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 39 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Assetmark, INC. | ria-firm | — | Concord | CA | 94520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Synthesis Advisors, INC. | ria-firm | — | Nashville | TN | 37215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Financial Designs, INC. | ria-firm | — | Kokomo | IN | 46902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gemmer Asset Management LLC | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Affirmative Financial Network LLC | ria-firm | — | Colorado Springs | CO | 80918 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jamison Private Wealth Management, INC. | ria-firm | — | Milton | GA | 30004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ledgewood Wealth Advisors, LLC | ria-firm | — | Exeter | NH | 03833 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bf/anderson | ria-firm | — | Baton Rouge | LA | 70808 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunnavan & CO. | ria-firm | — | Minneapolis | MN | 55414 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curcio Webb LLC | ria-firm | — | Lawrenceville | NJ | 08648 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverplace Capital Management INC | ria-firm | — | Jacksonville | FL | 32207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard P. Slaughter Associates, INC. | ria-firm | — | Austin | TX | 78759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bitterroot Capital Advisors LLC | ria-firm | — | Bozeman | MT | 59715 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L.F. Howard Associates INC | ria-firm | — | Boston | MA | 02116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgemoor Investment Advisors, INC. | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SK Wealth Management, LLC | ria-firm | — | Providence | RI | 02908 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamilton Capital | ria-firm | — | Columbus | OH | 43220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affinity Capital, L.P. | ria-firm | — | Houston | TX | 77098 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifr, Municipal Market Data | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portland Global Advisors LLC | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Advisors LLC | ria-firm | — | Fort Wayne | IN | 46825 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schlindwein Associates LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobs & Company | ria-firm | — | Charleston | WV | 25301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palisades Hudson Asset Management, L.P. | ria-firm | — | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Advisors, LLC | ria-firm | — | Los Angeles | CA | 90064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Missionsquare Investments | ria-firm | — | Washington | DC | 20002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcmahan Capital Management | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Index Fund Advisors, INC. | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Management, INC. | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palo Alto Investors LP | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Attivo Legacy Advisors, LLC | ria-firm | — | Corona | CA | 92878 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisors Crypto, INC. | ria-firm | — | Austin | TX | 78730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Capital Financial Advisors LLC | ria-firm | — | South Meriden | CT | 06451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Advisors of Indianapolis INC | ria-firm | — | Indianapolis | IN | 46260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Syverson Strege | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excel Capital Management Corp | ria-firm | — | Warren | NJ | 07059 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ferguson-johnson Wealth Management, INC. | ria-firm | — | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookline Investments, INC. | ria-firm | — | Birmingham | AL | 35223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willow Creek Wealth Management, INC. | ria-firm | — | Sebastopol | CA | 95472 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Akre Capital Management, LLC | ria-firm | — | Middleburg | VA | 20117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edward S. Green & Associates, LLC | ria-firm | — | Syracuse | NY | 13202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marsico Capital Management, LLC | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sela Capital Group LLC | ria-firm | — | Colorado Springs | CO | 80921 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roehl & YI Investment Advisors, LLC | ria-firm | — | Eugene | OR | 97401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stoneridge Investment Partners | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pflug Koory, LLC | ria-firm | — | Omaha | NE | 68137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gutt Financial Management, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gfo Advisory Services, LLC | ria-firm | — | Greenwich | CT | 06831 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Mathes Company, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| US Advisory Group | ria-firm | — | Beverly | MA | 01915 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Methods, INC. | ria-firm | — | Amarillo | TX | 79106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lasalle Investment Advisors, INC. | ria-firm | — | Pewaukee | WI | 53072 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lasalle Investment Management | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merit Energy Company | ria-firm | — | Dallas | TX | 75240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dumont & Blake Investment Advisors LLC | ria-firm | — | Princeton | NJ | 08540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gerber/taylor Management LLC | ria-firm | — | Memphis | TN | 38103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcqueen Financial Advisors II, INC. | ria-firm | — | Clawson | MI | 48017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Financial Profiles INC | ria-firm | — | Coral Springs | FL | 33065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironwood Capital Management Corp | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arlington Partners LLC | ria-firm | — | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LA Jolla Institute for Wealth Management | ria-firm | — | LA Jolla | CA | 92037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Financial Advisors INC | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sather Financial Group, INC. | ria-firm | — | Victoria | TX | 77901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenneth Frenke & CO | ria-firm | — | Arden | NC | 28704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mdt Advisers, A Division of Federated Mdta LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adams Street Partners, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Community Capital Management, LLC | ria-firm | — | Fort Lauderdale | FL | 33324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trek Financial | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Landmark Wealth Management | ria-firm | — | Getzville | NY | 14068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dimension Capital Management LLC | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ameritas Investment Partners, INC. | ria-firm | — | Lincoln | NE | 68505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corinthian Partners Asset Management LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nationwide Fund Advisors | ria-firm | — | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tandem Investment Advisors INC | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nlg Capital LLC | ria-firm | — | Montpelier | VT | 05604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hussman Strategic Advisors INC | ria-firm | — | Ellicott City | MD | 21043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicollet Investment Management, INC. | ria-firm | — | Minneapolis | MN | 55401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams Capital Management Company | ria-firm | — | Wilmette | IL | 60091 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yukon Wealth Management, INC. | ria-firm | — | Overland Park | KS | 66221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management LLC | ria-firm | — | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moisand Fitzgerald Tamayo, LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grimes & Company | ria-firm | — | Westborough | MA | 01581 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadmark Asset Management LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shayne & Jacobs, LLC | ria-firm | — | Nashville | TN | 37215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navpoint Financial, INC. | ria-firm | — | Prior Lake | MN | 55372 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Services | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Advisory Group LLC | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redw Wealth LLC | ria-firm | — | Albuquerque | NM | 87113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mitchell Advisory INC | ria-firm | — | Reston | VA | 20190 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Wealth Advisors LLC | ria-firm | — | St. Louis | MO | 63122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackrock Realty Advisors INC | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kademian Financial Group INC | ria-firm | — | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halberstadt Financial Consultants INC | ria-firm | — | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freund & CO Investment Advisors, L.C. | ria-firm | — | Chesterfield | MO | 63017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Todd Asset Management LLC | ria-firm | — | Louisville | KY | 40202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forester Capital Management LTD | ria-firm | — | Libertyville | IL | 60048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tillman Hartley LLC | ria-firm | — | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean Roland Russell, LLC | ria-firm | — | San Diego | CA | 92127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Otto & Associates, INC. | ria-firm | — | Norwich | VT | 05055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Financial Resources INC. | ria-firm | — | Oklahoma City | OK | 73116 | 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