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 97 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Alliance Investment Management, LLC | ria-firm | — | Jenison | MI | 49428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidere | ria-firm | — | San Francisco | CA | 94118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gladius Capital Management LP | ria-firm | — | Park City | UT | 84060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equanimity Financial Partners | ria-firm | — | Pasadena | CA | 91103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosecap Investment Advisors, LLC | ria-firm | — | Grand Junction | CO | 81501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Strategies Group, LLC | ria-firm | — | Highlands Ranch | CO | 80129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Towercrest Capital Management, LLC | ria-firm | — | Newtown | PA | 18940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Financial Coaching, INC. | ria-firm | — | Mt. Clemens | MI | 48043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Wealth Advisors | ria-firm | — | Boise | ID | 83702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stillpoint Capital | ria-firm | — | Cincinnati | OH | 45202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisors Network, INC. | ria-firm | — | Tustin | CA | 92780 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Planning, LLC | ria-firm | — | Overland Park | KS | 66207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hayden Harper Wealth Advisory, LLC | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Korving & Company LLC | ria-firm | — | Suffolk | VA | 23435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilson Financial Group, LLC | ria-firm | — | Suwanee | GA | 30024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoey Investments, INC. | ria-firm | — | Coatesville | PA | 19320 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alti Wealth Management (US International), INC. | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ckw Financial Group, LLC | ria-firm | — | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BH Asset Management, LLC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abr Capital Partners, LLC | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etesian Wealth Advisors, INC. | ria-firm | — | West Linn | OR | 97068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cito Capital Advisors LLC | ria-firm | — | Hackensack | NJ | 07601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Dimensions Wealth Management, L.L.C. | ria-firm | — | Allen | TX | 75013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aries Investment Advisors, LLC | ria-firm | — | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Viceroy Investment Advisors LLC | ria-firm | — | Everett | WA | 98201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windrose Advisors LLC | ria-firm | — | Waltham | MA | 02453 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Focus, INC. | ria-firm | — | Greenville | SC | 29650 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Araglan Capital Management , LLC | ria-firm | — | Stamford | CT | 06901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Ridge Capital Partners, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safran Wealth Advisors, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seer Capital Management LP | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitestone Global Partners | ria-firm | — | Jupiter | FL | 33477 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurlburt Financial | ria-firm | — | Lakeland | FL | 33813 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cerberus Capital Management, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Consulting Group, INC | ria-firm | — | Columbia | SC | 29205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infinity 8 Investments, LLC | ria-firm | — | Cupertino | CA | 95014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pearson, Frederick, Norman Jr. | ria-firm | — | San Diego | CA | 92128 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gramercy Funds Management LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carroll Wealth Management INC. | ria-firm | — | Chesterfield | MO | 63017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seniormark, LLC | ria-firm | — | Sidney | OH | 45365 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patterson Investments, INC. | ria-firm | — | Davie | FL | 33328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Victory Wealth Management, LLC | ria-firm | — | Reedley | CA | 93654 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Florek Financial, LLC | ria-firm | — | Duxbury | MA | 02332 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Harbor Asset Management, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kollar Wealth Advisors, LLC | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blakely Harbor Advisors, LLC | ria-firm | — | New Haven | CT | 06510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Capital Works, INC. | ria-firm | — | Portland | OR | 97205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leap Wealth Management | ria-firm | — | Dallas | TX | 75214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R. Seeger Wealth Management, LTD | ria-firm | — | Lindenhurst | NY | 11757 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kilimanjaro Capital, LLC | ria-firm | — | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rmr Wealth Management | ria-firm | — | New York | NY | 10122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Oak Advisors | ria-firm | — | Boston | MA | 02116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gosho Financial Group | ria-firm | — | San Mateo | CA | 94403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life's Business, INC. | ria-firm | — | Atlanta | GA | 30338 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Journeys Group, INC. | ria-firm | — | Winterville | NC | 28590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triune Financial Partners, LLC | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palmetto Advisory | ria-firm | — | Charleston | SC | 29403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Liquid Credit Advisors I LLC | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cognitiant Registered Investment Advisors | ria-firm | — | Portland | OR | 97229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mkb Consulting LLC | ria-firm | — | North Charleston | SC | 29405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ventura Wealth Management | ria-firm | — | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ppb Advisors, LLC | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pulver Capital Management LLC | ria-firm | — | Summit | NJ | 07901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colorado Diversified Financial | ria-firm | — | Longmont | CO | 80504 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'connor Wealth Management, INC. | ria-firm | — | Monrovia | CA | 91016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dolan Partners LLC | ria-firm | — | Danville | CA | 94526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collar Capital Management, LLC | ria-firm | — | Appleton | WI | 54911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trilantic North America | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Allocation Strategies, LLC | ria-firm | — | Farmington | MI | 48336 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Wealth Management LLC | ria-firm | — | Cincinnati | OH | 45236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Preserver Partners | ria-firm | — | Memphis | TN | 38103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cromwell Investment Advisory, LLC | ria-firm | — | College Park | MD | 20740 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Wealth Management, LLC | ria-firm | — | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cordant Wealth Partners | ria-firm | — | Portland | OR | 97210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A4 Wealth Advisors LLC | ria-firm | — | Huntersville | NC | 28078 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abernathy Group II LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Executive Investment Services, LLC | ria-firm | — | Lake Oswego | OR | 97034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| South Atlantic Capital Management Group, INC. | ria-firm | — | Wilmington | NC | 28403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Estate Planning Group, INC. | ria-firm | — | Omaha | NE | 68114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Successful Portfolios LLC | ria-firm | — | Clearwater | FL | 33756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newsquare Capital, LLC | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joel Isaacson & CO., LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adare Asset Management, LLC | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William J. Krause CPA, P.C. | ria-firm | — | Wolfeboro | NH | 03894 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barony Financial Group | ria-firm | — | Moncks Corner | SC | 29461 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandy Cove Advisors, LLC | ria-firm | — | Hingham | MA | 02043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Second Mountain Financial, INC. | ria-firm | — | Redondo Beach | CA | 90277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westhill Financial Advisors, INC. | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balentine | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pointe Capital Management LLC | ria-firm | — | Grosse Pointe Farms | MI | 48236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Partners | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advocate Wealth Solutions | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Btg Pactual Asset Management US , LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holistic Private Wealth, LLC | ria-firm | — | Towson | MD | 21204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RIA Advisory Group, LLC | ria-firm | — | Des Moines | IA | 50309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonacorsi Wealth Management | ria-firm | — | Amherst | NH | 03031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coastal Bridge Advisors | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestis Advisors, LLC | ria-firm | — | Houston | TX | 77079 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bay Colony Advisors | ria-firm | — | Concord | MA | 01742 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bankplus Wealth Advisors | ria-firm | — | Jackson | MS | 39211 | 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