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 153 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Rog VI L.L.C. | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Universal Value Advisors | ria-firm | — | Reno | NV | 89501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sepio Capital, LP | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper Financial Investments, LLC | ria-firm | — | Mesa | AZ | 85206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cetera Advisory Services LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morse Asset Management, INC. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windle Wealth | ria-firm | — | Oklahoma City | OK | 73142 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corwin Company LLC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willow Creek Financial | ria-firm | — | San Diego | CA | 92131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keenan Financial | ria-firm | — | Boston | MA | 02114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariva Global Asset Management, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barentsen Advisory Services, LLC | ria-firm | — | Walnut Creek | CA | 94597 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaizen Wealth Management, LLC | ria-firm | — | Shelby Township | MI | 48317 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ganim Private Wealth | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Financial Group, LLC | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestech Asset Management INC. | ria-firm | — | Saint Louis | MO | 63141 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portus Capital Management, LLC | ria-firm | — | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Wealth Management LLC | ria-firm | — | Oak Brook | IL | 60523 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donald Smith, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callaway Capital Management, LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Partnership Wealth Management | ria-firm | — | Towson | MD | 21286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristotle Atlantic Partners, LLC | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arista Advisory Group, LLC | ria-firm | — | Albany | NY | 12205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lookahead Wealth LLC | ria-firm | — | West Linn | OR | 97068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tdirection Asset Management | ria-firm | — | San Francisco | CA | 94116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trusco Investment Management, LLC | ria-firm | — | Nashville | TN | 37204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sprincz Advisory Group, LLC | ria-firm | — | Littleton | CO | 80123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acm | ria-firm | — | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alerce Investment Management, L.P. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arboretum Investment Advisors, LLC | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson O'connor Wealth Management | ria-firm | — | Wakefield | MA | 01880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infusive Asset Management INC. | ria-firm | — | New York | NY | 10023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfg Wealth Management | ria-firm | — | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twentyfour Asset Management (US) LP | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harborlight Investments, LLC | ria-firm | — | EL Cerrito | CA | 94530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Equity Holdings, LLC | ria-firm | — | Cape Coral | FL | 33909 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthunite Advisors, LLC | ria-firm | — | Manhasset | NY | 11030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granada Wealth Management, LLC | ria-firm | — | Davidson | NC | 28036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cedar Street Asset Management LLC | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midcap Financial Services Capital Management, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckley Wealth | ria-firm | — | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wmg Financial Advisors, LLC | ria-firm | — | Knoxville | TN | 37932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isler Wealth Management, LLC | ria-firm | — | Eugene | OR | 97403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Citizens Institutional Asset Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Wealth Management, LLC | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Wealth Factors, LLC | ria-firm | — | Savannah | GA | 31406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coastal Way Financial Group, LLC | ria-firm | — | West Palm Beach | FL | 33401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Financial Group | ria-firm | — | Cedar Park | TX | 78613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Simple Investor's Guide, LLC | ria-firm | — | Simi Valley | CA | 93063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mesa Wealth Management | ria-firm | — | Camarillo | CA | 93010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Advisors Group, INC. | ria-firm | — | Utica | MI | 48317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corazon Group LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1sharpe Capital LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Psi Advisors, LLC | ria-firm | — | Tampa | FL | 33626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worrell Advisory Services | ria-firm | — | Branford | CT | 06405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Wealth Strategies | ria-firm | — | Idaho Falls | ID | 83402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Group International, LLC | ria-firm | — | Norfolk | VA | 23510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Texas Wealth Management, LLC | ria-firm | — | Houston | TX | 77058 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pmg Wealth Management | ria-firm | — | Hawthorn Woods | IL | 60047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abound Wealth Management, LLC | ria-firm | — | Franklin | TN | 37064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scottsdale Wealth Advisory LLC | ria-firm | — | Paradise Valley | AZ | 85253 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tres Wealth Management Group, LLC | ria-firm | — | Chino | CA | 91710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| UP Fintech Asset Management | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Priority Investment Services, LLC | ria-firm | — | Freeman | SD | 57029 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingsgrove Management, LLC | ria-firm | — | Camarillo | CA | 93010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyne Capital | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lansing Management, LP | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spahn Wealth & Retirement LLC | ria-firm | — | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accord Capital Management, LTD. | ria-firm | — | Boise | ID | 83702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marble Capital LP | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimum Wealth LLC | ria-firm | — | Keene | NH | 03431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilton Head Wealth Advisors, LLC | ria-firm | — | Bluffton | SC | 29910 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sjhl Financial Group | ria-firm | — | Mcpherson | KS | 67460 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Private Wealth, LLC | ria-firm | — | Royal Palm Beach | FL | 33411 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investall, INC. | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zeiser Wealth Management LLC | ria-firm | — | Hot Springs | AR | 71901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Facet | ria-firm | — | West Palm Beach | FL | 33411 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Img Wealth Management, INC. | ria-firm | — | Jacksonville | FL | 32216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Xypn Invest | ria-firm | — | Bozeman | MT | 59715 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ruane Cunniff L.P. | ria-firm | — | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Wealth and Retirement Partners | ria-firm | — | Eagle | ID | 83616 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strata Wealth Advisors, LLC | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watershed Wealth Planning LLC | ria-firm | — | Portland | OR | 97202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wallace Hart Capital Management | ria-firm | — | Lexington | KY | 40509 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hc2 Capital, LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maytech Global Investments | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hendrickson Financial Services, LLC | ria-firm | — | Dickinson | ND | 58601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northlane Capital Partners | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ballast Advisors, LLC | ria-firm | — | Woodbury | MN | 55125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Julien Planning, LLC | ria-firm | — | Hackensack | NJ | 07601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commonwealth Retirement Investments LLC | ria-firm | — | Richmond | VA | 23235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Wealth Management, LLC | ria-firm | — | Oakland | CA | 94609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cbiz Investment Advisory Services, LLC | ria-firm | — | Cleveland | OH | 44131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shorehill Capital LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Wealth Management Investment Advisory, INC. | ria-firm | — | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Murphy Asset and Tax Management | ria-firm | — | Westbrook | ME | 04092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Round Rock Advisors LLC | ria-firm | — | Wilton | CT | 06897 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 3650 Reit Investment Management LLC | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Investment Partners LLC | ria-firm | — | Oklahoma City | OK | 73118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Planning Group, LLC | ria-firm | — | Woodstock | MD | 21163 | 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