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 19 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Brett Klang | advisor | Wells Fargo Advisors | Wayzata | MN | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Seth Koestler | advisor | Wells Fargo Advisors | Wayzata | MN | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Paul Collins | advisor | Wells Fargo Advisors | Wayzata | MN | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Brian J. Schwartz | advisor | Raymond James | Wayzata | MN | — | Financial Advisor | Raymond James official advisor locator |
| Main Street Wealth Management of Raymond James | advisor | Raymond James | Edina | MN | — | Financial Advisor | Raymond James official advisor locator |
| Tony Kieffer | advisor | Edward Jones | Wayzata | MN | 55391 | Financial Advisor | Edward Jones official advisor locator |
| Ahndi Fridell | advisor | Edward Jones | Edina | MN | 55435 | Financial Advisor | Edward Jones official advisor locator |
| Brian W Benz | advisor | Edward Jones | Edina | MN | 55435 | Financial Advisor | Edward Jones official advisor locator |
| MKE Group | advisor | Morgan Stanley | Milwaukee | WI | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Water View Group | advisor | Morgan Stanley | Mequon | WI | — | Financial Advisor | Morgan Stanley official advisor locator |
| Michael D. Thometz | advisor | Morgan Stanley | Mequon | WI | — | Financial Advisor | Morgan Stanley official advisor locator |
| Steven J Indermuehle | advisor | Morgan Stanley | Mequon | WI | — | Financial Advisor | Morgan Stanley official advisor locator |
| David R. Bier | advisor | Merrill Lynch Wealth Management | Milwaukee | WI | 53202 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Shane M. Evans | advisor | Merrill Lynch Wealth Management | Milwaukee | WI | 53202 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Group PMP | advisor | Merrill Lynch Wealth Management | Milwaukee | WI | 53202 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Stoka Financial Group | advisor | UBS | Milwaukee | WI | — | Financial Advisor | UBS official advisor locator |
| Jerry Gold | advisor | Wells Fargo Advisors | Mequon | WI | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| David A. Gwidt | advisor | Wells Fargo Advisors | Mequon | WI | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Steven P. Meyer | advisor | Wells Fargo Advisors | Milwaukee | WI | 53202 | Senior Vice President - Investments | Wells Fargo Advisors official advisor locator |
| The Diel-Mahoney Private Wealth Management Group | advisor | Wells Fargo Advisors | Milwaukee | WI | 53202 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Jack Simpson | advisor | Raymond James | Milwaukee | WI | 53202 | Financial Advisor | Raymond James official advisor locator |
| Vincent Ferreira | advisor | Edward Jones | Whitefish Bay | WI | 53217 | Financial Advisor | Edward Jones official advisor locator |
| Phillip B Berge | advisor | Edward Jones | Whitefish Bay | WI | 53217 | Financial Advisor | Edward Jones official advisor locator |
| Birmingham Wealth Management | advisor | Morgan Stanley | Birmingham | MI | — | Financial Advisor | Morgan Stanley official advisor locator |
| GCC Group | advisor | Morgan Stanley | Bloomfield Hills | MI | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Stillwagon Group | advisor | Morgan Stanley | Bloomfield Hills | MI | — | Financial Advisor | Morgan Stanley official advisor locator |
| David J. Aquilina | advisor | Morgan Stanley | Bloomfield Hills | MI | — | Financial Advisor | Morgan Stanley official advisor locator |
| AMDG Wealth Management | advisor | Merrill Lynch Wealth Management | Bloomfield Hills | MI | 48304 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The BDGSW Group | advisor | Merrill Lynch Wealth Management | Bloomfield Hills | MI | 48304 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Spickler Wealth Management Group | advisor | Merrill Lynch Wealth Management | Bloomfield Hills | MI | 48304 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Anthony Simon | advisor | Merrill Lynch Wealth Management | Bloomfield Hills | MI | 48304 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Succession Wealth Partners | advisor | UBS | Birmingham | MI | 48009 | Financial Advisor | UBS official advisor locator |
| 88 Peaks Advisory | advisor | UBS | Birmingham | MI | 48009 | Financial Advisor | UBS official advisor locator |
