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 18 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Clark, Mejia & Associates | advisor | Merrill Lynch Wealth Management | Scottsdale | AZ | 85254 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| William Fusco | advisor | Merrill Lynch Wealth Management | Scottsdale | AZ | 85254 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Steven P. Gillan | advisor | Merrill Lynch Wealth Management | Scottsdale | AZ | 85254 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The MDE Team | advisor | Merrill Lynch Wealth Management | Scottsdale | AZ | 85254 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Drew W Keilen | advisor | Merrill Lynch Wealth Management | Scottsdale | AZ | 85255 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| LTW Wealth Management Group | advisor | Merrill Lynch Wealth Management | Greenwood Village | CO | 80111 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Sandra Conroy | advisor | Merrill Lynch Wealth Management | Greenwood Village | CO | 80111 | Wealth Management Advisor | Merrill Lynch Wealth Management official advisor locator |
| David Bostwick | advisor | Merrill Lynch Wealth Management | Greenwood Village | CO | 80111 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Mullen Group | advisor | Merrill Lynch Wealth Management | Greenwood Village | CO | 80111 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Pickering Group | advisor | Merrill Lynch Wealth Management | Las Vegas | NV | 89145 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Marina Linton | advisor | Merrill Lynch Wealth Management | Las Vegas | NV | 89145 | Vice President, Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Highline Wealth Management | advisor | UBS | Denver | CO | 80237 | Financial Advisor | UBS official advisor locator |
| Four Pillars Wealth Management | advisor | UBS | Denver | CO | — | Financial Advisor | UBS official advisor locator |
| Atlas Financial Group | advisor | UBS | Denver | CO | 80237 | Financial Advisor | UBS official advisor locator |
| Denver Wealth Consulting Group | advisor | UBS | Denver | CO | — | Financial Advisor | UBS official advisor locator |
| Enduring Wealth Partners | advisor | UBS | Denver | CO | — | Financial Advisor | UBS official advisor locator |
| MPI Wealth Management | advisor | UBS | Las Vegas | NV | 89135 | Financial Advisor | UBS official advisor locator |
| Ethos Wealth Advisors | advisor | UBS | Las Vegas | NV | — | Financial Advisor | UBS official advisor locator |
| Scott Chamberlain | advisor | UBS | Las Vegas | NV | — | Financial Advisor | UBS official advisor locator |
| VAULT Wealth Management Partners | advisor | UBS | Scottsdale | AZ | — | Financial Advisor | UBS official advisor locator |
| Grant Financial Group | advisor | Wells Fargo Advisors | Scottsdale | AZ | 85258 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Steven K Lewis | advisor | Wells Fargo Advisors | Scottsdale | AZ | 85251 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Source Private Wealth Group | advisor | Wells Fargo Advisors | Scottsdale | AZ | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Bishop Smith Wealth Management Group | advisor | Wells Fargo Advisors | Greenwood Village | CO | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Mike Matthews | advisor | Wells Fargo Advisors | Greenwood Village | CO | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Nathan Vandas | advisor | Wells Fargo Advisors | Greenwood Village | CO | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Michael Webb | advisor | Wells Fargo Advisors | Henderson | NV | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Daniel Rosengarten | advisor | Wells Fargo Advisors | Henderson | NV | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Matthew Bees | advisor | Wells Fargo Advisors | Las Vegas | NV | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Christopher E. O'Connor | advisor | Raymond James | Aspen | CO | — | Financial Advisor, CFP | Raymond James official advisor locator |
| Jeffrey Sgroi | advisor | Raymond James | Aspen | CO | — | Financial Advisor | Raymond James official advisor locator |
| Cornerstone Financial Consulting | advisor | Raymond James | Scottsdale | AZ | — | Financial Advisor | Raymond James official advisor locator |
