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 29 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Invesco Advisers, INC. | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John G. Ullman & Associates, INC | ria-firm | — | Horseheads | NY | 14845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alan B. Lancz & Associates, INC. | ria-firm | — | Toledo | OH | 43615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certified Planners, INC. | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinney & Scofield, INC. | ria-firm | — | Cambridge | MA | 02138 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monetta Financial Services INC | ria-firm | — | Wheaton | IL | 60189 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jjp Capital Management, INC. | ria-firm | — | Columbia | MO | 65201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provise Management Group, LLC | ria-firm | — | Clearwater | FL | 33756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loomis, Sayles & Company, L.P. | ria-firm | — | Boston | MA | 02111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Needham Advisory Corporation | ria-firm | — | North Andover | MA | 01845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin Investment Management, LLC | ria-firm | — | Palm Beach Gardens | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley Financial Management, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nomura Investment Management Business Trust | ria-firm | — | Philadelphia | PA | 19106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown and Brown Financial Services, INC. | ria-firm | — | Dallas | TX | 75206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Capital, INC. | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Advisory Services INC | ria-firm | — | Vero Beach | FL | 32960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marvin & Palmer Associates | ria-firm | — | Wilmington | DE | 19807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hirtle & CO., LLC | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brandes Investment Partners, LP | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clelland & Company INC | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Potomac | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patten and Patten, INC. | ria-firm | — | Chattanooga | TN | 37402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montgomery Investment Management INC | ria-firm | — | Rockville | MD | 20852 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osterweis Capital Management | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geneva Capital Management LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpine Wealth Advisors, LLC | ria-firm | — | Denver | CO | 80220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yhb Investment Advisors INC | ria-firm | — | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1834 Investment Advisors CO. | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooker Wealth Management | ria-firm | — | Oakland | CA | 94621 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accredited Investors Wealth Management | ria-firm | — | Edina | MN | 55439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Austin Asset | ria-firm | — | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Edgar Lomax Company | ria-firm | — | Alexandria | VA | 22315 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R M Davis INC | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afa Advisors LLC | ria-firm | — | Larchmont | NY | 10538 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bnp Paribas Asset Management USA, INC. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nutter Investment Advisors | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beck, Mack & Oliver LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investors Advisory Corporation | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oberweis Asset Management INC | ria-firm | — | Lisle | IL | 60532 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisory Corporation | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westlake Capital INC | ria-firm | — | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guggenheim Investments | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heitman Capital Management LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rachor Investment Advisory Services, LLC | ria-firm | — | Linden | MI | 48451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T. Rowe Price Associates, INC. | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flaherty & Crumrine Incorporated | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Demarche | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Liew Capital INC | ria-firm | — | Providence | RI | 02903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| F.I.G. Financial Advisory Services, INC. | ria-firm | — | Oklahoma City | OK | 73134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scharf Investments, LLC | ria-firm | — | Los Gatos | CA | 95032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henry H. Armstrong Associates, INC. | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Louis Financial Planners INC. | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halbert Hargrove | ria-firm | — | Long Beach | CA | 90802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primecap Management CO | ria-firm | — | Pasadena | CA | 91105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrow Hanley Global Investors | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcintyre, Freedman & Flynn Investment Advisers, INC. | ria-firm | — | Orleans | MA | 02653 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scott & Selber, INC. Capital Management | ria-firm | — | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eads & Heald Wealth Management | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tscg Investors, LLC | ria-firm | — | Simsbury | CT | 06089 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Performance Services LLC | ria-firm | — | Savannah | GA | 31401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Capital Advisors LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pvg Asset Management Corp | ria-firm | — | Centennial | CO | 80122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha & Omega | ria-firm | — | LA Mesa | CA | 91942 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pin Oak Investment Advisors INC | ria-firm | — | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Beacon Advisors, INC. | ria-firm | — | Irving | TX | 75039 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pettee Investors INC | ria-firm | — | Rowayton | CT | 06853 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oppenheimer Asset Management | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonald Capital Investors INC | ria-firm | — | Orinda | CA | 94563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicholson Meyer Capital Management, INC. | ria-firm | — | Kansas City | MO | 64112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shapiro Capital Management LLC | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southern Capital Services INC | ria-firm | — | Daphne | AL | 36526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scofield & Company, LLC | ria-firm | — | Fairlawn | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinney Asset Management INC. | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aon Investments USA INC. | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John W. Bristol & CO., INC. | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wright Asset Management INC | ria-firm | — | Manasquan | NJ | 08736 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garrison Bradford & Associates INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Karel Capital, INC. | ria-firm | — | Spokane | WA | 99201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jay A. Fishman, LTD | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Financial INC | ria-firm | — | Virginia Beach | VA | 23452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kahn Brothers Asset Management Corp | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairlane Investment Advisors INC | ria-firm | — | Northville | MI | 48167 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Capital Management, LLC | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Harbor Group, INC. | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Briaud Financial Advisors | ria-firm | — | College Station | TX | 77845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bny Mellon Investment Adviser, INC. | ria-firm | — | New York | NY | 10286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Synergies | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cetera Investment Advisers LLC | ria-firm | — | Schaumburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Godsey & Gibb Wealth Management | ria-firm | — | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bedel Financial Consulting INC | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| on Investment Management CO | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truepoint, INC. | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenney Investments INC | ria-firm | — | Northfield | IL | 60093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcas | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pgim Investments LLC | ria-firm | — | Newark | NJ | 07102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DB Fitzpatrick | ria-firm | — | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timecapital Investor Advisory Services INC | ria-firm | — | Port Jefferson Station | NY | 11776 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advent International, L.P. | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearstead; Clearstead Advisory Solutions | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Praxis Investment Management, INC. | ria-firm | — | Goshen | IN | 46528 | 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