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 45 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Heckman Financial & Insurance Services, INC. | ria-firm | — | San Jose | CA | 95113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Pine Investment CO | ria-firm | — | Livonia | MI | 48152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 2nd Market Capital Advisory Corp. | ria-firm | — | Madison | WI | 53717 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lgt Financial Advisors LLC | ria-firm | — | Dallas | TX | 75204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Floyd Capital Management | ria-firm | — | Texarkana | TX | 75503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesley, Taft & Associates, LLC | ria-firm | — | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lpr Capital, INC. | ria-firm | — | Pasadena | CA | 91101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfm Advisors INC | ria-firm | — | Hauppauge | NY | 11788 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Financial Corporation | ria-firm | — | Mclean | VA | 22101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Detterbeck Wealth Management | ria-firm | — | Palatine | IL | 60067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diastole Wealth Management | ria-firm | — | Guilford | CT | 06437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keller Wealth Advisors | ria-firm | — | Victoria | TX | 77901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adviceone Advisory Services, LLC | ria-firm | — | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aperio Group, LLC | ria-firm | — | Sausalito | CA | 94965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joel R. Mogy Investment Counsel INC. | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B & B Financial Planning CO., INC. | ria-firm | — | O'fallon | MO | 63366 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Mark Nickell & CO. | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Putney Financial Group LLC | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linda A. Barlow, Cfp | ria-firm | — | Santa Ana | CA | 92705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castlekeep Investment Advisors | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terra Nova Asset Management LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steigerwald, Gordon & Koch - Wealth Advisors | ria-firm | — | Leesburg | VA | 20175 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marsden Capital Management, LLC. | ria-firm | — | Erie | PA | 16505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Envestnet Pmc | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miai, INC. | ria-firm | — | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CP Advisors, INC. | ria-firm | — | Clinton | NC | 28328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hfr Asset Management, L.L.C | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Group, INC. | ria-firm | — | Littleton | CO | 80127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regions Investment Management, INC. | ria-firm | — | Birmingham | AL | 35203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Gains Incorporated | ria-firm | — | Niles | IL | 60714 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corrado Advisors, LLC | ria-firm | — | Ramsey | NJ | 07446 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P&a Capital Advisors | ria-firm | — | New York | NY | 10110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Management Company | ria-firm | — | Aquebogue | NY | 11931 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abundance Wealth Counselors, LLC | ria-firm | — | State College | PA | 16801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Councilmark Asset Management, LLC | ria-firm | — | Knoxville | TN | 37919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conestoga Capital Advisors, LLC | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Investment Partners, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearpath Capital Partners LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pugh Capital Management, INC. | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blume Capital Management, INC. | ria-firm | — | Berkeley | CA | 94709 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Point Advisors, INC. | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Union Square Global Wealth Management | ria-firm | — | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crimson Management | ria-firm | — | Houston | TX | 77007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Sterling Group | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scout Investments, INC. | ria-firm | — | Kansas City | MO | 64106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firstrust | ria-firm | — | Daytona Beach | FL | 32114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Financial Group | ria-firm | — | Brea | CA | 92821 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynx Investment Advisory, LLC | ria-firm | — | Washington | DC | 20036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morling Financial Advisors, LLC | ria-firm | — | Fremont | CA | 94538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flc Capital Advisors | ria-firm | — | Palm Desert | CA | 92260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bouchey Financial Group LTD | ria-firm | — | Troy | NY | 12180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burns Financial Advisors, INC. | ria-firm | — | Independence | OH | 44131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Counselors INC. | ria-firm | — | Washington | DC | 20005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tolleson Private Wealth Management | ria-firm | — | Dallas | TX | 75205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avenue Capital Management II, L.P. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Consultiva Wealth Management, Corp. | ria-firm | — | San Juan | PR | 00918 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Delta Group | ria-firm | — | Sonoma | CA | 95476 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koss-olinger Consulting, LLC. | ria-firm | — | Gainesville | FL | 32606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ipi Wealth Management, INC. | ria-firm | — | Decatur | IL | 62522 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aqr Capital Management, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Portfolios, INC. | ria-firm | — | San Mateo | CA | 94401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wesbanco Investment Department | ria-firm | — | Wheeling | WV | 26003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monument Group Wealth Advisors, LLC | ria-firm | — | Concord | MA | 01742 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| U.S. Bancorp Asset Management, INC. | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allianz Investment Management LLC | ria-firm | — | Minneapolis | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greycourt & CO., INC. | ria-firm | — | Pittsburgh | PA | 15203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Institutional Shareholder Services INC. | ria-firm | — | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Global | ria-firm | — | Portland | OR | 97201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vip Planners, INC. | ria-firm | — | Roanoke | VA | 24016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shakespeare Wealth Management, LLC | ria-firm | — | Pewaukee | WI | 53072 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rcv Financial Services | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner Institutional, LLC | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intrinsic Investors LLC | ria-firm | — | Wauwatosa | WI | 53226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenneth E. Boone Wealth Management, LLC | ria-firm | — | Oakdale | CA | 95361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gallatin & Company, LLC | ria-firm | — | Vero Beach | FL | 32960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chatham Wealth Management | ria-firm | — | Chatham | NJ | 07928 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epsilon Financial Group, INC. | ria-firm | — | Fairfield | CA | 94534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yarrington Management Company | ria-firm | — | Westborough | MA | 01581 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridge Investment Advisors | ria-firm | — | Novi | MI | 48375 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stuyvesant Capital Management Corporation | ria-firm | — | Armonk | NY | 10504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisors Group, INC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kobata Financial | ria-firm | — | Atascadero | CA | 93422 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacob Asset Management of New York LLC | ria-firm | — | Hermosa Beach | CA | 90254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tda Investment Group | ria-firm | — | San Mateo | CA | 94403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saratoga Capital Management, LLC | ria-firm | — | Avondale | AZ | 85392 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Conservancy, INC. | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argent Advisors, INC. | ria-firm | — | Ruston | LA | 71270 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Solutions, INC. | ria-firm | — | Reston | VA | 20191 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graybill Wealth Management, LTD. | ria-firm | — | Elmhurst | IL | 60126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Capital Management | ria-firm | — | Bakersfield | CA | 93309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empower Advisory Group, LLC | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dobson Asset Management | ria-firm | — | Petaluma | CA | 94952 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspen Investment Management INC. | ria-firm | — | Grand Rapids | MI | 49525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mesirow Financial Private Equity Advisors, INC. | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ima Advisory Services, INC. | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agincourt Capital Management, LLC | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deprince, Race & Zollo, INC. | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qca Capital Management INC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. King Advisors, INC. | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stanley-laman Group LTD. | ria-firm | — | Berwyn | PA | 19312 | 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