management LLC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Retirement Planning, INC. | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rdst Capital LLC | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cove Capital Management INC. | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcare Financial Group, INC. | ria-firm | — | Peachtree City | GA | 30269 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mantle Ridge LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Wealth Concepts LLC | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Antarctica Investment Advisors, LLC | ria-firm | — | New York | NY | 10104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fukoku Life International (america) INC. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brx Global | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gao Investments | ria-firm | — | Las Vegas | NV | 89119 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Butterfly Equity LP | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bannerman Wealth | ria-firm | — | Lewisville | TX | 75056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pair Capital Wealth Management, LLC | ria-firm | — | San Francisco | CA | 94116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regents Park Funds, LLC | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ecp Investment Advisors LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heights Investment Partners, LLC | ria-firm | — | Houston | TX | 77027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emde Wealth Management LLC | ria-firm | — | Bloomfield Hills | MI | 48302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Portfolio Strategies | ria-firm | — | Torrance | CA | 90503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sample Financial Advisers, LLC | ria-firm | — | Fort Collins | CO | 80525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JC Financial Services | ria-firm | — | Loomis | CA | 95650 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highline Wealth Partners | ria-firm | — | Sherman Oaks | CA | 91403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kennon-green & CO. | ria-firm | — | New Albany | OH | 43054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anos Capital, L.L.C. | ria-firm | — | New York | NY | 10174 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stapleton Financial Group | ria-firm | — | Billings | MT | 59102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forge Global Advisors LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merus Advisors, LLC | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Honest Wealth LLC | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Pacific Financial, INC. | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trail Ridge Investment Advisors, LLC | ria-firm | — | Fort Collins | CO | 80525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Poydras Capital Partners | ria-firm | — | Metairie | LA | 70005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millennial Wealth Management, LLC | ria-firm | — | Broomfield | CO | 80020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regan Financial Group, LLC | ria-firm | — | Danville | CA | 94526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Capital Management | ria-firm | — | Bloomfield Hills | MI | 48304 | 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