Open data
The whole directory, as a table
All 24,672 curated records we publish β 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 Β· page 46 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| H. L. Lichstrahl & Company, LLC | ria-firm | β | Arlington | VA | 22209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Kocen Financial Group, INC. | ria-firm | β | Rancho Mirage | CA | 92270 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hbks Wealth Advisors | ria-firm | β | Erie | PA | 16506 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sem Wealth Management | ria-firm | β | Tucson | AZ | 85715 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Checks & Balances, INC. | ria-firm | β | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patriot Investment Management Group INC | ria-firm | β | Knoxville | TN | 37932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plante Moran Financial Advisors | ria-firm | β | Southfield | MI | 48075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quarve Associates, LLC | ria-firm | β | Stamford | CT | 06901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resource Consulting Group, INC. | ria-firm | β | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rbo & CO, LLC | ria-firm | β | St. Helena | CA | 94574 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lpc Realty Advisors I, LLC | ria-firm | β | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Money Planning, LLC | ria-firm | β | Wichita Falls | TX | 76308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reed Financial Services, INC. | ria-firm | β | Cleveland | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neumann Capital Management | ria-firm | β | Foster City | CA | 94404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quad City Investment Center | ria-firm | β | Moline | IL | 61265 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shenkman Capital Management, INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intrepid Financial Planning Group, LLC | ria-firm | β | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bessemer Investment Management LLC | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mora Capital Management, LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sprinkle Financial Consultants LLC | ria-firm | β | Littleton | CO | 80120 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Partners Wealth Management, LLC | ria-firm | β | Greensboro | NC | 27401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davidson Capital Management, INC | ria-firm | β | Corpus Christi | TX | 78411 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tull Financial Group, INC. | ria-firm | β | Chesapeake | VA | 23320 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loyd Financial Management INC. | ria-firm | β | Centennial | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Capital Management Corporation | ria-firm | β | Glen Allen | VA | 23060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milliman Advisors, LLC | ria-firm | β | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gerald Baker Financial Group, L.l.c.dba Baker Financial Services | ria-firm | β | Arlington | TX | 76012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Financial Group, INC. | ria-firm | β | Columbus | OH | 43220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ss&h Financial Advisors, INC. | ria-firm | β | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ned Davis Research, INC. | ria-firm | β | Sarasota | FL | 34233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisors Capital Management, LLC | ria-firm | β | Ridgewood | NJ | 07450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Wealth Management, INC. | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Basicvalue Asset Management INC. | ria-firm | β | New York | NY | 10175 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carroll Frank & Plotkin LLC | ria-firm | β | Pikesville, | MD | 21208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. W. Cole Advisors, INC. | ria-firm | β | Tampa | FL | 33634 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pwr Financial Services | ria-firm | β | Federal Way | WA | 98003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merk Investments LLC | ria-firm | β | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Century Management Financial Advisors | ria-firm | β | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guidestone Capital Management | ria-firm | β | Dallas | TX | 75244 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Capital Corporation | ria-firm | β | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Group of Bank of Hawaii | ria-firm | β | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| South Street Advisors, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LA Jolla Asset Management, INC. | ria-firm | β | San Diego | CA | 92121 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infanger Investment Technology, LLC | ria-firm | β | Mountain View | CA | 94043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intercontinental Real Estate Corporation | ria-firm | β | Boston | MA | 02135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakmont Corporation | ria-firm | β | Los Angeles | CA | 90071 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garlikov Advisors INC | ria-firm | β | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Swan Management Group, INC. | ria-firm | β | Dallas | TX | 75248 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Shore Management INC | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakwood Capital, INC. | ria-firm | β | St. Louis Park | MN | 55426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| George M. Hiller Companies, LLC | ria-firm | β | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Standard Valuations, INC. | ria-firm | β | White Bear Lake | MN | 55110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klein Pavlis & Peasley Financial, INC. | ria-firm | β | Irvine | CA | 92614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Asset Advisors INC | ria-firm | β | Hometown | IL | 60456 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Century Capital Management INC | ria-firm | β | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vann Investments LLC | ria-firm | β | Denver | CO | 80205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legionce Investment Advisors, INC. | ria-firm | β | Englewood | CO | 80112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linda A. Walker, Cfp | ria-firm | β | Long Beach | CA | 90831 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jdh Wealth Management, LLC | ria-firm | β | Santa Rosa | CA | 95403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ias Wealth Management, INC. | ria-firm | β | the Woodlands | TX | 77381 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orrell Capital Management | ria-firm | β | Livermore | CA | 94551 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ellington Management Group, L.L.C. | ria-firm | β | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpine Woods Capital Investors, LLC | ria-firm | β | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hardman Johnston Global Advisors LLC | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accumulation Strategies | ria-firm | β | Woodland Hills | CA | 91367 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fox Financial Services, INC. | ria-firm | β | White Plains | NY | 10601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rafferty Asset Management, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tributary Capital Management, LLC | ria-firm | β | Omaha | NE | 68197 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gregory Advisors INC. | ria-firm | β | Huntington Beach | CA | 92647 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 5t Wealth, LLC | ria-firm | β | Napa | CA | 94559 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fund Advisors of America INC | ria-firm | β | Orlando | FL | 32810 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Asset Management | ria-firm | β | Akron | OH | 44308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madden Advisory Services, INC. | ria-firm | β | Jacksonville | FL | 32256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stadion Money Management, LLC | ria-firm | β | Watkinsville | GA | 30677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equity Planning Group, INC. | ria-firm | β | West Bloomfield | MI | 48322 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkway Advisors, L.P. | ria-firm | β | Abilene | TX | 79606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mwa Financial Services, INC. | ria-firm | β | Rock Island | IL | 61201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grove Investments, INC. | ria-firm | β | St. Simons Island | GA | 31522 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucien Stirling & Gray Advisory Group INC | ria-firm | β | Austin | TX | 78759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisers Investment Management, INC. | ria-firm | β | Colorado Springs | CO | 80906 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guided Choice Asset Management, INC. | ria-firm | β | Reno | NV | 89501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Capital Management, INC. | ria-firm | β | Clinton | NJ | 08809 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Consolidated Portfolio Review Corp | ria-firm | β | Woodbury | NY | 11797 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R. Kent Harris and Associates, LTD. | ria-firm | β | Greenwood Village | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greystone Investment Advisors, INC. | ria-firm | β | Springfield | MO | 65804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G.B. Allen Associates, INC. | ria-firm | β | Montvale | NJ | 07645 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldentree Asset Management LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signaturefd, LLC | ria-firm | β | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Albritton Capital Management CO | ria-firm | β | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Capital Management, LLC | ria-firm | β | Merriam | KS | 66204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dinuzzo Private Wealth, INC. | ria-firm | β | Beaver | PA | 15009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patrick M. Sweeney & Associates, INC | ria-firm | β | Libertyville | IL | 60048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Telesis Company | ria-firm | β | Solvang | CA | 93463 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rcm Robinson Capital Management LLC | ria-firm | β | Sacramento | CA | 95816 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sawyer & CO INC | ria-firm | β | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Douglas W. Jones Associates Financial & Insurance Services, INC. | ria-firm | β | Lake Forest | CA | 92630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bff Wealth Management, INC. | ria-firm | β | Glendale | CA | 91203 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Return on Life Wealth Partners | ria-firm | β | Cleveland | OH | 44141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frazier Financial Consultants, LLC | ria-firm | β | Chapel Hill | NC | 27514 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elderado Financial, INC | ria-firm | β | Montrose | CO | 81401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0