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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.

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278,301 records match Β· page 223 of 2784

NameKindFirmCityStateZIPCredentialSource
Setpoint Capitalria-firmβ€”New YorkNY10003SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Architect Equityria-firmβ€”EL SegundoCA90245SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Navwell Advisorsria-firmβ€”Garden CityNY11530State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Peoples Savings Wealth Management LLCria-firmβ€”HermannMO65041State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Borland Markerria-firmβ€”DaytonOH45459State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Providence Capitalria-firmβ€”LowellAR72745State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Bancreek Capital Advisors, LLCria-firmβ€”Santa MonicaCA90401SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Piecapitalria-firmβ€”RaleighNC27601State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Ajax Asset Mgmt., LLCria-firmβ€”Los AngelesCA90049State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Reliant Investment Managementria-firmβ€”PhoenixAZ85014State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Orion Financial Advisorsria-firmβ€”VoorheesNJ08043State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Tactical Investmentsria-firmβ€”Longboat KeyFL34228State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
1stto50th LLCria-firmβ€”KailuaHI96734State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Ifs Groupria-firmβ€”MechanicsburgPA17055SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Zeniki Wealthria-firmβ€”TampaFL33609State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Leh II Management LLCria-firmβ€”EnglewoodCO80110SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Independent Wealth Advisors, LLCria-firmβ€”CaryNC27511SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Continuim Equity Partners, LPria-firmβ€”PittsburghPA15222SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Avise Financialria-firmβ€”Los AngelesCA90028SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Fortress Financial Partnersria-firmβ€”FlorenceKY41042State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
OT Advisors LLCria-firmβ€”Boca RatonFL33433SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Kcg Investment Advisory Services LLCria-firmβ€”SavannahGA31406State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
DC & Associatesria-firmβ€”Grand RapidsMI49546State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Prosophia Advisors, LLCria-firmβ€”DarienCT06820State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Maestria Partners LLCria-firmβ€”AtlantaGA30305SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Strategic Finance INC.ria-firmβ€”ClackamasOR97015State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Bayhawk Capital LPria-firmβ€”BostonMA02116SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Manetta Wealthria-firmβ€”DanvilleCA94506State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Brooke Forest Capital LLCria-firmβ€”AlpharettaGA30022State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Covenant Financial Advisors, LLCria-firmβ€”PhoenixAZ85028State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Unifimoney RIAria-firmβ€”AustinTX78702SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Palm View Investmentsria-firmβ€”Santa Rosa BeachFL32459State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Kingsland Investmentsria-firmβ€”Mount KiscoNY10549State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Crest Private Wealth, LLCria-firmβ€”MemphisTN38138State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Capital A Wealth Managementria-firmβ€”Cranberry Twp.PA16066SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Postrock Partners LLCria-firmβ€”Overland ParkKS66204SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Walker Capital Partners, LLCria-firmβ€”BedfordNH03110State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Kaufman Hall Investment Managementria-firmβ€”BrentwoodTN37027SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Broadwing Capital Management LLCria-firmβ€”DallasTX75225SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Steadmont Advisors, LLCria-firmβ€”BirminghamAL35209SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
AI Fundsria-firmβ€”SausalitoCA94965SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Clef Financial, LLCria-firmβ€”GreensboroNC27403State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Sunstone Asset Managementria-firmβ€”New YorkNY10022SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
7tworia-firmβ€”DenverCO80206SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Class VI Ventures, LLCria-firmβ€”DenverCO80206SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Nisonoff & Quadrel Investment Management LLCria-firmβ€”East BrunswickNJ08816State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Lord and Richardsria-firmβ€”Highlands RanchCO80129SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Kmt Wealth Management, LLCria-firmβ€”Hermosa BeachCA90254SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Onelegacy Advisors, LLCria-firmβ€”Green BayWI54304State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Coral Reef Advisors LLCria-firmβ€”Ponte Vedra BeachFL32082State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Flyway Advisorsria-firmβ€”DavisCA95616State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
