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 37 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Occam Capital Management, LLC | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legend Financial Advisors INC | ria-firm | — | Pittsburgh | PA | 15237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Research Corp | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ariel Investments, LLC | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fogel Capital Management INC | ria-firm | — | Stuart | FL | 34994 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Townsend Asset Management Corp. | ria-firm | — | Raleigh | NC | 27612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nomura Asset Management U.S.A. INC. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Port Advisors | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lombard Advisers Incorporated | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dewitt Capital Management | ria-firm | — | Collegeville | PA | 19426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Embree Financial Group | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midas Management Corporation | ria-firm | — | Walpole | NH | 03608 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Advisors, INC. | ria-firm | — | St. Louis | MO | 63131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Alternatives, INC. | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trustee Empowerment & Protection, INC. | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearbrook Investment Consulting LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisory Research INC | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mount Lucas Management LP | ria-firm | — | Newtown | PA | 18940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Management Investment Advisers, LLC | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Eagle Investment Management, LLC | ria-firm | — | New York | NY | 10105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maverick Capital LTD | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guggenheim Investment Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardent Capital Management, INC. | ria-firm | — | Cincinnati | OH | 45243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icon Advisers, INC. | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sit Fixed Income Advisors II, LLC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watermark Group, INC. | ria-firm | — | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affinity Investment Advisors, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelity Management & Research Company LLC | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Suncoast Equity Management, LLC | ria-firm | — | Tampa | FL | 33609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodwin Capital Advisers, INC. | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hinsdale Associates | ria-firm | — | Hinsdale | IL | 60521 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halbert Wealth Management, INC | ria-firm | — | Austin | TX | 78733 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Financial Strategies INC | ria-firm | — | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silver Oak Advisory Group | ria-firm | — | Portland | OR | 97205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Retirement Planning Group INC | ria-firm | — | Las Vegas | NV | 89144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forteris Wealth Management, INC. | ria-firm | — | Armonk | NY | 10504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Municipal Asset Management INC | ria-firm | — | Rye Brook | NY | 10573 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynch & Associates | ria-firm | — | Newburgh | IN | 47630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Coleridge Group LLC | ria-firm | — | Phoenix | AZ | 85028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eber Capital Management | ria-firm | — | Coral Gables | FL | 33146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cullinan Associates, INC. | ria-firm | — | Louisville | KY | 40207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A. N. Culbertson & Company, INC. | ria-firm | — | Charlottesville | VA | 22903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smh Capital Advisors LLC | ria-firm | — | Fort Worth | TX | 76109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicholas CO INC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management, INC. | ria-firm | — | Little Rock | AR | 72212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfg Wealth Management Services INC | ria-firm | — | Indianapolis | IN | 46256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Essex LLC | ria-firm | — | Deer Park | IL | 60010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flagship Capital Management INC | ria-firm | — | Media | PA | 19063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dahab Associates INC | ria-firm | — | Bay Shore | NY | 11706 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas J. Herzfeld Advisors, INC. | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zais Group | ria-firm | — | Holmdel | NJ | 07733 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Investment Management, LP | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metz Capital Management LLC | ria-firm | — | Lewes | DE | 19958 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bell Investment Advisors INC | ria-firm | — | Orinda | CA | 94563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guild Investment Management, INC. | ria-firm | — | Westlake Village | CA | 91362 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guyasuta Investment Advisors, Incorporated | ria-firm | — | Pittsburgh | PA | 15238 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S3, INC | ria-firm | — | Minneapolis | MN | 55416 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pantheon Investments | ria-firm | — | Chattanooga | TN | 37402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairport Asset Management Corp | ria-firm | — | Fairfield | CT | 06825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Pine Capital LLC | ria-firm | — | Bloomington | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gary L. Greenberg | ria-firm | — | Eden Prairie | MN | 55346 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empiric Advisors, INC. | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trustwell Financial Advisors, LLC | ria-firm | — | Jacksonville | FL | 32216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bouvel Investment Partners, LLC | ria-firm | — | Phoenixville | PA | 19460 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bdc Capital Management, INC. | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grattan Financial Strategies, INC. | ria-firm | — | San Gabriel | CA | 91775 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Fin Capital, INC. | ria-firm | — | Warren | RI | 02885 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironwood Investment Management, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Polen Capital Credit, LLC | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Directions LLC | ria-firm | — | Tucson | AZ | 85719 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliancebernstein L.P. | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marietta Investment Partners, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Mountain INC | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swarthmore Asset Management LTD | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birmingham Capital Management CO INC | ria-firm | — | Birmingham | AL | 35243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brave Family Advisors | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intrepid Capital Management INC | ria-firm | — | Jacksonville Beach | FL | 32250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snyder Capital Management LP | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aberdeen Wealth Management LLC | ria-firm | — | Lake Bluff | IL | 60044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martingale Asset Management | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin Capital Advisors, LLP | ria-firm | — | San Antonio | TX | 78216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Financial Advisors INC | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Consulting Group | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skba Capital Management, LLC | ria-firm | — | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Herzfeld Group | ria-firm | — | Largo | FL | 33771 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alm First Financial Advisors LLC | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kahala Financial Advisors, LLC | ria-firm | — | Honolulu | HI | 96816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covenant Asset Management, LLC | ria-firm | — | Chester | NJ | 07930 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexington Research and Capital Group, LLC | ria-firm | — | Fayetteville | AR | 72703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiaa-cref Tuition Financing, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TA Realty LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ameritrust Investment Advisors INC | ria-firm | — | Tulsa | OK | 74135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peninsula Asset Management INC | ria-firm | — | Bradenton | FL | 34205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brighton Jones LLC | ria-firm | — | Seattle | WA | 98121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunvegan Associates INC | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ladenburg Thalmann Asset Management INC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Htg Investment Advisors INC | ria-firm | — | New Canaan | CT | 06840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genter Capital Management | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Management, LLC | ria-firm | — | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Droms Strauss Wealth Management | ria-firm | — | St. Louis | MO | 63141 | 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