| Core 4 Wealth Management | advisor | Raymond James | Scottsdale | AZ | — | Financial Advisor | Raymond James official advisor locator |
| Rachel Goodman | advisor | Edward Jones | Castle Pines | CO | 80108 | Financial Advisor | Edward Jones official advisor locator |
| Leah K Dominguez | advisor | Edward Jones | Scottsdale | AZ | 85253 | Financial Advisor | Edward Jones official advisor locator |
| Jacob Sinderman | advisor | Edward Jones | Greenwood Village | CO | — | Financial Advisor | Edward Jones official advisor locator |
| Jeff Bjornebo | advisor | Edward Jones | Greenwood Village | CO | — | Financial Advisor | Edward Jones official advisor locator |
| Sally A Fischer | advisor | Edward Jones | Boulder | CO | 80302 | Financial Advisor | Edward Jones official advisor locator |
| Thomas H. Steele | advisor | Morgan Stanley | Atlanta | GA | — | Financial Advisor, Portfolio Manager | Morgan Stanley official advisor locator |
| The Avalon Group | advisor | Morgan Stanley | Alpharetta | GA | — | Financial Advisor | Morgan Stanley official advisor locator |
| Dan Singletary | advisor | Morgan Stanley | Charlotte | NC | — | Financial Advisor | Morgan Stanley official advisor locator |
| Chandler King | advisor | Morgan Stanley | Charlotte | NC | — | Financial Advisor | Morgan Stanley official advisor locator |
| Timothy Ellis | advisor | Morgan Stanley | Raleigh | NC | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Orchid Group | advisor | Morgan Stanley | Chapel Hill | NC | — | Financial Advisor | Morgan Stanley official advisor locator |
| The 615 Group | advisor | Morgan Stanley | Franklin | TN | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Acklen Park Group | advisor | Morgan Stanley | Nashville | TN | — | Financial Advisor | Morgan Stanley official advisor locator |
| David L. Halpern | advisor | Merrill Lynch Wealth Management | Atlanta | GA | 30326 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Carla Wright | advisor | Merrill Lynch Wealth Management | Atlanta | GA | 30326 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Gardner Mobley & Associates | advisor | Merrill Lynch Wealth Management | Atlanta | GA | — | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Rutherford Group | advisor | Merrill Lynch Wealth Management | Charlotte | NC | 28210 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Cichan Group | advisor | Merrill Lynch Wealth Management | Charlotte | NC | 28210 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Thomas Group | advisor | Merrill Lynch Wealth Management | Raleigh | NC | 27609 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Clark-Combs Group | advisor | Merrill Lynch Wealth Management | Chapel Hill | NC | 27517 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Michaelson & Associates | advisor | Merrill Lynch Wealth Management | Brentwood | TN | 37027 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The STEM Group | advisor | Merrill Lynch Wealth Management | Brentwood | TN | 37027 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Tara Carlson | advisor | Merrill Lynch Wealth Management | Franklin | TN | 37067 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Compass Financial Advisors | advisor | UBS | Atlanta | GA | 30328 | Financial Advisor | UBS official advisor locator |
| Richard Rand | advisor | UBS | Chapel Hill | NC | 27517 | Wealth Advisor | UBS official advisor locator |
| Rankin Wealth Management | advisor | UBS | Charlotte | NC | — | Financial Advisor | UBS official advisor locator |
| Hatteras Wealth Management Group | advisor | UBS | Charlotte | NC | — | Financial Advisor | UBS official advisor locator |
| SSG Wealth Management | advisor | UBS | Raleigh | NC | — | Financial Advisor | UBS official advisor locator |
| The Wallace Group | advisor | UBS | Nashville | TN | 37203 | Financial Advisor | UBS official advisor locator |
| Obolensky & Long Wealth Management Group | advisor | UBS | Franklin | TN | 37067 | Financial Advisor | UBS official advisor locator |
