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 17 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Edward Iannone | advisor | Merrill Lynch Wealth Management | Stamford | CT | 06901 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Sterling Group | advisor | Merrill Lynch Wealth Management | Stamford | CT | — | Financial Advisors | Merrill Lynch Wealth Management official advisor locator |
| The Haertel Group Greenwich Wealth Advisors | advisor | UBS | Greenwich | CT | — | Financial Advisor | UBS official advisor locator |
| H2 Advisors | advisor | UBS | Greenwich | CT | — | Financial Advisor | UBS official advisor locator |
| Errico Partners | advisor | UBS | Greenwich | CT | 06830 | Financial Advisor | UBS official advisor locator |
| Eric Peterson | advisor | UBS | Greenwich | CT | 06830 | Senior Vice President - Wealth Management | UBS official advisor locator |
| The Dolce Group | advisor | UBS | Greenwich | CT | — | Financial Advisor | UBS official advisor locator |
| John "Jay" Ryan | advisor | UBS | Greenwich | CT | — | Financial Advisor | UBS official advisor locator |
| Robert P. Pizzella | advisor | UBS | Greenwich | CT | — | Managing Director, Financial Advisor | UBS official advisor locator |
| MSH Wealth Management | advisor | UBS | Short Hills | NJ | — | Financial Advisor | UBS official advisor locator |
| Kyle D. Smith | advisor | Wells Fargo Advisors | Ridgewood | NJ | 07450 | Senior Financial Advisor, Senior Vice President - Investments | Wells Fargo Advisors official advisor locator |
| Jeffrey Vogel | advisor | Wells Fargo Advisors | Rumson | NJ | 07760 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Michael Lupton | advisor | Wells Fargo Advisors | Short Hills | NJ | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Matthew Cannariato | advisor | Wells Fargo Advisors | Summit | NJ | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| TrueEdge Wealth Management Group of Wells Fargo Advisors | advisor | Wells Fargo Advisors | Short Hills | NJ | 07078 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Rey Financial Group | advisor | Wells Fargo Advisors Financial Network | Short Hills | NJ | — | Financial Advisor | Wells Fargo Advisors Financial Network official advisor locator |
| 1776 Financial Management Group of Wells Fargo Advisors | advisor | Wells Fargo Advisors | Short Hills | NJ | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Dave Piersol | advisor | Edward Jones | Darien | CT | 06820 | Financial Advisor | Edward Jones official advisor locator |
| Joe Miller | advisor | Edward Jones | New Canaan | CT | 06840 | Financial Advisor | Edward Jones official advisor locator |
| Alex Grantcharov | advisor | Edward Jones | New Canaan | CT | 06840 | Financial Advisor | Edward Jones official advisor locator |
| Walter J Janeczek | advisor | Edward Jones | Franklin Lakes | NJ | 07417 | Financial Advisor | Edward Jones official advisor locator |
| Peter R Petronzio | advisor | Edward Jones | Ridgewood | NJ | 07450 | Financial Advisor | Edward Jones official advisor locator |
| Wai Tsin | advisor | Edward Jones | Millburn | NJ | 07041 | Financial Advisor | Edward Jones official advisor locator |
| Wilmot (Bill) D. Lee III - Intrepid Financial Services | advisor | Raymond James Financial Services | Greenwich | CT | 06830 | Financial Advisor | Raymond James Financial Services official advisor locator |
| Matthew Garnett | advisor | Raymond James | Westport | CT | — | Vice President, Investments | Raymond James official advisor locator |
| Craw Financial Management of Raymond James | advisor | Raymond James | Westport | CT | 06880 | Financial Advisor | Raymond James official advisor locator |
| The Wellesley Centre Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Wellesley Hills Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Wellesley Compass Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Wellesley Horizon Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Queally Waxman Angell Wealth Management Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Javaheri Group | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| Mark D. Rosenthal | advisor | Morgan Stanley | Wellesley | MA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Tysons Corner Group | advisor | Morgan Stanley | McLean | VA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Keena Team | advisor | Morgan Stanley | McLean | VA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Monument Group | advisor | Morgan Stanley | McLean | VA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The BMP Group | advisor | Morgan Stanley | McLean | VA | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Geiger Group | advisor | Morgan Stanley | McLean | VA | — | Financial Advisor | Morgan Stanley official advisor locator |
| Stephen Y. Park Group at Morgan Stanley Private Wealth Management | advisor | Morgan Stanley | McLean | VA | — | Private Wealth Management Team | Morgan Stanley official advisor locator |
| The I Street Group | advisor | Morgan Stanley | Washington | DC | — | Financial Advisor | Morgan Stanley official advisor locator |
| The McKee Group | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| McNeil & Tkebuchava Wealth Management Group | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Allan Crudale | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Riedl Group | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Charu Narain | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Wealth Management Advisor | Merrill Lynch Wealth Management official advisor locator |
| Stephen Pelleriti | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| David YC Wang | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Senior Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Breemen McCarthy McKenna & Associates | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Evan Haberman | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Reginald Lamb | advisor | Merrill Lynch Wealth Management | Wellesley Hills | MA | 02481 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The DoCanto Group | advisor | Merrill Lynch Wealth Management | Boston | MA | 02116 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The O&H Group | advisor | Merrill Lynch Wealth Management | Boston | MA | 02116 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Nordell-Rubio Group | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| The Marcus Wealth Management Group | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| The Peters Beck Financial Group | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| The Commonwealth Group at UBS | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| Gillen Investment Group | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| James Fredrick Palumbo | advisor | UBS | McLean | VA | — | Financial Advisor | UBS official advisor locator |
