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 193 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Cgi Wealth Advisors, INC. | ria-firm | β | Frazer | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cgi Plan Advisors, INC. | ria-firm | β | Frazer | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leonard Wealth Management, LLC | ria-firm | β | Lincolnton | NC | 28092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wachtel Capital Advisors, LLC | ria-firm | β | Towaco | NJ | 07082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afc Management, LLC | ria-firm | β | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Element Squared Private Wealth | ria-firm | β | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shining Rock Advisors LLC | ria-firm | β | Asheville | NC | 28801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Partners | ria-firm | β | Charlottesville | VA | 22911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dovetail Financial Group LLC | ria-firm | β | Wilmington | NC | 28403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foursixthree Capital LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parvin Fund Management | ria-firm | β | Sioux Falls | SD | 57103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miri Capital Management LLC | ria-firm | β | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Investors LP | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kure Advisory, LLC | ria-firm | β | Plymouth | MN | 55446 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Medical Funding Professionals | ria-firm | β | Lake Tahoe | NV | 89449 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbk Wealth LLC | ria-firm | β | Fishers | IN | 46038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cavan Capital Management LLC | ria-firm | β | Naples | FL | 34110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southshore Financial Planning | ria-firm | β | Tampa | FL | 33605 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Front Porch Financial Advisory | ria-firm | β | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilpin Wealth Management LLC | ria-firm | β | Golden | CO | 80403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fitts Financial | ria-firm | β | Southborough | MA | 01745 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Avenue Capital Partners Management Company LLC | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Wealth Management, LLC | ria-firm | β | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flight Deck Capital, LP | ria-firm | β | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SC Management LLC | ria-firm | β | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Management Group, LLC | ria-firm | β | Dothan | AL | 36303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acre Manager, LLC | ria-firm | β | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthplan Investment Management LLC | ria-firm | β | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspire Wealth Management | ria-firm | β | Overland Park | KS | 66213 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wms Wealth Management LLC | ria-firm | β | Mukilteo | WA | 98275 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ontrack Wealth Management | ria-firm | β | Canton | MI | 48187 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monachil Capital Partners LP | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Group - Austin B. Colby & Associates | ria-firm | β | Eden Prairie | MN | 55344 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henry Bragg & CO. | ria-firm | β | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willamette Valley Wealth Management, LLC | ria-firm | β | Salem | OR | 97302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenup Street Wealth Management LLC | ria-firm | β | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Outcome Driven Strategies, LLC | ria-firm | β | Hunt Valley | MD | 21030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Line, CPA, INC. | ria-firm | β | Dallas | TX | 75201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thureos Asset Management LLC | ria-firm | β | Miami | FL | 33130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonecrest Wealth Management, INC | ria-firm | β | Chandler | AZ | 85226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandlot Partners, LLC | ria-firm | β | Orem | UT | 84097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Growth Catalyst Partners, L.P. | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hypatia Capital Management LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mac Alpha Capital Management, LP | ria-firm | β | Tampa | FL | 33609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larson Williams Wealth Advisors, LLC | ria-firm | β | Cedar City | UT | 84721 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koenig Investment Advisory, LLC | ria-firm | β | Ashland | OR | 97520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexwealth LLC | ria-firm | β | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epic Funds | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Servatus Capital | ria-firm | β | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rincon Wealth Management | ria-firm | β | Lakeway | TX | 78734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harrison Financial Planning | ria-firm | β | Columbia | MO | 65203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baleen Capital Management LLC | ria-firm | β | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Velmark Capital Management LLC | ria-firm | β | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight, Corp. | ria-firm | β | Boulder | CO | 80303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mid Michigan Insurance and Financial Services LLC | ria-firm | β | Bay City | MI | 48706 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| South Shore Investment Services LLC | ria-firm | β | Norwell | MA | 02061 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saint Joseph Advisors LLC | ria-firm | β | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardmore Road Asset Management LP | ria-firm | β | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fenul Wealth Management LLC | ria-firm | β | Los Angeles | CA | 90024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assured Healthcare Partners LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sonmore Financial LLC | ria-firm | β | Chandler | AZ | 85286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha-tech Investments, LLC | ria-firm | β | Houston | TX | 77002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grey Rhodes Advisors, LLC | ria-firm | β | Palm Beach Gardens | FL | 33418 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stride Consumer | ria-firm | β | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Naviter Wealth, LLC | ria-firm | β | Little Rock | AR | 72202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantic Private Wealth, LLC | ria-firm | β | Chapel Hill | NC | 27516 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gateway Asset Management, LLC | ria-firm | β | Independence | OH | 44131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carrington Advisors, LLC | ria-firm | β | Dallas | TX | 75248 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redstone Wealth Management, LLC | ria-firm | β | Oklahoma City | OK | 73120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cordgrass Capital Advisors, LLC | ria-firm | β | Raleigh | NC | 27612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluevine Advice | ria-firm | β | Kansas City | MO | 64131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alternative Capital Fund Management LLC | ria-firm | β | Englewood Cliffs | NJ | 07632 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kinetic Wealth Investment Advisors, LLC | ria-firm | β | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chrome Advisors | ria-firm | β | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacitree Wealth Management, LLC | ria-firm | β | Buford | GA | 30519 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crown Private Wealth, LLC | ria-firm | β | Mooresville | NC | 28117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Logan Stone | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Three Rivers Executive Consulting, LLC | ria-firm | β | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckeye-pacific | ria-firm | β | Naples | FL | 34103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sycamore Tree Capital Partners, L.P. | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthplans, LLC | ria-firm | β | Frederick | MD | 21704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ententvest INC. | ria-firm | β | Palo Alto | CA | 94303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| U.S. Cherry LLC | ria-firm | β | St. Petersburg | FL | 33702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovius Capital Management, LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Planning Solutions, LLC | ria-firm | β | Louisville | KY | 40220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metavasi Capital LP | ria-firm | β | Larchmont | NY | 10538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rinaldi Wealth Management, INC. | ria-firm | β | Bonita Springs | FL | 34134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atx Financial Planning, LLC | ria-firm | β | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jat Capital Management LP | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakgrowth Wealth Management LLC | ria-firm | β | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cincap Asset Management | ria-firm | β | Cincinnati | OH | 45226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Puente Asesoramiento DE Inversiones, LLC | ria-firm | β | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lupu Financial | ria-firm | β | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Atlantic Advisers, LLC | ria-firm | β | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zanbato Advisors LLC | ria-firm | β | Mountain View | CA | 94043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Networth Advisors, LLC | ria-firm | β | Canonsburg | PA | 15317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prairie Capital Management Group, LLC | ria-firm | β | Kansas City | MO | 64112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Craftwork Capital LLC | ria-firm | β | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fitzwalter Capital (US) LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Melone Private Wealth, LLC | ria-firm | β | Auburn Hills | MI | 48326 | SEC-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