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 16 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| The Stephen Half Group | advisor | Merrill Lynch Wealth Management | Chicago | IL | 60606 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Millennium Wealth Management Partners | advisor | UBS Financial Services | Northbrook | IL | 60062 | Financial Advisor | UBS Financial Services official advisor locator |
| Hammond, Fay, Bush & Associates | advisor | UBS Financial Services | Northbrook | IL | 60062 | Financial Advisor | UBS Financial Services official advisor locator |
| The Loewenthal Group | advisor | UBS Financial Services | Northbrook | IL | 60062 | Financial Advisor | UBS Financial Services official advisor locator |
| Duncan Financial Group | advisor | UBS Financial Services | Northbrook | IL | 60062 | Financial Advisor | UBS Financial Services official advisor locator |
| Thoms Talbot Wealth Management | advisor | UBS Financial Services | Northbrook | IL | 60062 | Financial Advisor | UBS Financial Services official advisor locator |
| The Barry Wealth Consulting Group | advisor | UBS Financial Services | Chicago | IL | 60606 | Financial Advisor | UBS Financial Services official advisor locator |
| Irwin Wealth Management | advisor | UBS Financial Services | Chicago | IL | 60606 | Financial Advisor | UBS Financial Services official advisor locator |
| Moster McCormick Norwood | advisor | UBS Financial Services | Chicago | IL | 60606 | Financial Advisor | UBS Financial Services official advisor locator |
| The Matles Private Wealth Management Group | advisor | Wells Fargo Advisors | Chicago | IL | 60606 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Timothy Sheehan | advisor | Wells Fargo Advisors | Chicago | IL | 60606 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Showalter McCormick Financial Group | advisor | Wells Fargo Advisors | Chicago | IL | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Northshore Group | advisor | Wells Fargo Advisors | Deerfield | IL | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Chicago Branch of Raymond James | advisor | Raymond James | Chicago | IL | — | Financial Advisor | Raymond James official advisor locator |
| Colleen Walsh — DoubleDiamond Financial Services | advisor | Raymond James | Northbrook | IL | 60062 | Financial Advisor | Raymond James official advisor locator |
| True North Retirement Partners of Raymond James | advisor | Raymond James | Chicago | IL | — | Financial Advisor | Raymond James official advisor locator |
| Sarah A. Lehmer | advisor | Edward Jones | Wilmette | IL | 60091 | Financial Advisor | Edward Jones official advisor locator |
| Krishna Kumar | advisor | Edward Jones | Wilmette | IL | 60091 | Financial Advisor | Edward Jones official advisor locator |
| Donovan Baldridge | advisor | Edward Jones | Lake Forest | IL | 60045 | Financial Advisor | Edward Jones official advisor locator |
| Mike Adams | advisor | Edward Jones | Lake Forest | IL | 60045 | Financial Advisor | Edward Jones official advisor locator |
| Jason T. Gunther | advisor | Edward Jones | Lake Forest | IL | 60045 | Financial Advisor | Edward Jones official advisor locator |
| Vadim Tashlitsky | advisor | Edward Jones | Lake Forest | IL | 60045 | Financial Advisor | Edward Jones official advisor locator |
| Scott A. Verne | advisor | Edward Jones | Highland Park | IL | 60035 | Financial Advisor | Edward Jones official advisor locator |
| The Resnick Group | advisor | J.P. Morgan Wealth Management | Chicago | IL | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| The Tabachnick Oskin Group | advisor | J.P. Morgan Wealth Management | Chicago | IL | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| John A. Ward — The Pogofsky Ward Group | advisor | J.P. Morgan Wealth Management | Chicago | IL | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| McPharlin Cooper Group | advisor | J.P. Morgan Wealth Management | Chicago | IL | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| The Starewich Group | advisor | J.P. Morgan Wealth Management | Chicago | IL | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| The Calandro Group | advisor | Morgan Stanley | Dallas | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Dallas Consulting Group | advisor | Morgan Stanley | Dallas | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Park District Group | advisor | Morgan Stanley | Dallas | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Yonack Group | advisor | Morgan Stanley | Dallas | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| Ricky Fairchild | advisor | Morgan Stanley | Dallas | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Fox Hughes Group | advisor | Morgan Stanley | Southlake | TX | 76092 | Financial Advisor | Morgan Stanley official advisor locator |
| Jamie Ford (Trinity River Wealth Management) | advisor | Morgan Stanley | Southlake | TX | 76092 | Financial Advisor | Morgan Stanley official advisor locator |
| Cindy D. Martinez | advisor | Morgan Stanley | Southlake | TX | 76092 | Financial Advisor | Morgan Stanley official advisor locator |
| The Capital of Texas Group | advisor | Morgan Stanley | Austin | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| Risher Randall Jr. | advisor | Morgan Stanley | Houston | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Stable Oaks Group | advisor | Morgan Stanley | Houston | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| Five Oaks Wealth Management Group | advisor | Morgan Stanley | Houston | TX | — | Financial Advisor | Morgan Stanley official advisor locator |
| McBride & Associates | advisor | Merrill Lynch | Dallas | TX | 75206 | Financial Advisor | Merrill Lynch official advisor locator |
| The Joslin Group | advisor | Merrill Lynch | Dallas | TX | 75206 | Financial Advisor | Merrill Lynch official advisor locator |
| Rhodes, White, Bazan & Associates | advisor | Merrill Lynch | Dallas | TX | 75206 | Financial Advisor | Merrill Lynch official advisor locator |
| Richard Sullins | advisor | Merrill Lynch | Southlake | TX | 76092 | Financial Advisor | Merrill Lynch official advisor locator |
| Price & Associates | advisor | Merrill Lynch | Southlake | TX | 76092 | Financial Advisor | Merrill Lynch official advisor locator |
| Campanello Wealth Management Group | advisor | Merrill Lynch | Southlake | TX | 76092 | Financial Advisor | Merrill Lynch official advisor locator |
