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 197 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Jason Janes Wealth Management, INC. | ria-firm | — | Princeton | MN | 55371 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finsie | ria-firm | — | Belmont | CA | 94002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fma Wealth Management, LLC | ria-firm | — | Duxbury | MA | 02332 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Retirement Planning, LLC | ria-firm | — | Coppell | TX | 75019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heartwood Partners, LLC | ria-firm | — | Norwalk | CT | 06851 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endeavor Private Wealth, INC. | ria-firm | — | Topeka | KS | 66614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Surience Private Wealth LLC | ria-firm | — | Yakima | WA | 98901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concentric Capital Strategies L.P. | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stillwater Capital Management | ria-firm | — | Carmel-by-the-sea | CA | 93921 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galliott Capital Advisors, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Planning Advisors Group INC. | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meritor Capital | ria-firm | — | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Efg Asset Management (north America) Corp | ria-firm | — | Portland | OR | 97204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grant Avenue Capital LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alternative Fund Advisors, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allegiance Financial Group | ria-firm | — | Vienna | VA | 22180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coral Tree Management, LP | ria-firm | — | Los Angeles | CA | 90049 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Troluce Capital Advisors LLC | ria-firm | — | Dorado | PR | 00646 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axiom Wealth Strategies, LLC | ria-firm | — | Bend | OR | 97702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Down Financial | ria-firm | — | Oviedo | FL | 32766 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fedway Financial LLC | ria-firm | — | Charlotte | NC | 28208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cross Rapids Capital LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ethos Capital Management, INC. | ria-firm | — | Newtown | PA | 18940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Presidio Financial Advisors LLC | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moat Capital | ria-firm | — | Omaha | NE | 68108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Princeton Value Partners LLC | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copper Beech Financial Group, LLC | ria-firm | — | Moorestown | NJ | 08057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rho Acceleration | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callodine Credit Management | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Wealth Management, INC. | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilon Wealth Management | ria-firm | — | Urbandale | IA | 50322 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aionios Capital Partners, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dillow Wealth Management LLC | ria-firm | — | Oak Brook | IL | 60523 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliance Wealth Management Partners LLC | ria-firm | — | Knoxville | TN | 37919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foundation Wealth Planning | ria-firm | — | Salina | KS | 67401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Growthcurve Capital LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sora Wealth, LLC | ria-firm | — | Lincolnwood | IL | 60712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prmim | ria-firm | — | Mount Laurel | NJ | 08054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lts Financial Group | ria-firm | — | Ft. Worth | TX | 76116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Wealth Guidance LLC | ria-firm | — | Albuquerque | NM | 87110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kmi Wealth Advisors | ria-firm | — | Reno | NV | 89502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Upkeep Financial | ria-firm | — | New York | NY | 10038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family and Money Matters | ria-firm | — | Coral Gables | FL | 33146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moment Private Wealth | ria-firm | — | Saint Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sancus Wealth Management LLC | ria-firm | — | Miami | FL | 33133 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pelican Investment Advisors, LLC | ria-firm | — | Baton Rouge | LA | 70809 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tarascio Financial Planning, LLC | ria-firm | — | Mesa | AZ | 85206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Bottom Line Wealth Management LTD. | ria-firm | — | Toledo | OH | 43615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortitude Financial LLC | ria-firm | — | Spokane | WA | 99202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vickerman Investment Advisors, INC. | ria-firm | — | Spokane | WA | 99223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Center Pillar Wealth Management LLC | ria-firm | — | Newark | CA | 94560 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Level Private LLC | ria-firm | — | Harrison | NY | 10528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atomic Invest LLC | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tifin Give | ria-firm | — | Boulder | CO | 80301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Group Asset Management, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Advisory Network, LLC | ria-firm | — | Dublin | OH | 43016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Wealth Management Group | ria-firm | — | Greeneville | TN | 37745 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scalebuilder, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pcim Realty Advisors, LLC | ria-firm | — | Addison | TX | 75001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Talisman Wealth Advisors, LLC | ria-firm | — | Mountainside | NJ | 07092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Passaic Partners LLC | ria-firm | — | Newark | NJ | 07102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chapel Bridge Wealth Advisors | ria-firm | — | San Juan | PR | 00901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raskin Global INC. | ria-firm | — | Phoenix | MD | 21131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quants Compete | ria-firm | — | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nhabla | ria-firm | — | Arlington | VA | 22201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axiom Founders Family Office | ria-firm | — | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enhalus Capital, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ormonde Investment Management, LLC | ria-firm | — | Dallas | TX | 75244 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everstar Asset Management, LLC | ria-firm | — | Mooresville | NC | 28117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burkholder & Associates, LLC | ria-firm | — | Washington | DC | 20036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Velocis Management, LLC | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.M. Arbour, LLC | ria-firm | — | Gardiner | ME | 04345 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skybound Wealth USA | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inceptive Financial | ria-firm | — | Atlanta | GA | 30307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Financial Planning Network | ria-firm | — | Onalaska | WI | 54650 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Financial Advisors, LLC | ria-firm | — | Woburn | MA | 01801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meteora Capital, LLC | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Savvy Wealth Management LLC | ria-firm | — | Miami Beach | FL | 33141 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Cat Wealth | ria-firm | — | Bozeman | MT | 59715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reframe Wealth, LLC | ria-firm | — | Fairfax | VA | 22030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1836 Asset Management, LLC | ria-firm | — | Garland | TX | 75040 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jvp Management | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpc Management, LLC | ria-firm | — | Kansas City | MO | 64108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 327 Capital Partners, LLC | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inherent Wealth Fund, LLC | ria-firm | — | Palm Desert | CA | 92260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eldridge Structured Credit Advisers, LLC | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hdq Wealth | ria-firm | — | Kansas City | MO | 64105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provisor Asset Management LLC | ria-firm | — | Bluffton | SC | 29909 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Strategies | ria-firm | — | Longview | WA | 98632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acansa Investment Management Group, LLC | ria-firm | — | Tysons Corner | VA | 22182 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gullane Capital, LLC | ria-firm | — | Jacksonville | FL | 32210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calderwood Financial Strategies, INC. | ria-firm | — | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hill Island Financial LLC | ria-firm | — | Grand Rapids | MI | 49503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orvieto Partners, L.P. | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cushing Capital Partners, LLC | ria-firm | — | Delafield | WI | 53018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 5th Century Partners | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Avenue Advisors LLC | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Casting Financial Planning, LLC | ria-firm | — | Spokane | WA | 99201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tidemark Management Company LP | ria-firm | — | Menlo Park | CA | 94025 | 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