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 30 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Pgim, INC. | ria-firm | — | Newark | NJ | 07102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independent Investors INC | ria-firm | — | Nesconset | NY | 11767 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Darrow Wealth Management | ria-firm | — | Needham | MA | 02494 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hsbc Global Asset Management (USA) INC. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tocqueville Asset Management LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Asset Management LP | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kershner, Grosso & CO. | ria-firm | — | Saratoga Spring | NY | 12866 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schmitz Capital Partners, LLC | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clbi Investments INC | ria-firm | — | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ogorek Wealth Management, LLC | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sheets Smith Wealth Management | ria-firm | — | Winston Salem | NC | 27104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooks, Moore & Associates, INC. | ria-firm | — | Chattanooga | TN | 37409 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sit Investment Associates, INC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Siegel & Walmsley LLC | ria-firm | — | Richmond | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carlson Investments | ria-firm | — | Concord | NH | 03301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Potomac Asset Management CO INC | ria-firm | — | Frederick | MD | 21701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bounty Management Corp | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zermatt Wealth Partners | ria-firm | — | San Diego | CA | 92110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aldebaran Financial INC | ria-firm | — | Kingsport | TN | 37663 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tcw Asset Management Company LLC | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccm Investment Advisers, LLC | ria-firm | — | Columbia | SC | 29201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montag | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Driehaus Capital Management LLC | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calamos Advisors LLC | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mellon Investments Corporation | ria-firm | — | Pittsburgh | PA | 15258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Cleef Asset Management INC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rosenblum Silverman Sutton SF INC | ria-firm | — | San Francisco | CA | 94109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Century Investment Management INC | ria-firm | — | Kansas City | MO | 64111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Trust Investments, Incorporated | ria-firm | — | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Hancock Investment Management LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meeder Asset Management, INC. | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schafer Cullen Capital Management INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Howard Investments INC | ria-firm | — | Kingston | NY | 12401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Augustine Asset Management INC | ria-firm | — | Jacksonville | FL | 32207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Searcy Financial Services, INC. | ria-firm | — | Overland Park | KS | 66213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cigna Investments, INC. | ria-firm | — | Bloomfield | CT | 06002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torray Investment Partners LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schroder Investment Management North America INC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynch Financial Group | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leuthold Weeden Capital Management | ria-firm | — | Minneapolis | MN | 55403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kennedy Capital Management | ria-firm | — | ST Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lehrer Financial & Economic Advisory Services | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellington Consulting Services INC | ria-firm | — | Chantilly | VA | 20151 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ameriserv Wealth Advisors INC | ria-firm | — | Johnstown | PA | 15901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saperston Legacy Advisors, INC. | ria-firm | — | Hamburg | NY | 14075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Scott S. James Company | ria-firm | — | Falls Church | VA | 22042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S. R. Schill & Associates, INC. | ria-firm | — | Mercer Island | WA | 98040 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Young Richard C & CO LTD | ria-firm | — | Newport | RI | 02840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnett & CO INC | ria-firm | — | Chattanooga | TN | 37402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimum Financial Services, LLC | ria-firm | — | Jackson | MS | 39216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dana Investment Advisors INC | ria-firm | — | Waukesha | WI | 53186 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equinox Partners Investment Management LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mills Value Adviser INC | ria-firm | — | Arlington | VA | 22201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arthur M. Cohen & Associates LLC | ria-firm | — | Northbrook | IL | 60062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clayton Wealth Partners | ria-firm | — | Topeka | KS | 66603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timucuan Asset Management INC | ria-firm | — | Jacksonville | FL | 32202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Asset Management, INC. | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thor Wealth Management INC | ria-firm | — | Cincinnati | OH | 45230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geovest Advisors INC | ria-firm | — | Fairport | NY | 14450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klingenstein Fields Advisors | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee Financial Company, LLC | ria-firm | — | Dallas | TX | 75206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wall Capital Group, INC. | ria-firm | — | Phoenix | AZ | 85027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Investment Management | ria-firm | — | Covington | KY | 41011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montrose Advisors INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Capital INC | ria-firm | — | Derry | NH | 03038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heron View Partners LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Cavanaugh Group INC | ria-firm | — | Kiawah Island | SC | 29455 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ims Capital Management | ria-firm | — | Clackamas | OR | 97015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piermani Charles J Associates | ria-firm | — | Norristown | PA | 19401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dewitt Capital Management LLC | ria-firm | — | Mystic | CT | 06355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vantage Financial Group, INC. | ria-firm | — | Cleveland | OH | 44131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warwick Partners | ria-firm | — | Bryan | TX | 77802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Albion Financial Group | ria-firm | — | Salt Lake City | UT | 84106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanguard Group INC | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Howard & CO. Financial Advisors, INC. | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trustage Investment Management | ria-firm | — | Madison | WI | 53705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Wealth Management | ria-firm | — | Provo | UT | 84604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teton Advisors, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Advisory Group, INC. | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lane Brothers Investment Counsel | ria-firm | — | Prescott | AZ | 86303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairfield, Bush & CO. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lcg Associates, INC. | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brian D. Lowder, INC. | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mendel Money Management INC | ria-firm | — | Northbrook | IL | 60062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Investments INC | ria-firm | — | Greenville | SC | 29607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Santori & Peters | ria-firm | — | Canonsburg | PA | 15317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bond Tech INC | ria-firm | — | Bellbrook | OH | 45305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Advisors LLC | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adrian Day Asset Management | ria-firm | — | Dorado | PR | 00646 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wescott Financial Advisory Group LLC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David Vaughan Investments, LLC | ria-firm | — | Peoria | IL | 61614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weatherbie Capital, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manning & Napier Advisors, LLC | ria-firm | — | Fairport | NY | 14450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Associates Limited, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barings LLC | ria-firm | — | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trustmont Advisory Group, INC. | ria-firm | — | Greensburg | PA | 15601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roffman Miller Associates INC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alexander Randolph Advisory INC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Night Owl Capital Management, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Physician Wealth Advisors, INC. | ria-firm | — | Salt Lake City | UT | 84047 | 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