Open data
The whole directory, as a table
All 278,301 curated records we publish β 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 Β· page 90 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors INC. | ria-firm | β | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Wealth Services, LLC | ria-firm | β | Morristown | NJ | 07960 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Community Wealth Management, LLC | ria-firm | β | Crystal Lake | IL | 60014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trust Asset Management LLC | ria-firm | β | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Tabak Asset Management | ria-firm | β | Matawan | NJ | 07747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwarz Dygos Wheeler Investment Advisors LLC | ria-firm | β | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HT Partners LLC | ria-firm | β | Centerbrook | CT | 06409 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Retirement | ria-firm | β | Ponte Vedra | FL | 32081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Financial Services, CPA, PA | ria-firm | β | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parker Financial Planning, LLC. | ria-firm | β | Bradenton | FL | 34205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ameritime, LLC | ria-firm | β | Olathe | KS | 66062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capricorn Investment Group LLC | ria-firm | β | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lantern Wealth Advisors, LLC | ria-firm | β | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Voleon Capital Management LP | ria-firm | β | Berkeley | CA | 94704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bannerstone Capital | ria-firm | β | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael P Lynch Wealth Management, LLC | ria-firm | β | Stockton | CA | 95207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden State Advisors, LLC | ria-firm | β | San Mateo | CA | 94401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oaktree Financial Planning, LLC | ria-firm | β | Fort Collins | CO | 80525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Capital, LLC | ria-firm | β | Boston | MA | 02114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimus Capital Advisors, LLC | ria-firm | β | Coppell | TX | 75019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Financial Services | ria-firm | β | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MS Capital Partners Adviser INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mclaughlin Ryder Investments, INC. | ria-firm | β | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainline West Fund Manager LLC | ria-firm | β | Denver | CO | 80211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frank Financial Advisors | ria-firm | β | Carlsbad | CA | 92010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Advisory | ria-firm | β | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mirae Asset Global Investments (USA) LLC | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Investment Advisors | ria-firm | β | Salt Lake City | UT | 84108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kennedy Wealth Management, LLC | ria-firm | β | Calabasas | CA | 91302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leonard Martin & Associates, INC. | ria-firm | β | Warwick | RI | 02888 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isectors, LLC | ria-firm | β | Appleton | WI | 54913 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| on Target Wealth Partners, LLC | ria-firm | β | Greenwood | IN | 46143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frequency Capital Advisors, LLC | ria-firm | β | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Game Plan Financial Advisors, LLC | ria-firm | β | Westlake, OH | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keener Financial Planning | ria-firm | β | Keller | TX | 76248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joseph P. Lucia & Associates, LLC | ria-firm | β | Yorktown Heights | NY | 10598 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Wealth Management, LLC | ria-firm | β | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Mentzer Group, LLC | ria-firm | β | Knoxville | TN | 37919 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cgi Investment Advisers LLC | ria-firm | β | Altamonte Springs | FL | 32701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Partners Investment Group LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobi Capital Management, LLC | ria-firm | β | Pittston | PA | 18640 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Trust Wealth Management | ria-firm | β | Pasadena | CA | 91104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davenport Advisors 14 LLC | ria-firm | β | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teeple Snyder Newsome Wealth & Tax Management | ria-firm | β | Brownsburg | IN | 46112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverrock Asset Management LLC | ria-firm | β | Houston | TX | 77011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retiresmart Consulting, LLC. | ria-firm | β | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Confiance, Financial & Investment Advisors | ria-firm | β | Cleveland | OH | 44114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wanda Kilman Pittman | ria-firm | β | Roanoke | VA | 24018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Triangle, LLC | ria-firm | β | Mt. Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Advisors, LLC | ria-firm | β | Dallas | TX | 75248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palisade Wealth Management | ria-firm | β | Draper | UT | 84020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartford Funds | ria-firm | β | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hourglass Capital, LLC | ria-firm | β | Houston | TX | 77006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Advisors | ria-firm | β | St. Petersburg | FL | 33707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brasada Capital Management, LP | ria-firm | β | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquam Capital | ria-firm | β | Portland | OR | 97201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Helix Financial Group | ria-firm | β | Carrolltron | TX | 75010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boulder Investment Group | ria-firm | β | Overland Park | KS | 66213 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Praetorian Guard, A Division of Praetorian Wealth Management,inc | ria-firm | β | Carmel | CA | 93923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Financial, LLC | ria-firm | β | Wilmington | NC | 28405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Credit Advisers, LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gsi Funds LLC | ria-firm | β | Hunt Valley | MD | 21030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellspring Advisors, INC. | ria-firm | β | Hillsboro | OR | 97124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Western Standard, LLC | ria-firm | β | Los Angeles | CA | 90036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Familywealth Asset Management | ria-firm | β | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Precision Financial Services | ria-firm | β | Mine Hill | NJ | 07803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frasca & Associates LLC | ria-firm | β | New York | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagent Wealth Management | ria-firm | β | Laguna Beach | CA | 92651 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| East Coast Asset Management, LLC | ria-firm | β | Essex | MA | 01929 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triangle Peak Partners, LP | ria-firm | β | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Financial Consultants, LLC | ria-firm | β | Okemos | MI | 48864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cosner Financial Group, LLC | ria-firm | β | Windsor | CO | 80550 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbn Management, LLC | ria-firm | β | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Siharum Advisors, LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joiner Financial, LLC | ria-firm | β | EL Dorado Hills | CA | 95762 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marketriders | ria-firm | β | Chesterfield | MO | 63005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Wealth Management, LLC | ria-firm | β | Peachtree Corners | GA | 30092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atwater Malick | ria-firm | β | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Center for Asset Management, LLC | ria-firm | β | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Strategy Retirement Plan Consultants, LLC | ria-firm | β | Camp Hill | PA | 17011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Place Financial Advisors, LLC | ria-firm | β | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bertram Financial Advisor Services | ria-firm | β | Mineral Point | WI | 53565 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilshire Quinn Capital, INC. | ria-firm | β | San Diego | CA | 92103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Partners Concord, INC | ria-firm | β | Concord | NC | 28025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WS Wealth Management, LLC | ria-firm | β | Middleburg Heights | OH | 44130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cunningham Wealth Management | ria-firm | β | Broadview Heights | OH | 44147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| National Retirement Plan Services, INC. | ria-firm | β | Tampa | FL | 33609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cela Wealth Management | ria-firm | β | Miami | FL | 33156 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkshore Wealth Management | ria-firm | β | Granite Bay | CA | 95746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Natural Bridges Financial Advisors | ria-firm | β | Santa Cruz | CA | 95060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nixon Capital LLC | ria-firm | β | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icg Advisors, LLC | ria-firm | β | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roundview Capital, LLC | ria-firm | β | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Princeton Asset Management, LLC | ria-firm | β | Boca Raton | FL | 33487 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haven Wealth Group | ria-firm | β | Houston | TX | 77008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Point Investment Management | ria-firm | β | Baltimore | MD | 21209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Retirement Solution LLC | ria-firm | β | Redmond | WA | 98052 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingsview Wealth Management, LLC | ria-firm | β | Grants Pass | OR | 97526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bellwether Investment Group, LLC | ria-firm | β | Hixson | TN | 37343 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Day Capital Management, LLC | ria-firm | β | Denver | CO | 80237 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0