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 231 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Mia Lee Financial | ria-firm | β | Albany | NY | 12207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prasad Wealth Partners | ria-firm | β | Independence | OH | 44131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cura Wealth Advisors, LLC | ria-firm | β | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelligent Alpha LLC | ria-firm | β | Minneapolis | MN | 55401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bleecker Street Capital Management, LLC | ria-firm | β | Brooklyn | NY | 11222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alton Road Capital, LP | ria-firm | β | Vero Beach | FL | 32963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cantata Wealth Management, LLC | ria-firm | β | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equity X Investments, LLC | ria-firm | β | Sacramento | CA | 95816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omega Capital Management LLC | ria-firm | β | New Albany | OH | 43054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mrbl Management, LLC | ria-firm | β | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virtus Wealth Solutions | ria-firm | β | Cranford | NJ | 07016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twentythree Advisory | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capra Ibex Credit Opportunities, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bxm Wealth LLC | ria-firm | β | Englewood | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clavis Capital Management, LLC | ria-firm | β | Englewood Cliffs | NJ | 07632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 10x Capital Partners | ria-firm | β | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fivespan Partners, LP | ria-firm | β | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Rock Resources Holdings, LLC | ria-firm | β | Plano | TX | 75025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hawk Advisory LLC | ria-firm | β | San Francisco | CA | 94107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exit Wealth Advisors | ria-firm | β | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perspective Wealth Advisors | ria-firm | β | Loveland | CO | 80538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Route 20 Private Wealth INC. | ria-firm | β | Fort Lauderdale | FL | 33394 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cevidica Investment Partners | ria-firm | β | New York | NY | 10023 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signalup Wealth, LLC | ria-firm | β | Fayetteville | AR | 72701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity Tax & Financial Planning | ria-firm | β | Huntsville | AL | 35801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sci Capital Partners LP | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardent Wealth Management | ria-firm | β | Scottsdale | AZ | 85254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Ease Wealth Management | ria-firm | β | Marshall | MI | 49068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linepoint Partners & CO. | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Del Val Retirement and Investment Services INC | ria-firm | β | Doylestown | PA | 18902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investlinc Wealth Services | ria-firm | β | Brea | CA | 92821 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simplevisor | ria-firm | β | Houston | TX | 77079 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plum Pointe Wealth Management | ria-firm | β | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Custom Fit Financial | ria-firm | β | Cedar Rapids | IA | 52401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantor Capital LLC | ria-firm | β | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aventura Private Wealth, LLC | ria-firm | β | Aventura | FL | 33180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G & R Financial Solutions LLC | ria-firm | β | Fairfield | NJ | 07004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nav Wealth Partners | ria-firm | β | Sewickley | PA | 15143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yandell Investments, LLC | ria-firm | β | Orlando | FL | 32804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benari Capital, LLC | ria-firm | β | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagewater Wealth Management LLC | ria-firm | β | Beverly Hills | CA | 90212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noordzee Capital LLC | ria-firm | β | Bethesda | MD | 20814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beatrice Advisors LP | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shrier Wealth Management, LLC | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drc Investment Advisors, LLC | ria-firm | β | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moment Partners, LLC | ria-firm | β | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sarver Vrooman Wealth Advisors LLC | ria-firm | β | Kansas City | MO | 64114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lord Abbett Fif Advisor LLC | ria-firm | β | Jersey City | NJ | 07302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lord Abbett Private Credit Advisor LLC | ria-firm | β | Jersey City | NJ | 07302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1808 Capital Partners | ria-firm | β | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M37 Management LP | ria-firm | β | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| IN the Money Retirement Planning Limited Liability Company | ria-firm | β | Waterford | CT | 06385 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life Story Wealth Planning | ria-firm | β | Scottsdale | AZ | 85251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isq Openinfra Registered Advisor LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altere Financial, LLC | ria-firm | β | Houston | TX | 77057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Wealth Management | ria-firm | β | Lindon | UT | 84042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonehaven Wealth & Tax Solutions | ria-firm | β | Appleton | WI | 54914 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finz Advisors, LLC | ria-firm | β | Los Angeles | CA | 90011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwoods Financial Partners LLC | ria-firm | β | Hermosa Beach | CA | 90254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aihara Wealth Management LLC | ria-firm | β | Torrance | CA | 90501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vincent Wealth Advisors LLC | ria-firm | β | Norwell | MA | 02061 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bee Financial Partners Wealth, LLC | ria-firm | β | Houston | TX | 77070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baucom Wealth Management LLC | ria-firm | β | Victoria | TX | 77901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oldfield Wealth Partners | ria-firm | β | Bangor | ME | 04401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investgro LLC | ria-firm | β | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harborview Asset Management LLC | ria-firm | β | Gig Harbor | WA | 98335 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park Lane Financial Group LLC | ria-firm | β | West Pittston | PA | 18643 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Blackmont Group | ria-firm | β | Fullerton | CA | 92835 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unity Wealth Strategies | ria-firm | β | Colorado Springs | CO | 80910 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strickler Investment Services, LLC | ria-firm | β | Brighton | MI | 48116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bpw Advisory Services LLC | ria-firm | β | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eppes Wealth Management | ria-firm | β | Satellite Beach | FL | 32937 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flagship Investment Management LLC | ria-firm | β | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tcw Asset Backed Finance Management Company LLC | ria-firm | β | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wellington Grp LLC | ria-firm | β | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emotionally Invested | ria-firm | β | Highland | UT | 84003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Obar Wealth Management LLC | ria-firm | β | Lake Forest | IL | 60045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A Small Investment | ria-firm | β | Humble | TX | 77338 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philipp Capital Advisors | ria-firm | β | Beachwood | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Align Equity Group | ria-firm | β | Boca Raton | FL | 33487 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dja Capital Management, LP | ria-firm | β | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leclair Wealth Partners | ria-firm | β | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 49th Parallel Wealth Management | ria-firm | β | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fpnavigators | ria-firm | β | Maple Grove | MN | 55369 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Temple Partners LLC | ria-firm | β | New York | NY | 10170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgewise Wealth Management | ria-firm | β | Troy | MI | 48085 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nine Left Capital LP | ria-firm | β | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenwyck Capital | ria-firm | β | Marietta | GA | 30062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Slate Investment Management | ria-firm | β | Burlington | VT | 05401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westhollow Wealth Management | ria-firm | β | Milton | GA | 30004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Point Private Capital LLC | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Wealth LLC | ria-firm | β | Orem | UT | 84097 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gatemore | ria-firm | β | Aspen | CO | 81611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Talos Eurisko Asset Management LP | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thornburg Bow River Advisers, LLC. | ria-firm | β | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acacia Grove Wealth Management | ria-firm | β | Schenectady | NY | 12305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intellus Advisors, LLC | ria-firm | β | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mooney Financial | ria-firm | β | Jacksonville Beach | FL | 32250 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berman Mcaleer | ria-firm | β | Timonium | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holistic Wealth Advisors | ria-firm | β | Clifton Park | NY | 12065 | 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