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 22 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Michael Keating | advisor | Morgan Stanley | Newport | RI | — | Senior Vice President, Financial Advisor, Branch Manager | Morgan Stanley official advisor locator |
| Patrick M. Sweeney | advisor | Morgan Stanley | Newport | RI | — | Financial Advisor | Morgan Stanley official advisor locator |
| Jeremy Martin | advisor | Morgan Stanley | Newport | RI | — | Financial Advisor | Morgan Stanley official advisor locator |
| John Jay Mouligné | advisor | Morgan Stanley | Newport | RI | — | Financial Advisor | Morgan Stanley official advisor locator |
| The Roberts Mouligné Group | advisor | Morgan Stanley | Newport | RI | — | Financial Advisor | Morgan Stanley official advisor locator |
| John E Leary | advisor | Edward Jones | Barrington | RI | — | Financial Advisor | Edward Jones official advisor locator |
| Leah A Gardiner | advisor | Edward Jones | Westerly | RI | — | Financial Advisor | Edward Jones official advisor locator |
| Tom Gardiner | advisor | Edward Jones | Westerly | RI | — | Financial Advisor | Edward Jones official advisor locator |
| Nicholas J Shepard | advisor | Edward Jones | Nashua | NH | 03060 | Financial Advisor | Edward Jones official advisor locator |
| Andy Whigham | advisor | Edward Jones | Nashua | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Mike Ferris | advisor | Edward Jones | Nashua | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Tyler D Lavoie | advisor | Edward Jones | Nashua | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Susan M Frenette | advisor | Edward Jones | Nashua | NH | — | Financial Advisor | Edward Jones official advisor locator |
| Kevin J Lawlor | advisor | Edward Jones | Wolfeboro Falls | NH | — | Financial Advisor | Edward Jones official advisor locator |
| SPG Advisors LLC | ria-firm | — | Kirkland | WA | 98034 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Robinswood Financial LLC | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Schmidt Financial Management, Inc. | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Prevail Wealth Management LLC | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Greystone Financial & Estate Services, Inc. | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Omega Financial Investments & Insurance | ria-firm | — | Kirkland | WA | 98033 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Taiyo Pacific Partners L.P. | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Bellevue Asset Management, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Asset One Wealth Management, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Paul R. Ried Financial Group, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Berntson Porter Wealth Management, LLC | ria-firm | — | Bellevue | WA | 98004 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Truewealth Financial Partners, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Emerald Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Foresee Wealth Advisors | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| B3 Wealth Strategies | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Auxano Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Altravue Capital, LLC | ria-firm | — | Bellevue | WA | 98005 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Mainsail Financial Group | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Talbot Financial, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Seattle Wealth Management LLC | ria-firm | — | Seattle | WA | 98115 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| TrueNorth Wealth Advisors | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Pacific Northwest Asset Management, LLC | ria-firm | — | Seattle | WA | 98121 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Columbia Strategic Wealth Advisors, LLC | ria-firm | — | Seattle | WA | 98126 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Acuitas Investments, LLC | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Adams Financial Concepts, LLC | ria-firm | — | Seattle | WA | 98154 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Rainier Investment Management LLC | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Avatar Capital Management LLC | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Mercer Island Capital Management, LLC | ria-firm | — | Mercer Island | WA | — | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Goldbloom Wealth Management LLC | ria-firm | — | Mercer Island | WA | 98040 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Northwest Asset Management, LLC | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| TSP Advisors, LLC | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Firebrand Wealth Management, LLC | ria-firm | — | Redmond | WA | 98052 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Elite Wealth Management, Inc. | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Moss Bay Capital | ria-firm | — | Kirkland | WA | 98033 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Kaizen Financial Advisors, LLC | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Concepts Financial Services, LLC | ria-firm | — | Kirkland | WA | 98033 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| MyIcon | ria-firm | — | Kirkland | WA | 98033 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Integrated Wealth Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Avier Wealth Advisors | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Senior Financial Advisors, Inc. | ria-firm | — | Bellevue | WA | 98005 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Intirety, LLC | ria-firm | — | Bellevue | WA | 98004 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Westward Partners LLC | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Sander Capital Advisors, Inc. | ria-firm | — | Seattle | WA | 98112 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Capital Investment Management | ria-firm | — | Seattle | WA | 98103 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Onward Financial Advising LLC | ria-firm | — | Sammamish | WA | 98074 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Consilio Wealth Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Mountain Pacific Advisors, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| The Fauser Group, LLC | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Strategic Asset Alliance | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Five Cedars Financial, LLC | ria-firm | — | Kirkland | WA | 98033 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Sound Investment Strategies, Inc. | ria-firm | — | Bothell | WA | 98021 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Johnson & Shute Investment Advisors, Inc. | ria-firm | — | Bothell | WA | 98011 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Guide Advisors, Inc. | ria-firm | — | Bothell | WA | 98011 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Helmsman Financial Group, LLC | ria-firm | — | Woodinville | WA | 98072 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Private Advisory | ria-firm | — | Redmond | WA | 98052 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Russell Investments | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Fleck Jurenka Wealth Management LLC | ria-firm | — | Issaquah | WA | 98027 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Capital Partners Wealth Management | ria-firm | — | Issaquah | WA | 98027 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Highland Capital Advisors, LLC | ria-firm | — | Issaquah | WA | 98027 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Gevers Wealth Management | ria-firm | — | Issaquah | WA | 98027 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Kirwin Financial LLC | ria-firm | — | Issaquah | WA | 98027 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Sound Investment Advice, LLC | ria-firm | — | Issaquah | WA | 98027 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| DLK Investment Advisors, LLC | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| The Planner's Edge LLC | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| ACT Securities, LLC | ria-firm | — | Mercer Island | WA | 98040 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Mainspring Wealth Advisors | ria-firm | — | Bellevue | WA | 98004 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Next Steps Advisors, Inc. | ria-firm | — | Bellevue | WA | 98006 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Park Wealth Management | ria-firm | — | Federal Way | WA | 98001 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Sunrise Planning & Advisory LLC | ria-firm | — | Redmond | WA | 98052 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| 180 Wealth Advisors, LLC | ria-firm | — | Federal Way | WA | 98001 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Alder Cove Capital, LLC | ria-firm | — | Tukwila | WA | 98188 | WA state-registered adviser | SEC Form ADV (public domain), by CRD |
| Washington Capital Management Inc | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Bel Air Investment Advisors, LLC | ria-firm | — | Los Angeles (Century City) | CA | 90067 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Signature Estate & Investment Advisors, LLC (SEIA) | ria-firm | — | Los Angeles (Century City) | CA | 90067 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Kayne Anderson Rudnick Investment Management, LLC | ria-firm | — | Los Angeles (Century City) | CA | 90067 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Evoke Wealth, LLC (Evoke Advisors) | ria-firm | — | Los Angeles (Century City) | CA | 90067 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Aspiriant, LLC | ria-firm | — | Los Angeles (West LA / Westwood) | CA | 90025 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Miracle Mile Advisors, LLC | ria-firm | — | Los Angeles (West LA) | CA | 90064 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| O'Boyle Wealth Management, Inc. | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Beverly Hills Private Wealth, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| Aire Advisors, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV (public domain), by CRD |
| American Investors CO | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcg Securities, INC. | ria-firm | — | Cherry Hill | NJ | 08002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. Morgan Securities LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carl M. Hennig, INC. | ria-firm | — | Oshkosh | WI | 54901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D.A. Davidson & CO. | ria-firm | — | Great Falls | MT | 59401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
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