Open data
The whole directory, as a table
All 278,301 curated records we publish โ 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 ยท page 207 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Inception Financial Services | ria-firm | โ | Costa Mesa | CA | 92626 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Big Money Retirement and Big Retirement | ria-firm | โ | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Suttle Crossland Wealth Advisors, LLC | ria-firm | โ | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flightpath Financial Planning | ria-firm | โ | Del Mar | CA | 92014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artham Advisors | ria-firm | โ | Dallas | TX | 75235 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arta Finance | ria-firm | โ | Mountain View | CA | 94041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adaptive Advisers, LLC | ria-firm | โ | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stillpoint Investments LP | ria-firm | โ | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Filigree Wealth Advisors, LLC | ria-firm | โ | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brighthaven Financial Advisors, LLC | ria-firm | โ | Huntsville | AL | 35801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Applied Wealth Management | ria-firm | โ | Bakersfield | CA | 93309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hvpf Manager II, LLC | ria-firm | โ | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calumet Capital Partners LLC | ria-firm | โ | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finn Wealth Management LLC | ria-firm | โ | Spokane | WA | 99208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jre Advisors LLC | ria-firm | โ | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tripletail Wealth Management | ria-firm | โ | Orlando | FL | 32803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Investment Partners, LLC | ria-firm | โ | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoplon Asset Management, L.P. | ria-firm | โ | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teucrium Investment Advisors, LLC | ria-firm | โ | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pgim DC Solutions | ria-firm | โ | Newark | NJ | 07102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swiss RE Insurance-linked Investment Advisors Corporation | ria-firm | โ | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garland and Greenwood Wealth Advisors LLC | ria-firm | โ | Roland | AR | 72135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advyzon Investment Management, LLC | ria-firm | โ | Lisle | IL | 60532 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Select Investment Solutions, LLC | ria-firm | โ | Washington | DC | 20036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lightspeed Faction | ria-firm | โ | Palo Alto | CA | 94304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor.com | ria-firm | โ | Charleston | SC | 29403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scratch Capital | ria-firm | โ | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fat 5 Investments, LLC | ria-firm | โ | Omaha | NE | 68130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Network Wealth Advisors LLC | ria-firm | โ | Murray | UT | 84107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axq Capital, LP | ria-firm | โ | Jersey City | NJ | 07310 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chamonix Partners Capital Management LLC | ria-firm | โ | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proactive Wealth Strategies, LLC | ria-firm | โ | Marietta | GA | 30068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Financial Group | ria-firm | โ | Fort Worth | TX | 76179 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosser Creek Asset Management LLC | ria-firm | โ | Corte Madera | CA | 94925 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kapstone Financial Advisors LLC | ria-firm | โ | Lebanon | OH | 45036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Percent Advisors LLC | ria-firm | โ | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Clifford Group LLC | ria-firm | โ | Wayland | MA | 01778 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Family Financial Group | ria-firm | โ | Newton Centre | MA | 02459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercator Partners | ria-firm | โ | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grb Capital Management LLC | ria-firm | โ | Dallas | TX | 75219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penny Lane Wealth Management, LLC | ria-firm | โ | Tacoma | WA | 98405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LT Advisors LLC | ria-firm | โ | New City | NY | 10956 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aurora Pointe Capital Management, LLC | ria-firm | โ | Vienna | VA | 22182 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Wealth Group, LLC | ria-firm | โ | Winter Park | FL | 32789 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innova Advisors | ria-firm | โ | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Tier Wealth Management | ria-firm | โ | Jericho | NY | 11753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reatherford Wealth Management LLC | ria-firm | โ | Peoria | IL | 61602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrowside Capital, LLC | ria-firm | โ | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msr Capital Partners, LLC | ria-firm | โ | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calculated Wealth | ria-firm | โ | Madison | WI | 53713 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Wealth Group Investments LLC | ria-firm | โ | Brighton | MI | 48114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resilient Capital Management, LLC | ria-firm | โ | Dallas | TX | 75254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Demland Wealth LLC | ria-firm | โ | Defiance | OH | 43512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fundify Advisors LLC | ria-firm | โ | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neokai Capital | ria-firm | โ | Honolulu | HI | 96814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eir Partners Capital, LP | ria-firm | โ | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aot Invest LLC | ria-firm | โ | Davenport | IA | 52807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wright Planning, LLC | ria-firm | โ | Fishers | IN | 46038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Zero LLC | ria-firm | โ | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hbw RIA Services, LLC | ria-firm | โ | West Bend | WI | 53095 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Boss | ria-firm | โ | Plainview | NY | 11803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azimuth Capital Management | ria-firm | โ | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mesirow Institutional Investment Management, INC. | ria-firm | โ | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinley Alaska Private Investments, LLC | ria-firm | โ | Anchorage | AK | 99503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hivemind Capital Partners LLC | ria-firm | โ | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onesource Wealth Management | ria-firm | โ | Granite Bay | CA | 95746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitol Meridian Partners LP | ria-firm | โ | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoxton Planning & Management, LLC | ria-firm | โ | Shepherdstown | WV | 25443 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| George Financial Services | ria-firm | โ | Canton | OH | 44704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cogent Private Wealth | ria-firm | โ | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| IA Network, LLC | ria-firm | โ | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prestige Advisors INC. | ria-firm | โ | Sarasota | FL | 34240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Civitas Capital Management, LLC | ria-firm | โ | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Factorial Funds Management LLC | ria-firm | โ | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eminence Wealth Management INC. | ria-firm | โ | Orlando | FL | 32819 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endurance Financial LLC | ria-firm | โ | Cary | NC | 27513 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| French Family Office, LLC | ria-firm | โ | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 3chopt Investment Partners LLC | ria-firm | โ | Richmond | VA | 23226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grant Tani Barash & Altman, LLC | ria-firm | โ | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alignment Growth | ria-firm | โ | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackbarn Capital Partners LP | ria-firm | โ | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conscious Wealth Investments, LLC | ria-firm | โ | Atlanta | GA | 30307 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cathedral Square Capital | ria-firm | โ | Tulsa | OK | 74136 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Structural Solutions LLC | ria-firm | โ | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brickstone Advisors | ria-firm | โ | Fort Lauderdale | FL | 33301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lumiere Financial | ria-firm | โ | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artemis Wealth Advisors | ria-firm | โ | Flemington | NJ | 08822 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bfi Wealth Solutions, LLC | ria-firm | โ | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accion Impact Management LLC | ria-firm | โ | Washington | DC | 20005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fig Tree Wealth Management LLC | ria-firm | โ | Mountainside | NJ | 07092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milestone Money | ria-firm | โ | Chicago | IL | 60614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moran Wealth Management, LLC | ria-firm | โ | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathfinder 360 Managementco, LLC | ria-firm | โ | Minnetonka | MN | 55343 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Validus Capital LLC | ria-firm | โ | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swad Wealth Management LLC | ria-firm | โ | Santa Rosa | CA | 95401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rps Retirement Plan Advisors | ria-firm | โ | Austin | TX | 78759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davenport Pbh LLC | ria-firm | โ | Inlet Beach | FL | 32461 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phillips Wealth Planners LLC | ria-firm | โ | Starkville | MS | 39759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amida Wealth Advisors, LLC | ria-firm | โ | Miami | FL | 33127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Best Life Infinity, LLC | ria-firm | โ | Colorado Springs | CO | 80920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters โ 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 โ never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 ยท Curated JSON: /api/directory/export?limit=100&offset=0