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 40 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Domini Impact Investments LLC | ria-firm | — | New York | NY | 10038 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chapel Hill Investment Analysts INC | ria-firm | — | Greensburg | PA | 15601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Russell Capital Management, LLC | ria-firm | — | Lexington | KY | 40507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascension Capital Advisors, INC. | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keeler Thomas Management LLC | ria-firm | — | Orem | UT | 84097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allstate Financial Advisors, LLC | ria-firm | — | Lincoln | NE | 68508 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainstay Capital Management, LLC | ria-firm | — | Grand Blanc | MI | 48439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Baupost Group, L.L.C. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centre Partners Management LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Honeywell Capital Management LLC | ria-firm | — | Morris Plains | NJ | 07950 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith & Howard Wealth Management, LLC | ria-firm | — | Atlanta | GA | 30363 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James R. Martin Consulting, INC | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Investments LLC | ria-firm | — | Charlotte | NC | 28277 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Halter Ferguson Financial INC | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Partners, INC. | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Managed Asset Portfolios, LLC | ria-firm | — | Rochester | MI | 48307 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Corporation | ria-firm | — | Tallahassee | FL | 32309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Karras Company, INC. | ria-firm | — | Roy | UT | 84067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osterweis Capital Management | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profund Advisors LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castleark Management LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krauss Whiting Capital Advisors LLC | ria-firm | — | Stamford | CT | 06901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arcadia Investment Advisors, LLC | ria-firm | — | Eagle | ID | 83616 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New York Life Investment Management LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scott S. Duko, Registered Investment Advisor, LTD. | ria-firm | — | Canfield | OH | 44406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rreef America L.L.C. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Center for Financial Planning INC | ria-firm | — | Southfield | MI | 48033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axiom Investors | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Asset Management LLC | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gables Capital Management, INC. | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ulland Investment Advisors, LLC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Investment Advisors, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kcm Investment Advisors | ria-firm | — | Greenbrae | CA | 94904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rezny Wealth Management, INC. | ria-firm | — | Fort Myers | FL | 33907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manulife Investment Management Timberland and Agriculture INC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cibc Private Wealth Advisors, INC. | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banker Investment Group | ria-firm | — | West Lafayette | IN | 47906 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Institutional Investors Advisory Company | ria-firm | — | Fenton | MO | 63026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lauer Capital Management LTD | ria-firm | — | Sioux Falls | SD | 57105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Envestnet Portfolio Solutions, INC. | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller, Gesko & Company INC. | ria-firm | — | Buffalo | NY | 14203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Capital Group | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial Services | ria-firm | — | Utica | NY | 13502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altrinsic Global Advisors, LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slc Management | ria-firm | — | Wellesley Hills | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpine Saxon Woods | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbr Partners, LLC | ria-firm | — | New York | NY | 10055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Investment Management, INC. | ria-firm | — | Fort Worth | TX | 76102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evensky & Katz/foldes Wealth Management | ria-firm | — | Coral Gables | FL | 33146 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lasalle St. Investment Advisors, L.L.C. | ria-firm | — | Elmhurst | IL | 60126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crown Advisors Management, INC. | ria-firm | — | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iag Wealth Partners, LLC | ria-firm | — | Waukesha | WI | 53188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnston Investment Counsel, LTD. | ria-firm | — | Peoria | IL | 61604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coston and Mcisaac Investment Advisers, LLC | ria-firm | — | Bar Harbor | ME | 04609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Investment Advisors, INC | ria-firm | — | Spokane | WA | 99201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert L. Bender, INC. Dba Robert Bender & Associates | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Contravisory Investment Management, INC. | ria-firm | — | Norwell | MA | 02061 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wagner Loftin Investment Services LLC | ria-firm | — | Pleasant Hill | CA | 94523 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peloton Capital Management | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodmont Investment Counsel, LLC | ria-firm | — | Nashville | TN | 37215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aza Capital Management | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Moore & Associates INC | ria-firm | — | Albuquerque | NM | 87113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roberts, Glore & CO. | ria-firm | — | Deerfield | IL | 60015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fas Wealth Partners, INC. | ria-firm | — | Leawood | KS | 66224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitol Financial Consultants, INC. | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Managed Financial Services Corp INC | ria-firm | — | Houston | TX | 77070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mai Capital Management, LLC | ria-firm | — | Cleveland | OH | 44131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Mosaic Financial Group, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Financial Planning INC | ria-firm | — | Oklahoma City | OK | 73112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgewater Advisors INC. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Successful Money Strategies INC | ria-firm | — | Fall River | MA | 02720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Consulting Associates INC. | ria-firm | — | Cleveland | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C F Parks INC | ria-firm | — | Salisbury | NC | 28144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Analytics Investment Group LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Homestead Advisers Corp. | ria-firm | — | Arlington | VA | 22203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbourvest Partners, LLC | ria-firm | — | Boston | MA | 02111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandler Capital Management | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beam Wealth Advisors, INC. | ria-firm | — | Covington | LA | 70433 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Research & Consulting LLC | ria-firm | — | Pasadena | CA | 91105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WE Family Offices | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aam | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristotle Capital Management, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resource Strategies INC | ria-firm | — | Pepper Pike | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beese Fulmer Private Wealth Management | ria-firm | — | Canton | OH | 44718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tanaka Capital Management INC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cahill Financial Advisors, INC. | ria-firm | — | Edina | MN | 55439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Group, INC. | ria-firm | — | Wheaton | IL | 60187 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Pension Advisors, LLC. | ria-firm | — | Wakefield | MA | 01880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Securian Asset Management, INC. | ria-firm | — | ST Paul | MN | 55101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontier Asset Management, LLC | ria-firm | — | Sheridan | WY | 82801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lsv Asset Management | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lincoln Capital Corporation | ria-firm | — | East Greenwich | RI | 02818 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lenk Ladner Investment Solutions LLC | ria-firm | — | Osterville | MA | 02655 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compak Asset Management | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rtw Financial Advisors INC | ria-firm | — | Dallas | TX | 75240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategy Asset Managers L.L.C. | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mjb Asset Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Capital LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crosslink Capital, INC. | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meadowbrook Investment Advisors LLC | ria-firm | — | Livonia | MI | 48152 | 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