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 206 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Omega Wealth Private Capital LLC | ria-firm | β | Cincinnati | OH | 45249 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truewealth Stewardship, LLC | ria-firm | β | Marion | IA | 52302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lees Monsour Group | ria-firm | β | Shreveport | LA | 71106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whittier Advisors, LLC | ria-firm | β | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sparta Wealth Partners | ria-firm | β | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ab2 Capital Partners LLC | ria-firm | β | Hollywood | FL | 33019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axxes Advisors LLC | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finch Capital Management LLC | ria-firm | β | Austin | TX | 78749 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valtrion Capital Management, LLC | ria-firm | β | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Income Strategies, LLC | ria-firm | β | Evansville | WI | 53536 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Attleboro Wealth Management LLC | ria-firm | β | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Senior Tax Advisory Group, INC. | ria-firm | β | Colorado Springs | CO | 80918 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inversiones Sura | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Courage Korving Miller Partners, LLC | ria-firm | β | Norfolk | VA | 23510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DI Investment Management LP | ria-firm | β | Dallas | TX | 75252 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Insight Wealth Advisors | ria-firm | β | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G. P. Greco & CO., INC. | ria-firm | β | Palo Alto | CA | 94306 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Albatroz Capital | ria-firm | β | Key Biscayne | FL | 33149 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kinetic Partners Management, LP | ria-firm | β | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| K Fund Capital Management, LLC | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Entelevest, LLC | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mandel Financial Services | ria-firm | β | Cincinnati | OH | 45255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascentis Asset Management, LLC | ria-firm | β | Dallas | TX | 75244 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Design Labs, LLC | ria-firm | β | Encino | CA | 91436 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cora Capital Advisors | ria-firm | β | Marlton | NJ | 08053 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curewell Capital Management, LLC | ria-firm | β | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Real Wealth Advisors LLC | ria-firm | β | Brookfield | WI | 53005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christensen Group Financial, LLC | ria-firm | β | Eden Prairie | MN | 55344 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vital Capital LLC | ria-firm | β | Clinton | IA | 52732 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miser Asset Management | ria-firm | β | Knoxville | TN | 37934 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Precession Capital Management, LLC | ria-firm | β | New York | NY | 10031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiat Wealth Management | ria-firm | β | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Incompass Financial Partners, LLC | ria-firm | β | Alpharetta | GA | 30004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Public Advisors LLC | ria-firm | β | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Divvi Wealth Management | ria-firm | β | Kansas City | MO | 64108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schuler Wealth Planning LLC | ria-firm | β | Columbus | OH | 43240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeline Private Wealth | ria-firm | β | Mesa | AZ | 85215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agata Investments LLC | ria-firm | β | Saratoga | CA | 95070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commenda Capital Advisors | ria-firm | β | Cambridge | MA | 02141 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rpo LLC | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holt Wealth Management LLC | ria-firm | β | Borger | TX | 79007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tactical Infrastructure Partners | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eliason Wealth Management LLC | ria-firm | β | Centennial | CO | 80112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verso Partners | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eltura Capital Management, LLC | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navarro Asset Management, LLC | ria-firm | β | Schaumburg | IL | 60173 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Prime LLC | ria-firm | β | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zenith Wealth Advisors | ria-firm | β | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Purevest | ria-firm | β | Staten Island | NY | 10314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Legacy LLC | ria-firm | β | Chino Hills | CA | 91709 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Presilium Private Wealth, LLC | ria-firm | β | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pace Financial Advisors | ria-firm | β | Hillsboro | OR | 97123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carlson Wealth, LLC | ria-firm | β | Omaha | NE | 68137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onepoint Bfg Wealth Partners | ria-firm | β | Parsippany | NJ | 07054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Foundation Investment Group | ria-firm | β | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atala Financial INC | ria-firm | β | Calabasas | CA | 91302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bedinghaus Financial Group, INC | ria-firm | β | Clearwater | FL | 33759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Universal Financial Advisors, LLC | ria-firm | β | St. Louis | MO | 63122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haun Ventures Management LP | ria-firm | β | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emergent Financial Group, LLC | ria-firm | β | Atlanta | GA | 30326 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thurston Advisors | ria-firm | β | Vero Beach | FL | 32963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Styrax Capital LP | ria-firm | β | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salcedo Financial Services | ria-firm | β | Mckeesport | PA | 15132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Financial Services | ria-firm | β | Falmouth | ME | 04105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wagner Planning | ria-firm | β | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| USA First Financial | ria-firm | β | Indianapolis | IN | 46204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Triple I, LLC | ria-firm | β | New York | NY | 10174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pionex Investments INC. | ria-firm | β | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonetree Investment Partners LLC | ria-firm | β | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larsen Financial Management | ria-firm | β | San Antonio | TX | 78230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Savvy | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meridiem Capital Partners LP | ria-firm | β | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Group Rmc Investment Advisor LLC | ria-firm | β | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Square Wave Capital | ria-firm | β | Brooklyn | NY | 11201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrow Alliance | ria-firm | β | Franklin | TN | 37067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak53 Partners, LP | ria-firm | β | Longmont | CO | 80501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intentional | ria-firm | β | Fort Mill | SC | 29708 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Wealth Management LLC | ria-firm | β | Montague | MA | 01351 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Trust Private Wealth Counsel LLC | ria-firm | β | Springfield | MO | 65804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navolio & Tallman Advisors LLC | ria-firm | β | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mosley Wealth Management, INC. | ria-firm | β | Anaheim | CA | 92806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayou Bridge Capital Advisors, LLC | ria-firm | β | Houston | TX | 77057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resolute Wealth Strategies, LLC | ria-firm | β | Jackson | MS | 39211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dhody Investment Group | ria-firm | β | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cultivate Financial | ria-firm | β | Fargo | ND | 58103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Second 50 Financial | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiori Financial Group | ria-firm | β | Fort Lauderdale | FL | 33316 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Associates Wealth Management, LLC | ria-firm | β | Maumee | OH | 43537 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ard Advisory Services, LLC | ria-firm | β | Dublin | OH | 43016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andante Financial | ria-firm | β | Burlington | MA | 01803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestgen Advisors, LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Armstrong Advisory Group INC. | ria-firm | β | Needham | MA | 02494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Electra Capital | ria-firm | β | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agtb Fund Manager, LLC | ria-firm | β | New York | NY | 10167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valur Robo Advisors | ria-firm | β | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Durable Dividend Growth Strategies, L.P. | ria-firm | β | Kemah | TX | 77565 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hidden Cove Wealth Management | ria-firm | β | Bainbridge Island | WA | 98110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generate Capital Advisors, PB LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Mastery, LLC | ria-firm | β | Palo Alto | CA | 94301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Elm Advisors | ria-firm | β | Holmes | NY | 12531 | State-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