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 180 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Yongchang Company INC | ria-firm | β | Duluth | GA | 30096 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sharpvue Capital, LLC | ria-firm | β | Raleigh | NC | 27612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucid Wealth Planning LLC | ria-firm | β | Wake Forest | NC | 27587 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opulus | ria-firm | β | Doylestown | PA | 18901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skb Advisory, LLC | ria-firm | β | Houston | TX | 77079 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qualified Planning | ria-firm | β | San Diego | CA | 92108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Level Four Capital Management | ria-firm | β | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planrock Wealth Strategies, LLC | ria-firm | β | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mandala Financial Advisors LLC | ria-firm | β | Salida | CO | 81201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffis Asset Management Company, LLC | ria-firm | β | Chiefland | FL | 32626 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Family Advisors LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concert Financial Planning, LLC | ria-firm | β | Houston | TX | 77092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muzinich Bdc Adviser, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital South Wealth Management, LLC | ria-firm | β | Baton Rouge | LA | 70808 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| I80 Group LP | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elemental Wealth Advisors, LLC | ria-firm | β | San Luis Obispo | CA | 93401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brownlee Wealth Management | ria-firm | β | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Participant Capital | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campos Financial | ria-firm | β | Miami | FL | 33156 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guzman Wealth Management | ria-firm | β | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steeley Advisory, LLC | ria-firm | β | Bethesda | MD | 20814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parable Wealth Advisors | ria-firm | β | ST Augustine | FL | 32080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perceptive Wealth Advisors LLC | ria-firm | β | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Webull Advisors LLC | ria-firm | β | ST Petersburg | FL | 33716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virgil Wealth Advisory | ria-firm | β | Cincinnati | OH | 45208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holland Capital Management LLC | ria-firm | β | Charlotte | NC | 28277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Replica Wealth Advisors INC | ria-firm | β | Colorado Springs | CO | 80920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Serene Wealth Planning, LLC | ria-firm | β | Everett | WA | 98201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mathews Capital Management | ria-firm | β | Folsom | CA | 95630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A Better Way Financial, LLC | ria-firm | β | Allentown | PA | 18109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunamis Capital Consulting, LLC | ria-firm | β | Wellington | FL | 33414 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banner Ridge Partners | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Partners LLC | ria-firm | β | Medford | NJ | 08055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Authentic Ventures Investment Manager, LLC | ria-firm | β | Oakland | CA | 94607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Churchill Dlc Advisor LLC | ria-firm | β | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strongbox Wealth, LLC | ria-firm | β | Lee's Summit | MO | 64064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phoenician Resources | ria-firm | β | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Statera Financial, LLC | ria-firm | β | Walpole | MA | 02081 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ikigai Wealth | ria-firm | β | Seattle | WA | 98101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prysm Capital, L.P. | ria-firm | β | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bsp Clo Management LLC | ria-firm | β | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Menominee Capital | ria-firm | β | Chicago | IL | 60618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisorstrust Partners LLC | ria-firm | β | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pfs Capital, LLC | ria-firm | β | New York | NY | 10007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Royal Road Wealth Partners, LLC | ria-firm | β | New Orleans | LA | 70163 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balanced Investment Advisors, LLC | ria-firm | β | Cedar Rapids, | IA | 52401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Owlcrest Partners LLC | ria-firm | β | San Juan | PR | 00918 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity Financial Services Advisory | ria-firm | β | Oakland | CA | 94607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunter Lewis LLC | ria-firm | β | Crozet | VA | 22932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phd Retirement Consulting | ria-firm | β | Overland Park | KS | 66223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rice Park Capital | ria-firm | β | Plymouth | MN | 55441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lgg Financial | ria-firm | β | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Asset Management, INC. | ria-firm | β | Anaheim | CA | 92801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arborfi Advisors, LLC | ria-firm | β | Ann Arbor | MI | 48104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dew Point Capital | ria-firm | β | Los Angeles | CA | 90028 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connecticut Capital Management Group, LLC | ria-firm | β | Milford | CT | 06460 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgehelm Financial | ria-firm | β | Nashville | TN | 37215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Point Financial, LLC | ria-firm | β | Lisle | IL | 60532 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Republic Square | ria-firm | β | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ads Wealth Management LLC | ria-firm | β | Hoover | AL | 35244 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthplan Partners | ria-firm | β | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smaart LLC | ria-firm | β | Hialeah | FL | 33018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empower Wealth Management | ria-firm | β | Cedar Park | TX | 78613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unigestion (US) LTD | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Hayden Legacy Partners | ria-firm | β | New York | NY | 10016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yoshida Wealth Management, INC. | ria-firm | β | White Plains | NY | 10606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Alliance, LLC | ria-firm | β | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Churchill Investment Management, LLC | ria-firm | β | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corbett Road Capital Management, LLC | ria-firm | β | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunstone Partners | ria-firm | β | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Billfold Budget Counseling | ria-firm | β | Sherman Oaks | CA | 91403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Logix, LLC | ria-firm | β | Missoula | MT | 59802 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metis Wealth Management & Planning LLC | ria-firm | β | Bluffton | SC | 29910 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sky Island Capital | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Faithward Capital | ria-firm | β | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nzs Capital LLC | ria-firm | β | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crest Rock Partners | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afzali Investments, LLC | ria-firm | β | Rolling Hills Estates | CA | 90274 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abbey Street | ria-firm | β | Eden Prairie | MN | 55344 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parcion Private Wealth LLC | ria-firm | β | Bellevue | WA | 98005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kathmere Capital Management, LLC | ria-firm | β | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Cornerstones, LLC | ria-firm | β | the Woodlands | TX | 77380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper Capital Group | ria-firm | β | Encinitas | CA | 92024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfm Wealth Partners LLC | ria-firm | β | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Advisors LLC | ria-firm | β | St. Louis | MO | 63105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omniwealth Investments LLC | ria-firm | β | Lewisburg | PA | 17837 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polley Wealth Management LLC | ria-firm | β | Orlando | FL | 32801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meros Investment Management, LP | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Standpoint Asset Management, LLC | ria-firm | β | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blake Financial Counsel, LLC | ria-firm | β | Atlanta | GA | 30328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rls Financial Services | ria-firm | β | Bloomsbury | NJ | 08804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Logos Global Management, L.P. | ria-firm | β | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Advisors | ria-firm | β | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cyber Hornet Etfs LLC | ria-firm | β | St. Petersburg | FL | 33701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mbl Advisors | ria-firm | β | Charlotte | NC | 28204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trident Capital Advisors, LLC | ria-firm | β | Reno | NV | 89509 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite Wealth Advisors | ria-firm | β | Temecula | CA | 92590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parker Financial Advisors LLC | ria-firm | β | Houston | TX | 77079 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halseypoint Asset Management | ria-firm | β | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SC Wealth Advisors | ria-firm | β | Oakbrook Terrace | IL | 60181 | 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