CF Advisors LLCria-firmβ€”SalinaKS67401State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Allied Private Wealthria-firmβ€”Boca RatonFL33487SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Socotra Management, INC.ria-firmβ€”SacramentoCA95818SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
5clp Advisorria-firmβ€”New YorkNY10017SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Csi Wealth Managementria-firmβ€”ArcadiaCA91006State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Stonepath Wealth Managementria-firmβ€”Traverse CityMI49684SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Ivy Capital Management LLCria-firmβ€”IndianapolisIN46202State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Glean Financial, INC.ria-firmβ€”ChattanoogaTN37402State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Breakwall Investment Advisor LLCria-firmβ€”Port WashingtonNY11050SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Skorheim Wealth Management, LLCria-firmβ€”Laguna HillsCA92653State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Anchorage Capital Advisors, L.P.ria-firmβ€”New YorkNY10012SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Moontower Asset Management LPria-firmβ€”AustinTX78703SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Delgado Private Wealth Management LLCria-firmβ€”NaplesFL34108State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Haven Privateria-firmβ€”OrlandoFL32814SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Greykasell Wealth Strategies, INC.ria-firmβ€”DanvilleCA94526SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Portafolio Capital Managementria-firmβ€”San AntonioTX78257State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
James Moore Wealth Management Services, LLCria-firmβ€”GainesvilleFL32607State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Lynk Capital Management Company, LLCria-firmβ€”JacksonvilleFL32204SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Fow Partners, LPria-firmβ€”PortlandME04101SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Scott Financial Resources LLCria-firmβ€”HanoverPA17331State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
1876 Partners, LPria-firmβ€”TomballTX77375SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Straight Forward Wealth Management, LLCria-firmβ€”RochesterNH03867State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Shaw Financial Solutions LLCria-firmβ€”Coral GablesFL33134State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Rln Wealthria-firmβ€”PlymouthMN55447State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Renew Wealth Management LLCria-firmβ€”AlexandriaVA22314State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Northampton Capital Partnersria-firmβ€”MiamiFL33131SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Torreyana Capitalria-firmβ€”LA JollaCA92037SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Trestle Wealth Advisory, LLCria-firmβ€”DuluthGA30096State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Connetic Venturesria-firmβ€”CovingtonKY41011SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Elevate Financial Planning and Wealth Managementria-firmβ€”St. PetersburgFL33702SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Planguide Financialria-firmβ€”SouthlakeTX76092SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Curafin Advisorsria-firmβ€”PhoenixAZ85016SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Gulf Coast Financial Advisorsria-firmβ€”FairhopeAL36532State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Finiat, LLCria-firmβ€”Mount DoraFL32757SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
First Class Capitalria-firmβ€”LibertyMO64068State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Krane Capital Management, LLCria-firmβ€”New YorkNY10017SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Privatusria-firmβ€”Rancho CucamongaCA91730State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Mendoza Private Wealthria-firmβ€”MiamiFL33166SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Potentia Wealthria-firmβ€”San JoseCA95125SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Churchill Pcif Advisor LLCria-firmβ€”New YorkNY10152SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Old World Financial Advisorsria-firmβ€”Newport BeachCA92660State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Vista Credit Partners, L.P.ria-firmβ€”New YorkNY10001SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Investcorp Corsair Infrastructure Partners, L.P.ria-firmβ€”New YorkNY10022SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Forza Investment Group, LPria-firmβ€”SummitNJ07901SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Neptune Wealthria-firmβ€”PittsburghPA15205State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Bruin Wealth Advisors LLCria-firmβ€”Woodland HillsCA91367State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Finvestria-firmβ€”San FranciscoCA94107SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Blue Devil Advisors LLCria-firmβ€”PittsburghPA15241State-registered investment adviserSEC Form ADV compilation (public domain), by CRD
Kian Capital Partners, LLCria-firmβ€”CharlotteNC28209SEC-registered investment adviserSEC Form ADV compilation (public domain), by CRD
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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:

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JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0