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 43 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Spc | ria-firm | — | Ann Arbor | MI | 48103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashford Capital Management INC | ria-firm | — | Wilmington | DE | 19807 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evans Capital Management Associates | ria-firm | — | Bellevue | WA | 98006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckhead Capital Management, LLC | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Tactical Strategies, INC. | ria-firm | — | Chesterfield | MO | 63017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cookson Peirce Wealth Management | ria-firm | — | Pittsburgh | PA | 15219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Research & Management, INC. | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chevy Chase Trust Company | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mullaney Keating & Wright INC | ria-firm | — | Middletown | CT | 06457 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rtd Financial Advisors INC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Security Advisory INC | ria-firm | — | Virginia Beach | VA | 23452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Council, LLC | ria-firm | — | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cmg Capital Management Group, INC. | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Advisors, LLC | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilltop Securities Asset Management, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grace & White, INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flexible Plan Investments LTD | ria-firm | — | Bloomfield Hills | MI | 48302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investor Resources INC | ria-firm | — | Bothell | WA | 98021 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advance Capital Management INC | ria-firm | — | Southfield | MI | 48076 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hennessy Advisors, INC. | ria-firm | — | Novato | CA | 94945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cavanal Hill Investment Management, INC. | ria-firm | — | Tulsa | OK | 74172 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walter C. Flower & CO., INC | ria-firm | — | New Orleans | LA | 70117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brandywine Global Investment Management, LLC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Funds Management CO | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muhlenkamp & CO INC | ria-firm | — | Wexford | PA | 15090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley National Advisers INC | ria-firm | — | Bethlehem | PA | 18017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bamco, INC. | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harrington Investments, INC. | ria-firm | — | Napa | CA | 94559 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baron Capital Management, INC. | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Capital Management LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Capital Investors | ria-firm | — | Jackson | MS | 39216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John A. Wolfe & Associates, INC. | ria-firm | — | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Strategy Consultants LLC | ria-firm | — | Hunt Valley | MD | 21030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matrix Planning INC | ria-firm | — | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Circle Advisers INC | ria-firm | — | New York | NY | 10170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noesis Capital Management Corp | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investors Capital Management INC | ria-firm | — | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Strategies LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duncker Streett & CO. | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excalibur Management Corp | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allspring Funds Management, LLC | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Capital Management INC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Towle & CO | ria-firm | — | Denver | CO | 80246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James W. Walker, P.A. | ria-firm | — | Naples | FL | 34104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Resources, INC. | ria-firm | — | Toledo | OH | 43617 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orion Investment CO | ria-firm | — | ST Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smedley Financial Services INC | ria-firm | — | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Porter White Investment Advisors, INC. | ria-firm | — | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horsley Bridge Partners LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AB Custom Alternative Solutions LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argenta Wealth Management | ria-firm | — | North Little Rock | AR | 72114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Research and Management Company | ria-firm | — | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sasser Investment Management, INC. | ria-firm | — | Berkeley | CA | 94705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tilson Financial Group INC | ria-firm | — | New Providence | NJ | 07974 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zacks Investment Management, INC. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mrm Group | ria-firm | — | ST Louis | MO | 63131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Management Associates | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trillium Asset Management | ria-firm | — | Boston | MA | 02114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ciccarelli Advisory Services INC | ria-firm | — | Naples | FL | 34108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forvis Mazars Wealth Advisors, LLC | ria-firm | — | Springfield | MO | 65806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ernst & Young Investment Advisers LLP | ria-firm | — | Secaucus | NJ | 07094 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gold Coast Securities, INC. | ria-firm | — | Thousand Oaks | CA | 91360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schultze Asset Management, LP | ria-firm | — | Rye Brook | NY | 10573 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prentiss Smith & Company, INC. | ria-firm | — | Brattleboro | VT | 05301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CG Advisory Services | ria-firm | — | Williamston | MI | 48895 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pring Turner | ria-firm | — | Alamo | CA | 94507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Capital Management, LLC | ria-firm | — | O'fallon | IL | 62269 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acr Alpine Capital Research, LLC | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Financial Planning, INC. | ria-firm | — | East Petersburg | PA | 17520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Capital | ria-firm | — | Independence | MO | 64057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Legacy, INC. | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fenimore Asset Management, INC. | ria-firm | — | Cobleskill | NY | 12043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petersen Hastings Wealth Advisors, INC. | ria-firm | — | Kennewick | WA | 99336 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bradford Financial Center | ria-firm | — | Clarion | IA | 50525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Investment Partners, INC. | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cts Financial Planning, INC. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westchester Capital Management INC | ria-firm | — | Omaha | NE | 68114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fischer Investment Group, INC. | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beale Healy Investment Advisors INC | ria-firm | — | Richmond | VA | 23226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grandfield & Dodd, LLC | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Investment Corporation | ria-firm | — | Bartlesville | OK | 74003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fulton Investment Advisers, INC. | ria-firm | — | Wauwatosa | WI | 53213 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Long Family Office | ria-firm | — | Wilmington | NC | 28405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harold Davidson & Associates, INC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asb Capital Management LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paul Manners & Associates, INC. | ria-firm | — | Marietta | GA | 30062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee Danner & Bass INC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Asset Management INC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Applied Capital Management, LLC | ria-firm | — | Londonderry | NH | 03053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Continuity Wealth Management, Corp. | ria-firm | — | Portland | OR | 97219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Financial Management, LTD. | ria-firm | — | Owings Mills | MD | 21117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpc Advisors, LLC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pittenger & Anderson INC | ria-firm | — | Lincoln | NE | 68512 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lvm Capital Management LTD | ria-firm | — | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abbot Financial Management, INC | ria-firm | — | Andover | MA | 01810 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eclectic Associates, INC. | ria-firm | — | Fullerton | CA | 92835 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willis Investment Counsel INC | ria-firm | — | Gainesville | GA | 30501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Knightsbridge Advisers LLC | ria-firm | — | Bartlesville | OK | 74003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tlg Advisors, INC. | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ntv Asset Management, LLC | ria-firm | — | Charleston | WV | 25301 | 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