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 168 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Aretex Capital Management, LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shinneman Wealth Group | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lake Street | ria-firm | — | Chicago | IL | 60607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canopy 360 Wealth, LLC | ria-firm | — | Ocala | FL | 34471 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lone Peak Advisers | ria-firm | — | Draper | UT | 84020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Souders Financial Advisors, LLC | ria-firm | — | Cincinnati | OH | 45248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Green Financial Planning, LLC | ria-firm | — | Fort Collins | CO | 80525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New World Advisors LLC | ria-firm | — | Hingham | MA | 02043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Square Asset Management, LLC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 3 Peaks Financial | ria-firm | — | Ammon | ID | 83406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atom Investors LP | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestone Investment Manager, LLC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jones Road Capital Management, L.P. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wolter Group, INC. | ria-firm | — | Livonia | MI | 48152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayridge Financial Group, INC. | ria-firm | — | Rockville Centre | NY | 11570 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artist Capital Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Human Capital | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GK Wealth Management LLC | ria-firm | — | Reno | NV | 89503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shore Point Advisors, LLC | ria-firm | — | Brielle | NJ | 08730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Vista Asset Management LLC | ria-firm | — | Winter Park | FL | 32789 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chadsel LLC | ria-firm | — | New York | NY | 10019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creo Capital Partners Management LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Village Wealth Advisors | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newsong Capital Management, INC. | ria-firm | — | Hattiesburg | MS | 39402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenlife Advisors, LLC | ria-firm | — | Harrison | NY | 10528 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martel Wealth Advisors, LLC | ria-firm | — | Vancouver | WA | 98661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baseline Investments, LLC | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifepoint Planning | ria-firm | — | Schaumburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spark Financial Advisors | ria-firm | — | Richmond | VA | 23226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caprock Partners Management, INC. | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sapphire Financial Strategies, L.L.C. | ria-firm | — | Missoula | MT | 59801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Double Springs Capital LLC | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certares Management LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| San Blas Advisory, INC. | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Electric Capital Partners, LLC | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accurate Capital and Wealth LLC | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atticus Wealth Management | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centerpiece Wealth Advisor | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centura Wealth Advisory | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aztec Financial Group, LLC | ria-firm | — | Dover | NH | 03820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decisionpoint Financial, LLC | ria-firm | — | Mesa | AZ | 85215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cws Financial Advisors LLC | ria-firm | — | Kalamazoo | MI | 49007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alo Financial Planning | ria-firm | — | Mount Prospect | IL | 60056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lpg Capital Management | ria-firm | — | South Jordan | UT | 84095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Rose Asset Management | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Retirement Partners, LLC | ria-firm | — | Seattle | WA | 98116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortitude Wealth Management L.L.C. | ria-firm | — | San Ramon | CA | 94583 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crawford Capital, LLC | ria-firm | — | Los Angeles | CA | 90014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brandywine Oak Private Wealth LLC | ria-firm | — | Kennett Square | PA | 19348 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hedged Private Wealth | ria-firm | — | Metairie | LA | 70001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independence Wealth | ria-firm | — | Voorhees | NJ | 08043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Variant Equity Advisors, LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North American Wealth Advisors INC. | ria-firm | — | Jordan | MN | 55352 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplified Wealth Management | ria-firm | — | Hattiesburg | MS | 39402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Gate Management, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berunda Capital Management | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Dynasty Advisors LLC | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RW Baker Wealth Management Group LLC | ria-firm | — | Cheyenne | WY | 82001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Your Financial Partnership | ria-firm | — | Lees Summit | MO | 64063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspire Wealth Architects | ria-firm | — | Wexford | PA | 15090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Effort Financial, INC. | ria-firm | — | Holliston | MA | 01746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Limekiln Real Estate Investment Management, LP | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callodine Capital Management | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| University Financial Strategies, LLC. | ria-firm | — | Raleigh | NC | 27612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockport Wealth Advisors | ria-firm | — | Fairview Park | OH | 44126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newcorp Wealth Management | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Strategies & Solutions, LTD. | ria-firm | — | Rochester | NY | 14623 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Bay Financial | ria-firm | — | Saginaw | MI | 48604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainstream Capital Management | ria-firm | — | Los Angeles | CA | 90010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Refresh Investments | ria-firm | — | Santa Monica | CA | 90401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watchtower Wealth Management, INC. | ria-firm | — | Elizabethtown | PA | 17022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inlet Private Wealth, LLC | ria-firm | — | Jupiter | FL | 33477 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Hudson Resource Partners LP | ria-firm | — | Houston | TX | 77055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hale Partnership Capital Management, LLC | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heard Capital LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital360financial | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quid Capital Group Holdings, LLC | ria-firm | — | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Council Oak Wealth Advisors | ria-firm | — | Tulsa | OK | 74137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enervest Investment Services, L.L.C. | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ppm Loan Management Company 2, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Line Capital Advisors | ria-firm | — | Palm Beach Gardens | FL | 33418 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthguard Advisors, INC. | ria-firm | — | Placerville | CA | 95667 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modern Financial Planning | ria-firm | — | Georgetown | TX | 78626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ten Talents Financial Planning LLC | ria-firm | — | Parker | CO | 80134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Holdings Management Company LLC | ria-firm | — | Baltimore | MD | 21201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'hara Wealth Management INC | ria-firm | — | Port Jefferson Station | NY | 11776 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schumacher Financial, LLC | ria-firm | — | Eagan | MN | 55121 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colter Lewis Investment Partners, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cross Lake Partners LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Middleground Capital | ria-firm | — | Lexington | KY | 40511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bsg Advisers | ria-firm | — | Apex | NC | 27502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phillips Wealth Management LLC | ria-firm | — | Pickerington | OH | 43147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summers Value Partners LLC | ria-firm | — | Denver | CO | 80237 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Wellness Group | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twin Gryphon Advisors LLC | ria-firm | — | Marshfield | MA | 02050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital V Group LLC | ria-firm | — | Cupertino | CA | 95014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 4j Wealth Management, LLC | ria-firm | — | Mclean | VA | 22101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Map Design, LLC | ria-firm | — | Wichita | KS | 67230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ninepointtwo Capital LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kgl Financial Advisors, LLC | ria-firm | — | Bannockburn | IL | 60015 | 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