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 87 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sierra Nevada Wealth Management, LLC | ria-firm | — | Dayton | NV | 89403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Sky Investment Partners, INC. | ria-firm | — | Evanston | IL | 60201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kruse Financial Strategy | ria-firm | — | Petaluma | CA | 94954 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fulcrum Capital, LLC | ria-firm | — | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hightower Advisors, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Innovations, LLC | ria-firm | — | Waukesha | WI | 53188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Asset Management Group, LLC | ria-firm | — | Brooklyn | NY | 11214 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunter Street Investment Advisors LLC | ria-firm | — | Apex | NC | 27502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontier Global Partners LLC | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornell Pochily Investment Advisors, INC. | ria-firm | — | Ithaca | NY | 14850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regatta Capital Group, LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Passage Global Capital Management, LLC | ria-firm | — | Bettendorf | IA | 52722 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanderbilt Avenue Asset Management LLC | ria-firm | — | New York | NY | 10151 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lji Wealth Management, LLC | ria-firm | — | Indianapolis | IN | 46220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Melia Wealth LLC | ria-firm | — | Tulsa | OK | 74145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantis Investment Coaching, LLC | ria-firm | — | San Juan | PR | 00901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maven Group LLC | ria-firm | — | Rancho Santa FE | CA | 92091 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equitycompass Investment Management, LLC | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christiana Asset Management LLC | ria-firm | — | Newark | DE | 19713 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elite Capital Services, LLC | ria-firm | — | Folsom | CA | 95630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Garrett Group | ria-firm | — | Encinitas | CA | 92024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tony Walker Financial | ria-firm | — | Bowling Green | KY | 42101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkshire Asset Management, LLC | ria-firm | — | Wilkes-barre | PA | 18701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wpwealth LLP | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookmont Capital Management | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bowers Wealth Management, INC. | ria-firm | — | Glenbrook | NV | 89413 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HS Management Partners, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arete Wealth Advisors, LLC | ria-firm | — | Chicago | IL | 60607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Wealth Management P.C. | ria-firm | — | Rockwall | TX | 75087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global View Investment Advisors, LLC | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manulife Investment Management Private Markets (US) LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spindletop Commonwealth Advisors LLC | ria-firm | — | Beaumont | TX | 77703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hollow Brook Wealth Management LLC | ria-firm | — | Katonah | NY | 10536 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gh&j Investment Advisory Services, LLC | ria-firm | — | Los Angeles | CA | 90017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfe Investment Counsel INC. | ria-firm | — | Los Angeles | CA | 90017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tbh Global Asset Management, LLC | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ranger Alternative Management, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Financial Advisors, LLC | ria-firm | — | West Chester | OH | 45069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centricity Financial LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hughes Warren, INC. | ria-firm | — | Edmond | OK | 73013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinley Money, LLC | ria-firm | — | Eau-claire | WI | 54703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sendero Wealth Management, LLC | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chaney Financial Services, INC. | ria-firm | — | Glendale | CA | 91203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nokomis Capital, L.L.C. | ria-firm | — | Dallas | TX | 75202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Family Advisors, LLC | ria-firm | — | Springfield | MO | 65807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ocean Park Asset Management, LLC | ria-firm | — | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accolade Asset/liability Advisory Services | ria-firm | — | Columbus | OH | 43240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pasi Investments, LLC | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bain Capital Public Equity, LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bain Capital Ventures, LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bain Capital Private Equity, LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pebble Valley Wealth Management | ria-firm | — | Western Springs | IL | 60558 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean Capital Management | ria-firm | — | Overland Park | KS | 66213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hggc, LLC | ria-firm | — | Palo Alto | CA | 94303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Wealth Advisors | ria-firm | — | Albuquerque | NM | 87110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salem Advisory Group LLC | ria-firm | — | Wells | ME | 04090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etf Portfolio Management LLC | ria-firm | — | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Legacy Group, INC. | ria-firm | — | San Diego | CA | 92123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forum Financial Management, LP | ria-firm | — | Lombard | IL | 60148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freestone Capital Management, LLC | ria-firm | — | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sachetta, LLC | ria-firm | — | Lynnfield | MA | 01940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fleming Financial Services | ria-firm | — | Mesa | AZ | 85206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Investment Team ("fit") | ria-firm | — | Portland | OR | 97224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gsp Financial Strategies | ria-firm | — | Las Vegas | NV | 89120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goalfocus Financial, LLC | ria-firm | — | Aventura | FL | 33160 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hynes Advisory Group LLC | ria-firm | — | ST Louis | MO | 63126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Collaborative LLC | ria-firm | — | Harrisburg | PA | 17110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ycg, LLC | ria-firm | — | Austin | TX | 78738 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Financial and Tax Advisors, LLC. | ria-firm | — | Columbus | OH | 43230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mozaic, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concise Capital Management, L.P. | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Wealth Advisors, LLC | ria-firm | — | Johns Creek | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Essex Ridge Capital Group, LLC | ria-firm | — | St. Louis | MO | 63144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortune Financial Advisors, LLC | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freestate Advisors LLC | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vannoy Advisory Group, INC. | ria-firm | — | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wyatt Financial L.L.C. | ria-firm | — | Cary | NC | 27511 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifestyle Financial Strategies, LLC | ria-firm | — | Middletown | CT | 06457 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Demarche | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpr Financial & Insurance Services, INC. | ria-firm | — | Prosper | TX | 75078 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fremont Financial Advisors INC. | ria-firm | — | Riverton | WY | 82501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 10 Star Asset Management | ria-firm | — | Carlsbad | CA | 92008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dogwood Financial Planning | ria-firm | — | Memphis | TN | 38125 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kensington Ami, LLC | ria-firm | — | Burbank | CA | 91505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camelot Portfolios, LLC | ria-firm | — | Maumee | OH | 43537 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azzendo Wealth Advisors | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tradewinds Capital Management, LLC | ria-firm | — | Bellingham | WA | 98226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bledsoe Asset Management, LLC | ria-firm | — | Phoenix | AZ | 85014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisconsin Wealth Advisors, LLC | ria-firm | — | Sun Prairie | WI | 53590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Medics, LLC | ria-firm | — | Bonita Springs | FL | 34134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sensus Investment Management | ria-firm | — | Englewood Cliffs | NJ | 07632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sidoxia Capital Management, LLC | ria-firm | — | Newport Beach | CA | 92663 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muntz Financial, LLC | ria-firm | — | Doylestown | PA | 18901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gratke Wealth, LLC | ria-firm | — | Hillsboro | OR | 97006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schaefer Wealth Management, INC. | ria-firm | — | Waterloo | IL | 62298 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Investment | ria-firm | — | New York | NY | 10166 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Protection Wealth Management LLC | ria-firm | — | Little Rock | AR | 72212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foss Wealth Management, INC. | ria-firm | — | LA Grange | NC | 28551 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crystal Capital Partners, LLC | ria-firm | — | Bay Harbor Islands | FL | 33154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Confluence Investment Management LLC | ria-firm | — | Saint Louis | MO | 63119 | 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