Open data
The whole directory, as a table
All 24,672 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.
24,672 records match · page 13 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Burton Wesche | advisor | Morgan Stanley | Seattle | WA | 98101 | Financial Advisor | Morgan Stanley official advisor locator |
| Morgan Stanley Kirkland Branch | advisor | Morgan Stanley | Kirkland | WA | — | Wealth Management Branch Office | Morgan Stanley official advisor locator |
| The Champion Group | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisors | Morgan Stanley official advisor locator |
| The Sullivan Group | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisors | Morgan Stanley official advisor locator |
| The Pacific Wealth Management Group | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisors | Morgan Stanley official advisor locator |
| The Northwest Evergreen Group | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisors | Morgan Stanley official advisor locator |
| Shea Sullivan | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisor, CFP, CIMA | Morgan Stanley official advisor locator |
| Scott Gilbert | advisor | Morgan Stanley | Kirkland | WA | — | Financial Advisor | Morgan Stanley official advisor locator |
| UBS Bellevue Branch Office | advisor | UBS | Bellevue | WA | 98004 | Wealth Management Branch Office | UBS official advisor locator |
| Focus Advisors | advisor | UBS | Bellevue | WA | 98004 | Financial Advisors | UBS official advisor locator |
| Legacy Wealth Consulting Group | advisor | UBS | Bellevue | WA | 98004 | Financial Advisors | UBS official advisor locator |
| James Kovarik | advisor | UBS | Bellevue | WA | 98004 | Senior Vice President–Wealth Management, Financial Advisor | UBS official advisor locator |
| Matthew Steele | advisor | UBS | Bellevue | WA | 98004 | Financial Advisor, CFP | UBS official advisor locator |
| UBS Seattle Branch Office | advisor | UBS | Seattle | WA | 98104 | Wealth Management Branch Office | UBS official advisor locator |
| UBS Seattle Private Wealth Management | advisor | UBS | Seattle | WA | 98104 | Private Wealth Management Office | UBS official advisor locator |
| Sound Wealth Management Group | advisor | UBS | Seattle | WA | 98104 | Financial Advisors | UBS official advisor locator |
| The Northwest Group | advisor | UBS | Seattle | WA | 98104 | Financial Advisors | UBS official advisor locator |
| NOVA Wealth Management Group | advisor | UBS | Seattle | WA | 98104 | Financial Advisors | UBS official advisor locator |
| Hammar-Clendenin Wealth Management Group | advisor | UBS | Seattle | WA | 98104 | Financial Advisors | UBS official advisor locator |
| The Arbor Group | advisor | UBS | Seattle | WA | 98104 | Financial Advisors | UBS official advisor locator |
| UBS Institutional Consulting Group - Northwest | advisor | UBS | Seattle | WA | 98104 | Institutional Consulting | UBS official advisor locator |
| Merrill Bellevue Office | advisor | Merrill | Bellevue | WA | 98004 | Wealth Management Branch Office | Merrill official advisor locator |
| The Duenwald, Barnhart, and Cook Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| The Lubner Group | advisor | Merrill | Bellevue | WA | 98004 | Merrill Private Wealth Management | Merrill official advisor locator |
| Thaiy Arnevick Wealth Management | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Mikkola Small Minard Wealth Management Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Scher Anderson Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Tiryakioglu & Woods Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| The Centanni Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| SP Wealth Management | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Foreman Rial Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| The Hall Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Chan Days Wealth Management | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| The Radigan, Thomas, Allison, Bowzer Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Kline Fuson and Associates | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Allison Thomas Group | advisor | Merrill | Bellevue | WA | 98004 | Financial Advisors | Merrill official advisor locator |
| Ferguson, Lubner, Bumpus and Associates | advisor | Merrill | Bellevue | WA | 98004 | Merrill Private Wealth Management | Merrill official advisor locator |
| The KBB Group | advisor | Merrill | Bellevue | WA | 98004 | Merrill Private Wealth Management | Merrill official advisor locator |
