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 20 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Monk Carson Wealth Management | advisor | Merrill Lynch Wealth Management | Salt Lake City | UT | 84121 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Mogul Wealth Management | advisor | UBS | Park City | UT | — | Financial Advisor | UBS official advisor locator |
| Sage Partners | advisor | UBS | Salt Lake City | UT | — | Financial Advisor | UBS official advisor locator |
| Jacob Westlund | advisor | Wells Fargo Advisors | Park City | UT | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Robert Barnard | advisor | Wells Fargo Advisors | Park City | UT | — | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Lumina Wealth Advisors (Lisa R. Schneider) | advisor | Raymond James | Park City | UT | — | Financial Advisor | Raymond James official advisor locator |
| Gregory Cunningham | advisor | Raymond James | Park City | UT | — | Financial Advisor | Raymond James official advisor locator |
| Susanne C Thalman | advisor | Edward Jones | Park City | UT | 84098 | Financial Advisor | Edward Jones official advisor locator |
| Todd R. Lovell | advisor | Raymond James | Ketchum | ID | 83340 | Branch Manager, CFP® | Raymond James official advisor locator |
| Linda Stirling | advisor | Raymond James | Ketchum | ID | 83340 | Senior Vice President, Wealth Management | Raymond James official advisor locator |
| Gregory Fairfield | advisor | Raymond James | Ketchum | ID | 83340 | First Vice President, Wealth Management | Raymond James official advisor locator |
| Brian King | advisor | Morgan Stanley | Boise | ID | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jason Patterson | advisor | Morgan Stanley | Boise | ID | — | Financial Advisor, CFP® | Morgan Stanley official advisor locator |
| Amy G Jones | advisor | Merrill Lynch Wealth Management | Boise | ID | 83702 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Cheri A. Nelson | advisor | Merrill Lynch Wealth Management | Boise | ID | 83702 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Kevin James Wang | advisor | UBS | Boise | ID | — | Financial Advisor, CFP®, CEPA | UBS official advisor locator |
| William Vasconcellos | advisor | UBS | Boise | ID | — | Senior Vice President, Wealth Management | UBS official advisor locator |
| Chris Machon | advisor | Wells Fargo Advisors | Boise | ID | — | Senior Financial Advisor, Managing Director - Investments | Wells Fargo Advisors official advisor locator |
| Grant D Gibson | advisor | Edward Jones | Eagle | ID | 83616 | Financial Advisor | Edward Jones official advisor locator |
| David E Heffernan | advisor | Edward Jones | Eagle | ID | 83616 | Financial Advisor | Edward Jones official advisor locator |
| Derek Wickes | advisor | Morgan Stanley | Honolulu | HI | — | Senior Vice President, Financial Advisor | Morgan Stanley official advisor locator |
| Gregory Woo | advisor | Morgan Stanley | Honolulu | HI | — | Financial Advisor | Morgan Stanley official advisor locator |
| Hawaii Planning Group | advisor | Morgan Stanley | Honolulu | HI | — | Financial Advisor | Morgan Stanley official advisor locator |
| Kirk H. Taniguchi | advisor | Merrill Lynch Wealth Management | Honolulu | HI | 96813 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Simon Wilford | advisor | Merrill Lynch Wealth Management | Honolulu | HI | 96813 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Kenneth M.K. Lai | advisor | UBS | Honolulu | HI | 96813 | Senior Vice President–Wealth Management | UBS official advisor locator |
| Yoshioka Wealth Management | advisor | UBS | Honolulu | HI | 96813 | Financial Advisor | UBS official advisor locator |
| Ian Wong | advisor | Wells Fargo Advisors | Honolulu | HI | 96813 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Will Stack | advisor | Edward Jones | Kailua | HI | 96734 | Financial Advisor | Edward Jones official advisor locator |
| James Ka | advisor | Edward Jones | Honolulu | HI | 96813 | Financial Advisor | Edward Jones official advisor locator |
| Alex Wong | advisor | Raymond James | Honolulu | HI | 96813 | Financial Advisor | Raymond James official advisor locator |
| Wesley Yamamoto | advisor | Raymond James | Honolulu | HI | 96813 | Senior Vice President, Investments | Raymond James official advisor locator |
| The Charleston Harbor Group | advisor | Morgan Stanley | Charleston | SC | — | Financial Advisor | Morgan Stanley official advisor locator |
