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 156 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Dominion Capital Management, LLC | ria-firm | — | Clinton | OK | 73601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azora Capital LP | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pivot Point Wealth Planning | ria-firm | — | Brandenburg | KY | 40108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 325 Fillmore LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arable Capital Partners, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PM Advisors LLC | ria-firm | — | Freehold | NJ | 07728 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Legacy Group | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Wealth Management, LLC | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jlc Infrastructure | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardright | ria-firm | — | Wichita | KS | 67202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Financial Partners, LLC | ria-firm | — | Orange | CA | 92866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edm Capital, LLC | ria-firm | — | Phoenix | AZ | 85012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Advisors, LLC | ria-firm | — | Salem | OR | 97301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argos Global Advisors, LLC | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transpose Platform Management, LLC | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bdfs Capital LLC | ria-firm | — | Rehoboth Beach | DE | 19971 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blakeslee & Blakeslee Financial Advisers INC. | ria-firm | — | San Luis Obispo | CA | 93401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Feldman Financial Services, LLC | ria-firm | — | Forked River | NJ | 08731 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cross Financial Advisors | ria-firm | — | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Outbound Financial | ria-firm | — | Boulder | CO | 80301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| W.H. Financial Services, INC. | ria-firm | — | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mwm Wealth Advisory, LLC | ria-firm | — | Plymouth | MN | 55446 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Island Wealth | ria-firm | — | Palm Beach Gardens | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ask Capital Investment Managers | ria-firm | — | Amarillo | TX | 79101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironbridge Private Wealth, LLC | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| X and Y Advisors, INC. | ria-firm | — | EL Segundo | CA | 90245 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gallatin Point Capital LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovator Capital Management, LLC | ria-firm | — | Wheaton | IL | 60187 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Globe & Anchor Wealth Management & Financial Planning, LLC | ria-firm | — | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Wealth Partners | ria-firm | — | Houston | TX | 77019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montebello Avenue | ria-firm | — | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martello Retirement and Wealth, LLC | ria-firm | — | Virginia Beach | VA | 23454 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kuleana Capital Management LLC | ria-firm | — | Free Union | VA | 22940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Wealth Advisors | ria-firm | — | Salem | NH | 03079 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Alps Capital | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Domain Timber Advisors, LLC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jordan Park Group LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Point Management, INC. | ria-firm | — | North Ogden | UT | 84414 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoffman Capital Advisors LLC | ria-firm | — | Cranberry Twp | PA | 16066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meridian Wealth Partners, LLC | ria-firm | — | East Norriton | PA | 19401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simply Steward | ria-firm | — | Centennial | CO | 80112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Elm Capital Management LLC | ria-firm | — | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merida Capital Holdings LLC | ria-firm | — | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taiko | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooklawn Capital Advisors | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zenith Advisory Group, LLC | ria-firm | — | Centerville | OH | 45458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graniteshares Advisors LLC | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Retirement Strategies LLC | ria-firm | — | Omaha | NE | 68144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Villanova Investment Management Company, LLC | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willow Tree Credit Partners LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Levatus LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue OX Capital Management, INC. | ria-firm | — | Tenafly | NJ | 07670 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Eye Capital Management, LLC | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Solutions LLC | ria-firm | — | Los Angeles | CA | 90025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quinbrook Infrastructure Partners LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| General Equity Holdings LP | ria-firm | — | Brooklyn | NY | 11201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ballestas Advisors | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icon Financial | ria-firm | — | Bloomington | MN | 55437 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afs Wealth Management, LLC | ria-firm | — | Farmington Hills | MI | 48336 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lake Whillans Capital Partners LLC | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookhouse Advisors | ria-firm | — | Meadville | PA | 16335 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tidal Creek Capital Advisors | ria-firm | — | Bluffton | SC | 29910 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Fiduciary Planners, LLC | ria-firm | — | Denver | CO | 80206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iconic Wealth Management | ria-firm | — | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altus Wealth Group, LLC | ria-firm | — | Colorado Springs | CO | 80903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fsam LLC | ria-firm | — | Alpharetta | GA | 30005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Asset Management, LLC | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acacia Asset Management LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bruce G. Allen Investments, LLC | ria-firm | — | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan A Wealth, LLC | ria-firm | — | Lincoln | NE | 68516 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cassini Capital Management, LLC | ria-firm | — | Tallahassee | FL | 32303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffon Investment Advisors Incorporated | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mountain View Wealth Management LLC | ria-firm | — | Arlington | VA | 22202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Space Capital | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitol Wealth Management | ria-firm | — | Concord | NH | 03301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boracchia Wiviott Wealth Partners LLC | ria-firm | — | Palm Desert | CA | 92260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucid Management and Capital Partners LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weaver Consulting Group, LLC | ria-firm | — | Huntington Beach | CA | 92648 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alera Investment Advisors, LLC | ria-firm | — | Deerfield | IL | 60015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stordahl Capital Management, INC. | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ogam, LP | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arco Global Management, LLC | ria-firm | — | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prana Capital Management LP | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfi Advisors, LLC | ria-firm | — | Montclair | NJ | 07042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mra Advisory Group | ria-firm | — | Sarasota | FL | 34237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nassau Global Credit LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Havencrest Capital Management, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timothy Charles Financial, LLC | ria-firm | — | Lynnfield | MA | 01940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canopus Wealth Management | ria-firm | — | Louisville | KY | 40223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Advisory Group, LLC | ria-firm | — | Scranton | PA | 18503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Syw Capital Management LLC | ria-firm | — | Middle Village | NY | 11379 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Efficient Capital Management LLC | ria-firm | — | Warrenville | IL | 60555 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T.M. Wealth Management | ria-firm | — | Reston | VA | 20190 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benchmark Financial Wealth Advisors LLC | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Springtide Partners | ria-firm | — | Chicago | IL | 60654 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Association Financial Services, LLC | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Satori Wealth Management, INC. | ria-firm | — | San Diego | CA | 92122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Awm Capital, LLC | ria-firm | — | Phoenix | AZ | 85004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Advisory Services | ria-firm | — | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trusttree Financial LLC | ria-firm | — | Huntersville | NC | 28078 | State-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