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 15 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Hughes Walsh & Associates | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Weldon Poole | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Ransohoff, Haeusslein, Fowler, Crist Group | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The GD Group | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Lenz Gilchrist Team | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Zanolli Staubli Group | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Etchegoyhen-Stanley Group | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Edward Hogan | advisor | Merrill (Bank of America) | Palo Alto | CA | 94304 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Hayes Advisory Group | advisor | Merrill (Bank of America) | San Francisco | CA | 94104 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Steven Rocha | advisor | Merrill (Bank of America) | San Francisco | CA | 94104 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Creekside Wealth Management | advisor | UBS | Palo Alto | CA | — | Financial Advisor | UBS official advisor locator |
| Sara Saxe | advisor | UBS | Palo Alto | CA | 94301 | Financial Advisor | UBS official advisor locator |
| Kathleen Snodgrass, CIMA | advisor | UBS | Palo Alto | CA | 94301 | Financial Advisor | UBS official advisor locator |
| The Matthews Oliver Group | advisor | UBS | Palo Alto | CA | 94301 | Financial Advisor | UBS official advisor locator |
| Stephen Rudolph, CFP, CEPA | advisor | UBS | Menlo Park | CA | 94025 | Financial Advisor | UBS official advisor locator |
| Vallis Advisors | advisor | UBS | San Francisco | CA | 94104 | Financial Advisor | UBS official advisor locator |
| Aquitaine Wealth Management | advisor | UBS | San Francisco | CA | 94104 | Financial Advisor | UBS official advisor locator |
| 12 Under Wealth Advisors | advisor | UBS | San Francisco | CA | 94104 | Financial Advisor | UBS official advisor locator |
| Nelson Merlo Wealth Management | advisor | Wells Fargo | Palo Alto | CA | 94301 | Financial Advisor | Wells Fargo official advisor locator |
| Kevin O'Regan | advisor | Wells Fargo | Palo Alto | CA | — | Financial Advisor | Wells Fargo official advisor locator |
| Daniel Lind | advisor | Wells Fargo | Palo Alto | CA | — | Financial Advisor | Wells Fargo official advisor locator |
| Robert Gardner | advisor | Wells Fargo | Palo Alto | CA | — | Financial Advisor | Wells Fargo official advisor locator |
| Kenny Merlo | advisor | Wells Fargo | Menlo Park | CA | 94025 | Financial Advisor | Wells Fargo official advisor locator |
| Aaron Chung, CRPC | advisor | Edward Jones | Los Altos | CA | — | Financial Advisor | Edward Jones official advisor locator |
| Andrew S Castro, CFP | advisor | Edward Jones | Menlo Park | CA | 94025 | Financial Advisor | Edward Jones official advisor locator |
| Hanneke R Finones | advisor | Edward Jones | Burlingame | CA | 94010 | Financial Advisor | Edward Jones official advisor locator |
| Phases Financial Group | advisor | Raymond James | Palo Alto | CA | — | Financial Advisor | Raymond James official advisor locator |
| Addison Avenue Investment Services | advisor | Raymond James | Palo Alto | CA | — | Financial Advisor | Raymond James official advisor locator |
| Mark Beach | advisor | J.P. Morgan | Palo Alto | CA | 94306 | Financial Advisor | J.P. Morgan official advisor locator |
| The JMT Group | advisor | J.P. Morgan | Palo Alto | CA | 94306 | Financial Advisor | J.P. Morgan official advisor locator |
| Reynolds Ospina (Coastline Partners) | advisor | J.P. Morgan | Palo Alto | CA | 94306 | Financial Advisor | J.P. Morgan official advisor locator |
| Aaron Nichols | advisor | J.P. Morgan | Palo Alto | CA | 94306 | Financial Advisor | J.P. Morgan official advisor locator |
| The Alta Group | advisor | J.P. Morgan | San Francisco | CA | 94111 | Financial Advisor | J.P. Morgan official advisor locator |
| The Fairchester Group | advisor | Morgan Stanley | Greenwich | CT | 06830 | Financial Advisor | Morgan Stanley official advisor locator |
| Rebecca E. Lilly | advisor | Morgan Stanley | Greenwich | CT | 06830 | Financial Advisor | Morgan Stanley official advisor locator |
| Greenwich Soundview Group | advisor | Morgan Stanley | Greenwich | CT | 06830 | Financial Advisor | Morgan Stanley official advisor locator |
| Reilly/Reilly Group | advisor | Morgan Stanley | Greenwich | CT | 06830 | Financial Advisor | Morgan Stanley official advisor locator |
| The Centre Harbour Group | advisor | Morgan Stanley | Greenwich | CT | 06830 | Financial Advisor | Morgan Stanley official advisor locator |
| The BLT Park Avenue Group | advisor | Morgan Stanley | New York | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Park Avenue - Palm Beach Group | advisor | Morgan Stanley | New York | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Kline Zemachson Richman Group | advisor | Morgan Stanley | New York | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| Soundview Legacy Group | advisor | Morgan Stanley | Purchase | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Westchester Highridge Group | advisor | Morgan Stanley | Purchase | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Westchester Group | advisor | Morgan Stanley | Purchase | NY | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jonathan Wolfe | advisor | Merrill (Bank of America) | Greenwich | CT | 06830 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Greenwich Wealth Partners | advisor | Merrill (Bank of America) | Greenwich | CT | 06830 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Thomas Raymond | advisor | Merrill (Bank of America) | Greenwich | CT | 06830 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Robert Goughary | advisor | Merrill (Bank of America) | Greenwich | CT | 06830 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Olivieri Group | advisor | Merrill (Bank of America) | Greenwich | CT | 06830 