| Eric Snyder | advisor | Morgan Stanley | Charleston | SC | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Rawlings Bolig Frazier Group | advisor | Merrill Lynch Wealth Management | Mount Pleasant | SC | 29464 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Patrick Peterson | advisor | Merrill Lynch Wealth Management | Mount Pleasant | SC | 29464 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Principled Wealth Management | advisor | UBS | Mount Pleasant | SC | 29464 | Financial Advisor | UBS official advisor locator |
| Coleman Dunleavy Wealth Management Group | advisor | Wells Fargo Advisors | Charleston | SC | 29401 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Megan E Patterson | advisor | Edward Jones | Charleston | SC | 29401 | Financial Advisor | Edward Jones official advisor locator |
| Cassie Panzenbeck | advisor | Raymond James | Charleston | SC | 29401 | Financial Advisor | Raymond James official advisor locator |
| Richard Hirsch | advisor | Morgan Stanley | Birmingham | AL | 35243 | Financial Advisor | Morgan Stanley official advisor locator |
| The Garver Group | advisor | Morgan Stanley | Birmingham | AL | — | Financial Advisor | Morgan Stanley official advisor locator |
| O'Neal Wealth Management Group | advisor | Merrill Lynch Wealth Management | Birmingham | AL | 35209 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Woodke, Donnell & Wilder | advisor | Merrill Lynch Wealth Management | Birmingham | AL | 35209 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Scott Chambers | advisor | Wells Fargo Advisors | Birmingham | AL | 35223 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Sam Dayhood | advisor | Raymond James | Birmingham | AL | 35242 | Financial Advisor, CFP | Raymond James official advisor locator |
| DeWayne Green | advisor | Edward Jones | Vestavia Hills | AL | 35216 | Financial Advisor | Edward Jones official advisor locator |
| The Oak City Group | advisor | Morgan Stanley | Oklahoma City | OK | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Clark McKinney Group | advisor | Morgan Stanley | Tulsa | OK | — | Financial Advisor | Morgan Stanley official advisor locator |
| Vernice M. Bersche | advisor | Merrill Lynch Wealth Management | Tulsa | OK | 74136 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Donald R. "Don" Jackson | advisor | UBS | Tulsa | OK | 74136 | Managing Director–Wealth Management | UBS official advisor locator |
| Jeff Blumenthal | advisor | Wells Fargo Advisors | Oklahoma City | OK | 73102 | Financial Advisor | Wells Fargo Advisors official advisor locator |
| Kilby A Legg | advisor | Edward Jones | Jenks | OK | 74037 | Financial Advisor | Edward Jones official advisor locator |
| Lacie R McCumber | advisor | Edward Jones | Oklahoma City | OK | 73120 | Financial Advisor | Edward Jones official advisor locator |
| Casey Hoffman | advisor | Morgan Stanley | Leawood | KS | — | Financial Advisor | Morgan Stanley official advisor locator |
| Patrick Aubry | advisor | Morgan Stanley | Leawood | KS | — | Senior Vice President, Wealth Management Advisor | Morgan Stanley official advisor locator |
| Brian Blick | advisor | Merrill Lynch Wealth Management | Leawood | KS | 66211 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| The Verhaeghe Group | advisor | Merrill Lynch Wealth Management | Leawood | KS | 66211 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Hamilton Wealth Management Group | advisor | UBS | Leawood | KS | 66211 | Financial Advisor | UBS official advisor locator |
| Robert Long | advisor | UBS | Leawood | KS | 66211 | Financial Advisor | UBS official advisor locator |
| Christina LiVecchi | advisor | Wells Fargo Advisors | Overland Park | KS | 66213 | Senior Financial Advisor, Associate Vice President - Investments | Wells Fargo Advisors official advisor locator |
| Stephanie A Hutchison | advisor | Edward Jones | Leawood | KS | 66211 | Financial Advisor | Edward Jones official advisor locator |
| J. David Barnett | advisor | Morgan Stanley | Little Rock | AR | — | Financial Advisor | Morgan Stanley official advisor locator |
| Luke Brownd | advisor | Morgan Stanley | Little Rock | AR | — | Financial Advisor | Morgan Stanley official advisor locator |
| Charles Lincoln | advisor | Morgan Stanley | Little Rock | AR | — | Financial Advisor | Morgan Stanley official advisor locator |
