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 203 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Symbiosis Capital Partners, LLC | ria-firm | — | Bentonville | AR | 72712 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Niemann Investments LLC | ria-firm | — | Riverton | UT | 84096 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rivercrest Investment Advisors, LLC | ria-firm | — | Houston | TX | 77042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliance Private Wealth, LLC | ria-firm | — | North Reading | MA | 01864 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarendon Private LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthen Financial Advisors | ria-firm | — | Friendswood | TX | 77546 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge Net Lease Fund Manager LLC | ria-firm | — | Sandy | UT | 84070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buchanan Wealth Management | ria-firm | — | Reston | VA | 20190 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highpoint Planning Partners | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Wealth Group, LLC | ria-firm | — | Irvine | CA | 92614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 4x4 Capital | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zachary Financial Consultants LLC | ria-firm | — | Palm Beach Gardens | FL | 33418 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saturn V Capital Management LP | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crow's Nest Holdings LP | ria-firm | — | Richmond | VA | 23226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dorgeolis Capital LLC | ria-firm | — | Crestview | FL | 32536 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daytona Street Capital | ria-firm | — | Saint Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MG Planning Services, INC. | ria-firm | — | Woodbury | NY | 11797 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Wave Investments, LLC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sonas Financial Planning | ria-firm | — | Atlanta | GA | 30338 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nextech Ventures (US) LLC | ria-firm | — | Boston | MA | 02115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spearhead Advisors, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bws Investment Management, LLC | ria-firm | — | Houston | TX | 77065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helm Investment | ria-firm | — | Fort Worth | TX | 76110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ullmann Wealth Partners | ria-firm | — | Jacksonville Beach | FL | 32250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Favor Wealth Advisors, LLC | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Basepoint Advisors LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonaccord Capital Partners | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wpm Wealth Advisors LLC | ria-firm | — | Saratoga Springs | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Financial | ria-firm | — | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HB Wealth | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altior Capital | ria-firm | — | Winter Park | FL | 32789 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| F3 Capital | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argonautica Private Wealth Management, INC | ria-firm | — | Wellesley | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Julius Wealth Advisors, LLC | ria-firm | — | Englewood Cliffs | NJ | 07632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JV Global Capital, INC. | ria-firm | — | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interwise | ria-firm | — | Holladay | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Resource Center | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gordonmd Global Investments LP | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BA Global Capital | ria-firm | — | Newark | NJ | 07102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lavelle Capital | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Growth Management LLC | ria-firm | — | Delray Beach | FL | 33445 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Ambrus Group LLC | ria-firm | — | Tampa | FL | 33606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Openview Advisors, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dkm Wealth Management, INC. | ria-firm | — | Stockton | CA | 95219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brick Street Financial | ria-firm | — | Clinton | MS | 39056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Private Wealth Group LLC | ria-firm | — | Short Hills | NJ | 07078 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Financial Services | ria-firm | — | Dallas | TX | 75243 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Equity Wealth Management LLC | ria-firm | — | Nashville | TN | 37203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raga Partners LP | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peters Wealth Group | ria-firm | — | Westerville | OH | 43082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allocate Management Company, LLC | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Hill Capital Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Owl Technology Credit Advisors II LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vertex Partners | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Almega Wealth Management | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Advisory Services, LLC | ria-firm | — | Ormond Beach | FL | 32174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opto Investment Management, LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richbrook Advisors, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ipcp Management, LLC | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sylebra Capital LLC | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Advocates, LLC | ria-firm | — | Sacramento | CA | 95814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lockerman Financial Group, INC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cove Private Wealth, LLC | ria-firm | — | Oyster Bay | NY | 11771 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sohum Financial Planning, LLC | ria-firm | — | Evergreen | CO | 80439 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asterozoa Management | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transcendent Capital Group | ria-firm | — | Edmond | OK | 73034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor 123 LLC | ria-firm | — | Caledonia | MI | 49316 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Idylian Capital | ria-firm | — | Mcallen | TX | 78501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zest | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FM Financial Services, LLC | ria-firm | — | Buffalo | NY | 14202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parnassus Investments, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altamira Financial Group, LLC | ria-firm | — | Santa FE | NM | 87505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intellicapital Advisors LLC | ria-firm | — | Ponte Vedra | FL | 32081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sea Cliff Partners Management, LP | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mytimeequity | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seaport Wealth LLC | ria-firm | — | Boston | MA | 02114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rule72 Financial | ria-firm | — | Potomac Falls | VA | 20165 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 2nd Half Capital, LLC | ria-firm | — | Alpharetta | GA | 30022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckley Financial Group | ria-firm | — | Daytona Beach | FL | 32118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retire Ready Wealth Management | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fountain Square Asset Management | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Wealth Management, INC. | ria-firm | — | San Diego | CA | 92127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Hickory Partners Management, LP | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Data One Capital Management LLC | ria-firm | — | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Purpose First Financial, LLC | ria-firm | — | Grants Pass | OR | 97526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scout Asset Management | ria-firm | — | Beaverton | OR | 97005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ig4 Capital Advisors US LLC | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strada Financial Group LLC | ria-firm | — | Boring | OR | 97009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Braidwell LP | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galvanize Climate Solutions LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Honor Family Office, LLC | ria-firm | — | Santa Barbara | CA | 93103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baroldi Wood Mance Financial Advisors, LLC | ria-firm | — | Foothill Ranch | CA | 92610 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Datalign | ria-firm | — | Cambridge | MA | 02139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan2thrive Financial | ria-firm | — | Eldridge | IA | 52748 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandbrook Capital Management LP | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sky Vision Wealth, LLC | ria-firm | — | Columbus | OH | 43235 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matty AI INC. | ria-firm | — | Greenville | SC | 29609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Algotech Financial LLC | ria-firm | — | Dallas | TX | 75208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lester Financial Group, LLC | ria-firm | — | Champaign | IL | 61820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Idle Hill Advisors LLC | ria-firm | — | Greenville | SC | 29615 | 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