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 14 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| David Stanley | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor | U.S. Bank Private Wealth Management official advisor locator |
| Chad Wall | advisor | U.S. Bank Private Wealth Management | Seattle | WA | 98101 | Private Wealth Advisor, Managing Director | U.S. Bank Private Wealth Management official advisor locator |
| Myla Causing, MBA, CMFC | advisor | LPL Financial | Seattle | WA | 98109 | Financial Advisor | LPL Financial official advisor locator |
| Morgan Stanley Beverly Hills Branch | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| Keith D. Ameling | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| Chris Kenney | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| Stephen H. Davis | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| Signature West Group | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| The Beverly Hills Legacy Group | advisor | Morgan Stanley | Beverly Hills | CA | 90212 | Financial Advisor | Morgan Stanley official advisor locator |
| UBS Beverly Hills Branch | advisor | UBS | Beverly Hills | CA | 90212 | Financial Advisor | UBS official advisor locator |
| UBS Century City Branch | advisor | UBS | Los Angeles (Century City) | CA | 90067 | Financial Advisor | UBS official advisor locator |
| Ascend Wealth Partners | advisor | UBS | Beverly Hills | CA | 90212 | Financial Advisor | UBS official advisor locator |
| Rodeo Wealth Management | advisor | UBS | Beverly Hills | CA | 90212 | Financial Advisor | UBS official advisor locator |
| Cohen Wealth Management (Chad D. Cohen) | advisor | UBS | Beverly Hills | CA | 90212 | Financial Advisor | UBS official advisor locator |
| Merrill Beverly Hills Office | advisor | Merrill (Bank of America) | Beverly Hills | CA | 90212 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Merrill Century City Office | advisor | Merrill (Bank of America) | Los Angeles (Century City) | CA | 90067 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Jeffrey Rush | advisor | Merrill (Bank of America) | Los Angeles (Century City) | CA | 90067 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Goldman Sachs Private Wealth Management — Los Angeles | advisor | Goldman Sachs | Los Angeles (Century City) | CA | 90067 | Financial Advisor | Goldman Sachs official advisor locator |
| J.P. Morgan Wealth Partners — Century City | advisor | J.P. Morgan | Los Angeles (Century City) | CA | 90067 | Financial Advisor | J.P. Morgan official advisor locator |
| Keith Webster | advisor | J.P. Morgan | Los Angeles (Century City) | CA | 90067 | Financial Advisor | J.P. Morgan official advisor locator |
| Howard S. Rowen | advisor | J.P. Morgan | Los Angeles (Century City) | CA | 90067 | Financial Advisor | J.P. Morgan official advisor locator |
| Matthew L. Hall | advisor | J.P. Morgan | Los Angeles (Century City) | CA | 90067 | Financial Advisor | J.P. Morgan official advisor locator |
| The Bessey Group | advisor | J.P. Morgan | Los Angeles (Century City) | CA | 90067 | Financial Advisor | J.P. Morgan official advisor locator |
| Wells Fargo Advisors Beverly Hills Branch | advisor | Wells Fargo | Beverly Hills | CA | 90210 | Financial Advisor | Wells Fargo official advisor locator |
| Kevin Laursen | advisor | Wells Fargo | Beverly Hills | CA | 90210 | Financial Advisor | Wells Fargo official advisor locator |
| David Trent | advisor | Wells Fargo | Beverly Hills | CA | 90210 | Financial Advisor | Wells Fargo official advisor locator |
| Vincent MacNguyen | advisor | Wells Fargo | Beverly Hills | CA | 90210 | Financial Advisor | Wells Fargo official advisor locator |
| Raymond James Beverly Hills Branch | advisor | Raymond James | Beverly Hills | CA | 90212 | Financial Advisor | Raymond James official advisor locator |
| 130 Global of Raymond James | advisor | Raymond James | Beverly Hills | CA | 90212 | Financial Advisor | Raymond James official advisor locator |
| Global Wealth Solutions Group of Raymond James (Lisa Detanna) | advisor | Raymond James | Beverly Hills | CA | 90212 | Financial Advisor | Raymond James official advisor locator |
| Edward Jones — Beverly Hills | advisor | Edward Jones | Beverly Hills | CA | 90211 | Financial Advisor | Edward Jones official advisor locator |
| Charles Schwab — Century City Branch | advisor | Charles Schwab | Los Angeles (Century City) | CA | 90067 | Financial Advisor | Charles Schwab official advisor locator |
| Charles Schwab — Beverly Hills Branch | advisor | Charles Schwab | Beverly Hills | CA | 90212 | Financial Advisor | Charles Schwab official advisor locator |
| Northwestern Mutual — West Los Angeles Office | advisor | Northwestern Mutual | Los Angeles (West LA) | CA | 90025 | Financial Advisor | Northwestern Mutual official advisor locator |
| The Schultz Group | advisor | Morgan Stanley | Miami Beach | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The LaGorce Group | advisor | Morgan Stanley | Miami Beach | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Busot Group | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Brett Cohen | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Modesto Mora | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Miller-Miller Group | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Carlin Wealth Management | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Keys Bay Group | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Longview Horizon Group | advisor | Morgan Stanley | Coral Gables | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Pampas Group | advisor | Morgan Stanley | Miami | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Arriola Group | advisor | Morgan Stanley | Miami | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Miami Legacy Group | advisor | Morgan Stanley | Miami | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Oliva, Rivero & Fava | advisor | Morgan Stanley | Miami | FL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The JET Group | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Bastidas, Jackson, Sanz & Associates | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| G and H Team | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Corrigan Fine Group | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Bielfield Moskowits Group | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Weintraub Adessi Group | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Moya-Gonzalez & Associates | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Julio G. Mendoza | advisor | Merrill (Bank of America) | Coral Gables | FL | 33134 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Ramirez, Beyhaut & Associates | advisor | Merrill (Bank of America) | Miami | FL | 33131 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The King Group | advisor | Merrill (Bank of America) | Aventura | FL | 33180 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Caso, McDonell & Associates | advisor | Merrill (Bank of America) | Aventura | FL | 33180 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Biscayne Wealth Management | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Gold Wealth Management Group | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Bridgelane Wealth Management | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Segal Sanchez Wealth Management | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Omega Wealth Management | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| FGG Wealth Management | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Reilley & Coroalles Wealth Management Group | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| AMD Wealth Partners | advisor | UBS | Miami | FL | — | Financial Advisor | UBS official advisor locator |
| Tidal Wealth Partners | advisor | UBS | Coral Gables | FL | 33134 | Financial Advisor | UBS official advisor locator |
| The Schaefer-Hanamura Group | advisor | UBS | Coral Gables | FL | 33134 | Financial Advisor | UBS official advisor locator |
| WMB Group | advisor | UBS | Coral Gables | FL | 33134 | Financial Advisor | UBS official advisor locator |
| Integra Partners | advisor | UBS | Coral Gables | FL | 33134 | Financial Advisor | UBS official advisor locator |
| Anthony F. Petisco | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Michael Troncoso | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Alberto Torres | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Juan Sanchez | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Andres Montes De Oca | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Alejandro Fernandez | advisor | Wells Fargo | Coral Gables | FL | 33134 | Financial Advisor | Wells Fargo official advisor locator |
| Nancy Green | advisor | Wells Fargo | Coral Gables | FL | — | Financial Advisor | Wells Fargo official advisor locator |
| Miami Branch of Raymond James | advisor | Raymond James | Coral Gables | FL | 33134 | Financial Advisor | Raymond James official advisor locator |
| The Gables Legacy Group | advisor | Raymond James | Miami | FL | — | Financial Advisor | Raymond James official advisor locator |
| Lamchick Financial Group | advisor | Raymond James | Coral Gables | FL | — | Financial Advisor | Raymond James official advisor locator |
| Mariano Perez | advisor | Edward Jones | Coral Gables | FL | 33134 | Financial Advisor | Edward Jones official advisor locator |
| Alex Venot | advisor | Edward Jones | Coral Gables | FL | 33134 | Financial Advisor | Edward Jones official advisor locator |
| Nicolas Eterovic | advisor | Edward Jones | Coral Gables | FL | 33134 | Financial Advisor | Edward Jones official advisor locator |
| Adam Dekel | advisor | Edward Jones | Miami | FL | — | Financial Advisor | Edward Jones official advisor locator |
| The M2 Group | advisor | J.P. Morgan | Miami | FL | — | Financial Advisor | J.P. Morgan official advisor locator |
| Christian Parfit (The Churchill Group) | advisor | J.P. Morgan | Miami | FL | — | Financial Advisor | J.P. Morgan official advisor locator |
| Rafael Urquidi (The Churchill Group) | advisor | J.P. Morgan | Miami | FL | — | Financial Advisor | J.P. Morgan official advisor locator |
| The Akselrad Gupta Group | advisor | J.P. Morgan | Miami | FL | — | Financial Advisor | J.P. Morgan official advisor locator |
| Andy Chase | advisor | Morgan Stanley | Menlo Park | CA | 94025 | Financial Advisor | Morgan Stanley official advisor locator |
| Emmanuel Dounias | advisor | Morgan Stanley | Menlo Park | CA | 94025 | Financial Advisor | Morgan Stanley official advisor locator |
| Cornerstone Group Silicon Valley | advisor | Morgan Stanley | Menlo Park | CA | 94025 | Financial Advisor | Morgan Stanley official advisor locator |
| The Martinez Group | advisor | Morgan Stanley | Menlo Park | CA | 94025 | Financial Advisor | Morgan Stanley official advisor locator |
| Ken K W Lau | advisor | Morgan Stanley | Menlo Park | CA | 94025 | Financial Advisor | Morgan Stanley official advisor locator |
| The Palo Alto Group | advisor | Morgan Stanley | Palo Alto | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| SV Palo Alto Group | advisor | Morgan Stanley | Palo Alto | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Blue Chord Group | advisor | Morgan Stanley | Palo Alto | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| William A Michaelsen | advisor | Morgan Stanley | Palo Alto | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The San Francisco Wealth Management Group | advisor | Morgan Stanley | San Francisco | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The SF Summit Group | advisor | Morgan Stanley | San Francisco | CA | — | Financial Advisor | Morgan Stanley official advisor locator |
| San Francisco Elements Group | advisor | Morgan Stanley | San Francisco | CA | — | Financial Advisor | Morgan Stanley 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