| Goldman Sachs Private Wealth Management - Seattle | advisor | Goldman Sachs | Seattle | WA | 98101 | Private Wealth Management Office | Goldman Sachs official advisor locator |
| Bryan J. Kulp | advisor | Raymond James | Bellevue | WA | 98004 | Financial Advisor | Raymond James official advisor locator |
| The Wormeli Group (Steve Wormeli, CFP, CIMA, CPWA) | advisor | Raymond James | Bellevue | WA | 98004 | Wealth Advisor & Portfolio Manager | Raymond James official advisor locator |
| Eastside Advisors (Travis Rus, CFP) | advisor | Raymond James | Bellevue | WA | 98004 | CERTIFIED FINANCIAL PLANNER | Raymond James official advisor locator |
| Senior Financial Advisors, Inc. (James P. Furrow, CFP) | advisor | Raymond James | Bellevue | WA | 98004 | President & Financial Advisor | Raymond James official advisor locator |
| Pylon Wealth | advisor | Raymond James | Seattle | WA | — | Financial Advisors | Raymond James official advisor locator |
| Carillon Point Branch of Raymond James | advisor | Raymond James | Kirkland | WA | 98033 | Branch office | Raymond James official advisor locator |
| Trenton Morton, CFP (Carillon Point Branch) | advisor | Raymond James | Kirkland | WA | 98033 | Managing Director | Raymond James official advisor locator |
| Denise F. Leong Tanaka, MBA, CPWA, CPFA (Carillon Point Branch) | advisor | Raymond James | Kirkland | WA | 98033 | Managing Director, Senior VP, Investments | Raymond James official advisor locator |
| West Coast Investment Advisors (Scott Settle, VP) | advisor | Raymond James | Kirkland | WA | 98033 | Vice President, Wealth Management | Raymond James official advisor locator |
| Wells Fargo Advisors — Bellevue Branch | advisor | Wells Fargo Advisors | Bellevue | WA | 98004 | Branch office | Wells Fargo Advisors official advisor locator |
| Frank Correale | advisor | Wells Fargo Advisors | Bellevue | WA | 98004 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Thomas Faley | advisor | Wells Fargo Advisors | Bellevue | WA | 98004 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| David Fox | advisor | Wells Fargo Advisors | Bellevue | WA | 98004 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Wells Fargo Advisors — Seattle Branch | advisor | Wells Fargo Advisors | Seattle | WA | 98104 | Branch office | Wells Fargo Advisors official advisor locator |
| J.P. Morgan Wealth Management — Bellevue Office | advisor | J.P. Morgan Wealth Management | Bellevue | WA | 98004 | Wealth Management office | J.P. Morgan Wealth Management official advisor locator |
| The Phil Scott Group (Phil Scott, Managing Director) | advisor | J.P. Morgan Wealth Management | Bellevue | WA | 98004 | Managing Director & Wealth Partner | J.P. Morgan Wealth Management official advisor locator |
| The HHH Group (Adam Handaly, Michael Hershey, Elaine Robison) | advisor | J.P. Morgan Wealth Management | Bellevue | WA | 98004 | Wealth Advisors | J.P. Morgan Wealth Management official advisor locator |
| J.P. Morgan Wealth Management — Seattle Office (Barney J. Cohen, Shawn F. O'Neill) | advisor | J.P. Morgan Wealth Management | Seattle | WA | 98101 | Wealth Advisors | J.P. Morgan Wealth Management official advisor locator |
| Charles Schwab — Bellevue Branch | advisor | Charles Schwab | Bellevue | WA | 98004 | Branch Financial Consultants | Charles Schwab official advisor locator |
| Charles Schwab — Seattle Branch | advisor | Charles Schwab | Seattle | WA | — | Branch Financial Consultants | Charles Schwab official advisor locator |
| Charles Schwab — Seattle South Lake Union Branch | advisor | Charles Schwab | Seattle | WA | — | Branch Financial Consultants | Charles Schwab official advisor locator |
| Charles Schwab — Redmond Branch | advisor | Charles Schwab | Redmond | WA | — | Branch Financial Consultants | Charles Schwab official advisor locator |
| Casey Sullivan, CFP | advisor | Ameriprise | Bellevue | WA | 98004 | CFP, Financial Advisor | Ameriprise official advisor locator |
| Jeffrey Faber, CFP, ChFC | advisor | Ameriprise | Bellevue | WA | 98004 | CFP, ChFC, Financial Advisor | Ameriprise official advisor locator |
| Andrew D. Norman | advisor | Ameriprise | Bellevue | WA | 98004 | Financial Advisor | Ameriprise official advisor locator |
| Allegiance Wealth Management (Dan Jiyamapa, Steven Jennings) | advisor | Ameriprise | Bellevue | WA | 98004 | Private Wealth Advisory Practice | Ameriprise official advisor locator |
| Servitium Wealth Management (Dana Marie Ferrell) | advisor | Ameriprise | Bellevue | WA | 98005 | Wealth Advisory Practice | Ameriprise official advisor locator |
