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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 33 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| C & C Financial Services, INC. | ria-firm | — | Great Neck | NY | 11021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charles Schwab Investment Management, INC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Hogan-knotts Financial Group, INC. | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onedigital | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Resource Management,inc. | ria-firm | — | Deerfield | IL | 60015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camden Asset Management | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linscomb Wealth, INC. | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Needham Investment Management, LLC | ria-firm | — | New York | NY | 10177 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stack Financial Management INC | ria-firm | — | Whitefish | MT | 59937 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alta Capital Management LLC | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Siguler Guff Advisers LLC | ria-firm | — | New York | NY | 10166 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kestrel Investment Management Corp | ria-firm | — | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oaktree Capital Management, L.P. | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investors Asset Management of Georgia INC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Natixis Advisors, LLC | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westwind Capital | ria-firm | — | Las Cruces | NM | 88011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nottinghill Investment Advisers, LTD | ria-firm | — | Cincinnati | OH | 45230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Financial Services INC | ria-firm | — | Indianapolis | IN | 46260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matter Family Office | ria-firm | — | ST Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meeder Advisory Services, INC. | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meeder Public Funds, INC. | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Advisors | ria-firm | — | Mansfield | OH | 44902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epg Incorporated | ria-firm | — | Framingham | MA | 01701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Capital Management INC | ria-firm | — | Brookfield | WI | 53005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everett Harris & CO | ria-firm | — | Los Angeles | CA | 90017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commonwealth Financial Planners INC | ria-firm | — | Roswell | GA | 30075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Management Services INC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investor Advisory Group | ria-firm | — | Charlotte | NC | 28211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ubs Asset Management (americas) LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fusco Financial Services INC | ria-firm | — | Wilton Manors | FL | 33305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pzena Investment Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitener Capital Management, INC | ria-firm | — | Rocky Mount | NC | 27804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seidman Investment Portfolios | ria-firm | — | Vineyard Haven | MA | 02568 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pds Planning INC | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortuna Asset Management LLC | ria-firm | — | Irvine | CA | 92612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Consulate | ria-firm | — | Hunt Valley | MD | 21031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meyer Capital Management LLC. | ria-firm | — | Cincinnati | OH | 45230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foster & Motley INC | ria-firm | — | Cincinnati | OH | 45236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windward Capital Management CO | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilmington Trust Investment Advisors, INC. | ria-firm | — | Wilmington | DE | 19890 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dominion Portfolio Management, INC. | ria-firm | — | Marble Falls | TX | 78654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moody Aldrich Partners, LLC | ria-firm | — | Marblehead | MA | 01945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartline Investment Corporation | ria-firm | — | Winnetka | IL | 60093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trust Advisory Group LTD | ria-firm | — | Birmingham | AL | 35243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bradley Foster & Sargent INC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sarofim Realty Advisors LLC | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sarofim International Management CO | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weatherly Asset Management | ria-firm | — | Del Mar | CA | 92014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winslow Capital Management LLC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rdm Capital Associates INC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Strategies INC NY | ria-firm | — | Montvale | NJ | 07645 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Asset Management, LLC | ria-firm | — | Louisville | CO | 80027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Burney Company | ria-firm | — | Reston | VA | 20191 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beadell A D Investment Counsel INC | ria-firm | — | Mequon | WI | 53092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Wealth Management | ria-firm | — | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harris | Oakmark | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Global Investment Management Company | ria-firm | — | Glendale | CA | 91203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howland and Associates, LLC | ria-firm | — | ST Petersburg | FL | 33716 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Consulting Group INC | ria-firm | — | Davenport | IA | 52807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vaughan Nelson Investment Management, L.P. | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provident Investment Management, INC. | ria-firm | — | Novi | MI | 48375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Its Asset Management, L.P. | ria-firm | — | North Haven | CT | 06473 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grant Street Asset Management INC | ria-firm | — | Canonsburg | PA | 15317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argus Investors' Counsel, INC. | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virtus Investment Advisers, LLC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| America First Investment Advisors LLC | ria-firm | — | Omaha | NE | 68114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walsky Investment Management INC | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Connors Investor Services INC | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliancebernstein Holding L.P. | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Louis Financial Planners Asset Management, LLC | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Newman Asset Management INC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provident Wealth Management INC | ria-firm | — | Erie | PA | 16506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobs Levy Equity Management | ria-firm | — | Florham Park | NJ | 07932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Trust Advisors LP | ria-firm | — | Wheaton | IL | 60187 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Touchstone Advisors INC | ria-firm | — | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fuller & Thaler Asset Management INC | ria-firm | — | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dhjj Financial Advisors | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. Morgan Investment Management INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A. J. Perry & CO. | ria-firm | — | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tran Capital Management, L.P. | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cifc Investment Management LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donald W. Nicholson & Associates LTD | ria-firm | — | Wilmington | DE | 19810 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Check Capital Management INC | ria-firm | — | Costa Mesa | CA | 92626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Ridge Investments, LLC | ria-firm | — | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weik Capital Management | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Round Hill Asset Management INC | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everhart Advisors | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steele Capital Management, INC. | ria-firm | — | Dubuque | IA | 52001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mount Vernon Associates INC | ria-firm | — | Baltimore | MD | 21201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saint Louis Investment Advisors INC | ria-firm | — | Collinsville | IL | 62234 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackrock Financial Management, INC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hanseatic Management Services INC | ria-firm | — | Albuquerque | NM | 87109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lindahl & Mansager INC | ria-firm | — | Fairlawn | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walstad Investment Counsel, INC. | ria-firm | — | Santa Barbara | CA | 93108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nichols & Pratt Advisers LLP | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Bell Advisory Services, INC. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Staley Capital Advisers INC | ria-firm | — | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winans Investments | ria-firm | — | Las Vegas | NV | 89145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fort Washington Investment Advisors INC | ria-firm | — | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamel Associates,inc. | ria-firm | — | Center Valley | PA | 18034 | 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