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 229 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Green Tree Wealth, INC | ria-firm | — | Bend | OR | 97703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planwiser Financial | ria-firm | — | Colorado Springs | CO | 80907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Holding | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polaris Wealth Partners | ria-firm | — | Denver | CO | 80203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfp Financial Services, LLC | ria-firm | — | Safety Harbor | FL | 34695 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hampton Rock Wealth Management | ria-firm | — | Austin | TX | 78735 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge Generations Wealth Management | ria-firm | — | South Miami | FL | 33143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Konza Global Wealth Group | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchored Wealth | ria-firm | — | the Woodlands | TX | 77380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mp3 Finance LLC | ria-firm | — | Cameron Park | CA | 95630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccullough Wealth Management LLC | ria-firm | — | Van Alstyne | TX | 75495 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northsands Capital | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agp Franklin, LLC | ria-firm | — | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traders A.i., INC. | ria-firm | — | Fairfax | VA | 22030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duomo Capital | ria-firm | — | Albany | NY | 12207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foxpath Capital Partners LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified, LLC | ria-firm | — | Wilmington | DE | 19803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Local Asset Management LLC | ria-firm | — | Las Vegas | NV | 89147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spartan Wealth Management | ria-firm | — | Bingham Farms | MI | 48025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prevailing Investment Advisors, LLC | ria-firm | — | Greenviille | SC | 29601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ils Financial, LLC | ria-firm | — | Omaha | NE | 68118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Docempowered, LLC | ria-firm | — | Baltimore | MD | 21218 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Select Investment Services | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simpli-fi Alpha LLC | ria-firm | — | Denton | TX | 76201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Autopilot | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ross Wealth Group, LLC | ria-firm | — | Arlington | TX | 76012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hales Tax Solutions PLLC | ria-firm | — | Gilbert | AZ | 85233 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harborfront Financial Group | ria-firm | — | Ludington | MI | 49431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prospera Funds, INC. | ria-firm | — | Isle of Palms | SC | 29451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplified Financial Partners | ria-firm | — | Calumet | MI | 49913 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueheel LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackfield Capital Management LLC | ria-firm | — | Rockville | MD | 20852 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jlens | ria-firm | — | New York | NY | 10158 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perryridge Capital LP | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Militia Investments, LLC | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Z Advisory Innovations | ria-firm | — | Waterford | MI | 48327 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitebark Investors | ria-firm | — | Incline Village | NV | 89451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pandora Wealth, INC. | ria-firm | — | Oakbrook Terrace | IL | 60181 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truvize Financial Planning | ria-firm | — | EL Paso | TX | 79936 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windmiller | ria-firm | — | Littleton | CO | 80120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Wealth Services, LLC | ria-firm | — | Westlake Village | CA | 91362 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wacona Capital, LLC | ria-firm | — | Charlottesville | VA | 22903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Financial Planning | ria-firm | — | Johnson City | TN | 37601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vita Wealth Advisors, LLC | ria-firm | — | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifelong Wealth Advisors, INC. | ria-firm | — | Arden Hills | MN | 55112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Owl Creek Wealth Partners | ria-firm | — | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Private Wealth Management, LLC | ria-firm | — | Palm Harbor | FL | 34683 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyer Financial Services, INC. | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ishara Investments LP | ria-firm | — | Los Angeles | CA | 90034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth IQ | ria-firm | — | Chicago | IL | 60604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fplf Management LLC | ria-firm | — | New York | NY | 10105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carbon Wealth Management | ria-firm | — | Tampa | FL | 33609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevated Wealth LLC | ria-firm | — | Rogers | AR | 72758 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C1 Advisors LLC | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Investments, LLC | ria-firm | — | Rochester | MI | 48307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LI Wealth Management INC | ria-firm | — | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benham Advisory Group | ria-firm | — | Greenwood | IN | 46142 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Higher Impact Financial, LLC | ria-firm | — | Riverside | CA | 92501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Significance Capital Management LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bustamante & CO | ria-firm | — | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geneva Financial Group | ria-firm | — | Lakewood | NJ | 08701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Investment Solutions LLC | ria-firm | — | Plano | TX | 75074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 7 Summits Investment Management, LLC | ria-firm | — | Santa Ana | CA | 92704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gfg Solutions | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arc24 Management, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decode Finance LLC | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckelvey & Associates, INC. | ria-firm | — | Vail | CO | 81657 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Beyond Math | ria-firm | — | Austin | TX | 78731 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keyvantage Wealth Advisors | ria-firm | — | Bethlehem | PA | 18017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeback Wealth Management | ria-firm | — | Peachtree City | GA | 30269 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truehaven Capital | ria-firm | — | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slw Investment Management, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rattlesnake Creek Capital LLC | ria-firm | — | Seattle | WA | 98134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ollie Grant Private Wealth | ria-firm | — | Evansville | IN | 47708 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forethought Planning LLC | ria-firm | — | Minneapolis | MN | 55405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southern California Wealth Management Associates | ria-firm | — | Rolling Hills Estates | CA | 90274 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rohr Financial Advisors, LLC | ria-firm | — | Arroyo Grande | CA | 93420 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bearing Point Capital | ria-firm | — | Richfield | MN | 55423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jak Financial Solutions LLC | ria-firm | — | Falcon Heights | MN | 55113 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Erez Asset Management, LLC | ria-firm | — | New Rochelle | NY | 10801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holistic Capital | ria-firm | — | Boston | MA | 02111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agora Investments | ria-firm | — | Dayton | OH | 45402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Serenus Wealth Advisors, LLC | ria-firm | — | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentham Wealth Advisors | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hillvale Wealth Management, LLC | ria-firm | — | Knoxville | TN | 37919 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dsg Capital Advisors, LLC | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birch Financial Group | ria-firm | — | Keene | NH | 03431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raven Music Partners LLC | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rainier Family Wealth, INC. | ria-firm | — | Tacoma | WA | 98402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mostt INC. | ria-firm | — | Sherman Oaks | CA | 91423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DW Huff Advisory | ria-firm | — | Chalmette | LA | 70043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heartworth Financial LLC | ria-firm | — | ST Louis Park | MN | 55426 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stillforest Wealth Management | ria-firm | — | Houston | TX | 77077 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Niobrara Capital Partners | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Advisors LLC | ria-firm | — | Pineville | LA | 71360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morey & Quinn Wealth Partners | ria-firm | — | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| May Hill Capital, LLC | ria-firm | — | Cohasset | MA | 02025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blade Financial | ria-firm | — | Tampa | FL | 33612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B&l Wealth Group, LLC | ria-firm | — | Mclean | VA | 22102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toro Financial Advisors | ria-firm | — | Winter Park | FL | 32789 | 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