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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 44 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Abrdn INC. | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lcm Capital Management INC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Investment Advisors | ria-firm | — | Winston Salem | NC | 27101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson National Asset Management, LLC | ria-firm | — | Lansing | MI | 48951 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clutinger Williams & Verhoye INC | ria-firm | — | San Diego | CA | 92120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Capital Management, LLC | ria-firm | — | Northfield | NJ | 08225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kornitzer Capital Management, INC. | ria-firm | — | Mission | KS | 66205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Sense Advisors, INC. | ria-firm | — | San Diego | CA | 92127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Voya Investments, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Tree Investment Advisors | ria-firm | — | Pittsburgh | PA | 15232 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| U.S. Global Investors, INC. | ria-firm | — | San Antonio | TX | 78229 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Contour Financial | ria-firm | — | Orland Park | IL | 60462 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mason Investment Advisory Services INC | ria-firm | — | Reston | VA | 20190 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bourne Lent Asset Managament, INC. | ria-firm | — | Pawling | NY | 12564 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcare Capital Management LLC | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Xponance LLC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Carlyle Group | ria-firm | — | Washington | DC | 20004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mesirow Financial Investment Management, INC. | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Fiduciary Investment Counsel INC | ria-firm | — | Cleveland | OH | 44131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| EP Wealth Advisors | ria-firm | — | Torrance | CA | 90503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiscal Dynamics Incorporated | ria-firm | — | Farmington | CT | 06032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Okabena Investment Services INC | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dock Street Asset Management INC | ria-firm | — | Palm Beach | FL | 33480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Founders Capital Management INC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbour Investment Management L.L.C. | ria-firm | — | Edmonds | WA | 98020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allworth Financial, L.P. | ria-firm | — | Folsom | CA | 95630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iron Gate Global Advisors | ria-firm | — | North Salt Lake | UT | 84054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lasalle Investment Management Securities | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bellwether Consulting LLC | ria-firm | — | Millburn | NJ | 07041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Royal American Financial Advisors, LLC | ria-firm | — | Menifee | CA | 92584 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Destiny Capital Corporation | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Generational Wealth Strategies | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliant Investment Management, LLC | ria-firm | — | Memphis | TN | 38120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Choreo, LLC | ria-firm | — | Rockford | IL | 61107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchin Wealth Management LLC | ria-firm | — | New York | NY | 10036 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Capital Management | ria-firm | — | Grand Rapids | MI | 49503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Brothers Harriman Mutual Fund Advisory Department | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enrich Financial Partners LLC | ria-firm | — | Madison | WI | 53719 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Analytical Investment Services | ria-firm | — | LA Crosse | WI | 54603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimus Advisory Group | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ssga Funds Management, INC. | ria-firm | — | Boston | MA | 02114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adaptive Wealth Engineering | ria-firm | — | Las Vegas | NV | 89145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pavlic Investment Advisors, INC. | ria-firm | — | Delafield | WI | 53018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vaughn Investment Advisors INC | ria-firm | — | Tustin | CA | 92780 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Point Portfolio Managers Corporation | ria-firm | — | Orange Village | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carver Financial Services INC | ria-firm | — | Mentor | OH | 44060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boston Trust Walden INC. | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiller Private Wealth, INC. | ria-firm | — | Bethlehem | PA | 18015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Financial Group, INC. | ria-firm | — | Elm Grove | WI | 53122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Welch Group, LLC | ria-firm | — | Birmingham | AL | 35213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sonata Capital Group INC | ria-firm | — | Seattle | WA | 98121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christiansen Asset Management LLC | ria-firm | — | Mequon | WI | 53092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucerne Capital Management, LP | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torchlight Investors, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azzad Asset Management, INC. | ria-firm | — | Falls Church | VA | 22042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sand Hill Global Advisors, LLC | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glynn Capital Management, LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrowstreet Capital, Limited Partnership | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trunorth Financial Services, INC. | ria-firm | — | Chambersburg | PA | 17201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Advisors, LLC | ria-firm | — | Oklahoma City | OK | 73118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lyon Capital Management, LLC | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcfarland Associates | ria-firm | — | Monterey | CA | 93940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macke Financial Advisory Group | ria-firm | — | Fort Myers | FL | 33907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stoker Ostler, A Part of Bmo Financial Group | ria-firm | — | Scottsdale | AZ | 85251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boulay Wealth | ria-firm | — | Eden Prairie | MN | 55344 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integris Wealth Management, LLC | ria-firm | — | Monterey | CA | 93940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conservest Capital Advisors INC | ria-firm | — | Wynnewood | PA | 19096 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orleans Capital Management Corp | ria-firm | — | Mandeville | LA | 70471 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Advisory Services, LLC | ria-firm | — | San Mateo | FL | 94403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Capital Management INC | ria-firm | — | Anchorage | AK | 99501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stratford Investment Advisory Group, INC. | ria-firm | — | Mt. Prospect | IL | 60056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Templeton Investment Counsel, LLC | ria-firm | — | Ft. Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Mutual Advisers, LLC | ria-firm | — | Short Hills | NJ | 07078 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Capital Management, INC. | ria-firm | — | Spokane | WA | 99223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Violich Capital Management | ria-firm | — | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sumnicht & Associates, LLC | ria-firm | — | Appleton | WI | 54913 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Capital Group California, INC. | ria-firm | — | Los Gatos | CA | 95030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgeway Capital Management, LLC | ria-firm | — | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cassedy Financial Group, INC. | ria-firm | — | Tampa | FL | 33606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Capital Advisors LLC | ria-firm | — | St. Paul | MN | 55114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winston Capital Management LLC | ria-firm | — | Arlington | VA | 22201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rational Advisors, INC. | ria-firm | — | San Juan | PR | 00912 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stephenson and Company, INC. | ria-firm | — | San Clemente | CA | 92672 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Solutions Associates | ria-firm | — | Dedham | MA | 02026 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper Mcmanus | ria-firm | — | Irvine | CA | 92618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterneck Capital Management LLC | ria-firm | — | Kansas City | MO | 64116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pennfield Capital Corp | ria-firm | — | South Bend | IN | 46601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentallgreenoak (U.S.) Limited Partnership | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Asset Management | ria-firm | — | White Plains | NY | 10601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Management Concepts INC. | ria-firm | — | Melbourne | FL | 32940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yon Drake & Associates INC | ria-firm | — | Columbia | SC | 29201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grovestreet | ria-firm | — | Newton | MA | 02466 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pentegra Investors, INC. | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masland & Barrick Advisory, INC | ria-firm | — | Camp Hill | PA | 17011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cain, Watters & Associates, LLC | ria-firm | — | Frisco | TX | 75034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Planning, INC | ria-firm | — | Los Alamitos | CA | 90720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pile Wealth Management | ria-firm | — | Indianapolis | IN | 46204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Imc Advisors, LLC | ria-firm | — | Columbus | IN | 47201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affiliated Private Investors LLC | ria-firm | — | West Palm Beach | FL | 33407 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BK Chin | ria-firm | — | Newport Beach | CA | 92660 | 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