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 218 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Income Associates | ria-firm | — | Barrington | RI | 02806 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calvert Impact Advisory Services, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Welcome Home Wealth Advisors LLC | ria-firm | — | North Chesterfield | VA | 23236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acadia Infrastructure Capital LP | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestone Private Wealth, LLC | ria-firm | — | Cleveland | OH | 44113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unified Investment Management | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversify Advisory Services, LLC | ria-firm | — | Sandy | UT | 84070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrett Upton Capital Partners | ria-firm | — | Lake Forest | IL | 60045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treussard Capital Management | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Advisors, LLC | ria-firm | — | North Miami Beach | FL | 33160 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Capital Adviser LLC | ria-firm | — | Phoenix | AZ | 85004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Wealth Partners, LLC | ria-firm | — | Chapel Hill | NC | 27517 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Gen Advisors, LLC | ria-firm | — | New York | NY | 10005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Well Advised, LLC | ria-firm | — | Omaha | NE | 68154 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealthy Parent | ria-firm | — | Chicago | IL | 60654 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roots First Wealth Management | ria-firm | — | Highlands Ranch | CO | 80129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tyr Capital Advisors, LLC | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luminvest Wealth Management LLC | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corient IA LP | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Portfolio Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Capital | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bene Wealth Management Company | ria-firm | — | Burbank | CA | 91505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Starkel Wealth Advisors, LLC | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Pines Wealth Management, LLC | ria-firm | — | Southern Pines | NC | 28387 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bell City Wealth, INC. | ria-firm | — | Hillsboro | OH | 45133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crown Management Advisors, LLC | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Custom Wealth Planners | ria-firm | — | Ankeny | IA | 50023 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Holland Group, Retirement Wealth Advisors, LLC | ria-firm | — | Clearwater | FL | 33759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Global | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Convergency Partners Advisors LLC | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vaughan Family Financial | ria-firm | — | Huntsville | AL | 35803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wells, Fay | ria-firm | — | Culver City | CA | 90232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soina Financial Group, LLC | ria-firm | — | Alpharetta | GA | 30009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grey Private Capital | ria-firm | — | Charlotte | NC | 28277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everpar Advisors LLC | ria-firm | — | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Two Roads Partners Management, LP | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Lab | ria-firm | — | Decatur | GA | 30030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tribridge Partners Financial LLC | ria-firm | — | Columbia | MD | 21046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vogel Wealth Management, LLC | ria-firm | — | Omaha | NE | 68137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rcf Asset Management Group 4, LLC | ria-firm | — | Studio City | CA | 91604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Stern & CO., LLC | ria-firm | — | New York City | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Three Seasons Wealth | ria-firm | — | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Form Wealth Advisors, LLC | ria-firm | — | Lake Geneva | WI | 53147 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triad Wealth Partners, LLC | ria-firm | — | Lawrence | KS | 66044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brice Financial Advisors INC | ria-firm | — | Miami | FL | 33137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the World Changers Investments, LLC | ria-firm | — | Miami | FL | 33156 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Wealth Advisors | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bracco Asset Management | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fbs Securities | ria-firm | — | Mckinney | TX | 75070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cobblestone Asset Management | ria-firm | — | Richmond | VA | 23235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgeway Wealth Management, LLC | ria-firm | — | Cedar Rapids | IA | 52402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Linonia Partnership LP | ria-firm | — | New York | NY | 10014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eli Circle Capital, LP | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Purpose Built | ria-firm | — | Moorestown | NJ | 08057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Planners INC. | ria-firm | — | Fort Collins | CO | 80526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keybanc Capital Markets Research, LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arthur Ventures | ria-firm | — | Minneapolis | MN | 55401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynx Advisory Partners | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HS Tax Wealth Mgmt, LLC | ria-firm | — | Carlsbad | CA | 92009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluevine Advisory LLC | ria-firm | — | Jersey City | NJ | 07302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1819 Partners | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rewbix | ria-firm | — | Austin | TX | 78717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bitcoin Standard | ria-firm | — | ST Petersburg | FL | 33701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Credit Bdc Management, L.P. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| E6 Portfolios | ria-firm | — | Midvale | UT | 84047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cascade Financial Partners, LLC | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossover Capital | ria-firm | — | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 401klogic LLC | ria-firm | — | Wheaton | IL | 60189 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arena Wealth Management LLC | ria-firm | — | Fort Wayne | IN | 46845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baird Principal Group Management Company, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GK Private Wealth Partners LLC | ria-firm | — | Troy | MI | 48098 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haywood Wealth Management | ria-firm | — | Houston | TX | 77058 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ddelta Real Estate Investments | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beyond Wealth Advisory LLC | ria-firm | — | South San Francisco | CA | 94080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Systematic Wealth Management, INC. | ria-firm | — | Glenwood Springs | CO | 81601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Backbone Planning Partners LLC | ria-firm | — | Las Vegas | NV | 89128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AC Wealth Partners | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Peak Advisors, LLC | ria-firm | — | Ketchum | ID | 83340 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fifth Partners Management, LLC | ria-firm | — | Dallas | TX | 75203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gainline Financial Partners, LLC | ria-firm | — | Louisville | CO | 80027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolfe Research Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sand Creek Capital, LLC | ria-firm | — | Rexburg | ID | 83440 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 50t Funds | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rowley Financial | ria-firm | — | Lancaster | PA | 17601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zbs Partners, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sykon Capital LLC | ria-firm | — | Harrison | NY | 10528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canopy Capital Group | ria-firm | — | Woburn | MA | 01801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T. Sharp Wealth Management | ria-firm | — | Folsom | CA | 95630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pointer Financial Advisors LLC | ria-firm | — | Columbia | MD | 21044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinegrove Venture Partners, LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wasatch Equity Partners | ria-firm | — | Logan | UT | 84321 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yosemite Management, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wullschleger Group | ria-firm | — | Madison | WI | 53717 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trilogy Wealth Management, LLC | ria-firm | — | Bay City | TX | 77414 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oglesby Wealth Strategies, LLC | ria-firm | — | Watkinsville | GA | 30677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 33 Capital Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forthright Financial Services | ria-firm | — | Weatherford | TX | 76086 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Pine 43 LLC | ria-firm | — | West Palm Beach | FL | 33401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msa Power Funds LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Double Duty Money Management LLC | ria-firm | — | New York | NY | 10022 | 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