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The whole directory, as a table
All 24,672 curated records we publish β 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 Β· page 31 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sharkey Howes & Javer INC | ria-firm | β | Denver | CO | 80246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Speece Thorson Capital Group INC | ria-firm | β | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matthews International Capital Management, LLC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Value Monitoring, INC | ria-firm | β | Menlo Park | CA | 94025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Capital Management INC | ria-firm | β | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manchester Financial INC | ria-firm | β | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Capital Management INC | ria-firm | β | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Foundation Advisors | ria-firm | β | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tarbox Family Office, INC. | ria-firm | β | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wasatch Advisors LP | ria-firm | β | Salt Lake City | UT | 84108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robbins Wealth Management | ria-firm | β | Erie | PA | 16506 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polen Capital Management, LLC | ria-firm | β | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optima Asset Management INC | ria-firm | β | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Kinetics Asset Management LLC | ria-firm | β | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Capital Management Corp | ria-firm | β | FT Wayne | IN | 46845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bny Mellon Advisors, INC. | ria-firm | β | New York | NY | 10166 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Choate Investment Advisors | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovest Portfolio Solutions LLC | ria-firm | β | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Advisors, INC. | ria-firm | β | Fresno | CA | 93711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gardner Russo & Quinn LLC | ria-firm | β | Lancaster | PA | 17602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hebert Advisory Services INC | ria-firm | β | Littleton | CO | 80120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hammer Asset Management, LLC | ria-firm | β | Auburn | CA | 95603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TD Capital Management LLC | ria-firm | β | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peterson Financial Services LLC | ria-firm | β | Denver | CO | 80218 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Capital Management INC | ria-firm | β | Miami | FL | 33143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donaldson Capital Management LLC | ria-firm | β | Evansville | IN | 47708 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pasco Investment Advisors INC | ria-firm | β | Westfield | NJ | 07090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Management Technology | ria-firm | β | San Francisco | CA | 94118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bahl & Gaynor LLC | ria-firm | β | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forward Investment Advisors, INC. | ria-firm | β | Madison | WI | 53717 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klopp Investment Management LLC | ria-firm | β | Cleveland | OH | 44114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Systematic Financial Management LP | ria-firm | β | Teaneck | NJ | 07666 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| High Country Capital Management | ria-firm | β | Montrose | CO | 81401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bloom Advisors | ria-firm | β | Farmington Hills | MI | 48334 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hcm Wealth | ria-firm | β | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conifer Investments LTD | ria-firm | β | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mitchell Vaught & Taylor INC | ria-firm | β | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brand Asset Management Group, INC. | ria-firm | β | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Advisors LTD | ria-firm | β | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chatham Capital Group INC | ria-firm | β | Savannah | GA | 31405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weinberger Asset Management, INC | ria-firm | β | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthspire Advisors | ria-firm | β | New York | NY | 10175 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Efs Asset Management LLC | ria-firm | β | Dallas | TX | 75204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Victory Capital Management INC. | ria-firm | β | San Antonio | TX | 78256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert Harrell, Incorporated | ria-firm | β | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grimaldi Portfolio Solutions, INC | ria-firm | β | Wappingers Falls | NY | 12590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Security Capital Research & Management Incorporated | ria-firm | β | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grantham Mayo Van Otterloo & CO LLC | ria-firm | β | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| F L Putnam Investment Management CO. | ria-firm | β | Lynnfield | MA | 01940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvey Capital Management INC | ria-firm | β | Palm Beach | FL | 33480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Strum & Towne INC | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alaska Permanent Capital Management, LLC | ria-firm | β | Anchorage | AK | 99503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wedge Capital Management LLP | ria-firm | β | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Shellnut Wilson | ria-firm | β | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Advisory Services LTD CO | ria-firm | β | Austin | TX | 78735 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avantax Planning Partners, INC. | ria-firm | β | Dubuque | IA | 52001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dlj Real Estate Capital Partners, LLC | ria-firm | β | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monarch Capital Management INC | ria-firm | β | Fort Wayne | IN | 46802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doliver Advisors, L.P. | ria-firm | β | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Capital Management LLC | ria-firm | β | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bps Wealth Advisors, INC. | ria-firm | β | Canfield | OH | 44406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financially Speaking INC | ria-firm | β | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cbre Investment Management Listed Real Assets LLC | ria-firm | β | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smithbridge Asset Management, INC. | ria-firm | β | Chadds Ford | PA | 19317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Douglas Capital Management INC | ria-firm | β | Jacksonville | FL | 32224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohen & Steers Capital Management INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weber Asset Management, INC. | ria-firm | β | Lake Success | NY | 11042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walker Financial Advisors INC | ria-firm | β | Mission Viejo | CA | 92691 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontier Capital Management CO LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Street Advisors INC. | ria-firm | β | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federated Global Investment Management Corp. | ria-firm | β | New York | NY | 10178 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polaris Capital Management, LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bultman Investment Management, INC. | ria-firm | β | Brookfield | WI | 53045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jrp Capital Corp | ria-firm | β | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Dempsey Capital Management LLC | ria-firm | β | Milwaukee | WI | 53224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Wealth Management LLC | ria-firm | β | Guilford | CT | 06437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commonwealth Investment Management | ria-firm | β | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parsons Capital Management INC | ria-firm | β | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ingham Retirement Group | ria-firm | β | Miami | FL | 33156 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wright Investors Service INC | ria-firm | β | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toews Asset Management | ria-firm | β | Northfield | NJ | 08225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1st & Main Growth Partners | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dra Advisors LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Investment Advisors INC | ria-firm | β | Oklahoma City | OK | 73112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sauberan & Company, LLC | ria-firm | β | Lockport | NY | 14094 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ami Investment Management INC | ria-firm | β | Kendallville | IN | 46755 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abbott Capital Management LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wbi Investments, LLC | ria-firm | β | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winslow Asset Management INC | ria-firm | β | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mitchell Capital Management CO | ria-firm | β | Leawood | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lazard Asset Management Canada INC | ria-firm | β | New York | NY | 10112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thornburg Investment Management INC | ria-firm | β | Santa FE | NM | 87506 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gvr Investment Management, INC. | ria-firm | β | Two Rivers | WI | 54241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firestone Capital Management INC | ria-firm | β | South Miami | FL | 33143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invictus Timing Service LTD | ria-firm | β | Westbury | NY | 11590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Advisory | ria-firm | β | Norfolk | VA | 23510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Sterling, INC. | ria-firm | β | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eldridge Investment Advisors INC | ria-firm | β | Manchester | NH | 03104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Runde & CO. LLC | ria-firm | β | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miami Valley Portfolio Management INC | ria-firm | β | Brookville | OH | 45309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0