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 245 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Raven Wealth Advisors | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turgeon & CO | ria-firm | — | Johnson City | TN | 37604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockwall Wealth Management | ria-firm | — | Rockwall | TX | 75087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wise Financial Strategies, LLC | ria-firm | — | Lakeland | FL | 33813 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rulicent | ria-firm | — | Edmond | OK | 73013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veritas Private Wealth Management | ria-firm | — | Franklin | TN | 37067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Xfo Capital | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cresalta Investment Management, INC. | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inspire Wealth Advisory LLC | ria-firm | — | Brighton | MI | 48116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chc Financial Solutions, LLC | ria-firm | — | Rockville | MD | 20850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Advisory LLC | ria-firm | — | Woodbury | NY | 11797 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stormbreaker Financial LLC | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Idyllic Partners Manager, LP | ria-firm | — | Sleepy Hollow | NY | 10591 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holt Investment Partners LLC | ria-firm | — | Newport Beach | CA | 92662 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisory Solutions Group | ria-firm | — | Plymouth | MN | 55441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FD Wealth Advisors, LLC | ria-firm | — | Calabasas | CA | 91302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kane Asset Management, LLC | ria-firm | — | Stamford | CT | 06905 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chronometer Partners LP | ria-firm | — | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L&s Private Wealth, LLC | ria-firm | — | Oklahoma City | OK | 73112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gryphon Wealth | ria-firm | — | Jacksonville | FL | 32246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Groff Wealth Management | ria-firm | — | Hunt Valley | MD | 21030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Light Arc Capital Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haire Wealth Management, INC. | ria-firm | — | Tupelo | MS | 38804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prism Planning and Solutions Group | ria-firm | — | White Plains | NY | 10604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tyler Street Capital | ria-firm | — | Plymouth | MA | 02360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Justice Settlement Consulting INC. | ria-firm | — | Casper | WY | 82609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherpa Wealth Management LLC | ria-firm | — | San Antonio | TX | 78213 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Lane Investment Partners, LLC. | ria-firm | — | Sandy | UT | 84094 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Volpe Investments LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titan Wealth Management | ria-firm | — | Cincinnati | OH | 45242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gcm Grosvenor Wealth L.P. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chamberlain Lane Capital, LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sumus Financial LLC | ria-firm | — | Shelton | CT | 06484 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Financial Management | ria-firm | — | Shelton | CT | 06484 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maney Wealth | ria-firm | — | San Francisco | CA | 94115 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vandalia Wealth | ria-firm | — | Charleston | WV | 25311 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reinova Capital Advisors LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grantd Wealth, INC. | ria-firm | — | Denver | CO | 80203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Investment Portfolios LLC | ria-firm | — | Cerritos | CA | 90703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greystone Wealth Management LLC | ria-firm | — | Huntington Beach | CA | 92647 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Management Group, INC. | ria-firm | — | Bend | OR | 97702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin Capital Management LLC | ria-firm | — | Central Point | OR | 97502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lemnis Capital | ria-firm | — | Richardson | TX | 75082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mont | ria-firm | — | San Francisco | CA | 94105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Wealth Advice | ria-firm | — | Monument | CO | 80132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Group | ria-firm | — | Las Vegas | NV | 89117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Otium Wealth Management | ria-firm | — | Fort Collins | CO | 80525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arven Wealth Management LLC | ria-firm | — | Hillsboro | OH | 45133 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Money and Values Group | ria-firm | — | Prescott | AZ | 86305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thatcher Wealth Management | ria-firm | — | Grand Rapids | MI | 49546 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baluden Financial | ria-firm | — | Sacramento | CA | 95816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sirenia Capital Management LP | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Financial Group | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gravitalix Financial | ria-firm | — | Coral Springs | FL | 33065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A Yeo Capital Management LLC | ria-firm | — | Culver City | CA | 90230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MJ Capital Management LLC | ria-firm | — | New York | NY | 10001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coast Advisory LLC | ria-firm | — | East Troy | WI | 53120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden State Capital INC. | ria-firm | — | Rowland Heights | CA | 91748 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innerworks Wealth Management | ria-firm | — | Cincinnati | OH | 45208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisia Financial Planning | ria-firm | — | Bellevue | WA | 98006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hyperion Management Holdings, LLC | ria-firm | — | Eden | NC | 27288 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tailored Wealth Solutions | ria-firm | — | Saratoga Springs | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deseret Point Partners LLC | ria-firm | — | Salt Lake City | UT | 84111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piedmont Wealth Management | ria-firm | — | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deluca Financial Planning | ria-firm | — | Paoli | PA | 19301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Remedium Capital Partners | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asal Invest | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Revel Wealth Management | ria-firm | — | Teaneck | NJ | 07666 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspan Capital LLC | ria-firm | — | Richmond | VA | 23294 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shellcrest Financial LLC | ria-firm | — | Middleton | WI | 53562 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axion Capital Markets, LLC | ria-firm | — | Oklahoma City | OK | 73107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worth Charting LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invictus Financial Services | ria-firm | — | Wyoming | PA | 18644 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moe Doe LLC | ria-firm | — | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isq Capital | ria-firm | — | King of Prussia | PA | 19406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moyer Financials LLC | ria-firm | — | Omaha | NE | 68144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olea Advisory Services | ria-firm | — | Plantation | FL | 33324 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laguna Private Capital | ria-firm | — | Aliso Viejo | CA | 92656 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jkd Financial | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 9 Stream Capital Partners LLC | ria-firm | — | Leawood | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deliberate Wealth | ria-firm | — | Advance | NC | 27006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ram and Oak Investment Partners, LLC | ria-firm | — | Beavercreek | OH | 45440 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kerns Legacy Planning | ria-firm | — | Phoenix | AZ | 85028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AI Stock Prophet, LLC | ria-firm | — | Akron | OH | 44311 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freif Advisors LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rivermax Financial Planning LLC | ria-firm | — | Boston | MA | 02108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exceptional Wealth & Family Office | ria-firm | — | Colorado Springs | CO | 80903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hcip Advisors, LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rootson Capital LLC | ria-firm | — | North Andover | MA | 01845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foresight Wealth Advisory, LLC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimal Tax Asset Management | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontline Wealth Management | ria-firm | — | Denton | TX | 76205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosenberg Wealth Advisors | ria-firm | — | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluum Invest LLC | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R3i LLC | ria-firm | — | Cambridge | MA | 02140 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reik Wealth Management, INC. | ria-firm | — | Lakewood Ranch | FL | 34202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SN Private Wealth Group, LLC | ria-firm | — | Jacksonville | FL | 32224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gradient Ridge Capital, L.P. | ria-firm | — | Norwalk | CT | 06854 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graychase Wealth Advisory LLC | ria-firm | — | San Antonio | TX | 78217 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Takayoshi Wealth Management LLC | ria-firm | — | Newton | MA | 02458 | 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