| Shaw Miller Wealth Management Group | advisor | UBS | Birmingham | MI | — | Financial Advisor | UBS official advisor locator |
| William Burke | advisor | Wells Fargo Advisors | Birmingham | MI | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| The Riga Group | advisor | Wells Fargo Advisors | Birmingham | MI | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Stephen K Zink | advisor | Raymond James | Birmingham | MI | — | Financial Advisor | Raymond James official advisor locator |
| Michael T Wharton | advisor | Edward Jones | Grosse Pointe | MI | 48230 | Financial Advisor | Edward Jones official advisor locator |
| Joe Bloxsom | advisor | Edward Jones | Grosse Pointe Woods | MI | 48236 | Financial Advisor | Edward Jones official advisor locator |
| James Bishop | advisor | Morgan Stanley | Columbus | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| Dean Schockling | advisor | Morgan Stanley | Columbus | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| Thomas E Kahle | advisor | Morgan Stanley | Columbus | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| The ONE Columbus Group | advisor | Morgan Stanley | Columbus | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Capitol Group | advisor | Morgan Stanley | Columbus | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| Michael Mullen | advisor | Morgan Stanley | Indianapolis | IN | — | Financial Advisor | Morgan Stanley official advisor locator |
| Matthew J. Baltera | advisor | Morgan Stanley | Indianapolis | IN | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Fedor Group | advisor | Morgan Stanley | Cincinnati | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Cincinnati Cornerstone Group | advisor | Morgan Stanley | Cincinnati | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Soter Wealth Management Group | advisor | Morgan Stanley | Cleveland | OH | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Calvert Anderson Group | advisor | Merrill Lynch Wealth Management | Columbus | OH | 43215 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Yee Powelson & Krein | advisor | Merrill Lynch Wealth Management | Columbus | OH | 43240 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Ginocchi, Witten & Associates | advisor | Merrill Lynch Wealth Management | Columbus | OH | 43240 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Gregory Jay Rustemeyer | advisor | Merrill Lynch Wealth Management | Columbus | OH | 43240 | Senior Financial Advisor, Vice President | Merrill Lynch Wealth Management official advisor locator |
| The Barcza Group | advisor | Merrill Lynch Wealth Management | Columbus | OH | 43240 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Deanna R. Conerly | advisor | Merrill Lynch Wealth Management | Carmel | IN | 46032 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| McMullen and Associates | advisor | Merrill Lynch Wealth Management | Indianapolis | IN | 46240 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Niceley-Mills Wealth Management Group | advisor | Merrill Lynch Wealth Management | Indianapolis | IN | 46240 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Wideman Group | advisor | UBS | Clayton | MO | 63105 | Financial Advisor | UBS official advisor locator |
| Eliot Simon | advisor | UBS | Clayton | MO | 63105 | Managing Director - Wealth Management | UBS official advisor locator |
| Gregory Shurts | advisor | UBS | Clayton | MO | 63105 | First Vice President - Wealth Management | UBS official advisor locator |
| George Bitting, Jr. | advisor | UBS | Clayton | MO | 63105 | Financial Advisor | UBS official advisor locator |
| William G. Murphy | advisor | UBS | Cleveland | OH | 44114 | Financial Advisor | UBS official advisor locator |
| Owen McBride | advisor | UBS | Cleveland | OH | 44114 | Financial Advisor | UBS official advisor locator |
| The Moore-Lennartz Wealth Management Group | advisor | Wells Fargo Advisors | St. Louis | MO | 63131 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Sabin Wealth Management Group | advisor | Wells Fargo Advisors | St. Louis | MO | 63131 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Frontenac Heritage Wealth Management Group | advisor | Wells Fargo Advisors | St. Louis | MO | 63131 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Adam Wealth Management Group | advisor | Wells Fargo Advisors | St. Louis | MO | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Fourte Financial Group | advisor | Wells Fargo Advisors | Clayton | MO | 63105 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Pathway Wealth Advisory | advisor | Raymond James | Carmel | IN | — | Financial Advisor | Raymond James official advisor locator |
