Open data
The whole directory, as a table
All 278,301 curated records we publish β 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 Β· page 163 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Blueshift Asset Management | ria-firm | β | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H&s Tax and Wealth Advisors LLC | ria-firm | β | Red Bank | NJ | 07704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westwood Wealth Management | ria-firm | β | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shorebridge Capital Management, LLC | ria-firm | β | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bancroft Capital, LLC | ria-firm | β | Fort Washington | PA | 19034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certified Planning Services, LLC | ria-firm | β | Ponte Vedra Beach | FL | 32082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Six Sigma Wealth Advisors, LLC | ria-firm | β | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beyond Balanced Financial Planning, LLC | ria-firm | β | Midland | TX | 79701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jgp Wealth Management, LLC | ria-firm | β | Bend | OR | 97703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williamson Wealth Management | ria-firm | β | Canton | OH | 44646 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.M. Shannon Wealth Management, LLC | ria-firm | β | St. Paul | MN | 55104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sharpepoint, LLC | ria-firm | β | Phoenix | AZ | 85018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jeffrey A. Drayton Financial Group, INC. | ria-firm | β | Maple Grove | MN | 55369 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provident Living Advisors LLC | ria-firm | β | Silverdale | WA | 98383 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fondren Oaks Capital Management | ria-firm | β | Dallas | TX | 75205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenway Wealth Advisors, LLC | ria-firm | β | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affinity Wealth Management LLC | ria-firm | β | Wilmington | DE | 19808 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Coaching, LLC | ria-firm | β | Plano | TX | 75093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interlinc Financial Advisors, INC. | ria-firm | β | Plano | TX | 75093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iron Mountain Financial Planning | ria-firm | β | Rapid City | SD | 57701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turner Wealth Advisory | ria-firm | β | Woodstock | GA | 30188 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steve Chastain Wealth Management LLC | ria-firm | β | Rogers | AR | 72758 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mrm Financial Advisors, LLC | ria-firm | β | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Street Wealth Advisory, LLC | ria-firm | β | North Kingston | RI | 02852 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forty North Wealth | ria-firm | β | Glendale | CO | 80246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centennial Advisors, LLC | ria-firm | β | Austin | TX | 78730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrow Wealth Advisors | ria-firm | β | Auburn | CA | 95602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richmark Private Wealth Management | ria-firm | β | Frankenmuth | MI | 48734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parker Prescott Capital Management | ria-firm | β | Dallas | TX | 75252 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgford Wealth Advisory, LLC | ria-firm | β | Rock Island | IL | 61201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emergent Global Investments | ria-firm | β | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belleair Asset Management, LLC | ria-firm | β | Belleair Bluffs | FL | 33770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True North Retirement Advisors, LLC | ria-firm | β | Clackamas | OR | 97015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TC Advisors LTD. | ria-firm | β | Salina | KS | 67401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Channing Global Advisors, LLC | ria-firm | β | Fort Lauderdale | FL | 33394 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Rosamond Financial Group Wealth Management, LLC | ria-firm | β | Marble Falls | TX | 78654 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miramar Capital | ria-firm | β | Northbrook | IL | 60062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qsemble Capital Management, LP | ria-firm | β | New York City | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Network Investment Advisors Incorporated | ria-firm | β | Commack | NY | 11725 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilbert Investment Management | ria-firm | β | Boston | MA | 02132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ceres Partners, LLC | ria-firm | β | South Bend | IN | 46617 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 56 Capital Partners, LTD | ria-firm | β | Colorado Springs | CO | 80920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgeport Asset Management, LLC. | ria-firm | β | Madison | WI | 53719 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ronald Gelok & Associates, LLC | ria-firm | β | Naples | FL | 34108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterous Energy Fund Management (US), LLC | ria-firm | β | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Digitalbridge Investment Management, LLC | ria-firm | β | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trott Brook Financial | ria-firm | β | Anoka | MN | 55303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pcg Wealth Management | ria-firm | β | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilltop Wealth & Tax Solutions | ria-firm | β | Mishawaka | IN | 46545 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highcrest Capital, LLC | ria-firm | β | Fredericksburg | TX | 78624 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brokerage Specialists | ria-firm | β | Grand Island | NE | 68803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rba Wealth Management, LLC | ria-firm | β | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stg Partners, LLC | ria-firm | β | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revelar Capital LLC | ria-firm | β | New York | NY | 10158 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosel Wealth Management, LLC | ria-firm | β | Highlands Ranch | CO | 80129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dovetail Wealth Management, LLC | ria-firm | β | Taylor | TX | 76574 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fenix Trading | ria-firm | β | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triton Wealth Management, PLLC | ria-firm | β | Sun City | AZ | 85351 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ally Bridge Group (ny) LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arsenal Financial, LLC | ria-firm | β | Watertown | MA | 02472 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mosher Financial Advisors LLC | ria-firm | β | Lafayette | CA | 94549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tspi, LP | ria-firm | β | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathlight Capital | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silver Advisors, LLC | ria-firm | β | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P23 Financial, INC | ria-firm | β | Lincoln | NE | 68510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evolutionary Tree Capital Management, LLC | ria-firm | β | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titan Investment Management LLC | ria-firm | β | Indianapolis | IN | 46250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plandynamic, LLC | ria-firm | β | Framingham | MA | 01701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saber and Shield Wealth Management, L.L.C | ria-firm | β | Garden Ridge | TX | 78266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Victory Financial Services LLC | ria-firm | β | Medina | OH | 44256 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Team Hewins, LLC | ria-firm | β | Foster City | CA | 94404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gadsden | ria-firm | β | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conway Asset Management, INC. | ria-firm | β | Grosse Pointe Farms | MI | 48236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modus Advisors, LLC | ria-firm | β | Excelsior | MN | 55331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Light Wealth Advisors, LLC | ria-firm | β | Little Falls | NJ | 07424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascent Capital Partners, LLC | ria-firm | β | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morrissey Wealth Management LLC | ria-firm | β | North Haven | CT | 06473 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kane Financial | ria-firm | β | Waterville | NY | 13480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redwood Financial Planning, LLC | ria-firm | β | Scotch Plains | NJ | 07076 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zama Capital Advisors LP | ria-firm | β | New York | NY | 10019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benefit Fiduciary Group LLC | ria-firm | β | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argonne Capital Group, LLC | ria-firm | β | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Other Side Asset Management, LLC | ria-firm | β | Raleigh | NC | 27603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rush Island Management, LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Creek Advisors LLC | ria-firm | β | Rapid City | SD | 57701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wms Financial Services | ria-firm | β | Anaheim | CA | 92808 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truvestments Capital LLC | ria-firm | β | Sarasota | FL | 34240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milborn Advisors, LTD | ria-firm | β | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aston Capital Management | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plw Financial | ria-firm | β | New Braunfels | TX | 78132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Solutions, PLLC | ria-firm | β | Mesa | AZ | 85209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ppc | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coretegic Capital, LLC | ria-firm | β | Arlington | VA | 22206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Financial Planning, LLC | ria-firm | β | Newburyport | MA | 01950 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockefeller Capital Management | ria-firm | β | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toms Capital Investment Management LP | ria-firm | β | New York | NY | 10014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MA Private Wealth, LLC | ria-firm | β | San Carlos | CA | 94070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Durational Capital Management LP | ria-firm | β | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoodoo | ria-firm | β | Oakland | CA | 94604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pde Wealth Advisors, LLC | ria-firm | β | Rancho Cucamonga | CA | 91730 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0