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 181 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Herrington Wealth Management Corporation | ria-firm | β | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carr's Hill Partners | ria-firm | β | New Orleans | LA | 70130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alternative Access Funds, LLC | ria-firm | β | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rra Wealth, LLC | ria-firm | β | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curiam Capital LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Durable Capital Partners LP | ria-firm | β | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vauban Wealth Management | ria-firm | β | Guaynabo | PR | 00969 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quiver Financial Holdings LLC | ria-firm | β | San Clemente | CA | 92672 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dpc Wealth Advisory Services, LLC. | ria-firm | β | Tacoma | WA | 98421 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Financial | ria-firm | β | West Henrietta | NY | 14586 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| High Trail Capital | ria-firm | β | Hoboken | NJ | 07030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Advisors, LLC | ria-firm | β | Rome | GA | 30161 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M&g Investments (USA) INC. | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bearing Financial Advisors, LLC | ria-firm | β | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legado Wealth Management LLC | ria-firm | β | New York | NY | 10174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vaquero Private Wealth, LTD. | ria-firm | β | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Synergistics Group, INC. | ria-firm | β | Tustin | CA | 92780 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soaring Investment Management, LLC | ria-firm | β | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qrg Capital Management, INC. | ria-firm | β | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Lifestyle Planning Group LLC | ria-firm | β | Westminster | CO | 80031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Synergy Financial Partners, LLC | ria-firm | β | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AK Investing | ria-firm | β | Sarasota | FL | 34243 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Equations Advisors, INC. | ria-firm | β | Corona | CA | 92883 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burkholder Wealth Management | ria-firm | β | Tulsa | OK | 74137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bookends Financial Planning | ria-firm | β | Indianapolis | IN | 46227 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mtc Wealth Management | ria-firm | β | Tampa | FL | 33637 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KL Financial LLC | ria-firm | β | Palmetto | GA | 30268 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenstone Wealth Management | ria-firm | β | Forest City | IA | 50436 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Wealth Stewards | ria-firm | β | Carmel | IN | 46032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safe Harbor Capital Partners | ria-firm | β | Coconut Grove | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Peak Wealth Management | ria-firm | β | Scottsdale | AZ | 85255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiverton Advisors, LLC | ria-firm | β | Raleigh | NC | 27603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Q Management LLC | ria-firm | β | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planning Associates Wealth Management, LLC | ria-firm | β | Metairie | LA | 70002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greensledge Advisors LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arthurs Wealth Management | ria-firm | β | Ponte Vedra Beach | FL | 32082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fowler Tax Advisors LLC | ria-firm | β | Englewood | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endeavor Wealth Advisors, LLC | ria-firm | β | Pepper Pike | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairlight Advisors | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loftin Wealth Partners | ria-firm | β | Johns Creek | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abound Wealth Strategies | ria-firm | β | Indianapolis | IN | 46268 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anacapa Financial, LLC | ria-firm | β | Ventura | CA | 93003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farrecian Investments INC | ria-firm | β | Wichita | KS | 67218 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifc Investment Management, LLC | ria-firm | β | Raleigh | NC | 27605 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Messmer Capital Advisors LLC | ria-firm | β | Milford | OH | 45150 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthington Capital Management, LLC | ria-firm | β | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Storge | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tallgrass Wealth Management, INC. | ria-firm | β | Sioux Falls | SD | 57110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliance Advisors Wealth Management LLC | ria-firm | β | Novi | MI | 48375 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1543 Capital LP | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Livello Capital Management LP | ria-firm | β | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Illumen Capital Management, LLC | ria-firm | β | Oakland | CA | 94612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Wealth Advisors, LLC | ria-firm | β | Raleigh | NC | 27607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner Independent | ria-firm | β | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solel Partners LP | ria-firm | β | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eudaimonia Wealth | ria-firm | β | Buffalo | NY | 14209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lion Capital Advisors LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kinzie Capital Partners | ria-firm | β | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fort Street Asset Management LLC | ria-firm | β | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curtis Root Investment Services | ria-firm | β | Tuscola | IL | 61953 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rudius Management, L.P. | ria-firm | β | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ospraie Management, LLC | ria-firm | β | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wms Wealth Planners | ria-firm | β | Pittsburgh | PA | 15215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acruence Capital, LLC | ria-firm | β | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Financial Guidance LLC | ria-firm | β | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iam Advisory LLC | ria-firm | β | Easton | PA | 18042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trispan (USA) LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Momentum Private Wealth Management | ria-firm | β | Cedar Park | TX | 78613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alluvial Wealth Management | ria-firm | β | Matthews | NC | 28105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heron Bay Capital Management | ria-firm | β | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lsp Advisory LLC | ria-firm | β | Clearwater | FL | 33762 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hein Park Capital Management LP | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jeppson Wealth Management, LLC | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trgp Investment Partners, LP | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catalyst Private Wealth, LLC | ria-firm | β | San Mateo | CA | 94401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bain Capital Insurance Solutions, LP | ria-firm | β | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge33 Investment Management LLC | ria-firm | β | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tenon Financial | ria-firm | β | Metuchen | NJ | 08840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endurance Financial Planning, LLC | ria-firm | β | Mcallen | TX | 78501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Ameriflex Group | ria-firm | β | Las Vegas | NV | 89113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity Financial Planning | ria-firm | β | Los Banos | CA | 93635 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Platform Technology Partners | ria-firm | β | Locust Valley | NY | 11560 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kize Capital LP | ria-firm | β | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fermata Advisors | ria-firm | β | Sonoma | CA | 95476 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlanticmidwest Investment Research, LLC | ria-firm | β | Humacao | PR | 00791 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palatine Hill Wealth Management | ria-firm | β | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth for You Financial, LLC | ria-firm | β | Grand Blanc | MI | 48439 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gpwm Advisors LLC | ria-firm | β | Eagle | ID | 83616 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lago Asset Management | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bwcp, LP | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shepherd Wealth & Retirement LLC | ria-firm | β | Tucson | AZ | 85715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westview Investment Advisors | ria-firm | β | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fountainhead Fiduciary, LLC | ria-firm | β | Solomons, MD | MD | 20688 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arx Management, LLC | ria-firm | β | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benchmark Advisory Services, LLC | ria-firm | β | San Diego | CA | 92127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peakview Capital | ria-firm | β | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MY Wealth Planners | ria-firm | β | Longmont | CO | 80504 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Xebec Asset Management, LLC | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afinitiv LLC | ria-firm | β | Sheridan | WY | 82801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eastown Financial Advisors, LLC | ria-firm | β | Grand Rapids | MI | 49506 | 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