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 165 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Ocean Financial Advisors LLC | ria-firm | — | Miami | FL | 33126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambrian Asset Management, INC. | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Capital Wealth Partners, LLC | ria-firm | — | Little Rock | AR | 72227 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lindsey Financial, INC. | ria-firm | — | Redlands | CA | 92374 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Tuatara Asset Management, LLC | ria-firm | — | Jackson | WY | 83001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Periphas Capital, LP | ria-firm | — | New York | NY | 10151 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelly Financial Services LLC | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Return Capital | ria-firm | — | Linthicum Heights | MD | 21090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Big League Advantage | ria-firm | — | Washington | DC | 20036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Global Investment Strategies, LLC | ria-firm | — | Birmingham | AL | 35223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marcellus Capital Management, LLC | ria-firm | — | Skaneateles | NY | 13152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Upspring Capital LLC | ria-firm | — | Dallas | TX | 75204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centorbi Financial Group, INC. | ria-firm | — | O'fallon | MO | 63368 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treehouse Wealth Advisors | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S20 Capital, LLC | ria-firm | — | Draper | UT | 84020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimist Capital | ria-firm | — | Palm Beach Gardens | FL | 33410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wardian Wealth Management, INC. | ria-firm | — | Coeur D'alene | ID | 83814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrington Capital Investment Management, LLC | ria-firm | — | Miami | FL | 33179 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fdi Wealth Management, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Libretto | ria-firm | — | Los Angeles | CA | 90045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cross Island Advisors LLC | ria-firm | — | Darien | CT | 06854 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ferris Wheel Finance, INC. | ria-firm | — | Venice | FL | 34285 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity Wealth Coaching, LLC | ria-firm | — | Las Vegas | NV | 89148 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooklyn Fi, LLC | ria-firm | — | Brooklyn | NY | 11222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Two Twelve Planning, INC. | ria-firm | — | Senoia | GA | 30276 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Capital Planning Group LLC | ria-firm | — | Flower Mound | TX | 75028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Cary Capital Management | ria-firm | — | Flourtown | PA | 19031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint 360 LLC | ria-firm | — | Houston | TX | 77006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Austin 180 Advisory Group LLC | ria-firm | — | Austin | TX | 78701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jefferies Research Services LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bricker Financial | ria-firm | — | Marblehead | OH | 43440 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tilia Holdings, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amfg Wealth Management LLC | ria-firm | — | Westlake | OH | 44145 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roland, Criss Investment Research, LLC | ria-firm | — | Arlington | TX | 76006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trivium Point Advisory, LLC | ria-firm | — | Wilton | CT | 06897 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lmr Partners LLC | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slalom Wealth Management, LLC | ria-firm | — | Sacramento | CA | 95819 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transcend Wealth | ria-firm | — | Woodmere | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evolution Credit Partners Management, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edk Advisory | ria-firm | — | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bow Stream Investments LLC | ria-firm | — | Southlake | TX | 76092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bartlett & CO. Wealth Management LLC | ria-firm | — | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New 2nd Capital | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Financial Solutions, INC. | ria-firm | — | Bloomington | IL | 61704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bookman Bright, INC. | ria-firm | — | Davidson | NC | 28036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ilg Private Wealth, INC. | ria-firm | — | Mcmurray | PA | 15317 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primus Trust | ria-firm | — | Windermere | FL | 34786 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Capital Advisory, LLC | ria-firm | — | Milford | OH | 45150 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orchard City Wealth Management, LLC | ria-firm | — | Los Gatos | CA | 95032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southern Capital Advisors, LLC | ria-firm | — | Jackson | TN | 38305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Momentum Fintech LLC | ria-firm | — | Lisle | IL | 60532 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heirloom Wealth Management LLC | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morton Brown Family Wealth LLC | ria-firm | — | Allentown | PA | 18101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abundant Wealth Strategies | ria-firm | — | Las Vegas | NV | 89144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finivi INC. | ria-firm | — | Westborough | MA | 01581 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evolution Global Advisors, LLC | ria-firm | — | San Diego | CA | 92122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jm2 Capital INC. | ria-firm | — | Edmond | OK | 73013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Materetsky Financial Group | ria-firm | — | Boynton Beach | FL | 33426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Placeholder Management, LLC | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexington Capital Management LP | ria-firm | — | Lakewood | NJ | 08701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redwing Financial | ria-firm | — | St. Charles | IL | 60174 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aventine Financial Group | ria-firm | — | Doylestown | PA | 18902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Malvern Capital Management | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Landon Capital Partners, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 22 Seven Wealth Management INC | ria-firm | — | Panama City | FL | 32401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Felicitas Global Partners, LLC | ria-firm | — | Pasadena | CA | 91103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cmc Financial Group, LLC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Claros Reit Management LP | ria-firm | — | New York | NY | 10023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H&h International Investment, LLC | ria-firm | — | Palo Alto | CA | 94303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salomon and Ludwin | ria-firm | — | Richmond | VA | 23238 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carmandalian Financial Group, LLC | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilkinson Global Asset Management LLC | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Canyon Wealth | ria-firm | — | South Pasadena | CA | 91030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Langley Wealth Management | ria-firm | — | Athens | GA | 30601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelis Wealth Advisors | ria-firm | — | Castle Rock | CO | 80104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tandem Financial, LLC | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hall Financial Services, INC | ria-firm | — | Corte Madera | CA | 94925 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fra Services INC. | ria-firm | — | San Juan | PR | 00907 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keudell Morrison Wealth Management, LLC | ria-firm | — | Salem | OR | 97301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockbound Wealth Management | ria-firm | — | EL Paso | TX | 79912 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CX Institutional, LLC | ria-firm | — | Auburn | IN | 46706 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blake Schutter Theil Wealth Advisors, LLC | ria-firm | — | Dayton | OH | 45459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masonry Capital Management, LLC | ria-firm | — | Charlottesville | VA | 22911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Retirement Advice LLC | ria-firm | — | San Mateo | CA | 94403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Social Leverage Advisors, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ampfield Management | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Santefort Investment Group, LLC | ria-firm | — | Schererville | IN | 46375 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opti Capital Management LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Elk Capital, LLC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Medalist Partners LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swan Wealth Advisors, LLC | ria-firm | — | Durango | CO | 81301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concord Management Services, LLC | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentient Financial, LLC | ria-firm | — | Laguna Niguel | CA | 92677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aquarian Holdings Investment Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosperifi LLC | ria-firm | — | Des Plaines | IL | 60016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Napatree Capital LLC | ria-firm | — | Westerly | RI | 02891 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor Logistics, LLC | ria-firm | — | Boerne | TX | 78006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baird Principal Group Management Company II, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fs/kkr Advisor, LLC | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corrigit Capital Group | ria-firm | — | Pasadena | CA | 91106 | 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