Open data
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 36 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Hamilton Lane | ria-firm | β | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ward & Associates | ria-firm | β | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canyon Partners Real Estate LLC | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hunter Michael Investment Advisors INC | ria-firm | β | Richmond | VA | 23235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leavell Investment Management, INC. | ria-firm | β | Mobile | AL | 36602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Technomart Rga INC | ria-firm | β | Baltimore | MD | 21202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Service Group INC | ria-firm | β | Mount Pleasant | WI | 53406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hutner Capital Management INC. | ria-firm | β | Manchester | VT | 05254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concord Investment Counsel | ria-firm | β | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H.P. Becker & Co | ria-firm | β | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohen Capital Management INC | ria-firm | β | Corte Madera | CA | 94925 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L. K. Benson & Company, P.C. | ria-firm | β | Timonium | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cramer Rosenthal Mcglynn LLC | ria-firm | β | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sculptor Capital LP | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flying Point Financial, INC. | ria-firm | β | North Andover | MA | 01845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canyon Capital Advisors LLC | ria-firm | β | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Earnest Partners, LLC | ria-firm | β | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Viking Fund Management LLC | ria-firm | β | Minot | ND | 58703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argent Capital Management LLC | ria-firm | β | Clayton | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bright Financial Advisors, INC. | ria-firm | β | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wabash Capital, INC. | ria-firm | β | Terre Haute | IN | 47803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Entrust Global Partners LLC | ria-firm | β | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcm Advisors, LLC | ria-firm | β | Lafayette | LA | 70503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park Place Capital Corporation | ria-firm | β | Homewood | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jennison Associates | ria-firm | β | New York | NY | 10055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cumberland Advisors | ria-firm | β | Sarasota | FL | 34237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Realty Advisors | ria-firm | β | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ais Capital Management L.P. | ria-firm | β | Wilton | CT | 06897 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orion Portfolio Solutions, LLC | ria-firm | β | Omaha | NE | 68130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howard Financial Services, LTD. | ria-firm | β | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Auxier Asset Management | ria-firm | β | Aurora | OR | 97002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Capital Management, INC. | ria-firm | β | Albany | NY | 12207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairholme Capital Management, L.L.C. | ria-firm | β | South Miami | FL | 33143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark & Stuart INC | ria-firm | β | Portland | ME | 04102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Planning Group, INC. | ria-firm | β | Columbia | SC | 29205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Resources INC. | ria-firm | β | Overland Park | KS | 66212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stepp & Rothwell INC | ria-firm | β | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the L. Warner Companies, INC | ria-firm | β | Timonium | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kensington Investment Counsel | ria-firm | β | Long Beach | CA | 90803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andrews Capital Management INC | ria-firm | β | Coronado | CA | 92118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Capital Management, LP | ria-firm | β | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garcia Hamilton & Associates LP | ria-firm | β | Houston | TX | 77010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arnold Weitz & CO | ria-firm | β | Elkhorn | NE | 68022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decamilla Capital Management LLC | ria-firm | β | Sacramento | CA | 95819 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridges Investment Management INC | ria-firm | β | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morningstar Investment Management LLC | ria-firm | β | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clifford Swan Investment Counselors | ria-firm | β | Pasadena | CA | 91105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investrust Consulting, LLC | ria-firm | β | Oklahoma City | OK | 73118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boca Wealth Advisors | ria-firm | β | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bishop Street Capital Management | ria-firm | β | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hanson & Doremus Investment Management | ria-firm | β | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corda Investment Management, LLC | ria-firm | β | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weybosset Research & Management, LLC | ria-firm | β | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excelsior Investors | ria-firm | β | Excelsior | MN | 55331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valmark Advisers, INC. | ria-firm | β | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Earned Wealth Advisors, LLC | ria-firm | β | Walnut Creek | CA | 94598 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bourgeon Capital Management LLC | ria-firm | β | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. L. Bainbridge & CO., INC. | ria-firm | β | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Consultants Group INC | ria-firm | β | Cumming | GA | 30041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mclean Asset Management Corp. | ria-firm | β | Tysons | VA | 22182 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laffer Tengler Investments, INC. | ria-firm | β | Nashville | TN | 37212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackrock Capital Management, INC. | ria-firm | β | Wilmington | DE | 19809 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert Priske, LLC | ria-firm | β | Honolulu | HI | 96816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverbridge | ria-firm | β | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Capital Management INC | ria-firm | β | Raleigh | NC | 27608 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jaffe Asset Management LLC | ria-firm | β | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Investment Advisors | ria-firm | β | Tulsa | OK | 74120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Capital Management INC. | ria-firm | β | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dibenedetto & Associates LTD | ria-firm | β | Loves Park | IL | 61111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keidan Financial Consultants LLC | ria-firm | β | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osborne Partners | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairview Capital | ria-firm | β | Greenbrae | CA | 94904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KB & Partners Management CO LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Advisory Group of San Francisco, LLC | ria-firm | β | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Usi Advisors | ria-firm | β | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banyan Capital Management, INC. | ria-firm | β | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stafford Capital Management LLC | ria-firm | β | Sausalito | CA | 94965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cadinha & CO LLC | ria-firm | β | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vomund Investment Management, LLC | ria-firm | β | Incline Village | NV | 89451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hall Capital Management Company, INC. | ria-firm | β | Barrington | RI | 02806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aviso Wealth Management | ria-firm | β | Bellevue | WA | 98005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dearborn Partners L.L.C. | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Native American Fund Advisors LLC | ria-firm | β | Tulsa | OK | 74120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Preservation Group INC | ria-firm | β | Grapevine | TX | 76051 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Semper Augustus Investments Group LLC | ria-firm | β | Highlands Ranch | CO | 80129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affiliated Financial Advisors INC | ria-firm | β | Milwaukee | WI | 53226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson, Grant Investment Advisers, INC. | ria-firm | β | Stamford | CT | 06905 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glenmede Investment Management, LP | ria-firm | β | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Capital Management LLC | ria-firm | β | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marco Investment Management LLC | ria-firm | β | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sundvold Financial | ria-firm | β | Columbia | MO | 65203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Advisers Multi-manager, L.L.C. | ria-firm | β | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Advisers Management, LLC | ria-firm | β | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apriem Advisors | ria-firm | β | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccarter Private Wealth Services LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vector Money Management INC | ria-firm | β | Ridgeland | MS | 39157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Planners Professional Services, INC. | ria-firm | β | West Des Moines | IA | 50265 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steeloaks Investment Advisers, INC. | ria-firm | β | Weirton | WV | 26062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rek Advisors, INC. | ria-firm | β | Houston | TX | 77005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodard & CO Asset Management Group INC | ria-firm | β | Bermuda Run | NC | 27006 | 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