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 214 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Twogood Financial Services, INC. | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Wealth Strategies | ria-firm | — | Mullica Hill | NJ | 08062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integra Private Wealth Management, LLC | ria-firm | — | Tulsa | OK | 74103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevate Wealth Advisors, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nordwand Investments, LLC | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jocelyn Investment Management, LLC | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reach One Teach One Financial | ria-firm | — | Phoenix | AZ | 85048 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Randall & Associates Wealth Management | ria-firm | — | Butler | PA | 16001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neos Partners, LP | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Themes Management Company LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scire Fund III Gp, LLC | ria-firm | — | Denver | CO | 80222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tradewinds Wealth Management | ria-firm | — | Portland | OR | 97239 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluhaus Capital Management LLC | ria-firm | — | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valhum Asset Management, LLC | ria-firm | — | Upper Saddle River | NJ | 07458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 22v Asset Management | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skrobonja Wealth Management, LLC | ria-firm | — | Arnold | MO | 63010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkmount Financial Partners LLC | ria-firm | — | Scituate | MA | 02066 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bespoke Advisory | ria-firm | — | Evergreen | CO | 80439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truelink Capital Management, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakleigh Wealth Services | ria-firm | — | Crozet | VA | 22932 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Day Wealth Management LLC | ria-firm | — | Cedar Park | TX | 78613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinder Financial, LLC | ria-firm | — | Jupiter | FL | 33458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mike Adams Financial Advisors, INC. | ria-firm | — | Mooresville | NC | 28117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Oak Wealth Advisors | ria-firm | — | Santa Rosa Beach | FL | 32459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bkm Wealth Management | ria-firm | — | Brookfield | WI | 53045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Family Offices, LLP | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonsai Advisors LLC | ria-firm | — | Boulder | CO | 80302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Janus Financial | ria-firm | — | Scottsdale | AZ | 85251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pcm Management Advisor, LLC | ria-firm | — | Chagrin Falls | OH | 44022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gargas Investments LLC | ria-firm | — | Van Buren | MO | 63965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Molano Wealth Management | ria-firm | — | Visalia | CA | 93291 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Investments and Financial Planning | ria-firm | — | Uniontown | OH | 44685 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generations Wealth Design | ria-firm | — | Topeka | KS | 66614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parabla, LLC | ria-firm | — | Oak Ridge | NC | 27310 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bice Wealth Management LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kipos Wealth | ria-firm | — | Denton | TX | 76205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Norden Group LLC | ria-firm | — | Provo | UT | 84604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unique Wealth Strategies | ria-firm | — | Burr Ridge | IL | 60527 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peterson Rogers Private Wealth, LLC | ria-firm | — | Salt Lake City | UT | 84117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunstone Advisors, LLC | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Wealth Group LLC | ria-firm | — | Columbia | SC | 29205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockline Wealth Management LLC | ria-firm | — | Islip Terrace | NY | 11752 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lotus Infrastructure Partners, LP | ria-firm | — | Greenwich | CT | 06831 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lotusland Properties | ria-firm | — | Palm Desert | CA | 92260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackhawk Financial Advisors | ria-firm | — | Columbia | SC | 29201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kedrec LLC | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kennedy Lewis Capital Holdings LLC | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Queenbridge Capital, LLC | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empire Advisors Wealth Management LLC | ria-firm | — | Fairfax | VA | 22030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vizcaya Capital Partners LLC | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Varra Financial | ria-firm | — | Louisville | CO | 80027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Financial Group West, INC. | ria-firm | — | Costa Mesa | CA | 92626 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fintron Advisors, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cap91 Partners Management LLC | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petros Family Wealth, LLC | ria-firm | — | Bloomington | MN | 55437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Capital Advisors | ria-firm | — | West Palm Beach | FL | 33409 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qed Wealth Solutions | ria-firm | — | Kingman | KS | 67068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Momentus Manager LLC | ria-firm | — | Arlington | VA | 22202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finances for Real Life | ria-firm | — | Lompoc | CA | 93436 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polaris Investment Advisors, LLC | ria-firm | — | Framingham | MA | 01702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Massie Financial Planning INC. | ria-firm | — | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yayati Asset Management, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnolia Private Wealth, LLC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connelly Capital Management LLC | ria-firm | — | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evolution Investment Management LLC | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirepath Wealth, LLC | ria-firm | — | Little Rock | AR | 72212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shorecliff Asset Management Company LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seven Mile Advisory LLC | ria-firm | — | Tallahassee | FL | 32301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unify Financial Advisors | ria-firm | — | Clearwater | FL | 33756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sorenson Impact Advisory | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Real Estate Whisperer(r) | ria-firm | — | Monument | CO | 80132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triartisan Capital Advisors LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Cap NT Advisors, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balanced Wealth, INC. | ria-firm | — | Scottsdale | AZ | 85255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibson Monroe Wealth Advisors | ria-firm | — | Oakland | CA | 94606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tkg Wealth Advisers LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Impact Wealth Management | ria-firm | — | Sioux Falls | SD | 57108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams & Novak Wealth Management, LLC | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Wealth Coaching, LLC | ria-firm | — | Woodstock | GA | 30188 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coalesce Capital Management LLC | ria-firm | — | New York | NY | 10158 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centerpoint Advisory Group, LLC | ria-firm | — | Overland Park | KS | 66213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Wealth Solutions LLC | ria-firm | — | Sterling Heights | MI | 48312 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Challenge Everything Financial LLC | ria-firm | — | Lenexa | KS | 66215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wagner Wealth Management, Corp. | ria-firm | — | Conyngham | PA | 18219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Panorama Wealth Advisors | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| United Advisor Group | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristotle Investment Services, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Two Sigma Real Estate, LP | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Storr Group | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mack & CO. Partners, LP | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isaacs & Associates, LLC | ria-firm | — | Cincinnati | OH | 45245 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masterworks Advisers, LLC | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Brydon Group | ria-firm | — | Washington, D.C. | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stempoint Capital LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uptick Partners, LLC | ria-firm | — | Nacogdoches | TX | 75965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slotnik Capital, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rightwise Wealth | ria-firm | — | Las Vegas | NV | 89135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Power Financial Partners, LLC | ria-firm | — | Tampa | FL | 33609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial Group | ria-firm | — | Appleton | WI | 54911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Independent Advisors LLC | ria-firm | — | Louisville | KY | 40207 | 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