| Paragon Wealth Advisors (Heather C. Leach) | advisor | Ameriprise | Seattle | WA | 98119 | Private Wealth Advisory Practice | Ameriprise official advisor locator |
| Crosby Wealth Advisors | advisor | Ameriprise | Kirkland | WA | 98033 | Private Wealth Advisory Practice | Ameriprise official advisor locator |
| Christopher D. Stacey | advisor | Ameriprise | Kirkland | WA | 98033 | Financial Advisor | Ameriprise official advisor locator |
| Stifel — Bellevue Branch (Mark McClure, Branch Manager) | advisor | Stifel | Bellevue | WA | 98004 | Branch office | Stifel official advisor locator |
| The McIntosh Team (Lance McIntosh, Brad McIntosh, CWS) | advisor | Stifel | Bellevue | WA | 98004 | Financial Advisors | Stifel official advisor locator |
| Glen Ness, CFP, AIF | advisor | Stifel | Bellevue | WA | 98004 | CFP, AIF, Financial Advisor | Stifel official advisor locator |
| John Seibly, CFA, CPA | advisor | Stifel | Bellevue | WA | 98004 | CFA, CPA, Financial Advisor | Stifel official advisor locator |
| Baird — Bellevue Office (Andy Roed, Branch Manager) | advisor | Baird | Bellevue | WA | 98004 | Branch office | Baird official advisor locator |
| Neale Foody, CFP (Baird Bellevue) | advisor | Baird | Bellevue | WA | 98004 | CFP, Financial Advisor | Baird official advisor locator |
| Stephen Morse, CPA, CFP (Baird Bellevue) | advisor | Baird | Bellevue | WA | 98004 | CPA, CFP, Financial Advisor | Baird official advisor locator |
| Baird — Seattle Office | advisor | Baird | Seattle | WA | 98104 | Branch office | Baird official advisor locator |
| Fidelity Investor Center - Bellevue | advisor | Fidelity Investments | Bellevue | WA | 98004 | Financial Consultants (branch) | Fidelity Investments official advisor locator |
| Fidelity Investor Center - Redmond | advisor | Fidelity Investments | Redmond | WA | 98052 | Financial Consultants (branch) | Fidelity Investments official advisor locator |
| Fidelity Investor Center - Seattle | advisor | Fidelity Investments | Seattle | WA | 98101 | Financial Consultants (branch) | Fidelity Investments official advisor locator |
| Fidelity Investor Center - Seattle Southcenter (Tukwila) | advisor | Fidelity Investments | Tukwila | WA | 98188 | Financial Consultants (branch) | Fidelity Investments official advisor locator |
| Fisher Investments - Bellevue Office | advisor | Fisher Investments | Bellevue | WA | 98004 | Investment Adviser (branch) | Fisher Investments official advisor locator |
| Ira Armad | advisor | U.S. Bancorp Investments | Bellevue | WA | 98004 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Eva Comaduran | advisor | U.S. Bancorp Investments | Bellevue | WA | 98004 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Susan Grosshans | advisor | U.S. Bancorp Investments | Bellevue | WA | 98004 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Nicolette Hooper | advisor | U.S. Bank Private Wealth Management | Bellevue | WA | 98004 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Heather Jarvis | advisor | U.S. Bank Private Wealth Management | Bellevue | WA | 98004 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Tiffany Koenig | advisor | U.S. Bank Private Wealth Management | Bellevue | WA | 98004 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Beverly Tandy | advisor | U.S. Bank Private Wealth Management | Bellevue | WA | 98004 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Lily Chan | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Thomas Edwards | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Brad Parker | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Boo Song | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Levi Thomas | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Lei Warren | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Eric Warren | advisor | U.S. Bancorp Investments | Seattle | WA | 98101 | Wealth Management Advisor | U.S. Bancorp Investments official advisor locator |
| Jeff Benton | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Richard Blacharski | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Justin Francisco | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Weldon MacDougall | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor Partner | U.S. Bank Private Wealth Management official advisor locator |
Official state rosters — full datasets
Beyond the curated index, 5states' complete producer rosters are live from official public records (704,000+ 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