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 92 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Bondwire | ria-firm | — | Weston | FL | 33331 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summa Global Advisors, LLC | ria-firm | — | Clackamas | OR | 97015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 8th Street Investments, LLC | ria-firm | — | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| King Financial Planning & Management, LLC | ria-firm | — | Colorado Springs | CO | 80919 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mars Capital Management LLC | ria-firm | — | Columbus | GA | 31909 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Synergy Partners | ria-firm | — | Irvine | CA | 92606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meyers Wealth Management | ria-firm | — | Palo Alto | CA | 94306 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Demers Financial Planning | ria-firm | — | North Andover | MA | 01845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prospettiva Financial | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Story and Son LLC | ria-firm | — | Plymouth | IN | 46563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capwealth Advisors, LLC | ria-firm | — | Franklin | TN | 37067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Summit Wealth Management | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leading Edge Wealth Management, LLC | ria-firm | — | Rolling Meadows | IL | 60008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosight Capital | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phoenix Financial Solutions, INC. | ria-firm | — | Greensboro | NC | 27455 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Capital | ria-firm | — | Salt Lake City | UT | 84047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reston Wealth Management | ria-firm | — | Reston | VA | 20190 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ais Planning | ria-firm | — | St. Cloud | MN | 56301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Citadel Advisors LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridge City Capital, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Wealth Advisors LLC | ria-firm | — | Northbrook | IL | 60062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vima, LLC | ria-firm | — | Troy | MI | 48085 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibson Capital, LLC | ria-firm | — | Wexford | PA | 15090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hmp Capital Management, LLC | ria-firm | — | San Antonio | TX | 78212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millburn Ridgefield LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fullerton Advisors, LLC | ria-firm | — | Danville | CA | 94526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keats, Connelly & Associates, INC | ria-firm | — | Phoenix | AZ | 85018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beach Point Capital Management LP | ria-firm | — | Santa Monica | CA | 90404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Investments + Planning LLC | ria-firm | — | Mount Kisco | NY | 10549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Straight Path Wealth Management | ria-firm | — | Jenison | MI | 49428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadoak Asset Management, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matchpoint Capital Management, LLC | ria-firm | — | Seattle | WA | 98101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caster and Company, INC. | ria-firm | — | Warwick | RI | 02889 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skybox Financial Group LLC | ria-firm | — | Middleburg Heights | OH | 44130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boskia Wealth Management & Advisory Services, L.L.C. | ria-firm | — | Marietta | GA | 30067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Varde Management, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Advisors, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascendor Wealth, LLC | ria-firm | — | Wilmington | NC | 28403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seminole Advisory Services, LLC | ria-firm | — | Bellair Bluffs | FL | 33770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mjx Asset Management LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosemawr Management LLC | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stockbridge Capital Group, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prairiewood Wealth Management | ria-firm | — | Fargo | ND | 58104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Armory Capital Management, LLC | ria-firm | — | Syracuse | NY | 13202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asg Capital | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Capital Management | ria-firm | — | Jacksonville | FL | 32224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Generation Investing, LLC | ria-firm | — | Topeka | KS | 66614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Raymond James Financial Services Advisors, INC | ria-firm | — | Saint Petersburg | FL | 33716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lionsbridge Wealth Management LLC | ria-firm | — | Jacksonville Beach | FL | 32250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellington Shields & CO., LLC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hutchison Road Partners, LLC | ria-firm | — | Newport Coast | CA | 92657 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairway Investment Group, LLC | ria-firm | — | East Lansing | MI | 48823 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolf River Capital Management, LLC | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sovereign Investment Advisors LLC | ria-firm | — | Phoenix | AZ | 85044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krilogy | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Advisory Group LLC | ria-firm | — | Oklahoma City | OK | 73116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tackett Wealth Management, LLC | ria-firm | — | Cary | NC | 27518 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 4th River Financial Group, INC. | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitespace Financial, LLC | ria-firm | — | Palo Alto | CA | 94306 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halcyon Wealth Management, LLC | ria-firm | — | Boulder | CO | 80301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mtr Financial Services, LLC | ria-firm | — | Kingwood | TX | 77339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Esi Financial Services, INC. | ria-firm | — | LA Mesa | CA | 91942 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Divisar Capital Management, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fox Run Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dlk Investment Management | ria-firm | — | Solana Beach | CA | 92075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Templeton & Phillips Capital Management, LLC | ria-firm | — | Lookout Mountain | TN | 37350 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Telos Capital Management, INC. | ria-firm | — | San Diego | CA | 92128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northcoast Research Partners, LLC | ria-firm | — | Cleveland | OH | 44114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lettin Wealth Management Group, INC. | ria-firm | — | Lake Oswego | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Betterment | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrowmark Colorado Holdings, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Consulting Group | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinium Investment Advisors, LLC | ria-firm | — | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Advisory Services, LLC | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Planning | ria-firm | — | Richardson | TX | 75080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| &wealth Partners | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Service One Financial | ria-firm | — | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D.A. Flowers & Company, LLC | ria-firm | — | Berkeley | CA | 94709 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L&g - Asset Management, America | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Height Analytics, LLC | ria-firm | — | Washington | DC | 20005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Haven Capital Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rga Investment Advisors, LLC | ria-firm | — | Great Neck | NY | 11021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fuerst Financial Group, INC. | ria-firm | — | Chattanooga | TN | 37416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fg&g Financial Services, LLC | ria-firm | — | Danvers | MA | 01923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'bryant & Associates, INC. | ria-firm | — | Jackson | TN | 38305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veraison Asset Management, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northport Investment Management, LLC | ria-firm | — | Radnor | PA | 19087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cbg & Company, INC. | ria-firm | — | Fishers | IN | 46038 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley Capital Management, LLC | ria-firm | — | Ellsworth | KS | 67439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evermay Wealth Management, LLC | ria-firm | — | Arlington | VA | 22203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P. Schoenfeld Asset Management LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkhurst Consulting CPA PC | ria-firm | — | Cedar Park | TX | 78613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jordan Capital Am, LLC | ria-firm | — | Atlanta | GA | 30305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudock Capital Group | ria-firm | — | Williamsport | PA | 17701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimus Wealth Management Group, INC. | ria-firm | — | Clifton Park | NY | 12065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Central Trust Bank | ria-firm | — | Jefferson City | MO | 65102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schutt Capital Management LLC | ria-firm | — | Richmond | VA | 23219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ripple Effect Investment Strategies, LLC | ria-firm | — | Westerville | OH | 43082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loop Capital Asset Management | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mifi Wealth, LLC | ria-firm | — | Boulder | CO | 80302 | 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