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 188 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| 140 Summer Partners LP | ria-firm | — | New York | NY | 10106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ptm Wealth Management, LLC | ria-firm | — | North Wales | PA | 19454 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westside Financial Advisors LLC | ria-firm | — | Los Angeles | CA | 90049 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shetland Financial, PLLC | ria-firm | — | Center Valley | PA | 18034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercury Advisory, LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Wealth Group | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Pronto Capital Advisors | ria-firm | — | New York | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ewa, LLC | ria-firm | — | Pittsburgh | PA | 15220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohesion Wealth Management, LLC | ria-firm | — | Broomfield | CO | 80021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| UX Wealth Partners LLC | ria-firm | — | Centennial | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Wealth International (awi) | ria-firm | — | Santa Ana | CA | 92707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplepath Wealth Management, LLC | ria-firm | — | Palm Harbor | FL | 34683 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neo Investment Counsel, LLC | ria-firm | — | Cleveland | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veta Investment Partners, LLC | ria-firm | — | Lawrence | KS | 66049 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| OM Advisers LP | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lions Financial Advisory | ria-firm | — | New York | NY | 10036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| India Capital LLC | ria-firm | — | Minneapolis | MN | 55408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Healthpointcapital Management, LLC | ria-firm | — | San Diego | CA | 92121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Viawealth, LLC | ria-firm | — | Leawood | KS | 66206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossbeam Venture Partners | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunter Capital Management | ria-firm | — | Lombard | IL | 60148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HF Advisory Group, LLC | ria-firm | — | Annapolis | MD | 21401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kreitler Financial LLC | ria-firm | — | New Haven | CT | 06510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northbrook Financial | ria-firm | — | Baltimore | MD | 21209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LB Partners LLC | ria-firm | — | Charlottesville | VA | 22902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KD Wealth Management LLC | ria-firm | — | Hampton | NH | 03842 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tru Independence Asset Management 2, LLC | ria-firm | — | Portland | OR | 97224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tidwell Wealth Management LLC | ria-firm | — | Rocklin | CA | 95765 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Social Investment Managers and Advisors, LLC | ria-firm | — | New York | NY | 10023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Creek Investment Advisors LLC | ria-firm | — | Castle Rock | CO | 80104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Capital Advisors | ria-firm | — | Long Beach | CA | 90803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 401k Engineers INC. | ria-firm | — | Tracy | CA | 95376 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carrick Lane LLC | ria-firm | — | New York | NY | 10123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainstreet RIA LLC | ria-firm | — | O'fallon | MO | 63368 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anabranch Capital Management, LP | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J Beaver Investment Advisors INC | ria-firm | — | EL Paso | TX | 79912 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Choice Financial Planning LLC | ria-firm | — | Allen | TX | 75002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equilibrium Ventures, LLC | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Wealth Management LLC | ria-firm | — | Medina | OH | 44256 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carronade Capital Management, LP | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kws Advisory Group, LLC | ria-firm | — | Edinburg | TX | 78539 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milagre Wealth Management, INC. | ria-firm | — | White Plains | NY | 10605 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reef Investment Management LLC | ria-firm | — | Lehi | UT | 84048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Animus Wealth Management, LLC. | ria-firm | — | Mcallen | TX | 78501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adaptation Financial Advisors INC. | ria-firm | — | Oklahoma City | OK | 73114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KB Private Wealth Management Group | ria-firm | — | Sherman Oaks | CA | 91403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Octahedron Capital Management, L.P. | ria-firm | — | Burlingame | CA | 94010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Health Investments LP | ria-firm | — | Greenwich | CT | 06831 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anomaly Capital Management, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearhaven Partners LP | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Real Advisers LLC RIA Series | ria-firm | — | Austin | TX | 78701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Securestate | ria-firm | — | Pendleton | IN | 46064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trust Investment Advisors | ria-firm | — | Indianapolis | IN | 46280 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apogem Capital LLC | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retire Agile | ria-firm | — | Hermantown | MN | 55811 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pare Partners LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mountain Wealth Management, LLC | ria-firm | — | Bozeman | MT | 59715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focusgrowth Asset Management, LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kiehne Wealth & Retirement, LLC | ria-firm | — | Los Lunas | NM | 87031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haykin Wealth Management, Corp | ria-firm | — | Denver | CO | 80230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Full Court Strategic Wealth, LLC | ria-firm | — | Mount Laurel | NJ | 08054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treasure Investment Management, LLC | ria-firm | — | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windfall Advisors, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley | Eaton Vance Clo Manager LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salt Capital Wealth Management, LLC | ria-firm | — | Ladera Ranch | CA | 92694 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Shore Capital Group Investment Advisors, INC | ria-firm | — | Lake Forest | IL | 60045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benford Capital Partners Management, L.P. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| UL Wealth LLC | ria-firm | — | Valdosta | GA | 31605 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kkr Registered Advisor LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Left Lane Capital | ria-firm | — | Brooklyn | NY | 11249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kanbrick LLC | ria-firm | — | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bdj Wealth Management LLC | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Island Ventures | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triton Financial Group, INC | ria-firm | — | Oklahoma City | OK | 73134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Capital Advisors | ria-firm | — | Plantation | FL | 33324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transformation Wealth Management, LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tactive Advisors, LLC | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacksonville Wealth Management | ria-firm | — | Jacksonville | FL | 32216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interchange Capital Partners | ria-firm | — | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shalom Global Capital Group LLC | ria-firm | — | San Jose | CA | 95110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Humphreys Capital, LLC | ria-firm | — | Oklahoma City | OK | 73108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camber Partners Management LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Hoffman Capital Management | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fernbridge Capital Management LP | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stevens Group Wealth Coaches, INC. D/b/a Alaska Advisors | ria-firm | — | Anchorage | AK | 99503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BD Investment Partners, LLC | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cope Private Wealth | ria-firm | — | Birmingham | AL | 35209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comal Wealth Management | ria-firm | — | New Braunfels | TX | 78132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Athens Impact Socially Responsible Investments | ria-firm | — | Athens | OH | 45701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rise Private Wealth Advisors | ria-firm | — | Tucson | AZ | 85718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regent Properties | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 31 Moorgate, INC. | ria-firm | — | Charlottesville | VA | 22902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trb Wealth Management, LLC | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Mgt Group of Georgia | ria-firm | — | Marietta | GA | 30060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Financial Services, LLC | ria-firm | — | Knoxville | TN | 37932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longrange Capital, L.P. | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ricketts Financial, LLC | ria-firm | — | Louisville | KY | 40207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisors Wealth Management | ria-firm | — | Yakima | WA | 98902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ark Wealth Advisors, LLC | ria-firm | — | Yorba Linda | CA | 92886 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnifi | ria-firm | — | Boulder | CO | 80301 | SEC-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