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 38 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sycamore Financial Advisors, INC. | ria-firm | — | Jackson | TN | 38305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Gillam Enterprises | ria-firm | — | Fair Oaks | CA | 95628 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aew Capital Management LP | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John E. Sestina and Company | ria-firm | — | Columbus | OH | 43220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mio Partners, INC. | ria-firm | — | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millennium Capital Advisors, LLC | ria-firm | — | Little Rock | AR | 72207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colbert Investment Management CO | ria-firm | — | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meira Wealth | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endowment Wealth Management, INC. | ria-firm | — | Appleton | WI | 54914 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gcm Grosvenor L.P. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dolan Mceniry Capital Management LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Financial Planning INC | ria-firm | — | Sparta | NJ | 07871 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gresham Partners, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Investment Advisors, INC. | ria-firm | — | Mequon | WI | 53092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zemenick & Walker INC | ria-firm | — | ST Louis | MO | 63144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wafra INC. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Selected Advisers LP | ria-firm | — | Tucson | AZ | 85706 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hcr Wealth Advisors | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| High Falls Advisors, INC. | ria-firm | — | Rochester | NY | 14604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D. E. Shaw & CO., L.P. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Douglass Winthrop Advisors LLC | ria-firm | — | New York | NY | 10175 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seabridge Investment Advisors LLC | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Siler Wealth Management | ria-firm | — | Longwood | FL | 32750 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Asset Management | ria-firm | — | Oakhurst | CA | 93644 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgens, Waterfall, Vintiadis & Company, INC. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Retirement Planning Company of New England, INC. | ria-firm | — | Warwick | RI | 02888 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Advisory Services, L.L.C. | ria-firm | — | Houston | TX | 77042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wainwright Investment Counsel LLC | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Condata Group INC | ria-firm | — | New York | NY | 10038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Value Trend Capital Management LP | ria-firm | — | EL Cajon | CA | 92020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin & Company Investment Counsel | ria-firm | — | Knoxville | TN | 37902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Advisory Corp | ria-firm | — | Fernandina Beach | FL | 32034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haley & Summers Wealth Management, INC. | ria-firm | — | Fort Wayne | IN | 46802 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schultz Financial Group Incorporated | ria-firm | — | Reno | NV | 89502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wexford Capital LP | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcgowan & CO LLP | ria-firm | — | Bryn Mawr | PA | 19010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Sheptoff Financial Planning LLC | ria-firm | — | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millennium Investment Services | ria-firm | — | Van Nuys | CA | 91406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rittmann Capital Management CO | ria-firm | — | Moraga | CA | 94556 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gkv Capital Management CO INC | ria-firm | — | Walnut Creek | CA | 94597 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Group LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bragg Financial Advisors INC | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Missionsquare Retirement | ria-firm | — | Washington | DC | 20002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Advisory INC | ria-firm | — | Dayton | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.E. Simmons & CO., P.C. | ria-firm | — | Dallas | TX | 75248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Insights Wealth Management | ria-firm | — | Tacoma | WA | 98402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarion Partners | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coldstream Wealth Management | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Asset Management INC | ria-firm | — | Kirkland | WA | 98033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Investment Management, INC. | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthway Financial Advisors | ria-firm | — | Norfolk | VA | 23510 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vawter Financial LTD | ria-firm | — | Columbus | OH | 43220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sawgrass Asset Management LLC | ria-firm | — | Ponte Vedra Beach | FL | 32082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelligent Investment Management,llp | ria-firm | — | Durango | CO | 81301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assembly Wealth | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Advisers, INC. | ria-firm | — | Paoli | PA | 19301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alder Financial Group INC | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bey-douglas, LLC Investment Counsel | ria-firm | — | Marietta | GA | 30067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peconic Partners LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sun Valley Gold LLC | ria-firm | — | Ketchum | ID | 83340 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Post Advisory Group, LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Planning Group | ria-firm | — | Westerly | RI | 02891 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metzler-payden, LLC | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Associates LTD | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley Wealth Managers, INC. | ria-firm | — | Paramus | NJ | 07652 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lincoln Financial Investments Corporation | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fredric E. Russell Investment Management CO. | ria-firm | — | Tulsa | OK | 74114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Cook Company, LLC | ria-firm | — | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Logan Capital Management, INC. | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brave Warrior Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ast Investment Services, INC. | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tgm Associates L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hahn Capital Management, LLC | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rea Wealth Management | ria-firm | — | New Philadelphia | OH | 44663 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Threadline Wealth | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trident Advisors INC | ria-firm | — | Doylestown | PA | 18901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baldwin Investment Management, LLC | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackrock Investment Management, LLC | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Milwealth Group, LLC | ria-firm | — | Milwaukee | WI | 53214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Voya Investment Management LLC | ria-firm | — | Atlanta | GA | 30327 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Portfolios, INC. | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lbmc Investment Advisors, LLC | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seizert Capital Partners | ria-firm | — | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T. Rowe Price Advisory Services, INC. | ria-firm | — | Owings Mills | MD | 21117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaydan Wealth Management, INC. | ria-firm | — | Fenton | MI | 48430 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fbb Capital Partners | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creekside Capital, INC. | ria-firm | — | Knoxville | TN | 37923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Century Growth Investors LLC | ria-firm | — | Plymouth | MN | 55447 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haese Financial Group INC | ria-firm | — | Jackson | WI | 53037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management One USA INC. | ria-firm | — | New York | NY | 10177 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurley Financial Group, INC. | ria-firm | — | Corvallis | OR | 97333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advantage, INC. | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paamco Prisma, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Asset Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Trust Asset Management Chartered | ria-firm | — | Boca Raton | FL | 33498 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Counsel LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Principal Asset Management | ria-firm | — | Des Moines | IA | 50392 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bryspen, Incorporated | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Principal Real Estate | ria-firm | — | Des Moines | IA | 50392 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sheeley & Partners Wealth Management, LLC | ria-firm | — | Providence | RI | 02903 | 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