| Atlas Wealth Management | advisor | UBS | Washington | DC | — | Financial Advisor | UBS official advisor locator |
| Massey Jackson Partners | advisor | UBS | Washington | DC | — | Financial Advisor | UBS official advisor locator |
| Seested Partners | advisor | UBS | Washington | DC | 20036 | Financial Advisor | UBS official advisor locator |
| Tysons Wealth Advisors | advisor | Wells Fargo Advisors Financial Network | McLean | VA | — | Financial Advisor | Wells Fargo Advisors Financial Network official advisor locator |
| Howard L. McMillan | advisor | Wells Fargo Advisors | McLean | VA | — | Private Wealth Financial Advisor | Wells Fargo Advisors official advisor locator |
| David A. Ciccone | advisor | Wells Fargo Advisors | McLean | VA | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Bespoke Private Wealth Group | advisor | Wells Fargo Advisors | McLean | VA | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Todd Davis | advisor | Wells Fargo Advisors | McLean | VA | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The District Group of Wells Fargo Advisors | advisor | Wells Fargo Advisors | Washington | DC | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Mark A. Jutkowitz | advisor | Wells Fargo Advisors | Bethesda | MD | — | First Vice President - Investments | Wells Fargo Advisors official advisor locator |
| John Strohman | advisor | Wells Fargo Advisors | Bryn Mawr | PA | 19010 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Washingtonian Group | advisor | J.P. Morgan Wealth Management | Washington | DC | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| Eric Teichberg | advisor | J.P. Morgan Wealth Management | Washington | DC | — | Wealth Partner | J.P. Morgan Wealth Management official advisor locator |
| Rick Schultz | advisor | J.P. Morgan Wealth Management | Washington | DC | — | Wealth Partner | J.P. Morgan Wealth Management official advisor locator |
| Jake Matysek | advisor | J.P. Morgan Wealth Management | Washington | DC | — | Wealth Advisor | J.P. Morgan Wealth Management official advisor locator |
| Lorenzo Ascoli | advisor | Raymond James | Bethesda | MD | 20814 | Managing Director | Raymond James official advisor locator |
| Paul D. Andrews | advisor | Raymond James | Bethesda | MD | 20814 | Private Wealth Advisor | Raymond James official advisor locator |
| Michael Barth | advisor | Raymond James | Bethesda | MD | 20814 | Vice President, Wealth Management | Raymond James official advisor locator |
| William P. Breen III | advisor | Raymond James | Bethesda | MD | 20814 | Financial Advisor | Raymond James official advisor locator |
| Ross Hamilton | advisor | Raymond James | Bethesda | MD | 20814 | Director, Private Wealth Advisor | Raymond James official advisor locator |
| Eric Hanson | advisor | Raymond James | Bethesda | MD | 20814 | Senior Vice President, Wealth Management | Raymond James official advisor locator |
| Matthew A. Grieb | advisor | Raymond James | Washington | DC | 20006 | Financial Advisor | Raymond James official advisor locator |
| J. Yves LaBorde | advisor | Raymond James | Washington | DC | 20006 | Vice President, Investments | Raymond James official advisor locator |
| Brian McPherson | advisor | Raymond James | Washington | DC | 20006 | Senior Vice President, Investments | Raymond James official advisor locator |
| John M. Splain | advisor | Raymond James | Washington | DC | 20006 | Senior Vice President, Investments | Raymond James official advisor locator |
| Mark Wardzinski | advisor | Raymond James | Washington | DC | 20006 | Senior Vice President, Wealth Management | Raymond James official advisor locator |
| Brian M Callery | advisor | Edward Jones | McLean | VA | 22101 | Financial Advisor | Edward Jones official advisor locator |
| Adriana Colback | advisor | Edward Jones | Potomac | MD | 20854 | Financial Advisor | Edward Jones official advisor locator |
| Nick Hasselkus | advisor | Morgan Stanley | Scottsdale | AZ | 85254 | Financial Advisor | Morgan Stanley official advisor locator |
| Carole A Hall | advisor | Morgan Stanley | Scottsdale | AZ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Desert Vantage Group | advisor | Morgan Stanley | Scottsdale | AZ | — | Financial Advisor | Morgan Stanley official advisor locator |
| Pinnacle View Wealth Management Group | advisor | Morgan Stanley | Scottsdale | AZ | — | Financial Advisor | Morgan Stanley official advisor locator |
| Viewpoint Wealth Management Group | advisor | Morgan Stanley | Scottsdale | AZ | — | Financial Advisor | Morgan Stanley official advisor locator |
| John D Burgraff | advisor | Morgan Stanley | Scottsdale | AZ | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Aspen Mountain Group | advisor | Morgan Stanley | Greenwood Village | CO | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Denver Wealth Management Group | advisor | Morgan Stanley | Greenwood Village | CO | — | Financial Advisor | Morgan Stanley official advisor locator |
| Greenwood Wealth Management | advisor | Morgan Stanley | Greenwood Village | CO | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jeff Nelligan | advisor | Morgan Stanley | Greenwood Village | CO | — | Managing Director, Financial Advisor | Morgan Stanley official advisor locator |
| The Boulder Legacy Group | advisor | Morgan Stanley | Boulder | CO | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Nova Ridge Group | advisor | Morgan Stanley | Las Vegas | NV | — | Financial Advisor | Morgan Stanley official advisor locator |
| Echelon Point Wealth Management Group | advisor | Morgan Stanley | Las Vegas | NV | — | Financial Advisor | Morgan Stanley official advisor locator |
| Kyle Townsend | advisor | Morgan Stanley | Las Vegas | NV | — | 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