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 223 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Setpoint Capital | ria-firm | β | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Architect Equity | ria-firm | β | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navwell Advisors | ria-firm | β | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peoples Savings Wealth Management LLC | ria-firm | β | Hermann | MO | 65041 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Borland Marker | ria-firm | β | Dayton | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Capital | ria-firm | β | Lowell | AR | 72745 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bancreek Capital Advisors, LLC | ria-firm | β | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piecapital | ria-firm | β | Raleigh | NC | 27601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ajax Asset Mgmt., LLC | ria-firm | β | Los Angeles | CA | 90049 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliant Investment Management | ria-firm | β | Phoenix | AZ | 85014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orion Financial Advisors | ria-firm | β | Voorhees | NJ | 08043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tactical Investments | ria-firm | β | Longboat Key | FL | 34228 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1stto50th LLC | ria-firm | β | Kailua | HI | 96734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifs Group | ria-firm | β | Mechanicsburg | PA | 17055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zeniki Wealth | ria-firm | β | Tampa | FL | 33609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leh II Management LLC | ria-firm | β | Englewood | CO | 80110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independent Wealth Advisors, LLC | ria-firm | β | Cary | NC | 27511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Continuim Equity Partners, LP | ria-firm | β | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avise Financial | ria-firm | β | Los Angeles | CA | 90028 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Financial Partners | ria-firm | β | Florence | KY | 41042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| OT Advisors LLC | ria-firm | β | Boca Raton | FL | 33433 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kcg Investment Advisory Services LLC | ria-firm | β | Savannah | GA | 31406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DC & Associates | ria-firm | β | Grand Rapids | MI | 49546 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosophia Advisors, LLC | ria-firm | β | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maestria Partners LLC | ria-firm | β | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Finance INC. | ria-firm | β | Clackamas | OR | 97015 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayhawk Capital LP | ria-firm | β | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manetta Wealth | ria-firm | β | Danville | CA | 94506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooke Forest Capital LLC | ria-firm | β | Alpharetta | GA | 30022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covenant Financial Advisors, LLC | ria-firm | β | Phoenix | AZ | 85028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unifimoney RIA | ria-firm | β | Austin | TX | 78702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palm View Investments | ria-firm | β | Santa Rosa Beach | FL | 32459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingsland Investments | ria-firm | β | Mount Kisco | NY | 10549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crest Private Wealth, LLC | ria-firm | β | Memphis | TN | 38138 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital A Wealth Management | ria-firm | β | Cranberry Twp. | PA | 16066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Postrock Partners LLC | ria-firm | β | Overland Park | KS | 66204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walker Capital Partners, LLC | ria-firm | β | Bedford | NH | 03110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaufman Hall Investment Management | ria-firm | β | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadwing Capital Management LLC | ria-firm | β | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steadmont Advisors, LLC | ria-firm | β | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AI Funds | ria-firm | β | Sausalito | CA | 94965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clef Financial, LLC | ria-firm | β | Greensboro | NC | 27403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunstone Asset Management | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 7two | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Class VI Ventures, LLC | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nisonoff & Quadrel Investment Management LLC | ria-firm | β | East Brunswick | NJ | 08816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lord and Richards | ria-firm | β | Highlands Ranch | CO | 80129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kmt Wealth Management, LLC | ria-firm | β | Hermosa Beach | CA | 90254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onelegacy Advisors, LLC | ria-firm | β | Green Bay | WI | 54304 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coral Reef Advisors LLC | ria-firm | β | Ponte Vedra Beach | FL | 32082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flyway Advisors | ria-firm | β | Davis | CA | 95616 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CF Advisors LLC | ria-firm | β | Salina | KS | 67401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Private Wealth | ria-firm | β | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Socotra Management, INC. | ria-firm | β | Sacramento | CA | 95818 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 5clp Advisor | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Csi Wealth Management | ria-firm | β | Arcadia | CA | 91006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonepath Wealth Management | ria-firm | β | Traverse City | MI | 49684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ivy Capital Management LLC | ria-firm | β | Indianapolis | IN | 46202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glean Financial, INC. | ria-firm | β | Chattanooga | TN | 37402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakwall Investment Advisor LLC | ria-firm | β | Port Washington | NY | 11050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skorheim Wealth Management, LLC | ria-firm | β | Laguna Hills | CA | 92653 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchorage Capital Advisors, L.P. | ria-firm | β | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moontower Asset Management LP | ria-firm | β | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delgado Private Wealth Management LLC | ria-firm | β | Naples | FL | 34108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haven Private | ria-firm | β | Orlando | FL | 32814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greykasell Wealth Strategies, INC. | ria-firm | β | Danville | CA | 94526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portafolio Capital Management | ria-firm | β | San Antonio | TX | 78257 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James Moore Wealth Management Services, LLC | ria-firm | β | Gainesville | FL | 32607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynk Capital Management Company, LLC | ria-firm | β | Jacksonville | FL | 32204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fow Partners, LP | ria-firm | β | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scott Financial Resources LLC | ria-firm | β | Hanover | PA | 17331 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1876 Partners, LP | ria-firm | β | Tomball | TX | 77375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Straight Forward Wealth Management, LLC | ria-firm | β | Rochester | NH | 03867 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shaw Financial Solutions LLC | ria-firm | β | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rln Wealth | ria-firm | β | Plymouth | MN | 55447 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renew Wealth Management LLC | ria-firm | β | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northampton Capital Partners | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torreyana Capital | ria-firm | β | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trestle Wealth Advisory, LLC | ria-firm | β | Duluth | GA | 30096 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connetic Ventures | ria-firm | β | Covington | KY | 41011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevate Financial Planning and Wealth Management | ria-firm | β | St. Petersburg | FL | 33702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planguide Financial | ria-firm | β | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curafin Advisors | ria-firm | β | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gulf Coast Financial Advisors | ria-firm | β | Fairhope | AL | 36532 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finiat, LLC | ria-firm | β | Mount Dora | FL | 32757 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Class Capital | ria-firm | β | Liberty | MO | 64068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krane Capital Management, LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Privatus | ria-firm | β | Rancho Cucamonga | CA | 91730 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mendoza Private Wealth | ria-firm | β | Miami | FL | 33166 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Potentia Wealth | ria-firm | β | San Jose | CA | 95125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Churchill Pcif Advisor LLC | ria-firm | β | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old World Financial Advisors | ria-firm | β | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Credit Partners, L.P. | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investcorp Corsair Infrastructure Partners, L.P. | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forza Investment Group, LP | ria-firm | β | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neptune Wealth | ria-firm | β | Pittsburgh | PA | 15205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bruin Wealth Advisors LLC | ria-firm | β | Woodland Hills | CA | 91367 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finvest | ria-firm | β | San Francisco | CA | 94107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Devil Advisors LLC | ria-firm | β | Pittsburgh | PA | 15241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kian Capital Partners, LLC | ria-firm | β | Charlotte | NC | 28209 | SEC-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