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 95 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Arlen Wealth Management, LLC | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Investment Advisors, LLC | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Open Circle Wealth Partners | ria-firm | — | North Haven | CT | 06473 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite Investment Partners, LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jcp Investment Management, LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodward Financial Advisors, INC. | ria-firm | — | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverpark Advisors, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firsthand Capital Management, INC. | ria-firm | — | San Jose | CA | 95113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palmetto Wealth Management, LLC | ria-firm | — | New Albany | OH | 43054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspire Advisors, LLC | ria-firm | — | North White Plains | NY | 10603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keefer Pension Consulting, INC. | ria-firm | — | EL Segundo | CA | 90245 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RIA Advisors | ria-firm | — | Houston | TX | 77079 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redwood Grove Wealth Management | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apex Capital Management (new York) LLC | ria-firm | — | Southport | CT | 06890 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prophet Capital Asset Management | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealthcare Advisors, LLC | ria-firm | — | Carson City | NV | 89703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finaccess Advisors, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northmarq Fund Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Sullivan Group | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Financial Services, LLC | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freshfield Capital, LLC | ria-firm | — | Plano | TX | 75093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Wealth Management, L.C. | ria-firm | — | Deerfield Beach | FL | 33441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timonier | ria-firm | — | Winston Salem | NC | 27106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krusen Capital Management, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sila Value Advisors, LLC | ria-firm | — | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Wealth Planning, LLC | ria-firm | — | Naples | FL | 34109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Management, LLC | ria-firm | — | Bend | OR | 97701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Talson Capital Management L.P. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chelsea Advisory Services, INC | ria-firm | — | Staten Island | NY | 10307 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverpark Capital Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| React Investment Solutions, LLC | ria-firm | — | Los Gatos | CA | 95030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artemis Wealth Advisors, LLC | ria-firm | — | Port Washington | NY | 11050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fountainhead Financial, LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonifacio & Company, LLC | ria-firm | — | Saint Louis | MO | 63105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eastover Capital Management | ria-firm | — | Charlotte | NC | 28207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catamount Strategic Advisors, LLC | ria-firm | — | Nashville | TN | 37215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John F Suby Wealth Management LLC | ria-firm | — | Madison | WI | 53713 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donald W. Cash & Associates, LLC | ria-firm | — | Red Bank | NJ | 07701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakwater Investment Management | ria-firm | — | Seattle | WA | 98121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hhm Wealth Advisors, LLC | ria-firm | — | Chattanooga | TN | 37403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duncan Financial Management, INC. | ria-firm | — | Sunset Hills | MO | 63127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shade Tree Partners LLC | ria-firm | — | Dallas | TX | 75240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariposa Capital Management, LLC | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henderson Asset Management, LLC | ria-firm | — | Bend | OR | 97703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cobb Planning Group | ria-firm | — | Santa Ana | CA | 92701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glasfunds, LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lanier Asset Management, LLC | ria-firm | — | Louisville | KY | 40222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guidestream Financial, INC. | ria-firm | — | Spring Arbor | MI | 49283 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watermill Institutional Trading LLC | ria-firm | — | Jersey City | NJ | 07310 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unison Investment Management, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartshorne Group, LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Eagle Alternative Credit, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moy Investment Management, LLC | ria-firm | — | Cincinnati | OH | 45241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightstone Advisors LLP | ria-firm | — | Fishers | IN | 46038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Coaching Center, LLC | ria-firm | — | Burnsville | NC | 28714 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axos Invest, INC | ria-firm | — | Las Vegas | NV | 89148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Athena Advisor Services, LLC | ria-firm | — | Lombard | IL | 60148 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tetrant Financial | ria-firm | — | Gilbert | AZ | 85234 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| UP North Financial, LLC | ria-firm | — | Traverse City | MI | 49684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironwood Financial, LLC | ria-firm | — | Tucson | AZ | 85719 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Financial Planning | ria-firm | — | Haddon Heights | NJ | 08035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yeisley Wealth Solutions, INC. | ria-firm | — | Wichita | KS | 67206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garde Capital, INC. | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Financial Services, INC. | ria-firm | — | Bloomfield Hills | MI | 48302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drexel Morgan & CO. | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montello Wealth Management, INC. | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.C. Byrd Wealth Management, LLC | ria-firm | — | Bellville | TX | 77418 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Investment Advisory, LLC | ria-firm | — | Lutherville | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kiley Juergens Wealth Management, LLC | ria-firm | — | Olympia | WA | 98501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Angel Oak Capital Advisors, LLC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vintage Wealth Management Group | ria-firm | — | Charlotte | NC | 28202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davies Wealth Management LLC | ria-firm | — | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drazga Wealth Advisors, LLC | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ncm Capital Management, LLC | ria-firm | — | Ramsey | NJ | 07446 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lodestone Wealth Management LLC | ria-firm | — | Spokane | WA | 99201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Retirement Readiness Institute | ria-firm | — | Boca Raton | FL | 33434 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garth & Brown Investment Management, LLC | ria-firm | — | Chattanooga | TN | 37402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osprey Capital Management, LLC | ria-firm | — | Rock Hall | MD | 21661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gkfo, LLC | ria-firm | — | W. Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fort Sheridan Advisors LLC | ria-firm | — | Highland Park | IL | 60035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boatman Wealth Management, LLC | ria-firm | — | Monessen | PA | 15062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bear Mountain Capital INC. | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Legacy Financial Group, LLC | ria-firm | — | Smithville | OH | 44677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Wealth Advisory, LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buttonwood Financial Group, LLC | ria-firm | — | Kansas City | MO | 64108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noctua International Wmg, LLC | ria-firm | — | Miami | FL | 33129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcbroom & Associates, LLC | ria-firm | — | Las Vegas | NV | 89134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Sigma Investment Advisors LLC | ria-firm | — | Wilmington | DE | 19805 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vulcan Value Partners LLC | ria-firm | — | Birmingham | AL | 35223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M3f, INC. | ria-firm | — | Salt Lake City | UT | 84109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nwt Advisors, LLC | ria-firm | — | Duvall | WA | 98019 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exchange Traded Concepts, LLC | ria-firm | — | Oklahoma City | OK | 73120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lorintine Capital | ria-firm | — | Dallas | TX | 75231 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gia Partners, LLC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corient Shc Wealth Management (US) LP | ria-firm | — | Philadelphia | PA | 19102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minichmacgregor Wealth Management, LLC | ria-firm | — | Saratoga Springs | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stack Asset Management | ria-firm | — | San Diego | CA | 92108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Clair Financial | ria-firm | — | Roseville | CA | 95661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pebble Management Group | ria-firm | — | Harahan | LA | 70123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silverbay Capital Management LLC | ria-firm | — | New York | NY | 10017 | 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