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 28 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Cincinnati Asset Management INC | ria-firm | — | Cincinnati | OH | 45249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donald Smith & CO., INC. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Associates INC | ria-firm | — | Birmingham | AL | 35205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gabelli Funds, LLC | ria-firm | — | Rye | NY | 10580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gamco Asset Management INC. | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Manage LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toth Financial Advisory Corp | ria-firm | — | Leesburg | VA | 20175 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lefavi Wealth Management | ria-firm | — | Salt Lake City | UT | 84109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deerfield | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neville, Rodie & Shaw INC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allspring Global Investments, LLC | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jones Kertz & Associates, INC. | ria-firm | — | Blaine | MN | 55434 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oppenheimerfunds INC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bard Associates INC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fell Capital Management | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atwood & Palmer, INC. | ria-firm | — | Kansas City | MO | 64111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fierston Financial Group INC | ria-firm | — | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwerin Boyle Capital Management, INC | ria-firm | — | Springfield | MA | 01144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vontobel Asset Management, INC. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Academy Capital Management | ria-firm | — | Waco | TX | 76710 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Associates INC | ria-firm | — | Minneapolis | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wingate Wealth Advisors, INC. | ria-firm | — | Lexington | MA | 02420 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intrinsic Wealth Counsel, INC. | ria-firm | — | Tempe | AZ | 85281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perkins Capital Management INC | ria-firm | — | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Financial Advisory Services INC | ria-firm | — | Westerly | RI | 02891 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gardner Lewis Asset Management LP | ria-firm | — | Chadds Ford | PA | 19317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waycross Investment Management CO | ria-firm | — | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hfm Wealth Management | ria-firm | — | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Investment Management INC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planned Solutions, INC. | ria-firm | — | Folsom | CA | 95630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lawson Kroeker Investment Management INC | ria-firm | — | Omaha | NE | 68106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stacey Braun Associates INC | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadlake Financial Management | ria-firm | — | South Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penobscot Investment Management Company, INC. | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tfc Financial Management INC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steele Investment Counsel, LTD. | ria-firm | — | Columbus | OH | 43220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Chartist | ria-firm | — | Long Beach | CA | 90803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Eck Associates Corp. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penn Capital Management Company, LLC | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yorktown Management and Research CO INC | ria-firm | — | Forest | VA | 24551 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bristol Group INC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weitz Investment Management, INC. | ria-firm | — | Omaha | NE | 68131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Herold Advisors, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Investment Counsel, INC | ria-firm | — | EL Paso | TX | 79912 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barksdale Investment Management | ria-firm | — | Nashville | TN | 37215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hsc Wealth Advisors | ria-firm | — | Forest | VA | 24551 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baxter Capital Management INC | ria-firm | — | Indianapolis | IN | 46260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgewater Associates, LP | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L. Roy Papp & Associates, LLP | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dover Partners INC | ria-firm | — | Dayton | OH | 45459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federated Investment Management Company | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brockenbrough | ria-firm | — | Richmond | VA | 23226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coordinated Financial Planning Corp | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sei Investments Management Corp | ria-firm | — | Oaks | PA | 19456 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Capital Management | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Friedlander & CO INC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Advisory Corporation | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bowen, Hanes & CO INC | ria-firm | — | Ponte Vedra Beach | FL | 32082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ramsay Stattman Vela & Price INC | ria-firm | — | Colorado Springs | CO | 80903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anderson Hoagland & CO | ria-firm | — | ST Louis | MO | 63124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Denis J. Villere & CO., LLC | ria-firm | — | New Orleans | LA | 70130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Congress Asset Management Company, LLP | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ladd Capital Management LLC | ria-firm | — | New Haven | CT | 06510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilmington Funds Management Corporation | ria-firm | — | Wilmington | DE | 19890 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birchbrook | ria-firm | — | Bangor | ME | 04401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Life Fund Advisors LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentry Investment Management, L.L.C. | ria-firm | — | Stevens Point | WI | 54481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D.F. Dent and Company, INC. | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Future Finances INC | ria-firm | — | Columbus | OH | 43235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Wright Asset Management, INC. | ria-firm | — | San Juan | PR | 00901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Panagora Asset Management INC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Pacific Financial Group, INC. | ria-firm | — | Nashville | TN | 37212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackhill Capital, INC | ria-firm | — | Morristown | NJ | 07960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bts Asset Management, INC. | ria-firm | — | Lincoln | MA | 01773 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concorde Investment Management | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Consulting Group INC | ria-firm | — | Virginia Beach | VA | 23451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tealwood Asset Management | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackrock Fund Advisors | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nefpg | ria-firm | — | Burlington | MA | 01803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyar Asset Management, INC. | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schulhoff & CO INC | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greatmark Investment Partners, INC. | ria-firm | — | Columbus | GA | 31904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Winthrop Corporation | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southeastern Asset Management INC. | ria-firm | — | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proffitt & Goodson INC. | ria-firm | — | Knoxville | TN | 37919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jensen Investment Management INC. | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alan Biller and Associates | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wbh Advisory, INC. | ria-firm | — | Baltimore | MD | 21208 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial Advisors INC | ria-firm | — | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherrill & Hutchins Financial Advisory INC | ria-firm | — | Atlanta | GA | 30327 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Financial Group, LTD | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearwater Management CO., INC. | ria-firm | — | ST Paul | MN | 55101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signet Financial Management, LLC | ria-firm | — | Parsippany | NJ | 07054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federated Investment Counseling | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenport Financial Advisers INC. | ria-firm | — | North Canton | OH | 44720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paul Comstock Partners | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baldwin Wealth Partners, LLC | ria-firm | — | Marion | MA | 02738 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Planning | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Law & Associates INC | ria-firm | — | Glen Echo | MD | 20812 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lmc Investments, INC. | ria-firm | — | Wellesley | MA | 02482 | State-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