| OAKS Wealth Management Group | advisor | Merrill Lynch | Austin | TX | 78746 | Financial Advisor | Merrill Lynch official advisor locator |
| The Mihalick Knight Group | advisor | Merrill Lynch | Austin | TX | 78746 | Financial Advisor | Merrill Lynch official advisor locator |
| Korensky and Associates | advisor | Merrill Lynch | Austin | TX | 78746 | Financial Advisor | Merrill Lynch official advisor locator |
| The Sharpe Group | advisor | Merrill Lynch | Houston | TX | 77056 | Financial Advisor | Merrill Lynch official advisor locator |
| Gentry, Masters & Associates | advisor | Merrill Lynch | Houston | TX | 77056 | Financial Advisor | Merrill Lynch official advisor locator |
| Bertron, Greaser & Associates | advisor | Merrill Lynch | Houston | TX | 77098 | Financial Advisor | Merrill Lynch official advisor locator |
| Executive Financial Advisors | advisor | UBS | Dallas | TX | — | Financial Advisor | UBS official advisor locator |
| Owens & Associates Wealth Management | advisor | UBS | Dallas | TX | — | Financial Advisor | UBS official advisor locator |
| ATX Wealth Partners | advisor | UBS | Austin | TX | — | Financial Advisor | UBS official advisor locator |
| Doug Carroll, CFP | advisor | UBS | Austin | TX | — | Financial Advisor | UBS official advisor locator |
| Signature Wealth Management | advisor | UBS | Houston | TX | 77027 | Financial Advisor | UBS official advisor locator |
| Uptown Wealth Advisors | advisor | UBS | Houston | TX | 77027 | Financial Advisor | UBS official advisor locator |
| Wells Fargo Advisors — Park Cities Branch | advisor | Wells Fargo Advisors | Dallas | TX | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Hallam Financial Consulting Group | advisor | Wells Fargo Advisors | Southlake | TX | 76092 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Schmitz Group | advisor | Wells Fargo Advisors | Southlake | TX | 76092 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Potter Stewart Private Wealth Management Group | advisor | Wells Fargo Advisors | Houston | TX | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Texas Private Wealth Advisors | advisor | Raymond James | Dallas | TX | — | Financial Advisor | Raymond James official advisor locator |
| Sarsfield Wealth Management | advisor | Raymond James | Southlake | TX | — | Financial Advisor | Raymond James official advisor locator |
| Sage Creek Wealth Management | advisor | Raymond James | Austin | TX | — | Financial Advisor | Raymond James official advisor locator |
| Peyton Williams | advisor | Edward Jones | Southlake | TX | 76092 | Financial Advisor | Edward Jones official advisor locator |
| Michael A. Scoma | advisor | Edward Jones | Southlake | TX | 76092 | Financial Advisor | Edward Jones official advisor locator |
| Edith W. Karnes | advisor | Edward Jones | Austin | TX | 78746 | Financial Advisor | Edward Jones official advisor locator |
| Ford B. Thompson | advisor | Edward Jones | Austin | TX | 78746 | Financial Advisor | Edward Jones official advisor locator |
| The BPS Group | advisor | J.P. Morgan Wealth Management | Dallas | TX | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| Graham Partners | advisor | J.P. Morgan Wealth Management | Dallas | TX | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| Joel Tannebaum | advisor | J.P. Morgan Wealth Management | Dallas | TX | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| SGH Group | advisor | J.P. Morgan Wealth Management | Houston | TX | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| Patricia McGinley | advisor | Morgan Stanley | Greenwich | CT | — | Alternative Investments Director | Morgan Stanley official advisor locator |
| Kyle Nolan | advisor | Morgan Stanley | Greenwich | CT | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Waterline Group | advisor | Morgan Stanley | Greenwich | CT | — | Financial Advisor | Morgan Stanley official advisor locator |
| The F.E.D. Wealth Management Group | advisor | Morgan Stanley | Greenwich | CT | — | Financial Advisor | Morgan Stanley official advisor locator |
| The 720 Wealth Management Group | advisor | Morgan Stanley | Greenwich | CT | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Short Hills Group | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Canoe Brook Group | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| David Wurst | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Bell Team | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Metro Group | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| Bruce Fischberg | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Short Hills K2 Group | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| Kenneth Levene | advisor | Morgan Stanley | Short Hills | NJ | — | Financial Advisor | Morgan Stanley official advisor locator |
| Peter E. Davies | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Senior Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Bryce Group | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisors | Merrill Lynch Wealth Management official advisor locator |
| Allen P Lovejoy | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Michael Moskowitz | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Angelone & Berkman Group | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisors | Merrill Lynch Wealth Management official advisor locator |
| Stephen Wolanske | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| William T Whelan | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Edward Laux | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Thomas G. Raymond | advisor | Merrill Lynch Wealth Management | Greenwich | CT | 06830 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Kelley Krant McWilliams | advisor | Merrill Lynch Wealth Management | Westport | CT | 06880 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Steven M Nussbaum | advisor | Merrill Lynch Wealth Management | Westport | CT | 06880 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Nussbaum-Smythe-Romatzick Group | advisor | Merrill Lynch Wealth Management | Westport | CT | 06880 | Financial Advisors | Merrill Lynch Wealth Management official advisor locator |
| The Briskin Group | advisor | Merrill Lynch Wealth Management | Westport | CT | 06880 | Financial Advisors | Merrill Lynch Wealth Management official advisor locator |
| Edward Hynes | advisor | Merrill Lynch Wealth Management | Stamford | CT | 06901 | 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