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 239 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| San Francisco Asset Solutions | ria-firm | — | Sacramento | CA | 95825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironarc Management, LLC | ria-firm | — | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Capital Group | ria-firm | — | Atlanta | GA | 30303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valor Capital Management LLC | ria-firm | — | Easton | PA | 18042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Meridian Capital LLC | ria-firm | — | New York | NY | 10038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoover Private Wealth, LLC | ria-firm | — | Royal Oak | MI | 48073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Achieve Retirement & Wealth Management, LLC | ria-firm | — | Ridgefield | CT | 06877 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cio Capital Group LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeline Public Advisors, LLC | ria-firm | — | Lakewood | CO | 80228 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proper Wealth | ria-firm | — | Tallahassee | FL | 32308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pincus Capital Management, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mozella Asset Management | ria-firm | — | St. Petersburg | FL | 33701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingsbridge Investment Partners LLC | ria-firm | — | Las Vegas | NV | 89144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riley S. Crosbie Advisory, LLC | ria-firm | — | Logan | UT | 84321 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Investment Management | ria-firm | — | Melrose | MA | 02176 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcn Investment Management CO. | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turas Capital Management | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Naai Investment Management LLC | ria-firm | — | San Jose | CA | 95134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pcfo Capital | ria-firm | — | ST Charles | IL | 60174 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acumain Capital, LLC | ria-firm | — | Pleasanton | CA | 94588 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rbs Wealth Management | ria-firm | — | Alto | MI | 49302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchored Financial Planning LLC | ria-firm | — | West Deptford | NJ | 08096 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meritis Wealth Management, INC. | ria-firm | — | Potomac | MD | 20854 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quotient Wealth Asset Management, LLC | ria-firm | — | Dallas | TX | 75240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Services, INC. | ria-firm | — | Winston-salem | NC | 27104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxq Asset Management LLC | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skela Financial | ria-firm | — | Franklin | TN | 37067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Partners LLC | ria-firm | — | Franklin | TN | 37064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encore Wealth Advisors | ria-firm | — | Morris | MN | 56267 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pearl Planning | ria-firm | — | Dexter | MI | 48130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zealth Planning, LLC | ria-firm | — | Ontario | CA | 91764 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park State Asset Management LLC | ria-firm | — | Beverly | MA | 01915 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sustainable Wealth Advisory Group | ria-firm | — | Los Angeles | CA | 90034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffin Global Asset Management | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aurea Investments LLC | ria-firm | — | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wpcg Advisory, LLC | ria-firm | — | New York | NY | 10014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PB Wealth, LLC | ria-firm | — | Charlotte | NC | 28277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arixa Management, LLC | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeback Financial LLC | ria-firm | — | Clear Lake Shores | TX | 77565 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley Oak Investment Strategies LLC | ria-firm | — | Kalamazoo | MI | 49009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevated Wealth Strategies LLC | ria-firm | — | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Odyssey Group Wealth Advisors | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spiegelman Wealth Management, INC. | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Align Advisor Group, LLC | ria-firm | — | Vineland | NJ | 08361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cima Sports & Wealth Management INC | ria-firm | — | Lutz | FL | 33559 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simco Financial | ria-firm | — | Canandaigua | NY | 14424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Creek Wealth Management | ria-firm | — | Hillsboro | OR | 97006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O Asset Management LLC | ria-firm | — | Fairport | NY | 14450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milestone Financial Associates, LLC | ria-firm | — | Macungie | PA | 18062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dental Wealth Partners LLC | ria-firm | — | Jackson | MS | 39211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Layne Financial Group | ria-firm | — | Huntington | WV | 25701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torrey-payne Wealth Management | ria-firm | — | Pasadena | CA | 91105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquee Capital Advisors | ria-firm | — | Chicago | IL | 60613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevate Wealth Management | ria-firm | — | Sheridan | WY | 82801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Discipline Strategies Management, LP | ria-firm | — | Atlanta | GA | 30345 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steele Financial Studios | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tcg Strategic Income Advisor LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charmarline Wealth Management | ria-firm | — | Lynchburg | VA | 24501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axient Investment Advisors LLC | ria-firm | — | Huntsville | AL | 35801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waldo.ai, INC. | ria-firm | — | New Haven | CT | 06513 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Napier Financial | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raynmaker Financial | ria-firm | — | Los Angeles | CA | 90049 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rise North Capital Investment Advisors | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yieldwink Capital | ria-firm | — | East Elmhurst | NY | 11370 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haven Financial Partners LLC | ria-firm | — | Virginia Beach | VA | 23462 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubric Advisors LLC | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovative Asset Advisors Group | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emery Partners LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Z3 Capital Partners | ria-firm | — | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Active Wealth Advisors | ria-firm | — | Woodcliff Lake | NJ | 07677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| French and Skloff Investment Advisors, LLC | ria-firm | — | North Andover | MA | 01845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rapids Financial LLC | ria-firm | — | Kentwood | MI | 49512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Erk Wealth Advisors, LLC | ria-firm | — | Las Vegas | NV | 89145 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Process Wealth LLC | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexus One Financial Advisors LLC | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cmc Wealth LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veritas Investment Advisory Group LLC | ria-firm | — | Hendersonville | NC | 28739 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laurel Oak Wealth Management, LLC | ria-firm | — | Marlton | NJ | 08053 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nestvst | ria-firm | — | Sugar Land | TX | 77478 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encore Global Management LP | ria-firm | — | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Owl Real Assets Advisors LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Openarc Corporate Advisory, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Incred Wealth INC. | ria-firm | — | New York | NY | 10017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liriano Wealth Advisory Group, LLC | ria-firm | — | Newton Center | MA | 02459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nexus Strategic Wealth | ria-firm | — | Tualatin | OR | 97062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everbridge Advisors | ria-firm | — | Rockville Centre | NY | 11570 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summitpoint Capital Management | ria-firm | — | Littleton | CO | 80120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcap Investment Management, LLC | ria-firm | — | Woodstock | GA | 30188 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pairone Private Wealth | ria-firm | — | Lakeville | MN | 55044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sobitz Financial Group, LLC | ria-firm | — | Uniontown | OH | 44685 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R Squared IV | ria-firm | — | Manhasset | NY | 11030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L 1 Global Wealth LLC | ria-firm | — | Coconut Grove | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantus Wealth | ria-firm | — | Lancaster | PA | 17603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspenridge Wealth Advisors | ria-firm | — | Fort Worth | TX | 76177 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mvrk Financial Consultants, LLC | ria-firm | — | Palm Harbor | FL | 34683 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chadwick Financial | ria-firm | — | Colleyville | TX | 76034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cywp Fund | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Leaf Advisors | ria-firm | — | New Bethlehem | PA | 16242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestar Wealth Management | ria-firm | — | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willis Asset Finance Management LLC | ria-firm | — | Coconut Creek | FL | 33073 | SEC-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