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 42 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Destination Wealth Management | ria-firm | — | Walnut Creek | CA | 94597 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Financial Services INC | ria-firm | — | Brea | CA | 92821 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm, Strategies IN Wealth Management, LLC | ria-firm | — | Maple Grove | MN | 55369 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lederer & Associates Investment Counsel | ria-firm | — | Long Beach | CA | 90803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Heartland Consultants, INC. | ria-firm | — | Lake St. Louis | MO | 63367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Gearhart, LLC | ria-firm | — | Fayetteville | AR | 72701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Rounds | ria-firm | — | Cincinnati | OH | 45242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lord, Abbett & CO. LLC | ria-firm | — | Jersey City | NJ | 07302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisconsin Capital Management, LLC | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zwj Investment Counsel INC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norton Capital Management, INC. | ria-firm | — | Henrico | VA | 23229 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chelsea Management Company | ria-firm | — | Woodland Hills | CA | 91367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pension Parameters Financial Services, INC. | ria-firm | — | Aberdeen | NJ | 07747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Washington Trust Advisors | ria-firm | — | Wellesley | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Northstar Group, INC. | ria-firm | — | New York | NY | 10174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nwf Advisory Services INC | ria-firm | — | Los Angeles | CA | 90064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nomura Corporate Research and Asset Management INC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penn Davis Mcfarland INC | ria-firm | — | Dallas | TX | 75204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Investors Management Corp | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terril & Company | ria-firm | — | Saint Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matson Money, INC. | ria-firm | — | Mason | OH | 45040 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Western Technology Investment (wti) | ria-firm | — | Portola Valley | CA | 94028 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James Investment Research INC | ria-firm | — | Xenia | OH | 45385 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excomp Asset Management LTD | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Western Asset Management Company | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charles Fish Investments, INC. | ria-firm | — | Irvine | CA | 92606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Advisors INC | ria-firm | — | Marietta | GA | 30067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Branson Frank A INC | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Network INC | ria-firm | — | Mission Viejo | CA | 92691 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Point Windward Advisors, INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gam USA INC. | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hendley & CO. INC. | ria-firm | — | Zanesville | OH | 43701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scott Investment Advisors, L.P. | ria-firm | — | Jackson | WY | 83001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Financial Strategies INC | ria-firm | — | Phoenix | AZ | 85014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S&a Financial Services, INC. | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Towers Watson Investment Services, INC. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GW Financial | ria-firm | — | Reno | NV | 89511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert A. Zock & Co.,inc. | ria-firm | — | Sutton | NH | 03278 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvey Investment Company, LLC | ria-firm | — | Louisville | KY | 40207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bgm Wealth Management | ria-firm | — | Bloomington | MN | 55425 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Resources Investment Advisors LLC | ria-firm | — | Cranston | RI | 02920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Becker Capital Management, INC. | ria-firm | — | Portland | OR | 97204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pps & V Asset Management Consultants INC | ria-firm | — | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moller Wealth Partners | ria-firm | — | Northfield | IL | 60093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monument Investments INC. | ria-firm | — | Albany | TX | 76430 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookfield Public Securities Group LLC | ria-firm | — | New York | NY | 10281 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saratoga Research & Investment Management | ria-firm | — | Saratoga | CA | 95070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abbit Management Corp | ria-firm | — | Grand Haven | MI | 49417 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meadowbrook Wealth Management, LLC | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MH & Associates Securities Management Corporation | ria-firm | — | Carlsbad | CA | 92010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leelyn Smith, LLC | ria-firm | — | Geneva | IL | 60134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ballew Advisors INC | ria-firm | — | Jackson | MS | 39211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farrow Financial INC | ria-firm | — | South Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omc Financial Services LTD | ria-firm | — | Dewitt | NY | 13214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silveroak Wealth Management LLC | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avenir Corporation | ria-firm | — | Alexandria | VA | 22314 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bailard, INC. | ria-firm | — | Foster City | CA | 94404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davidson Investment Advisors, INC. | ria-firm | — | Great Falls | MT | 59401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longman Wealthcare Management, LLC | ria-firm | — | Miami | FL | 33161 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diesslin Group, INC. | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Financial Management INC | ria-firm | — | Wellesley | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nepc, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guerra Investment Advisors | ria-firm | — | EL Paso | TX | 79912 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callahan Capital Management | ria-firm | — | Steamboat Springs | CO | 80487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbert Fund Advisors, LLC | ria-firm | — | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| East End Financial Group, INC. | ria-firm | — | Riverhead | NY | 11901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.D. Sass, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gragg Financial | ria-firm | — | Shelby | NC | 28150 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coyle | ria-firm | — | Glenview | IL | 60026 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Steward Associates, LLC | ria-firm | — | Boulder | CO | 80301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meketa Investment Group INC | ria-firm | — | Westwood | MA | 02090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brownson, Rehmus & Foxworth, INC. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John A. Bysko Associates | ria-firm | — | Old Lyme | CT | 06371 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Piscataqua Research INC. | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironwood Investment Counsel, LLC | ria-firm | — | Scottsdale | AZ | 85250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Associates, LTD. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Value Partners, LLC | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ramirez Asset Management, INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diamond Hill Capital Management INC | ria-firm | — | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Services of America INC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quest Investment Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Level Financial Advisors, INC. | ria-firm | — | East Amherst | NY | 14051 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Investment Services, LLC. | ria-firm | — | Hammond | IN | 46324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martin & Associates Investment Advisory Services LLC | ria-firm | — | Mandeville | LA | 70471 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Financial Counseling | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Financial Services Group, INC. | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Asset Management INC | ria-firm | — | St. Petersburg | FL | 33716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcm Advisers, LP | ria-firm | — | Orinda | CA | 94563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CF Private Equity, INC. | ria-firm | — | Norwalk | CT | 06851 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fca Corp | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pampel & Associates, INC. | ria-firm | — | Monticello | IN | 47960 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woodstock Corporation | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Domain Capital Advisors, LLC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valicenti Advisory Services INC | ria-firm | — | Elmira | NY | 14901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neumeier Poma Investment Counsel LLC | ria-firm | — | Carmel | CA | 93923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newsouth Capital Management INC | ria-firm | — | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| VM Jones Financial Consulting, L.L.C. | ria-firm | — | Gilbert | AZ | 85295 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital International, INC. | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Research Company | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Commonfund Ocio, INC. | ria-firm | — | Norwalk | CT | 06851 | 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