| Scott McLeod | advisor | Morgan Stanley | Little Rock | AR | — | Senior Vice President, Wealth Advisor | Morgan Stanley official advisor locator |
| Lou Graham | advisor | Morgan Stanley | Little Rock | AR | — | Financial Advisor | Morgan Stanley official advisor locator |
| Winburn Wealth Management | advisor | UBS | Little Rock | AR | 72211 | Financial Advisor | UBS official advisor locator |
| Jefferson Financial Group | advisor | UBS | Little Rock | AR | 72211 | Financial Advisor | UBS official advisor locator |
| Brooks P Browning | advisor | Edward Jones | Little Rock | AR | 72207 | Financial Advisor | Edward Jones official advisor locator |
| James Ambrose II | advisor | Merrill Lynch Wealth Management | Omaha | NE | 68154 | Wealth Management Advisor | Merrill Lynch Wealth Management official advisor locator |
| Timothy Herrick | advisor | Merrill Lynch Wealth Management | Omaha | NE | 68154 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Eric Otten | advisor | Merrill Lynch Wealth Management | Omaha | NE | 68154 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Noel F Stoddard | advisor | Merrill Lynch Wealth Management | Omaha | NE | 68154 | Financial Advisor | Merrill Lynch Wealth Management official advisor locator |
| Andrew Rehmann | advisor | Morgan Stanley | Omaha | NE | — | Financial Advisor, Senior Vice President | Morgan Stanley official advisor locator |
| Dave Dunham | advisor | Morgan Stanley | Omaha | NE | — | Senior Vice President, Financial Advisor | Morgan Stanley official advisor locator |
| Mark Robert Yosten | advisor | Morgan Stanley | Omaha | NE | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jonathan S Johnson | advisor | Edward Jones | Omaha | NE | 68114 | Financial Advisor | Edward Jones official advisor locator |
| Mark Leighton | advisor | Morgan Stanley | Portland | ME | — | Executive Director | Morgan Stanley official advisor locator |
| Jay Cross | advisor | Morgan Stanley | Portland | ME | — | Financial Advisor | Morgan Stanley official advisor locator |
| Robert Emple | advisor | Morgan Stanley | Portland | ME | — | Financial Advisor | Morgan Stanley official advisor locator |
| Sean Steady | advisor | UBS | Portland | ME | — | Financial Advisor | UBS official advisor locator |
| Anthony R. Jessen | advisor | UBS | Portland | ME | — | Financial Advisor | UBS official advisor locator |
| Jacki McFadden | advisor | Edward Jones | Portland | ME | 04102 | Financial Advisor | Edward Jones official advisor locator |
| Lucas Desmond | advisor | Edward Jones | Portland | ME | — | Financial Advisor | Edward Jones official advisor locator |
| John Habig | advisor | Morgan Stanley | Portsmouth | NH | — | Managing Director, Financial Advisor | Morgan Stanley official advisor locator |
| Tammy Carignan | advisor | Morgan Stanley | Portsmouth | NH | — | Financial Advisor | Morgan Stanley official advisor locator |
| Nancy M. Wilson | advisor | Morgan Stanley | Portsmouth | NH | — | Financial Advisor | Morgan Stanley official advisor locator |
| Andrew S York | advisor | Edward Jones | Bedford | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Chris Marcucci | advisor | Edward Jones | Bedford | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Casey Creamer | advisor | Edward Jones | Bedford | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Brendan York | advisor | Edward Jones | Bedford | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Damon Kinzie | advisor | Morgan Stanley | Colchester | VT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Alice Rudd | advisor | Morgan Stanley | Colchester | VT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Christine Beall | advisor | Morgan Stanley | Colchester | VT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Robert Buran | advisor | Morgan Stanley | Colchester | VT | — | Financial Advisor | Morgan Stanley official advisor locator |
| Brady Prentice | advisor | Edward Jones | Shelburne | VT | — | Financial Advisor | Edward Jones official advisor locator |
| Jeff Clark | advisor | Edward Jones | Burlington | VT | — | Financial Advisor | Edward Jones official advisor locator |
| Amy J Eroh | advisor | Edward Jones | South Burlington | VT | — | Financial Advisor | Edward Jones official advisor locator |
| Louis Goldman | advisor | Morgan Stanley | Providence | RI | — | 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