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 246 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Foundry Wealth Group | ria-firm | — | Minneapolis | MN | 55414 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Grove Capital LLC | ria-firm | — | Dublin | CA | 94568 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shorestown Partners LLC | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avow Wealth Advisors, LLC | ria-firm | — | Opelika | AL | 36801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soulence Wealth Management | ria-firm | — | Pleasant Grove | UT | 84062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deltasys Advisors LLC | ria-firm | — | Davie | FL | 33328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salt Light Investing for the Good | ria-firm | — | Seymour | IN | 47274 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashcroft Green Advisors, LLC | ria-firm | — | Reno | NV | 89511 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Homage Wealth Group LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Velaris Wealth Management | ria-firm | — | Orlando | FL | 32832 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Financial Solutions, INC. | ria-firm | — | Salina | KS | 67401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Investment Partners | ria-firm | — | Alpharetta | GA | 30005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mayfair Pointe Capital LLC | ria-firm | — | Orlando | FL | 32827 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Capital Management LLC | ria-firm | — | Cheyenne | WY | 82001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polen International Equity LLC | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mogle Financial Solutions | ria-firm | — | Littleton | CO | 80127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Strategic Advisors | ria-firm | — | Blue Ash | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chagrin Valley Legacy Advisors, LLC | ria-firm | — | Chagrin Falls | OH | 44023 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nofal Insurance and Wealth | ria-firm | — | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Award Financial Group | ria-firm | — | Wilton | CA | 95693 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Reed Wealth Management, LLC | ria-firm | — | Ocala | FL | 34471 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cavu Wealth Advisors, LLC | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mosaic Wealth Management LLC | ria-firm | — | Bloomington | IN | 47401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgecreek Financial Group | ria-firm | — | Tulsa | OK | 74137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Felspar Financial | ria-firm | — | San Diego | CA | 92101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinchera Investments, LLC | ria-firm | — | Midland | TX | 79701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bison Wealth Management, LLC | ria-firm | — | Lyndhurst | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mount Vernon Financial | ria-firm | — | Mount Vernon | OH | 43050 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mindful Capital Management | ria-firm | — | Decatur | GA | 30030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Financial LLC | ria-firm | — | Ocala | FL | 34480 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Limeral Research | ria-firm | — | Malvern | PA | 19355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chase Wealth Management | ria-firm | — | Kansas City | MO | 64116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titan Wealth Advisory, LLC | ria-firm | — | Mission | KS | 66202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliance Asset Management LLC | ria-firm | — | Davison | MI | 48423 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Testament Wealth Management | ria-firm | — | Cary | NC | 27513 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Strategists, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rickstar Financial, LLC | ria-firm | — | Ypsilanti | MI | 48197 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soundview Private Wealth Advisors | ria-firm | — | Cheshire | CT | 06410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Capital Partners LLC | ria-firm | — | Birmingham | AL | 35242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dentler Capital LLC | ria-firm | — | New Cumberland | PA | 17070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DS Financial Strategies, LLC | ria-firm | — | King of Prussia | PA | 19406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rootn Wealth Management, INC. | ria-firm | — | Austin | TX | 78750 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koala Financial | ria-firm | — | Bonita | CA | 91902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Investment Advisory Office of Christopher Mikes, P.A. | ria-firm | — | Bonita Springs | FL | 34135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Telos Partners LLC | ria-firm | — | Avon | CT | 06001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mdt Financial Advisors, LLC | ria-firm | — | Webster | TX | 77598 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alna Wealth Management | ria-firm | — | Fredericksburg | VA | 22401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Composed Capital LLC | ria-firm | — | San Francisco | CA | 94105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cdt Capital Wealth Advisory LLC | ria-firm | — | Syosset | NY | 11791 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthwhile Wealth | ria-firm | — | Johnson City | TN | 37601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kiefer Financial Advising LLC | ria-firm | — | Ocala | FL | 34470 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DE Vries Asset Management, LLC | ria-firm | — | Encinitas | CA | 92024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Data Analytics Capital LLC | ria-firm | — | Miami | FL | 33130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Ridge Advisors L.L.C. | ria-firm | — | Mesa | AZ | 85209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wild Iris Financial | ria-firm | — | St. Petersburg | FL | 33701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial LLC | ria-firm | — | Birmingham | AL | 35205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ohio CU Financial | ria-firm | — | Garfield Heights | OH | 44125 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flagstick Capital Partners LLC | ria-firm | — | North Miami | FL | 33181 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scholardog | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 2201 Capital, LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coolabah Investment Management (USA) INC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Stick Consulting, LLC | ria-firm | — | Baton Rouge | LA | 70820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rising Point Capital | ria-firm | — | Chicago | IL | 60607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bulletproof Capital, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vera Lake Capital, LLC | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Strategy Advisors LLC | ria-firm | — | Bend | OR | 97703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairlead Strategies LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanmay Wealth Management | ria-firm | — | Huntington Beach | CA | 92647 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greydog Financial | ria-firm | — | Ann Arbor | MI | 48103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbourvest Registered Advisers II | ria-firm | — | Boston | MA | 02111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veritable Financials LLC | ria-firm | — | Philadelphia | PA | 19103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fuster Financial Group | ria-firm | — | Miami Lakes | FL | 33014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tartan Road Wealth Advisory, LLC | ria-firm | — | Austin | TX | 78726 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucas Retirement Group LLC | ria-firm | — | Anthem | AZ | 85086 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bolhan Wealth | ria-firm | — | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnus Financials LLC | ria-firm | — | Chantilly | VA | 20152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firstfruits Wealth Management | ria-firm | — | Richmond | VA | 23294 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red River Capital | ria-firm | — | Parma | OH | 44129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accumulator Operations LLC | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P&l Family Wealth | ria-firm | — | City of Industry | CA | 91746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sapphire Wealth Advisory | ria-firm | — | Westminster | CA | 92683 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Top Rank Wealth Management, LLC | ria-firm | — | Raleigh | NC | 27612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightward Financial LLC | ria-firm | — | Denver | CO | 80202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magarian Capital Management, LLC | ria-firm | — | San Antonio | TX | 78257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wheeler Financial Services, LLC | ria-firm | — | San Jose | CA | 95129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prism Wealth Partners, LLC | ria-firm | — | Waveland | MS | 39576 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanguard Alternative Assets Adviser, LLC | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone Oak Capital LLC | ria-firm | — | Rochester | NY | 14626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mapt Capital | ria-firm | — | Madison | WI | 53719 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lahontan Capital LLC | ria-firm | — | Albany | NY | 12207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Raveis - Moran Wealth Management, LLC | ria-firm | — | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covenant Wealth | ria-firm | — | Buffalo | NY | 14216 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibert Wealth Management | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dustin Rippetoe LLC | ria-firm | — | Edmond | OK | 73012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finish Line Wealth Management, LLC | ria-firm | — | East Aurora | NY | 14052 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rare Capital Management, LLC | ria-firm | — | Nashville | TN | 37208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Latticework Investment Management | ria-firm | — | Overland Park | KS | 66085 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daher Capital Group, LLC | ria-firm | — | Jupiter | FL | 33469 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bancreek Capital Strategies, LLC | ria-firm | — | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Dominion Wealth Advisors LLC | ria-firm | — | Aiken | SC | 29803 | 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