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 25 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| United Planners' Financial Services of America A Limited Partner | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jpmorgan Alternative Asset Management | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calton & Associates, INC. | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uas Asset Management | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quayle Financial Group, LLC | ria-firm | — | Grand Blanc | MI | 48439 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquette Associates, INC. | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wedgewood Partners, INC. | ria-firm | — | ST Louis | MO | 63124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christopher Weil & CO INC | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Realized Financal, INC. | ria-firm | — | Austin | TX | 78701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lafayette Investments, INC. | ria-firm | — | Ashton | MD | 20861 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canterbury Consulting Incorporated | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muzinich & CO., INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osaic Wealth, INC. | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Missionsquare Wealth Management | ria-firm | — | Washington | DC | 20002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Avenue Securities, LLC | ria-firm | — | San Diego | CA | 92128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cws Investments | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ofg Financial Services, INC. | ria-firm | — | Topeka | KS | 66603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| March Capital Corp. | ria-firm | — | Chicago | IL | 60601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Dallas Securities, INC. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independence Capital CO., INC. | ria-firm | — | Parma | OH | 44129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Executive Services Securities, LLC | ria-firm | — | Atlanta | GA | 30326 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Wealth Management, INC. | ria-firm | — | Alpharetta | GA | 30005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saturna Capital Corporation | ria-firm | — | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Capital | ria-firm | — | Portland | OR | 97201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cresap, INC. | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alamo Capital | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J W Korth & Company | ria-firm | — | Lansing | MI | 48917 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quint Capital Management | ria-firm | — | New York | NY | 10169 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buttonwood Partners, INC. | ria-firm | — | Madison | WI | 53717 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandalwood Securities, INC. | ria-firm | — | Roseland | NJ | 07068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weitzel Financial Services, INC. | ria-firm | — | Dubuque | IA | 52002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charter Oak Asset Management, INC. | ria-firm | — | Cheshire | CT | 06410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chapin Davis Asset Management | ria-firm | — | Baltimore | MD | 21209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stifel Independent Advisors, LLC | ria-firm | — | ST Louis | MO | 63102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Landolt Securities, INC. | ria-firm | — | Lake Bluff | IL | 60044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Syndicated Capital, INC. | ria-firm | — | Diamond Bar | CA | 91765 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| World Equity Group, INC. | ria-firm | — | Schaumburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coker & Palmer | ria-firm | — | Jackson | MS | 39216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belle Haven Investments, L.P. | ria-firm | — | Rye Brook | NY | 10573 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Portfolio Management, INC. | ria-firm | — | Timonium | MD | 21093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heartland Advisors, INC. | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Feldman, Ingardona & CO | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onyx Partners, Incorporated | ria-firm | — | Las Vegas | NV | 89135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oriental Financial Services LLC | ria-firm | — | San Juan | PR | 00918 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Continental Investors Services, INC. | ria-firm | — | Longview | WA | 98632 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andrew Garrett, INC. | ria-firm | — | New York | NY | 10169 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunter Associates LLC | ria-firm | — | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Seslia Securities | ria-firm | — | St. Thomas | VI | 00802 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centaurus Financial, INC. | ria-firm | — | Anaheim | CA | 92806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| World Choice Securities, INC. | ria-firm | — | Columbus | OH | 43235 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rbc Capital Markets, LLC | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ancora Retirement Plan Advisors, LLC | ria-firm | — | Cleveland | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Resources, LLC | ria-firm | — | Warwick | RI | 02888 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Financial Group, INC. | ria-firm | — | Chicago | IL | 60661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amerivet Securities, INC. | ria-firm | — | New York | NY | 10036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gbs Retirement Services, INC. | ria-firm | — | Rolling Meadows | IL | 60008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Solutions, INC. | ria-firm | — | the Woodlands | TX | 77380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osaic Institutions, INC. | ria-firm | — | Meriden | CT | 06450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cascade Investment Group, INC. | ria-firm | — | Colorado Springs | CO | 80903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charter Capital Management, INC | ria-firm | — | Brookfield | WI | 53005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dale K. Ehrhart, INC. | ria-firm | — | Venice | FL | 34285 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trueplan Benefit and Retirement Advisors | ria-firm | — | Rensselaer | NY | 12144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MM Ascend Life Investor Services, LLC | ria-firm | — | Cincinnati | OH | 45202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Portfolio of San Diego | ria-firm | — | LA Jolla | CA | 92037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Bernard Financial Services, INC. | ria-firm | — | Russellville | AR | 72801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Packerland Brokerage Services, INC. | ria-firm | — | Green Bay | WI | 54313 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westbourne Investments, INC. | ria-firm | — | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Brokerage Services, INC. | ria-firm | — | Hunt Valley | MD | 21031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Russell Investments | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stock Traders | ria-firm | — | Huntington Beach | CA | 92647 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cliftonlarsonallen Wealth Advisors, LLC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shearson Financial Services, LLC | ria-firm | — | Boca Raton | FL | 33433 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenberg Financial Group | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leigh Baldwin & CO., LLC | ria-firm | — | Cazenovia | NY | 13035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Correll CO. Investment Services Corp. | ria-firm | — | Hickory Hills | IL | 60457 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teckmeyer Financial Services, L.L.C. | ria-firm | — | Omaha | NE | 68137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| United Brokerage Services INC | ria-firm | — | Parkersburg | WV | 26101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Girard Advisory Services, LLC | ria-firm | — | King of Prussia | PA | 19406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1st Discount Brokerage, INC. | ria-firm | — | Lake Worth | FL | 33467 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bna Wealth | ria-firm | — | Rock Hill | SC | 29730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sorsby Financial Corp | ria-firm | — | Bonita Springs | FL | 34134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Citizens Securities, INC. | ria-firm | — | Johnston | RI | 02919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guggenheim Funds Distributors, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rice, Voelker, LLC | ria-firm | — | Mandeville | LA | 70448 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westpark Capital, INC. | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Higgins Capital Management, INC. | ria-firm | — | LA Jolla | CA | 92307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manitou Capital Management, INC. | ria-firm | — | Frankfort | MI | 49635 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northland Asset Management | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Logan Group Securities | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hancock Whitney Investment Services INC. | ria-firm | — | New Orleans | LA | 70139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Capital Securities Corporation | ria-firm | — | North Andover | MA | 01845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Services Group, INC. | ria-firm | — | Toms River | NJ | 08753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dmk Advisor Group, INC. | ria-firm | — | Lutz | FL | 33558 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Davis Asset Management | ria-firm | — | Richmond | VA | 23235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Consulting & Asset Management | ria-firm | — | Lincoln | NE | 68508 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B.B. Graham & Company, INC. | ria-firm | — | Orange | CA | 92867 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Santander Securities | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timothy Partners, LTD. | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arvest Wealth Management | ria-firm | — | Lowell | AR | 72745 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secure Planning | ria-firm | — | Portsmouth | NH | 03801 | 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