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 212 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Yosemite Wealth | ria-firm | β | Oakhurst | CA | 93644 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Maple Finance, LLC | ria-firm | β | Burlington | VT | 05401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baynes Investment Counsel LLC | ria-firm | β | Fort Worth | TX | 76102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caius Capital US LP | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 26north | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tailwinds Wealth, LLC | ria-firm | β | Vadnais Heights | MN | 55110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beaumont Financial Partners | ria-firm | β | Needham | MA | 02494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccmp Growth, LP | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SG Trading Solutions, LLC | ria-firm | β | Bountiful | UT | 84010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nordwand Advisors | ria-firm | β | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aurora Wealth Advisors | ria-firm | β | San Diego | CA | 92131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Brothers Financial, LLC | ria-firm | β | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focused Mission Financial | ria-firm | β | San Diego | CA | 92127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S3 Capital Advisors LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uprise Advisers LLC | ria-firm | β | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vivid Wealth Management, LLC | ria-firm | β | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairview Asset Management LLC | ria-firm | β | San Juan | PR | 00911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doeren Services LLC | ria-firm | β | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intentional Asset Management | ria-firm | β | New York | NY | 10017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turtle Creek Wealth Advisors, LLC | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caymus Equity Partners, LLC | ria-firm | β | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Navigators Private Wealth | ria-firm | β | Grand Rapids | MI | 49512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Brown, LLC | ria-firm | β | Athens | GA | 30606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aurelius Family Office, LLC | ria-firm | β | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davern Capital Partners, LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Climate Investment | ria-firm | β | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| International Private Wealth Advisors LLC | ria-firm | β | San Diego | CA | 92108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jessup Wealth Management | ria-firm | β | Dayton | OH | 45419 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invenio Wealth Partners, LLC | ria-firm | β | Coral Gables | FL | 33146 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cygnus Capital Advisors, LLC | ria-firm | β | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avala Global LP | ria-firm | β | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daus Financial Group, LLC | ria-firm | β | Kalamazoo | MI | 49009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fourthought Financial Partners, LLC. | ria-firm | β | Venice | FL | 34285 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lloyd Tevis Investments, LLC | ria-firm | β | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cache Advisors LLC | ria-firm | β | San Francisco | CA | 94103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Borger Capital Management LLC | ria-firm | β | Wausau | WI | 54403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dardanelles Capital LP | ria-firm | β | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dna Financial | ria-firm | β | Las Vegas | NV | 89123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Surgocap Partners LP | ria-firm | β | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bishop Capital Advisors LLC | ria-firm | β | Boca Raton | FL | 33431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dream Bigger Financial, LLC | ria-firm | β | Milwaukee | WI | 53204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leibman Financial Servces, INC. | ria-firm | β | Louisville | NE | 68037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tsa Wealth Management | ria-firm | β | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avid Wealth Partners, LLC | ria-firm | β | San Antonio | TX | 78257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldstein Advisors, LLC | ria-firm | β | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Investments and Planning LLC | ria-firm | β | Easton | PA | 18042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verus Wealth Management | ria-firm | β | DE Pere | WI | 54115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caravela Energy Partners LP | ria-firm | β | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunbar Associates, LLC | ria-firm | β | Monroe | CT | 06468 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concurrent Investment Advisors, LLC | ria-firm | β | Tampa | FL | 33602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pillar Wealth LLC | ria-firm | β | Franklin | IN | 46131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Price Financial Group Wealth Management, INC. | ria-firm | β | Portland | OR | 97223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kurv Investment Management LLC | ria-firm | β | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 26north Direct Lending | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quorus INC. | ria-firm | β | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zen Financial Planning, LLC | ria-firm | β | Andover | MA | 01810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hicks & Associates Wealth Management, LLC | ria-firm | β | Cary | NC | 27511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mdrn Wealth | ria-firm | β | Venice | CA | 90291 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornermen Financial, LLC | ria-firm | β | San Antonio | TX | 78258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Syntegra Private Wealth Group LLC | ria-firm | β | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bruderman Private Wealth | ria-firm | β | Locust Valley | NY | 11560 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gentry Private Wealth | ria-firm | β | Wichita | KS | 67206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copper Ridge Wealth Management, LLC | ria-firm | β | Lakewood | OH | 44107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cirrus Real Estate Partners | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Compass Wealth Management, LLC | ria-firm | β | Brandon | FL | 33511 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oneascent Capital | ria-firm | β | Birmingham | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vam Group, LLC | ria-firm | β | Sewickley | PA | 15143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walden Financial | ria-firm | β | Granville | OH | 43023 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vector Technologies, LLC | ria-firm | β | Miami Beach | FL | 33140 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Frigon Family Office, LLC | ria-firm | β | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridger Investment Partners LLC | ria-firm | β | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BY Design Financial Planning | ria-firm | β | Greensboro | NC | 27401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G. Douglas Wealth Management | ria-firm | β | Toms River | NJ | 08753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pilgrim Global Advisors LLC | ria-firm | β | Reno | NV | 89519 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insignia Wealth Advisory | ria-firm | β | Opelika | AL | 36801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alianza Corp. Investment Advisor | ria-firm | β | Miami | FL | 33135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Roots Wealth Management LLC | ria-firm | β | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gateway Wealth Management, LLC | ria-firm | β | Saint Louis | MO | 63117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Praetorian PR LLC | ria-firm | β | Rincon | PR | 00677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stage 2 Planning Partners LLC | ria-firm | β | S Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polus Capital Management (US) INC. | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baf Advisors Corp | ria-firm | β | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nverses Capital, LLC | ria-firm | β | Wellington | FL | 33414 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Globalink Wealth Management, LLC | ria-firm | β | Pasadena | CA | 91107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alaska Wealth Management | ria-firm | β | Anchorage | AK | 99501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pyxis Capital INC. | ria-firm | β | Lehi | UT | 84043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannon Wealth Management Services | ria-firm | β | Winston Salem | NC | 27104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oneascent Family Offices | ria-firm | β | Birmingham | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynwood Price Capital Management LP | ria-firm | β | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baird Capital Management Company, LLC | ria-firm | β | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cole Financial Advisors, INC. | ria-firm | β | Provo | UT | 84604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afs Wealth Management LLC | ria-firm | β | Chester | VT | 05143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avanti Capital Group LLC | ria-firm | β | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enduring Wealth Advisors | ria-firm | β | Temecula | CA | 92591 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Financial Advisors LLC | ria-firm | β | St. Petersburg | FL | 33710 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DO Wealth Different | ria-firm | β | Bentonville | AR | 72712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestone Equity Partners | ria-firm | β | New York | NY | 10174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blacklines Financial | ria-firm | β | Los Angeles | CA | 90071 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Asset Management, LLC | ria-firm | β | Belton | MO | 64012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icebridge Financial Group | ria-firm | β | Boca Raton | FL | 33432 | 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