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 220 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Freedom Wealth LLC | ria-firm | — | Appleton | WI | 54911 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Financial Strategies | ria-firm | — | Watertown | SD | 57201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rex Advisers, LLC | ria-firm | — | Fairfield | CT | 06824 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wood Wealth Group, LLC | ria-firm | — | Charlestown | MA | 02129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moelis Asset Catalyst Partners | ria-firm | — | ST Louis | MO | 63108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apricity Financial Planning | ria-firm | — | Whitehouse | OH | 43571 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cavalcade Capital LLC | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alba Financial LLC | ria-firm | — | Council Bluffs | IA | 51503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David Rhodes Cannon, C.P.A., LLC | ria-firm | — | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clout Capital | ria-firm | — | Miami | FL | 33130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Gear Capital Management LP | ria-firm | — | Houston | TX | 77006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbva Global Wealth Advisors, INC. | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P3 Asset Management | ria-firm | — | Gig Harbor | WA | 98335 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beechwood Value Capital, LLC | ria-firm | — | Salt Lake City | UT | 84111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Texas Family Wealth, LLC | ria-firm | — | Friendswood | TX | 77546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berry Wealth Group | ria-firm | — | Granbury | TX | 76048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spirepoint Private Client, LLC | ria-firm | — | Vero Beach | FL | 32963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aquiline Management Holdings LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Point Enhanced Income Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Impact Wealth Group | ria-firm | — | Fort Worth | TX | 76177 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flying Forward Wealth Management | ria-firm | — | Boerne | TX | 78006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lindenwood Financial LLC | ria-firm | — | Madison | WI | 53703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tax & Investment Advisors | ria-firm | — | Newburyport | MA | 01950 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Bay Private Wealth LLC | ria-firm | — | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Turn Management, LLC | ria-firm | — | Solana Beach | CA | 92075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Advisors, LLC | ria-firm | — | Milpitas | CA | 95035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zuanic & Associates | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foguth Wealth Management, LLC. | ria-firm | — | Brighton | MI | 48116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiff Investment Management | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Telos Wealth | ria-firm | — | Wenatchee | WA | 98801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capinsights Partners, LLC | ria-firm | — | Greenwich | CT | 06830 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richmond Investment Services LLC | ria-firm | — | Mequon | WI | 53097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signature Equity Partners, LLC | ria-firm | — | Columbus | OH | 43235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Investment Advisors, LLC | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canal Road Capital, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greybridge Private Wealth | ria-firm | — | San Antonio | TX | 78229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Sea Investment Group | ria-firm | — | North Richland Hills | TX | 76182 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Associates, LLC | ria-firm | — | Windham | NH | 03087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kultura Capital Management LP | ria-firm | — | Park City | UT | 84098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Par5 Advisors LLC | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castfirm Advisors LLC | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthlynk, INC. | ria-firm | — | Fallbrook | CA | 92028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Financial Group, LLC | ria-firm | — | Wormleysburg | PA | 17043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Visualize Group LP | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sallyport | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elite Portfolios | ria-firm | — | Carmel BY the Sea | CA | 93921 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haybeach Capital Management, LLC | ria-firm | — | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prometheus Capital Management LLC | ria-firm | — | Orlando | FL | 32801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fjell Capital | ria-firm | — | Fargo | ND | 58102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 44 North Capital, LLC | ria-firm | — | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Financial Partners LLC | ria-firm | — | Oakdale | MN | 55128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Depaolo & May Strategic Wealth LLC | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pare Partners II LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Islands East Advisors | ria-firm | — | Chester | MD | 21619 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 503 Capital Partners, LLC | ria-firm | — | Leawood | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Treasury Interactive Investment Advisers LLC | ria-firm | — | Brooklyn | NY | 11201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stifel Research Advisory, LLC | ria-firm | — | New York | NY | 10019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvey Capital Partners, L.P. | ria-firm | — | New York | NY | 10106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planbound, LLC | ria-firm | — | New York | NY | 10028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Outerlands Capital Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Listing Accelerator | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynasty Equity Partners Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heron Finance | ria-firm | — | San Francisco | CA | 94110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tidemark, LLC | ria-firm | — | San Diego | CA | 92121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caz Investments Registered Adviser LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebriar Wealth, LLC | ria-firm | — | Lehi | UT | 84043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Visdom Investment Group LLC | ria-firm | — | Rye Brook | NY | 10573 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eight 31 Financial, LLC | ria-firm | — | Midland | TX | 79705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bargeld Financial | ria-firm | — | Media | PA | 19063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathlight Financial Planning LLC | ria-firm | — | Portland | OR | 97232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Invest | ria-firm | — | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Level Wealth Planning, LLC | ria-firm | — | Meridian | ID | 83646 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seaside Wealth Advisors LLC | ria-firm | — | Wilmington | NC | 28403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hhl Wealth Advisors INC. | ria-firm | — | Flushing | NY | 11354 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan TO Prosper Wealth Management | ria-firm | — | Ormond Beach | FL | 32174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pyn Wealth Management LLC | ria-firm | — | Breckenridge | CO | 80424 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brand New Day Wealth Planning, LLC | ria-firm | — | Los Angeles | CA | 90048 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rich Dewitt Wealth Management LLC | ria-firm | — | Chattanooga | TN | 37421 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackwatch Financial Group, LLC | ria-firm | — | Lisle | IL | 60532 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cachetech | ria-firm | — | Logan | UT | 84321 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Spano Group Wealth Managers | ria-firm | — | President & Ceo | WV | 25545 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patel Wealth Strategies, INC. | ria-firm | — | Chandler | AZ | 85226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abound Financial | ria-firm | — | Granite Bay | CA | 95746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Wall Financial | ria-firm | — | San Antonio | TX | 78258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Harbor Capital LLC | ria-firm | — | Birmingham | MI | 48009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Path Sports Partners, LLC | ria-firm | — | Cleveland | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciaone | ria-firm | — | Pewaukee | WI | 53072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intentional Wealth Strategies | ria-firm | — | Colorado Springs | CO | 80920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Solutions, LLC | ria-firm | — | Urbandale | IA | 50322 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orchid Advisory | ria-firm | — | Dallas | TX | 75209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Index Technologies Group LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stirlingshire Investments | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avinci Wealth Management, INC. | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mavros Capital Management, LLC | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jye Wealth Advisors, LLC | ria-firm | — | Norfolk | VA | 23510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moffettnathanson | ria-firm | — | New York | NY | 10019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Wealth Solutions | ria-firm | — | Los Altos | CA | 94022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Investments LLC | ria-firm | — | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Investment Management, LLC | ria-firm | — | Oakbrook Terrace | IL | 60181 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Wealth Capital, LLC | ria-firm | — | Sacramento | CA | 95819 | State-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