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 27 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Nuveen Fund Advisors, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howe and Rusling, INC. | ria-firm | — | Rochester | NY | 14620 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kirr, Marbach & Company, LLC | ria-firm | — | Columbus | IN | 47201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean Investments | ria-firm | — | Beavercreek | OH | 45431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richmond Capital Management INC | ria-firm | — | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Financial Planning, INC | ria-firm | — | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisors, INC. | ria-firm | — | Tulsa | OK | 74114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macdougall Financial Counseling | ria-firm | — | Delmont | PA | 15626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.W. Roge & Company, INC | ria-firm | — | Bohemia | NY | 11716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chase Investment Counsel Corporation | ria-firm | — | Charlottesville | VA | 22903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoertkorn Richard Charles | ria-firm | — | Kentfield | CA | 94904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Janus Henderson Investors | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jlb & Associates INC | ria-firm | — | Plymouth | MI | 48170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dillon & Associates INC | ria-firm | — | Jackson | MI | 49203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Capital Management INC | ria-firm | — | Omaha | NE | 68114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper Financial Services, INC. | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rmc Investment Advisors | ria-firm | — | West Hartford | CT | 06105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cortland Associates INC | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Npf Investment Advisors | ria-firm | — | Grand Rapids | MI | 49503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bolton Investment | ria-firm | — | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Strategies INC | ria-firm | — | Tacoma | WA | 98402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allegheny Financial Group | ria-firm | — | Pittsburgh | PA | 15237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ferguson Wellman Capital Management, INC. | ria-firm | — | Portland | OR | 97205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwartz Investment Counsel INC | ria-firm | — | Plymouth | MI | 48170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Plans | ria-firm | — | Silver Spring | MD | 20910 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eliot Finkel Investment Counsel, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pjs Investment Management | ria-firm | — | Cedarburg | WI | 53012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wcm Investment Management | ria-firm | — | Laguna Beach | CA | 92651 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commerce Investment Advisors, INC. | ria-firm | — | Kansas City | MO | 64106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Management Group INC | ria-firm | — | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Factor Wealth Management | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Borris Nii & Company | ria-firm | — | Beverly Hills | CA | 90211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tobias Financial Advisors | ria-firm | — | Plantation | FL | 33324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quan Vest Consultants INC | ria-firm | — | Manhasset | NY | 11030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Planning Services INC | ria-firm | — | Covington | LA | 70433 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corbyn Investment Management INC | ria-firm | — | Lutherville | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Income Advisers INC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shelton Capital Management | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investors Management Services INC | ria-firm | — | Harrison Township | MI | 48045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howland Capital Management LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moneta Group Investment Advisors, LLC | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beaton Management CO INC | ria-firm | — | Haverhill | MA | 01830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenhaven Associates INC | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corkern & CO., INC. | ria-firm | — | Little Rock | AR | 72227 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terry Mcdaniel & Company | ria-firm | — | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bruce & CO INC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.D. Thompson Investments | ria-firm | — | Salt Lake City | UT | 84102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Safford Nicholas H & CO INC | ria-firm | — | Rockport | MA | 01966 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twin Capital Management INC | ria-firm | — | Mcmurray | PA | 15317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mountain Pacific Investment Advisers, LLC | ria-firm | — | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gunn & CO Asset Management INC | ria-firm | — | San Antonio | TX | 78209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zazove Associates LLC | ria-firm | — | Incline Village | NV | 89451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Counselling INC | ria-firm | — | ST Paul | MN | 55101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sigma Investment Counselors | ria-firm | — | Northville | MI | 48167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wescap Group | ria-firm | — | Glendale | CA | 91203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cozad Asset Management INC | ria-firm | — | Champaign | IL | 61821 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pegasus Asset Management INC | ria-firm | — | Morristown | NJ | 07960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rbf Wealth Advisors | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Albitz/miloe and Associates, INC. | ria-firm | — | Torrance | CA | 90505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First City Capital Management INC | ria-firm | — | Savannah | GA | 31401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Associates INC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leeb Capital Management, INC. | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blankinship & Foster, LLC | ria-firm | — | Solana Beach | CA | 92075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Capital Management Group INC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clariti Wealth Advisors | ria-firm | — | Wilmington | DE | 19808 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Arkansas Financial Group, INC. | ria-firm | — | Little Rock | AR | 72207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clean Yield Asset Management | ria-firm | — | Norwich | VT | 05055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aull & Monroe | ria-firm | — | Mobile | AL | 36608 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wedgewood Investors INC | ria-firm | — | Erie | PA | 16507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walter Keenan Wealth Management | ria-firm | — | South Bend | IN | 46601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Capital Management, LLC | ria-firm | — | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Advisors INC | ria-firm | — | Omaha | NE | 68130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boston Management and Research | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salem Investment Counselors INC | ria-firm | — | Winston Salem | NC | 27103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eaton Vance Management | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Investment Management, LLC | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Income Research + Management | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charles Pratt & Company, L.L.C. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Randolph CO INC | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Edge Investment Partners, INC. | ria-firm | — | Jersey City | NJ | 07310 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atalanta Sosnoff Capital, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invesco Investment Advisers LLC | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ssi Investment Management LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilkins Investment Counsel, INC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cps Investment Advisors | ria-firm | — | Lakeland | FL | 33801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Condor Capital Wealth Management | ria-firm | — | Martinsville | NJ | 08836 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxwell Investment Advisory Services | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller, Fleming & Associates | ria-firm | — | Sonoma | CA | 95476 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nasdaq Dorsey Wright | ria-firm | — | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mpm Wealth Advisors | ria-firm | — | Holland | OH | 43528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Esd Advisory Services INC | ria-firm | — | South Orange | NJ | 07079 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nottingham Advisors INC. | ria-firm | — | Amherst | NY | 14226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slocum, Gordon & CO. LLP | ria-firm | — | Newport | RI | 02840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Capital Management LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nbt Capital Management, INC. | ria-firm | — | Norwich | NY | 13815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heffernan & Associates, INC. | ria-firm | — | ST Louis | MO | 63126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Investment Management | ria-firm | — | Tiburon | CA | 94920 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steward Capital Management | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Associates, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longfellow Investment Management CO. LLC | ria-firm | — | Boston | MA | 02110 | 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