| Hart Financial Partners | advisor | Raymond James | Carmel | IN | — | Financial Advisor | Raymond James official advisor locator |
| Bess Wealth Advisors | advisor | Raymond James | Carmel | IN | — | Financial Advisor | Raymond James official advisor locator |
| Sagamore Wealth Advisors | advisor | Raymond James | Carmel | IN | — | Financial Advisor | Raymond James official advisor locator |
| Biermann Financial Group | advisor | Raymond James | Saint Louis | MO | 63124 | Financial Advisor | Raymond James official advisor locator |
| Andy Kemp | advisor | Edward Jones | Carmel | IN | 46032 | Financial Advisor | Edward Jones official advisor locator |
| Douglas Macomber | advisor | Edward Jones | Carmel | IN | 46033 | Financial Advisor | Edward Jones official advisor locator |
| Lee Cannon | advisor | Edward Jones | Zionsville | IN | 46077 | Financial Advisor | Edward Jones official advisor locator |
| Alex Shrewsbury | advisor | Edward Jones | Zionsville | IN | 46077 | Financial Advisor | Edward Jones official advisor locator |
| Tim Diomis | advisor | Edward Jones | Ladue | MO | 63124 | Financial Advisor | Edward Jones official advisor locator |
| Dan Healey | advisor | Edward Jones | Ladue | MO | 63124 | Financial Advisor | Edward Jones official advisor locator |
| Bob Bartenstein | advisor | Edward Jones | Ladue | MO | 63124 | Financial Advisor | Edward Jones official advisor locator |
| Leslie M Brown | advisor | Edward Jones | New Albany | OH | 43054 | Financial Advisor | Edward Jones official advisor locator |
| Jeremy A Fleming | advisor | Edward Jones | New Albany | OH | 43054 | Financial Advisor | Edward Jones official advisor locator |
| The Becker Capps Alberts Group | advisor | J.P. Morgan Wealth Management | Clayton | MO | 63105 | Financial Advisor | J.P. Morgan Wealth Management official advisor locator |
| James Becker | advisor | J.P. Morgan Wealth Management | Clayton | MO | 63105 | Executive Director, Portfolio Manager and Wealth Advisor | J.P. Morgan Wealth Management official advisor locator |
| Jay Alberts | advisor | J.P. Morgan Wealth Management | Clayton | MO | 63105 | Portfolio Manager | J.P. Morgan Wealth Management official advisor locator |
| Stuart Munro | advisor | Morgan Stanley | Portland | OR | — | Vice President, Financial Advisor | Morgan Stanley official advisor locator |
| David A Price | advisor | Morgan Stanley | Portland | OR | — | First Vice President, Financial Advisor | Morgan Stanley official advisor locator |
| The Northwest Shore Group | advisor | Morgan Stanley | Lake Oswego | OR | — | Financial Advisor | Morgan Stanley official advisor locator |
| David Thomas | advisor | Merrill Lynch Wealth Management | Portland | OR | 97204 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Victor W. Lam | advisor | UBS | Portland | OR | — | Financial Advisor, CPM, CIMA, CEPA | UBS official advisor locator |
| James Parker | advisor | UBS | Portland | OR | 97205 | Financial Advisor | UBS official advisor locator |
| Eric J Weberg | advisor | Edward Jones | Lake Oswego | OR | 97034 | Financial Advisor | Edward Jones official advisor locator |
| Kevin Brenden | advisor | Edward Jones | Lake Oswego | OR | 97034 | Financial Advisor, CFP® | Edward Jones official advisor locator |
| Willamette Cascade Wealth Management | advisor | Wells Fargo Advisors Financial Network | Lake Oswego | OR | — | Financial Advisor | Wells Fargo Advisors Financial Network official advisor locator |
| Jason Nguyen | advisor | Wells Fargo Advisors | Portland | OR | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| PDX Wealth Management | advisor | Raymond James | Lake Oswego | OR | — | Financial Advisor | Raymond James official advisor locator |
| Michael Ruzek | advisor | Morgan Stanley | Park City | UT | — | Branch Manager, Family Wealth Director | Morgan Stanley official advisor locator |
| Daniel Platt | advisor | Morgan Stanley | Park City | UT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Tracy Pati | advisor | Morgan Stanley | Park City | UT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Roundy, Joseph & Pantone | advisor | Merrill Lynch Wealth Management | Salt Lake City | UT | 84111 | 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