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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 35 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Simpson Investment Counsel | ria-firm | — | Lexington | MA | 02421 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avalon Capital Management | ria-firm | — | Port of Redwood City | CA | 94063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Cypress Funds LLC | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyd Financial Strategies, INC. | ria-firm | — | Auburn | MA | 01501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sym Financial Advisors | ria-firm | — | Winona Lake | IN | 46590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penn Mutual Asset Management, LLC | ria-firm | — | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alda Advisors, INC. | ria-firm | — | Fairlawn | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Constellation Investments, INC. | ria-firm | — | Montgomery | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shikiar Asset Management INC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tingey Advisors INC | ria-firm | — | Salt Lake City | UT | 84117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Avenue Management LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfmg Wealth Advisors | ria-firm | — | Plano | TX | 75093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highstone Group | ria-firm | — | Richmond | VA | 23221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fagan Associates INC | ria-firm | — | Troy | NY | 12180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ghp Investment Advisors INC | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newman Dignan & Sheerar, INC | ria-firm | — | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navellier & Associates INC | ria-firm | — | Reno | NV | 89501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axia Advisory | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Consulting Group, LLC | ria-firm | — | Clayton | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Alternative Asset Management L.P. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invesco Private Capital, INC. | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southeast Asset Advisors, LLC | ria-firm | — | Thomasville | GA | 31792 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invesco Senior Secured Management, INC. | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meridian Investment Advisors, INC. | ria-firm | — | Indianapolis | IN | 46280 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Net Worth Advisors | ria-firm | — | Waterloo | IA | 50702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simmons L E & Associates INC | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brick Capital Management INC | ria-firm | — | East Lansing | MI | 48823 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altos Financial Management, LLC | ria-firm | — | San Jose | CA | 95117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moon Capital Management, LLC | ria-firm | — | Knoxville | TN | 37902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Dimensions Group, LTD. | ria-firm | — | Cincinnati | OH | 45249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PT Asset Management, LLC | ria-firm | — | Chicago | IL | 60661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schaper Benz & Wise Investment Counsel INC | ria-firm | — | Neenah | WI | 54956 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooperative Funeral Fund INC | ria-firm | — | Madison | CT | 06443 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boulder Asset Management | ria-firm | — | Englewood | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lodestar Private Asset Management LLC | ria-firm | — | Alamo | CA | 94507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tanglewood Total Wealth Management, INC. | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boston Research and Management, INC. | ria-firm | — | Manchester | MA | 01944 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gpm Growth Investors, INC. | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sowa Financial Group | ria-firm | — | Lincoln | RI | 02865 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pennsylvania Capital Management INC. | ria-firm | — | Huntingdon Valley | PA | 19006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MG Financial LLC | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairbanks Capital Management, INC. | ria-firm | — | Rancho Santa FE | CA | 92091 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perryman Financial Advisory, INC. | ria-firm | — | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Branson Fowlkes Russell INC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Branson Fowlkes & CO INC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodley Farra | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stoneridge Pmg Advisors, LLC | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Victoria Capital Management, INC. | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor Services, INC. | ria-firm | — | Tucson | AZ | 85701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Builder Investment Group | ria-firm | — | Atlanta | GA | 30327 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobs & Company, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Affiliated Capital Corp. | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saybrook Capital Corp | ria-firm | — | Sag Harbor | NY | 11963 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callan | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Royce Investment Partners | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mediqus Asset Advisors, INC. | ria-firm | — | Chicago | IL | 60631 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carl Marks Management Company, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redstone Advisors INC | ria-firm | — | Wichita | KS | 67226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hcm Wealth Advisors | ria-firm | — | Cincinnati | OH | 45247 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bnb Wealth Mangagement, LLC | ria-firm | — | Silver Spring | MD | 20910 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grove Street Fiduciary, LLC | ria-firm | — | Peterborough | NH | 03458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Imc | ria-firm | — | Dewitt | NY | 13214 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoisington Investment Management CO | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reynolds Capital Management, LLC | ria-firm | — | Las Vegas | NV | 89109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mackay Shields LLC | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maslow Wealth Advisors | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelman Lazarov INC | ria-firm | — | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitegate Investment Counselors, INC. | ria-firm | — | Concord | NH | 03301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldman Sachs Asset Management, L.P. | ria-firm | — | New York | NY | 10282 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 40/86 Advisors, INC. | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granahan Investment Management LLC | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cjm Wealth Advisers, LTD. | ria-firm | — | Falls Church | VA | 22042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ubs Farmland Investors LLC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Decisions, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ubs Realty Investors LLC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traphagen Financial Group | ria-firm | — | Oradell | NJ | 07649 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msa Financial | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Advisor Services, INC. | ria-firm | — | Buffalo | NY | 14203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brick & Kyle Associates INC | ria-firm | — | Newtown | PA | 18940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Capital Investment Advisors INC | ria-firm | — | Lombard | IL | 60148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allstate Investment Management Company | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Progressive Investment Management Corporation | ria-firm | — | Lake Oswego | OR | 97034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smart Investments Advisory Incorporated | ria-firm | — | Redlands | CA | 92373 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GS Investment INC | ria-firm | — | Eagan | MN | 55121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northside Capital Management LLC | ria-firm | — | Hood River | OR | 97031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avalon Global Asset Management LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diamant Asset Management, INC. | ria-firm | — | Ridgefield | CT | 06877 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Capital Management INC | ria-firm | — | Portland | OR | 97239 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parthenon LLC | ria-firm | — | Louisville | KY | 40222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Claremont Financial Group,inc. | ria-firm | — | Claremont | CA | 91711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyd Watterson Asset Management, LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Capital Management INC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Ocean Capital | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seamount Financial Group INC | ria-firm | — | Colorado Springs | CO | 80903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.w.burns & Company, INC. | ria-firm | — | Dewitt | NY | 13214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klcm Advisors, INC. | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tandem Capital Management, INC. | ria-firm | — | Woodcliff Lake | NJ | 07677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mmhp Investment Advisors | ria-firm | — | Thomasville | GA | 31792 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Asset Management INC. | ria-firm | — | Orinda | CA | 94563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Financial & Retirement Planning Associates INC | ria-firm | — | Fair Haven | NJ | 07704 | 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