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 85 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Safety of Principle Wealth Management, LLC | ria-firm | — | Coral Springs | FL | 33065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| People First Financial Advisors | ria-firm | — | Landover | MD | 20785 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Financial Solutions, LLC | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilman Hill Asset Management, LLC | ria-firm | — | New Canaan | CT | 06840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calder Financial Group | ria-firm | — | Ada | MI | 49301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodbourne Capital Management International LP | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burgess Financial Planning | ria-firm | — | Portland | OR | 97209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Gravity Asset Management, INC. | ria-firm | — | Austin | TX | 78734 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snider Talbot Financial Planning LLC | ria-firm | — | Liberty | MO | 64068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Management Services Group, LLC | ria-firm | — | Melbourne | FL | 32904 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henderson Capital & Wealth Management, LLC | ria-firm | — | Brownsville | TX | 78520 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Freeman & Associates | ria-firm | — | Greenville | SC | 29615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Select Advisors, LLC | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secure Asset Management, L.L.C. | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shope Advisors Group | ria-firm | — | Camillus | NY | 13031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Rock Advisors, LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Investment Advisors INC. | ria-firm | — | Midland | MI | 48640 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signature Resources Capital Management, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mayfield Advisors, INC. | ria-firm | — | Palo Alto | CA | 94306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brigade Capital Management, LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bespoke Investment Group, LLC | ria-firm | — | Harrison | NY | 10528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Investment Advisors | ria-firm | — | Downingtown | PA | 19335 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moore Financial Strategies, LLC | ria-firm | — | Sylvan Lake | MI | 48320 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wsa Affiliates, LLC | ria-firm | — | Dallas | TX | 75231 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stembrook Asset Management, LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truepath Financial Planning | ria-firm | — | Albuquerque | NM | 87111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Investment Services, LLC | ria-firm | — | Rancho Cucamonga | CA | 91730 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lockton Investment Advisors, LLC | ria-firm | — | Kansas City | MO | 64112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Office Research, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arcon Wealth Management | ria-firm | — | Southlake | TX | 76092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solus Alternative Asset Management LP | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifeplan Group | ria-firm | — | Raleigh | NC | 27613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Asset Management, INC. | ria-firm | — | Mason | OH | 45040 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterford Capital Investment Advisory Services LLC | ria-firm | — | Addison | TX | 75001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayshore Wealth Advisors | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lonestar Registered Investment Advisors, PLLC | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Planning Wealth Management | ria-firm | — | Center Valley | PA | 18034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Powell Wealth | ria-firm | — | Cornelius | NC | 28031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baron Financial Group LLC | ria-firm | — | Fair Lawn | NJ | 07410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 93 Financial Group, LLC | ria-firm | — | Woburn | MA | 01801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secured Retirement Advisors, LLC | ria-firm | — | ST Louis Park | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannon Capital Management, INC. | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peattie Capital Management | ria-firm | — | Stamford | CT | 06905 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Periope, LC | ria-firm | — | St. George | UT | 84770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Value Investment Corporation | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commerce Street Investment Management | ria-firm | — | Dallas | TX | 75202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certis Capital Management, INC. | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Molotsky Tax Advisory Group, LLC | ria-firm | — | Voorhees | NJ | 08043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parker Financial LLC | ria-firm | — | Silverdale | WA | 98383 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pure Financial Advisors, LLC | ria-firm | — | San Diego | CA | 92108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maya Advisors, INC. | ria-firm | — | Palo Alto | CA | 94304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Wealth Management | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orchestral Financial Group INC. | ria-firm | — | Amherst | NY | 14228 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Awm Financial Services INC. | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. Marvel Wealth Management, INC. | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kahn Brothers Advisors LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Advisory Group, LLC | ria-firm | — | Apex | NC | 27502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orca Investment Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Senior Advisory Group, LLC | ria-firm | — | Baton Rouge | LA | 70818 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Tana Investment Advisors | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osborne Capital Management | ria-firm | — | San Diego | CA | 92109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jasper Ridge Partners, L.P. | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snavely Associates Financial Services | ria-firm | — | Lemoyne | PA | 17043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caldwell Advisors, LLC | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Financial Services, INC | ria-firm | — | Mesa | AZ | 85206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Alpha Investments | ria-firm | — | Niwot | CO | 80544 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D'annunzio Consulting Group, LLC | ria-firm | — | Tacoma | WA | 98402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| International Assets Investment Management, LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farmand Investment Services, INC. | ria-firm | — | Jacksonville | FL | 32207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Royal Fund Management, LLC | ria-firm | — | Lady Lake | FL | 32159 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walsh & Associates, LLC | ria-firm | — | Sarasota | FL | 34237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Capital Group, LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Wealth Advisors, LLC | ria-firm | — | Columbia | SC | 29210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Preisz Financial | ria-firm | — | Portland | OR | 97239 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flavin Financial Services, INC. | ria-firm | — | Melbourne | FL | 32901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Offit Capital | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Investment Advisors, LLC | ria-firm | — | Voorhees | NJ | 08043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Advisors, LLC | ria-firm | — | Canonsburg | PA | 15317 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnstone Advisors LLC | ria-firm | — | Phoenixville | PA | 19460 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicholas Hoffman & Company, LLC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aikapa | ria-firm | — | Corte Madera | CA | 94925 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kohlberg Kravis Roberts & CO. L.P. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamilton Point Investment Advisors, LLC | ria-firm | — | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cwci LLC | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Liquid Credit Strategies LLC | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Top Tier Capital Partners, LLC | ria-firm | — | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reap Financial Group, LLC | ria-firm | — | Austin | TX | 78729 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Rose Financial Planning & Investment Management | ria-firm | — | Palm Springs | CA | 92262 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westbourne Investment Advisors INC. | ria-firm | — | Annapolis | MD | 21403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis & Wehrle, LLC | ria-firm | — | Round Rock | TX | 78664 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluesail Advisors LLC | ria-firm | — | Mclean | VA | 22102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Personal Wealth Coach | ria-firm | — | Salado | TX | 76571 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnett Financial Planning | ria-firm | — | Tustin | CA | 92780 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'shaughnessy Asset Management, LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Capital Management | ria-firm | — | Stuart | FL | 34997 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Resources Advisor Group, INC. | ria-firm | — | Coral Gables | FL | 33146 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Financial Concepts, INC. | ria-firm | — | Wilmington | DE | 19810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millares Asset Management, LLC | ria-firm | — | Coral Gables | FL | 33146 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fendz Asset Management, INC. | ria-firm | — | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wakeful | ria-firm | — | Miami | FL | 33131 | 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