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 99 of 2784
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Firmo Investment Consulting Services | ria-firm | β | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MY Portfolio Guide, LLC | ria-firm | β | Seal Beach | CA | 90740 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reyes Financial Architecture INC. | ria-firm | β | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Partners Credit Advisors, L.P. | ria-firm | β | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oars Capital | ria-firm | β | Dillsburg | PA | 17019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kairos Asset Advisory, LLC | ria-firm | β | Mobile | AL | 36604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davidson Wealth Management LLC | ria-firm | β | Forked River | NJ | 08731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rtw Investments LP | ria-firm | β | New York | NY | 10014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Door Wealth Management, LLC | ria-firm | β | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial | ria-firm | β | Front Royal | VA | 22630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edmd Financial Strategies, LLC | ria-firm | β | San Ramon | CA | 94583 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ithaka Financial Planning, LLC | ria-firm | β | Chevy Chase | MD | 20815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Research Financial Strategies | ria-firm | β | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| IN Touch Financial Services | ria-firm | β | Oakland | CA | 94608 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loyola Asset Management LLC | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Select Money Management, INC. | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carson Management Company, LLC | ria-firm | β | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parallel Equity Advisors LTD. | ria-firm | β | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexion Capital Management LP | ria-firm | β | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tenor Capital Management Company, L.P. | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bortel Investment Management, LLC | ria-firm | β | Gig Harbor | WA | 98332 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lin Capital Management, LLC | ria-firm | β | Seattle | WA | 98103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tnt Asset Management, LLC | ria-firm | β | Round Rock | TX | 78664 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bienvenue Wealth LLC | ria-firm | β | New Orleans | LA | 70163 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calamita Wealth Management | ria-firm | β | Charlotte | NC | 28210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Denali Wealth Management, INC. | ria-firm | β | Mequon | WI | 53092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sensus Wealth Management Group LLC | ria-firm | β | San Antonio | TX | 78230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynasty Wealth Management, LLC | ria-firm | β | St. Petersburg | FL | 33701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aventus Investment Advisors, INC. | ria-firm | β | Naples | FL | 34102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Microvest Capital Management | ria-firm | β | Washington | DC | 20005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clout INC. Advisors | ria-firm | β | Tucson | AZ | 85711 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Journey Financial Management, LLC | ria-firm | β | Bowling Green | KY | 42104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galvin, Gaustad & Stein, LLC | ria-firm | β | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Wealth Advisors, Incorporated | ria-firm | β | Eagan | MN | 55121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rainey Asset Management, INC. | ria-firm | β | Shreveport | LA | 71115 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pantheon | ria-firm | β | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crenshaw Capital Management | ria-firm | β | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rja Asset Management LLC | ria-firm | β | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skihawk Capital Partners, LLC | ria-firm | β | Colorado Springs | CO | 80918 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the DE Burlo Group, INC. | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graf Financial, L.L.C. | ria-firm | β | Baton Rouge | LA | 70808 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acela Capital Management, LLC | ria-firm | β | Los Altos | CA | 94022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Panoramic Capital, LLC | ria-firm | β | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin Capital Partners, LLC | ria-firm | β | Eugene | OR | 97401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Logic Wealth Management, LLC | ria-firm | β | Pasadena | CA | 91106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amg Funds LLC | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookstone Asset Management, LLC | ria-firm | β | Wheaton | IL | 60189 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Guardian Advisory, PLLC | ria-firm | β | Gilbert | AZ | 85233 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Think Wealth Advisory, LLC | ria-firm | β | Scottsdale | AZ | 85254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Capital Advisors, LLC | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Naples Money Management LLC | ria-firm | β | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kestrel Wealth Management, LLC | ria-firm | β | South Bend | IN | 46601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aps Investment Management Group | ria-firm | β | Jackson | CA | 95642 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allen Financial Management | ria-firm | β | Oxford | MI | 48371 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 12th Street Asset Management | ria-firm | β | Nashville | TN | 37205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arkenstone Financial, LLC | ria-firm | β | Monument | CO | 80132 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wykrent, Damon | ria-firm | β | Flower Mound | TX | 75028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ofs Capital Management, LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurley Investments, LLC | ria-firm | β | Provo | UT | 84601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Street Advisors, LLC | ria-firm | β | Aurora | IL | 60506 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ams Capital Management LLC | ria-firm | β | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dara Capital US, INC. | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richwood Investment Advisors, LLC | ria-firm | β | Cincinnati | OH | 45226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinney Capital Management, LLC | ria-firm | β | Nashville | TN | 37204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vora Wealth Management, PLLC | ria-firm | β | Flagstaff | AZ | 86001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fike Advisors, LLC | ria-firm | β | Wooster | OH | 44691 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blank Equity Management LLC | ria-firm | β | Port Washington | NY | 11050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard Bernstein Advisors LLC | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lombard Odier Asset Management (USA) Corp | ria-firm | β | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mpc Capital Advisors, LLC | ria-firm | β | Rockville Centre | NY | 11570 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allsquare Wealth Management, LLC | ria-firm | β | Albany | NY | 12203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krane Financial Solutions | ria-firm | β | Calabasas | CA | 91302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ace Wealth Partners, LLC | ria-firm | β | Westminster | CO | 80031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrister | ria-firm | β | Fort Washington | PA | 19034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisors, LTD., LLC | ria-firm | β | Shaker Heights | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amerigo Asset Management Corporation | ria-firm | β | Port Charlotte | FL | 33948 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steward Financial Services, LLC | ria-firm | β | Salt Lake City | UT | 84123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Entrepreneurshares LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iur Capital, LLC | ria-firm | β | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Short Advisors, LLC | ria-firm | β | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bellwether Capital Management LLC | ria-firm | β | Fair Oaks | CA | 95628 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Wealth Partners | ria-firm | β | Plano | TX | 75023 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rcm Wealth Advisors | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Wealth Advisors, LLC | ria-firm | β | Frankfort | IL | 60423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gerber Kawasaki Wealth & Investment Management | ria-firm | β | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altus Wealth Management, LLC | ria-firm | β | Ft. Mitchell | KY | 41017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bryan Advisory Services, LLC | ria-firm | β | Canonsburg | PA | 15317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Djp Wealth Management, LLC | ria-firm | β | Tampa | FL | 33609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arga Investment Management, LP | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Promontory Financial Planning, LLC | ria-firm | β | Farmington | UT | 84025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Wealth Management, LLC | ria-firm | β | Kingston | NJ | 08528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Investment Group, LLC | ria-firm | β | Lenox | MA | 01240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Isakov Planning Group INC. | ria-firm | β | Southampton | PA | 18966 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kessler Investment Group, LLC | ria-firm | β | Columbus | IN | 47201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Value Partners, LLC | ria-firm | β | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lapis Advisers, LP | ria-firm | β | Denver | CO | 80218 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Butler & CO., INC. | ria-firm | β | South Windsor | CT | 06074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Members Advisory Group, LLC | ria-firm | β | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan TO Invest Capital Management, INC. | ria-firm | β | Denver | CO | 80206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Appomattox Advisory, INC | ria-firm | β | New York | NY | 10176 | SEC-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