| Jamie Klinnert | advisor | Wells Fargo Advisors | Alpharetta | GA | 30009 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Tryon Private Wealth Group | advisor | Wells Fargo Advisors | Charlotte | NC | 28202 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Oliver Private Wealth Management Group | advisor | Wells Fargo Advisors | Charlotte | NC | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Dennis Cody | advisor | Wells Fargo Advisors | Raleigh | NC | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Stephen Fry | advisor | Wells Fargo Advisors | Raleigh | NC | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Hugh Sloan | advisor | Wells Fargo Advisors | Brentwood | TN | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Gary Jameson | advisor | Wells Fargo Advisors | Brentwood | TN | — | Senior Vice President - Investment Officer | Wells Fargo Advisors official advisor locator |
| Sam Garrard | advisor | Wells Fargo Advisors | Franklin | TN | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Jennie Stipick | advisor | Edward Jones | Sandy Springs | GA | — | Financial Advisor | Edward Jones official advisor locator |
| Michael Abraham | advisor | Edward Jones | Sandy Springs | GA | — | Financial Advisor | Edward Jones official advisor locator |
| Johnaustin J Chapman | advisor | Edward Jones | Chapel Hill | NC | 27514 | Financial Advisor | Edward Jones official advisor locator |
| Pat Phelan | advisor | Edward Jones | Chapel Hill | NC | 27514 | Financial Advisor | Edward Jones official advisor locator |
| Steve Fordham | advisor | Edward Jones | Raleigh | NC | — | Financial Advisor | Edward Jones official advisor locator |
| David M Upshaw | advisor | Edward Jones | Brentwood | TN | 37027 | Financial Advisor | Edward Jones official advisor locator |
| Andrew Fowler | advisor | Raymond James | Nashville | TN | — | Senior Vice President, Investments, Managing Director | Raymond James official advisor locator |
| Darryl W. Thompson Jr. | advisor | Raymond James | Nashville | TN | — | Senior Vice President, Investments | Raymond James official advisor locator |
| Anderson Advisory Group | advisor | Raymond James | Chapel Hill | NC | 27517 | Financial Advisor | Raymond James official advisor locator |
| Legacy Planning Partners | advisor | Raymond James | Brentwood | TN | — | Financial Advisor | Raymond James official advisor locator |
| Williams Hunter Wealth Group | advisor | Raymond James | Brentwood | TN | — | Financial Advisor | Raymond James official advisor locator |
| The Rottner Group | advisor | J.P. Morgan Wealth Management | Atlanta | GA | — | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| Dontrelle Inman | advisor | J.P. Morgan Wealth Management | Atlanta | GA | — | Wealth Advisor | J.P. Morgan Wealth Management official advisor locator |
| The O'Callaghan Thomas Group | advisor | J.P. Morgan Wealth Management | Nashville | TN | 37203 | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| The Ament Group | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Wayzata Bay Group | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Fernhill Group | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| North Anchor Group | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jim Brennan | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| R. Frank Stains | advisor | Morgan Stanley | Wayzata | MN | — | Financial Advisor | Morgan Stanley official advisor locator |
| Boyd Wealth Management Group | advisor | Merrill Lynch Wealth Management | Wayzata | MN | 55391 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Oslund Kane Wealth Management | advisor | Merrill Lynch Wealth Management | Wayzata | MN | 55391 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Denise G Froehlich | advisor | Merrill Lynch Wealth Management | Wayzata | MN | 55391 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Thomas Van De Walker | advisor | Merrill Lynch Wealth Management | Wayzata | MN | 55391 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Larry Mathison | advisor | Merrill Lynch Wealth Management | Wayzata | MN | 55391 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Panava Partners | advisor | UBS | Wayzata | MN | — | Financial Advisor | UBS official advisor locator |
| K & L Wealth Management | advisor | UBS | Minneapolis | MN | — | Financial Advisor | UBS official advisor locator |
| Lake Street Private Wealth | advisor | UBS | Wayzata | MN | — | Financial Advisor | UBS official advisor locator |
| Kenefick Bolstad Kottke Wealth Management | advisor | UBS | Wayzata | MN | — | Financial Advisor | UBS 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