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 41 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Essex Investment Management Company, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Asset Management Group, Corporation (INC.) | ria-firm | — | Shreveport | LA | 71104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focus Investment Advisors, INC | ria-firm | — | Solana Beach | CA | 92075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wms Partners, LLC | ria-firm | — | Towson | MD | 21204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Murphy Pohlad Asset Management LLC | ria-firm | — | Eden Prairie | MN | 55344 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Irving Planning & Investments, LTD. | ria-firm | — | Centennial | CO | 80122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Contrarian Capital Management LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cbre Investment Management | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CM Financial Advisors, LLC | ria-firm | — | Rocky Hill | CT | 06067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oarsman Capital, INC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stuart Investment Advisors, INC. | ria-firm | — | Austin | TX | 78705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Manchester Capital Management LLC | ria-firm | — | Manchester | VT | 05254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| IM Global Partner Fund Management LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spirit of America Management Corp | ria-firm | — | Syosset | NY | 11791 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S & CO., INC. | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ice Data Pricing & Reference Data, LLC | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Group | ria-firm | — | Dallas | TX | 75252 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Investment Services INC | ria-firm | — | Great Barrington | MA | 01230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfs Investment Management | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Appleton Partners, INC. | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peregrine Capital Management, LLC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Urban Financial Advisory Corporation | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ostrofe Financial Consultants INC | ria-firm | — | Grass Valley | CA | 95945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hofkin Capital Management, INC. | ria-firm | — | Edina | MN | 55435 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Obermeyer Wealth Partners | ria-firm | — | Aspen | CO | 81611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hodges Capital Management INC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centurion Counsel INC | ria-firm | — | San Diego | CA | 92123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primesolutions Advisors, LLC | ria-firm | — | Pittsburgh | PA | 15212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lesjak Planning, LLC | ria-firm | — | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pantheon | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luther King Capital Management Corporation | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hillman Capital Management INC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sloy, Dahl & Holst, LLC | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Symmetric Advisors INC | ria-firm | — | Minnetonka | MN | 55305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schaefer Financial Management, INC. | ria-firm | — | Centennial | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Financial Strategies INC | ria-firm | — | Columbus | OH | 43219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Group, INC. | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Northwest Advisory Services L.L.C. | ria-firm | — | Federal Way | WA | 98003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provident Trust Company | ria-firm | — | Waukesha | WI | 53188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Capital LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altfest Personal Wealth Management | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keating Investment Counselors INC | ria-firm | — | Delray Beach | FL | 33483 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Income Solutions, INC. | ria-firm | — | Ann Arbor | MI | 48104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pks Investment Advisors LLC | ria-firm | — | Salisbury | MD | 21804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Starwood Capital Group Management, L.L.C. | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| California Financial Advisors | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robinson Value Management, LTD. | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forest Investment Associates | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burgess Chambers & Associates INC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Capital Management, LLC | ria-firm | — | Mandeville | LA | 70471 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gen Financial Management INC. | ria-firm | — | Plymouth | MN | 55441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cnd Financial | ria-firm | — | Livonia | MI | 48150 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Advisory | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mok Capital Management | ria-firm | — | Los Altos | CA | 94022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. Morgan Private Investments INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Investment Management, LTD. | ria-firm | — | Greenfield | WI | 53220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howland Advisory Corporation | ria-firm | — | Dallas | TX | 75206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winch Financial | ria-firm | — | Appleton | WI | 54911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gamboa Capital Management INC. | ria-firm | — | San Antonio | TX | 78233 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagard Private Equity Solutions | ria-firm | — | Greenwich | CT | 06831 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayshore Capital | ria-firm | — | Tampa | FL | 33629 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Angeles Investment Advisors | ria-firm | — | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meridian Investment Advisors | ria-firm | — | Little Rock | AR | 72212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stancorp Investment Advisers, INC. | ria-firm | — | Portland | OR | 97204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rudney Associates | ria-firm | — | Alamo | CA | 94507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Denali Advisors, LLC | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edmp, INC. | ria-firm | — | Lutz | FL | 33549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colonial Trust Advisors, INC. | ria-firm | — | Spartanburg | SC | 29302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Investment Consultants LLC | ria-firm | — | Hunt Valley | MD | 21030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbour Financial Resources, LTD | ria-firm | — | Skokie | IL | 60077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evart, Young & Hobbs Investment Management | ria-firm | — | Redwood City | CA | 94065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bmo Family Office, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Envision Capital Management LTD | ria-firm | — | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brandon Financial Planning, INC. | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Planning Alternatives LTD | ria-firm | — | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westwood Management Corp | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fmp Wealth Advisers | ria-firm | — | Austin | TX | 78730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crawford Investment Counsel INC | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Karpus Investment Management | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Review Services INC | ria-firm | — | Brookfield | WI | 53005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Obrien Greene & CO INC | ria-firm | — | Media | PA | 19063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westminster Financial Advisory Corp | ria-firm | — | Beavercreek | OH | 45440 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monetary Management Group INC | ria-firm | — | ST Louis | MO | 63021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ami Asset Management Corp | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boltwood Capital Management | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profit Investments | ria-firm | — | North Bethesda | MD | 20852 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B&c Financial Advisors | ria-firm | — | Ponte Vedra Beach | FL | 32082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Investment Advisors, LLC | ria-firm | — | Madison | WI | 53711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Capital Company | ria-firm | — | Tucson | AZ | 85712 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmg Financial Group LTD | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madden Funds Management | ria-firm | — | Oak Park | IL | 60301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anderson Griggs Investments | ria-firm | — | Rock Hill | SC | 29730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Successful Resource Management, LTD. | ria-firm | — | Johnston | IA | 50131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Makrod Investment Associates INC | ria-firm | — | Verona | NJ | 07044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AR Asset Management, INC. | ria-firm | — | West Hollywood | CA | 90069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Awm Investment Company INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Knightsbridge Wealth Management | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mairs & Power | ria-firm | — | St. Paul | MN | 55101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley Investment Management INC. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kdhh Investments LLC | ria-firm | — | West Bend | WI | 53095 | State-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