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 189 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Shifting the Culture Wealth Partners LLC | ria-firm | — | Los Angeles | CA | 90010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Team Wealth & Tax Advisors | ria-firm | — | Temecula | CA | 92591 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inclusive Capital Partners, L.P. | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stark Wealth Management LLC | ria-firm | — | Bethlehem | PA | 18018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bergamot Asset Management LP | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castleknight Management LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duncan Financial Planning Advisors | ria-firm | — | Irwin | PA | 15642 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qvidtvm Management LLC | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seraphim Wealth Advisors, INC. | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wood Creek Capital Advisors, LLC | ria-firm | — | Lynchburg | VA | 24502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navigate 401k, LLC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Partners LLC | ria-firm | — | Gainesville | GA | 30501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eamon Capital Management, LLC | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bales Financial Advisors, INC | ria-firm | — | Cumming | GA | 30040 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bmms Wealth Advisory LLC | ria-firm | — | Bellevue | WA | 98004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wyatt Wealth Management | ria-firm | — | Arlington | WA | 98223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ember Infrastructure | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grafine Capital Holdings LLC | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altura Wealth Advisors INC. | ria-firm | — | Santa Clara | CA | 95050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| San Luis Wealth Advisors | ria-firm | — | San Luis Obispo | CA | 93401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halley Hill Wealth Management LLC | ria-firm | — | Perry | GA | 31069 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dorval & Chorne Financial Advisors | ria-firm | — | Maple Grove | MN | 55369 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allmerits Asset, LLC | ria-firm | — | Buena Park | CA | 90621 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Mountain Partners | ria-firm | — | New Haven | CT | 06510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Permanent Equity Management | ria-firm | — | Columbia | MO | 65201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplify Asset Management INC. | ria-firm | — | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shield Wealth Advisors | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Wealth Advisors, INC. | ria-firm | — | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pension & Wealth Management Advisors | ria-firm | — | Waltham | MA | 02453 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winters Financial Group, INC. | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assuredpartners Investment Advisors | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthspan Investment Management, LLC | ria-firm | — | Grand Rapids | MI | 49512 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endeavor Advisors LLC | ria-firm | — | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiducia Wealth Management | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mwp Advisory, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PR Squared Wealth Management LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kapela | ria-firm | — | San Antonio | TX | 78209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shokohi Wealth Management Group LLC | ria-firm | — | Parker | CO | 80138 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Defiant Capital Group | ria-firm | — | Warrendale | PA | 15086 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Analog Capital Partners LLC | ria-firm | — | Houston | TX | 77046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dipaolo Financial Group, INC. | ria-firm | — | Lutz | FL | 33558 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Future Positive | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 44 Wealth Management LLC | ria-firm | — | Eugene | OR | 97401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primark Advisors, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Melberth Capital | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prepared Retirement Institute LLC | ria-firm | — | Montgomeryville | PA | 18936 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakthrough Properties | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planvest, LLC | ria-firm | — | Blair | NE | 68008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regimen Wealth, LLC | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Distributed Global Manager LP | ria-firm | — | Austin | TX | 78704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Financial Group | ria-firm | — | Auburn | CA | 95603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tri Locum Partners LP | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxler Private Wealth | ria-firm | — | Rye Brook | NY | 10573 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bastion Management II LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Advisors RIA, INC. | ria-firm | — | Windsor | CO | 80550 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortis Capital Advisors, LLC | ria-firm | — | Prairie Village | KS | 66208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cassady Wealth & Retirement Planning L.L.C. | ria-firm | — | Henderson | NV | 89052 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amplio Wealth Management, INC. | ria-firm | — | Austin | TX | 78734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insights Investments | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Annova LLC | ria-firm | — | Wilmington | DE | 19801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chestnut Street Investment Counsel, LLC | ria-firm | — | Lancaster | PA | 17602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Von Borstel & Associates | ria-firm | — | the Dalles | OR | 97058 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexannuity Asset Management, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sittner & Nelson, LLC | ria-firm | — | Eugene | OR | 97401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oaks Wealth Management | ria-firm | — | Houston | TX | 77008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rise Advisors, LLC | ria-firm | — | Rochester | NY | 14625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Powder Ridge Capital LP | ria-firm | — | Sagaponack | NY | 11962 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Heritage Capital | ria-firm | — | Detroit | MI | 48216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dreyfuss Capital Management LLC | ria-firm | — | Jackson | WY | 83001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soar Financial LLC | ria-firm | — | Murfreesboro | TN | 37128 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meranti Capital Partners, INC. | ria-firm | — | Atlanta | GA | 30309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kensington Asset Management, LLC | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rilex Capital LLC | ria-firm | — | Manasquan | NJ | 08736 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pcb Capital LLC | ria-firm | — | East Brunswick | NJ | 08816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterside Investment Advisers LLC | ria-firm | — | Sarasota | FL | 34240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodfinch Management, LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Partners, LLC | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worldly Partners Management, LLC | ria-firm | — | Needham | MA | 02494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glover Park Wealth Management, LLC | ria-firm | — | Arlington | VA | 22203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stillwater Wealth Management Group LLC | ria-firm | — | Juno Beach | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helping Hand RIA, LLC | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roth Financial Partners LLC | ria-firm | — | Kingwood | TX | 77339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Platinum Wealth Management, INC. | ria-firm | — | San Diego | CA | 92108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nabers Wealth LLC | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.A. Lawrence Wealth Management | ria-firm | — | Atlanta | GA | 30341 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swiss American Asset Management | ria-firm | — | Glendale | AZ | 85308 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monimus Capital Management, LP | ria-firm | — | Woodbridge | NJ | 07095 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ghisallo Capital Management LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capshift Advisors | ria-firm | — | West Newton | MA | 02465 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Athos Private Wealth LLC | ria-firm | — | Holladay | UT | 84117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite Wealth Management LLC | ria-firm | — | Plymouth | MA | 02360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Propartners Wealth | ria-firm | — | Columbia | MO | 65201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edge Focus Capital Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quinley Stewardship LLC | ria-firm | — | Visalia | CA | 93277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Washington Harbour Partners LP | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bpgc Management LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Wealth Planners LLC | ria-firm | — | Oak Brook | IL | 60523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lumenai | ria-firm | — | Stamford | CT | 06902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Volofin Capital Management | ria-firm | — | Daniel Island | SC | 29492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gap Asset Management, LLC | ria-firm | — | South Bend | IN | 46601 | 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