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 177 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| New Shore Financial LLC | ria-firm | — | Wrentham | MA | 02093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atreides Management, LP | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advenire Wealth Management | ria-firm | — | Colorado Springs | CO | 80908 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wharton Midmarket Investment Advisors INC | ria-firm | — | Woodbridge | CT | 06525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deeringer Wealth Management, LLC | ria-firm | — | Sacramento | CA | 95864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wood Wealth Management LLC | ria-firm | — | Dallas | TX | 75231 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Creek Partners | ria-firm | — | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altum Wealth Advisors | ria-firm | — | Chico | CA | 95926 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aries Financial Navigators, INC. | ria-firm | — | Lititz | PA | 17543 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andersonlane | ria-firm | — | Needham | MA | 02492 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proactive Wealth Management, INC. | ria-firm | — | Draper | UT | 84020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dahring | Cusmano and Associates | ria-firm | — | Novi | MI | 48375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A B L E Wealth Management Solutions LLC | ria-firm | — | Ann Arbor | MI | 48108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Webs Creek Capital Management LP | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collective Family Office, LLC | ria-firm | — | York | PA | 17402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lyon Bern, LLC | ria-firm | — | San Juan | PR | 00918 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turning Point Financial | ria-firm | — | Frederick | MD | 21701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FS Structured Products Advisor, LLC | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leste USA, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Advisers | ria-firm | — | Chicago | IL | 60634 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hildred Capital Management, LLC | ria-firm | — | New York | NY | 10151 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cxi Advisors, LLC | ria-firm | — | Auburn | IN | 46706 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Value Partners, LLC | ria-firm | — | Palm Beach | FL | 33480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Advisors, LLC | ria-firm | — | Edmonds | WA | 98020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherwood Financial Partners, LLC | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Discovery Investment Advisors, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Upholdings | ria-firm | — | Nashville | TN | 37212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Americana Partners, LLC | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dsm Financial L.L.C. | ria-firm | — | Urbandale | IA | 50322 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Level Wealth Management LLC | ria-firm | — | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axial Reade Capital, LP | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cim Capital IC Management, LLC | ria-firm | — | Los Angeles | CA | 90010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ecio, INC. | ria-firm | — | Madison | WI | 53703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daniels D'amelio Investment Management Group, LLC | ria-firm | — | Jupiter | FL | 33477 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimum Quantvest Corporation | ria-firm | — | Dallas | TX | 75247 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pariax Private Wealth Management | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanford & Company, Chartered | ria-firm | — | Las Vegas | NV | 89106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodline Partners LP | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sqn Venture Partners, LLC | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Solutions BY Design, PLLC | ria-firm | — | Poulsbo | WA | 98370 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Figtree Financial Advisors, LLC | ria-firm | — | Santa Clara | CA | 95054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Vision Wealth | ria-firm | — | the Woodlands | TX | 77380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cayden Wealth Management | ria-firm | — | Broomfield | CO | 80021 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peloton Equity LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tschetter Group | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osceola Capital Management | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cleveralpha | ria-firm | — | Hawthorne | CA | 90250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mid-american Wealth Advisory Group | ria-firm | — | Kansas City | MO | 64153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bestgate Wealth Advisors, LLC | ria-firm | — | Frederick | MD | 21704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Livelihood LLC | ria-firm | — | Philadelphia | PA | 19107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bau Advisors | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ultra Advisors LLC | ria-firm | — | Lyndhurst | OH | 44124 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MY Financial Coach Planning, LLC | ria-firm | — | Phoenix | AZ | 85014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sapient Advisors, INC. | ria-firm | — | Alpharetta | GA | 30022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hubbell Strickland Wealth Management, LLC | ria-firm | — | New Orleans | LA | 70163 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hawke Financial Group | ria-firm | — | Meridian | ID | 83646 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keith L. Eliou, Cfp | ria-firm | — | Pittsburgh | PA | 15220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vise AI Advisors | ria-firm | — | New York City | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baseline Partners LLC | ria-firm | — | Mesa | AZ | 85204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optivise Advisory Services LLC | ria-firm | — | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advance Wealth Management Service, LLC | ria-firm | — | Grand Rapids | MI | 49503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexington Hill Partners, LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perspective Advisors, LLC | ria-firm | — | Bartlesville | OK | 74006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life BY Design Investment Advisory Services | ria-firm | — | Dana Point | CA | 92629 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ieq Capital, LLC | ria-firm | — | Foster City | CA | 94404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westcap Management, LLC | ria-firm | — | San Francisco | CA | 94133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pan Global Advisers, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Standard Family Office, LLC | ria-firm | — | Sioux Falls | SD | 57108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sundance Bay | ria-firm | — | Salt Lake City | UT | 84106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Resources and Insurance, INC | ria-firm | — | Huntington Beach | CA | 92649 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sovereign's Capital Management, LLC | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccm New Opportunities, LLC | ria-firm | — | Merriam | KS | 66204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hemista INC. | ria-firm | — | Boston | MA | 02114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reb Capital Management, LLC | ria-firm | — | Dallas | TX | 75209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mazzella Estate & Asset Management, LLC | ria-firm | — | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelity Institutional Wealth Adviser LLC | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inscription Family Office, LLC | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluedoor Private Wealth, LLC | ria-firm | — | Beverly | MA | 01915 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannon Global Investment Management, LLC | ria-firm | — | Davie | FL | 33330 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Powers Capital Management | ria-firm | — | Conshohocken | PA | 19428 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mgm Innova Cap Management LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaufman Rossin Wealth, LLC | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosperity Wealth Strategies LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Private Wealth | ria-firm | — | Palm Desert | CA | 92260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams Jones Wealth Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Different Investments, LLC | ria-firm | — | Ashburn | VA | 20147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montz Harcus Wealth Management | ria-firm | — | New Orleans | LA | 70119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conestoga Wealth Partners | ria-firm | — | Gig Harbor | WA | 98335 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pavion Blue Capital, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larson Capital Management, LLC | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ptma Investment Advisors | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buwick Group Wealth Management, LLC | ria-firm | — | Norman | OK | 73072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Freedom for Dentists LLC | ria-firm | — | Snoqualmie | WA | 98065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integral Health Asset Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Wealth Management, INC. | ria-firm | — | Guthrie Center | IA | 50115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevate Capital Management, L.L.C. | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Make Way Wealth Management | ria-firm | — | Sioux Falls | SD | 57108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexpoint Insurance Solutions, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Core Alternative Capital, LLC | ria-firm | — | Peachtree Corners | GA | 30092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agile Wealth Partners | ria-firm | — | Northville | MI | 48167 | 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