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 96 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Mori Huston Partners | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nerad + Deppe Wealth Management | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life Planning Advisors LLC | ria-firm | — | Bigfork | MT | 59911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterrock Global Asset Management | ria-firm | — | Bellevue | WA | 98007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wiara Investment Management, LLC | ria-firm | — | Menasha | WI | 54952 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mnm Vested, LLC | ria-firm | — | Houston | TX | 77084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Non-traditional Wealth Management, LLC | ria-firm | — | Orlando | FL | 32814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Biltmore Wealth Management, LLC | ria-firm | — | Tempe | AZ | 85282 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avista Wealth Management | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynamic | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cunningham Investment Management, LLC | ria-firm | — | Reno | NV | 89521 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R & R Wealth Strategies, LLC | ria-firm | — | Ridgefield | CT | 06877 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cherry Tree Wealth Management, LLC | ria-firm | — | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cabana Asset Management | ria-firm | — | Fayetteville | AR | 72701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blueprint Investing LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vergepointe Wealth Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gobi Capital LLC | ria-firm | — | Beverly Hills | CA | 90211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Financial Strategies, INC | ria-firm | — | Thousand Oaks | CA | 91360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commerce Advisors, LLC | ria-firm | — | Memphis | TN | 38157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S.A. Mason, LLC | ria-firm | — | Holland | MI | 49423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strubel Investment Management, LLC | ria-firm | — | Lancaster | PA | 17601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hazard & Siegel Advisory Services LLC | ria-firm | — | Dewitt | NY | 13214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Topturn Capital, LLC | ria-firm | — | Carmel | CA | 93923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trellisent Investments | ria-firm | — | San Antonio | TX | 78232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sun Mountain Capital Advisors, LLC | ria-firm | — | Santa FE | NM | 87505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glassman Wealth Services, LLC | ria-firm | — | Vienna | VA | 22182 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanders Capital, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midocean US Advisor, L.P. | ria-firm | — | New York | NY | 10167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quadcap Wealth Management, LLC | ria-firm | — | Frisco | TX | 75034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arin Risk Advisors LLC | ria-firm | — | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copper Beech Advisors, LLC | ria-firm | — | Malvern | PA | 19355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federal Hill Capital Management | ria-firm | — | Bardstown | KY | 40004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C2 Private Wealth | ria-firm | — | Novi | MI | 48377 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Water Asset Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virginia Estate and Retirement Planning Advisors, INC. | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Creek Capital Partners, INC. | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meridian Wealth Management, LLC | ria-firm | — | Lexington | KY | 40507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cerity Partners LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verus Capital Partners, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nikulski Financial, INC. | ria-firm | — | Bettendorf | IA | 52722 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midocean Credit Partners | ria-firm | — | New York | NY | 10167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Avenue Financial Services, LLC | ria-firm | — | Beaverton | OR | 97005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bulldog Investors, LLP | ria-firm | — | Saddle Brook | NJ | 07663 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Armbruster Capital Management, INC. | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wiggin Financial Services | ria-firm | — | Fort Lauderdale | FL | 33301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookfield Asset Management Pic US, LLC | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Managers, INC. | ria-firm | — | Las Vegas | NV | 89130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twombly Asset Management LLC | ria-firm | — | Northfield | IL | 60093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kubhera Enterprises LLC | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elementum Advisors, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evans Wealth Management | ria-firm | — | Duluth | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner | ria-firm | — | Overland Park, | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L & M Wealth Management and Retirement Solutions, LLC | ria-firm | — | Oklahoma City | OK | 73112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Per Stirling Capital Management, LLC | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brevet Capital Management, LLC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cahaba Wealth Management, INC. | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bellingham Capital | ria-firm | — | Bellingham | WA | 98226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redblack Advisers, INC. | ria-firm | — | Oradell | NJ | 07649 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curtis Advisory Group, LLC | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Portfolio Advisors, LLC | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everett Wealth Solutions, INC | ria-firm | — | Forest Park | IL | 60130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathstone | ria-firm | — | Englewood | NJ | 07631 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunt Investment Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neiman Funds Management LLC | ria-firm | — | Williamsvillie | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harper Financial Group | ria-firm | — | Tifton | GA | 31794 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andina Advisors | ria-firm | — | Logan | UT | 84341 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carbahal Olsen Financial Services Group LLC | ria-firm | — | Davis | CA | 95616 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Guidance Group, LLC | ria-firm | — | Sylvester | GA | 31791 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rlb Financial | ria-firm | — | Springfield | MO | 65807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kestra Institutional Services, LLC | ria-firm | — | Austin | TX | 78735 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Archpoint Investors | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Sky Capital Management | ria-firm | — | Frederick | MD | 21701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safe Harbor Financial Planning & Investment Advisory, LLC | ria-firm | — | Statesboro | GA | 30458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gcr Financial Services, LLC | ria-firm | — | Naperville | IL | 60563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pnc Capital Advisors LLC | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Standard General L.P. | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fuhrmann Capital | ria-firm | — | Indianapolis | IN | 46268 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heaphy Investments, LLC | ria-firm | — | Springfield | MA | 01103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shamrock Financial Services | ria-firm | — | Woodcliff Lake | NJ | 07677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Namm Financial LLC | ria-firm | — | Plantation | FL | 33322 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watkinson Capital Advisors LLC | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial Planning, INC. | ria-firm | — | Appleton | WI | 54913 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kevin M. Gibney and Company, LLC | ria-firm | — | Iselin | NJ | 08830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aqua Capital Advisors | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Resources, LLC | ria-firm | — | Auburn Hills | MI | 48326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S Harris Financial Group, LLC | ria-firm | — | San Antonio | TX | 78249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cerity Partners Ocio LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tsai Wealth Management | ria-firm | — | Pasadena | CA | 91105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Syntax Research, INC. | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Income Management, LLC | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genesis Advisors, LLC | ria-firm | — | Fishers | IN | 46037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covey Capital Advisors, LLC | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Partners IN Financial Planning, LLC | ria-firm | — | Salem | VA | 24153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Dedication, LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willow Grove Advisors, LLC | ria-firm | — | Berkeley | CA | 94704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wcp Capital Management LLC | ria-firm | — | Columbia | SC | 29204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Dog Advisors, Ruff | ria-firm | — | Cranston | RI | 02910 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kdm Wealth Management INC. | ria-firm | — | Geneva | IL | 60134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Split Rock Private Trading and Wealth Management LLC | ria-firm | — | Cloquet | MN | 55720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Western Wealth Group, INC. | ria-firm | — | Greenwood Village | CO | 80111 | 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