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Gray Wealth Management Group | advisor | Merrill (Bank of America) | Southampton | NY | 11968 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Hackett Group | advisor | Merrill (Bank of America) | Southampton | NY | 11968 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Eckart Wealth Management Group | advisor | Merrill (Bank of America) | Southampton | NY | 11968 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Martorana Mallgraf Group | advisor | Merrill (Bank of America) | Southampton | NY | 11968 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| New York International Group | advisor | Merrill (Bank of America) | New York | NY | 10281 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Ryan Group | advisor | Merrill (Bank of America) | New York | NY | 10281 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Gorman Group | advisor | Merrill (Bank of America) | White Plains | NY | 10601 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| The Quan Wright Wealth Management Group | advisor | Merrill (Bank of America) | New York | NY | 10019 | Financial Advisor | Merrill (Bank of America) official advisor locator |
| Alignment Partners | advisor | UBS | New York | NY | — | Financial Advisor | UBS official advisor locator |
| Hollenbaugh, Rukeyser, Safro & Williams | advisor | UBS | New York | NY | — | Financial Advisor | UBS official advisor locator |
| The Coutant Group | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| Gold Coast Investment Group | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| Soundview Wealth Management | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| Polaris Wealth Management | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| The Forlini Group | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| Dios Wealth Management | advisor | UBS | Southampton | NY | 11968 | Financial Advisor | UBS official advisor locator |
| Diesing/DeGroot/O'Malley Wealth Management | advisor | UBS | Southampton | NY | 11968 | Financial Advisor | UBS official advisor locator |
| Roy Cashion III | advisor | UBS | Southampton | NY | 11968 | Financial Advisor | UBS official advisor locator |
| Judah Stoller | advisor | Wells Fargo | New York | NY | 10022 | Financial Advisor | Wells Fargo official advisor locator |
| Thomas Belden | advisor | Wells Fargo | New York | NY | 10153 | Financial Advisor | Wells Fargo official advisor locator |
| Paul Bozsik | advisor | Wells Fargo | Southampton | NY | 11968 | Financial Advisor | Wells Fargo official advisor locator |
| Vaughn Childre | advisor | Edward Jones | Scarsdale | NY | 10583 | Financial Advisor | Edward Jones official advisor locator |
| Michael T. Sheridan | advisor | Edward Jones | Bronxville | NY | 10708 | Financial Advisor | Edward Jones official advisor locator |
| Michael C. Gomberg | advisor | Edward Jones | Bridgehampton | NY | 11932 | Financial Advisor | Edward Jones official advisor locator |
| Tempus Advisors | advisor | Raymond James | Greenwich | CT | — | Financial Advisor | Raymond James official advisor locator |
| Intrepid Financial Services | advisor | Raymond James | Greenwich | CT | — | Financial Advisor | Raymond James official advisor locator |
| Gilman Private Wealth | advisor | J.P. Morgan | New York | NY | — | Financial Advisor | J.P. Morgan official advisor locator |
| Maybach Partners | advisor | J.P. Morgan | New York | NY | — | Financial Advisor | J.P. Morgan official advisor locator |
| The G Wealth Management Group | advisor | J.P. Morgan | New York | NY | — | Financial Advisor | J.P. Morgan official advisor locator |
| Ruben Torres | advisor | J.P. Morgan | New York | NY | — | Financial Advisor | J.P. Morgan official advisor locator |
| The Lake Forest Group | advisor | Morgan Stanley | Lake Forest | IL | 60045 | Financial Advisor | Morgan Stanley official advisor locator |
| William Douglass | advisor | Morgan Stanley | Lake Forest | IL | 60045 | Financial Advisor | Morgan Stanley official advisor locator |
| Glenn G. Arnold | advisor | Morgan Stanley | Lake Forest | IL | 60045 | Financial Advisor | Morgan Stanley official advisor locator |
| The Market Square Group | advisor | Morgan Stanley | Lake Forest | IL | 60045 | Financial Advisor | Morgan Stanley official advisor locator |
| The Deerpath Group | advisor | Morgan Stanley | Lake Forest | IL | 60045 | Financial Advisor | Morgan Stanley official advisor locator |
| The 92nd Group (Private Wealth Management) | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Patterson and Patterson (Private Wealth Management) | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Chicago Tower Group | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Chicago Cornerstone Group | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| One Point Wealth Management Group | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| 233 Wealth Management Group | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Song-Pegg Group | advisor | Morgan Stanley | Chicago | IL | — | Financial Advisor | Morgan Stanley official advisor locator |
| Gorman, Haas, Lillard and Rice Group | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Timothy Womack | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Klein Wealth Management Group | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Glasgow, Cahan, Haussermann & Associates | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Rosenthal Nimrod Kassner Cohen Group | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Porter Group | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| LPF & Associates | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Gelb Retirement & Advisory Team | advisor | Merrill Lynch Wealth Management | Northbrook | IL | 60062 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Scandariato Group | advisor | Merrill Lynch Wealth Management | Chicago | IL | 60606 | Financial Advisor | Merrill Lynch 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