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 155 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| the Professional Financial Company LLC | ria-firm | — | Orem | UT | 84057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Retirement Optimization Group, LLC | ria-firm | — | Honolulu | HI | 96815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Accumulation, LLC | ria-firm | — | Sausalito | CA | 94965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iowa Wealth Management, LLC | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelligent Investing | ria-firm | — | Greenville | SC | 29607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Canyon Capital Management | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegon Real Assets US | ria-firm | — | Cedar Rapids | IA | 52499 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Capital Group, LLC | ria-firm | — | Fort Lauderdale | FL | 33305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crosspoint Financial, LLC | ria-firm | — | Tustin | CA | 92780 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bane O'leary LLC | ria-firm | — | Bloomington | MN | 55437 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Antonelli Financial Advisors, LLC | ria-firm | — | Grosse Pointe | MI | 48230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Years Financial, LLC | ria-firm | — | Las Vegas | NV | 89128 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Financial | ria-firm | — | Tigard | OR | 97223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Security Financial Wealth Manager, INC. | ria-firm | — | Metairie | LA | 70002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foster Investment Services | ria-firm | — | Lexington | KY | 40509 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prism Advisors, INC. | ria-firm | — | Studio City | CA | 91604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perennial Financial Services | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apollo Capital Credit Adviser, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bucket List Wealth Management, LLC | ria-firm | — | the Villages | FL | 32162 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Investment Advisers LLC | ria-firm | — | Leawood | KS | 66211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluemountain Fuji Management, LLC | ria-firm | — | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccay Wealth Advisory LLC | ria-firm | — | Manchester | TN | 37355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breen Wealth Management, LLC | ria-firm | — | Petaluma | CA | 94952 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G2 Capital Management, LLC | ria-firm | — | Columbus | OH | 43221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parallel Wealth Management | ria-firm | — | Redding | CA | 96003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Platform Partners LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nequit Wealth & Investment Management, LLC | ria-firm | — | Denver | CO | 80237 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ceeto Capital Group, LLC | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skg Capital Advisors, LLC | ria-firm | — | Albuquerque | NM | 87109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adp Strategic Plan Services, LLC | ria-firm | — | Roseland | NJ | 07068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martorell Capital Partners, LLC | ria-firm | — | Greenwich | CT | 06830 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prentice Financial Planning, LLC | ria-firm | — | Olympia | WA | 98501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Capital Management Investments LLC | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis, Davis and Conover Wealth Management, LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robbins Farley LLC | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossingbridge Advisors, LLC | ria-firm | — | Pleasantville | NY | 10570 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Income Advisory Group LLC | ria-firm | — | Woodbridge | NJ | 07095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monarch Plan Advisors | ria-firm | — | Simi Valley | CA | 93063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 55ip | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vident Asset Management | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckenna Capital, INC. | ria-firm | — | Wheaton | IL | 60187 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Charles Private Wealth | ria-firm | — | Hingham | MA | 02043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Telescope Partners LLC | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revolve Wealth Partners, LLC | ria-firm | — | Hackensack | NJ | 07601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Authentikos Wealth Advisory LLC | ria-firm | — | New Braunfels | TX | 78130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Define Financial, LLC | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JG Wealth Management, LLC | ria-firm | — | Aliso Viejo | CA | 92656 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timber Bay Partners, LLC | ria-firm | — | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Running Oak Capital LLC | ria-firm | — | Edina | MN | 55424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portia Capital Management | ria-firm | — | Fort Worth | TX | 76116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elite Financial, INC. | ria-firm | — | Lewiston | ID | 83501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slatestone Wealth LLC | ria-firm | — | Jupiter | FL | 33458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FS Fund Advisor, LLC | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| All Terrain Financial Advisors | ria-firm | — | Coon Rapids | MN | 55433 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Design Studio, INC. | ria-firm | — | Deer Park | IL | 60010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slow Capital, INC. | ria-firm | — | Greenbrae | CA | 94904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Locust Point Capital | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palmer Wealth Management LLC | ria-firm | — | Prairieville | LA | 70769 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omega Advisory LLC | ria-firm | — | Cumming | GA | 30041 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True North Financial Advisors, LLC | ria-firm | — | Hilliard | OH | 43026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Operose Advisors LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arkos Global Advisors, LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altera Private Access, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Four Corners Financial | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encompass Financial Planning | ria-firm | — | West Linn | OR | 97068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thinking Big Financial | ria-firm | — | Brooklyn | NY | 11231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quiet Capital Management, LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hof Capital | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sensible Financial Solutions, LLC | ria-firm | — | Kalkaska | MI | 49646 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brickley Wealth Management | ria-firm | — | San Mateo | CA | 94403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Financial Management, LLC | ria-firm | — | Poland | OH | 44514 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adriatic Wealth Management LLC | ria-firm | — | Norwalk | CT | 06850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monotelo Wealth Partners | ria-firm | — | Elgin | IL | 60123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provision Wealth Management, INC | ria-firm | — | Raleigh | NC | 27615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fithian LLC | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silver Grove Advisory Services | ria-firm | — | Orchard Park | NY | 14127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allaria Asset Management, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avestar Capital, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgon Advisory LLC | ria-firm | — | Hartford | CT | 06106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Wealth Advisory | ria-firm | — | Overland Park | KS | 66211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Plus of the Dakotas, INC. | ria-firm | — | Aberdeen | SD | 57401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mokosak Advisory Group, LLC | ria-firm | — | Urbandale | IA | 50322 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muirfield Capital Global Advisors LLC | ria-firm | — | Palm Beach | FL | 33480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Panopoulos Group | ria-firm | — | Inverness | IL | 60067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Groove Financial Advisors, LLC | ria-firm | — | Stamford | CT | 06902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CS Tomasi Wealth Management | ria-firm | — | Costa Mesa | CA | 92626 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belden Financial, LLC | ria-firm | — | Canton | OH | 44702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelly Financial Planning, LLC | ria-firm | — | Cincinnati | OH | 45249 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kellett Wealth Advisors, LLC | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Srs Wealth Mangement | ria-firm | — | San Diego | CA | 92123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Radcliff Management LLC | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadcrest Asset Management, LLC | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Betts LLC | ria-firm | — | Phoenix | AZ | 85020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cibolo Energy Partners, LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quartus Investment Advisors LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfo4life | ria-firm | — | Coppell | TX | 75019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turning Rock Partners, L.P. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endeavor Financial Planning | ria-firm | — | Sacramento | CA | 95825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invenomic Capital Management LP | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 4612 Group, LLC | ria-firm | — | Atlanta | GA | 30327 | 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