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 47 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Chancellor Wealth Management, INC. | ria-firm | — | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Investment Management, LLC | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Investments | ria-firm | — | Englewood | CO | 80111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Noble Capital Management, INC. | ria-firm | — | Boca Raton | FL | 33432 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marello Investment Advisors, INC. | ria-firm | — | Valley Village | CA | 91607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fernandez Financial Advisory, LLC | ria-firm | — | Los Alamitos | CA | 90720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Novak & Powell Financial Services, INC. | ria-firm | — | St. Petersburg | FL | 33701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Wealth | ria-firm | — | East Hanover | NJ | 07936 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clifford Financial Planning, INC. | ria-firm | — | Santa Rosa | CA | 95403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Palmer Knight Company | ria-firm | — | Jacksonville | FL | 32207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bennco Advisors | ria-firm | — | Colorado Springs | CO | 80903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heisner Financial, LLC | ria-firm | — | St.louis | MO | 63126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Professional Planners, LTD. | ria-firm | — | Wausau | WI | 54401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cta Wealth Advisors, INC. | ria-firm | — | Burbank | CA | 91502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advent Capital Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisors Management Group INC | ria-firm | — | LA Crosse | WI | 54601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbor Capital Advisors, INC. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prospero Financial Planning, LLC | ria-firm | — | Noblesville | IN | 46060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Wealth Management, LP | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mendon Capital Advisors Corp | ria-firm | — | Key Largo | FL | 33037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sintra Capital Corp | ria-firm | — | Durham | NH | 03824 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Coordinators Company | ria-firm | — | Eau Claire | WI | 54701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisornet Wealth Partners | ria-firm | — | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David DE Koekkoek, Cfp, EA | ria-firm | — | Chino | CA | 91710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Associated Investment Advisors, INC. | ria-firm | — | Duluth | MN | 55811 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summa Corp. | ria-firm | — | Tomball | TX | 77375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Strategies, INC. | ria-firm | — | Brookfield | WI | 53005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gould Asset Management LLC | ria-firm | — | Claremont | CA | 91711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amb Wealth, LLC | ria-firm | — | Thomasville | GA | 31792 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haberkorn Financial Services, INC. | ria-firm | — | Louisville | CO | 80027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cullen Capital Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trufton Investment Management, INC. | ria-firm | — | Bronxville | NY | 10708 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Investment Advisors INC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regatta Research & Money Management L.L.C. | ria-firm | — | Metairie | LA | 70003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gallacher Capital Management, LLC | ria-firm | — | Lone Tree | CO | 80124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affiance Financial LLC | ria-firm | — | St. Louis Park | MN | 55426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tennenbaum Capital Partners, LLC | ria-firm | — | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Investment Group, INC. | ria-firm | — | Pompano Beach | FL | 33062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Wealth Management | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tribeca Financial, LLC | ria-firm | — | Mesa | AZ | 85215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avenue Asia Capital Management, L.P. | ria-firm | — | New York City | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altius Financial, INC. | ria-firm | — | Denver | CO | 80210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascend Financial Advisers, INC | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harris Financial Services, INC. | ria-firm | — | Oshkosh | WI | 54902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Setchfield Asset Management | ria-firm | — | Bradenton | FL | 34209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R & R Financial Planners, INC. | ria-firm | — | East Meadow | NY | 11554 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sorensen Financial Management | ria-firm | — | Denver | CO | 80206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Citiwest Capital Corporation | ria-firm | — | Denver | CO | 80246 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Causeway Capital Management LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Capital Research, LLC | ria-firm | — | Glastonbury | CT | 06033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Public Resources Advisory Group | ria-firm | — | New York | NY | 10006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covington & Associates, INC. | ria-firm | — | Westfield | NJ | 07090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Water Island Capital, LLC | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bear Stearns Asset Management INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossmark Global Investments, INC. | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hohensee Financial Services, INC. | ria-firm | — | Dousman | WI | 53118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dare Capital Management, LLC | ria-firm | — | Nags Head | NC | 27959 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charter Advisory Corporation | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mike Parke Investment Management, LLC | ria-firm | — | Dickinson | ND | 58601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Huntleigh Advisors, INC. | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First American Financial Advisors, INC. | ria-firm | — | Overland Park | KS | 66202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integra Financial, INC. | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lakekat Advisory, LLC | ria-firm | — | Hazelhurst | WI | 54531 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prophet Wealth Management | ria-firm | — | Kenosha | WI | 53140 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan Ahead Financial Management, INC. | ria-firm | — | Abilene | TX | 79605 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pegasus Group, LLC | ria-firm | — | Morristown | NJ | 07960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hfg Advisors | ria-firm | — | Greenwood Village | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| III Capital Management | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Capital Advisors, INC. | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tufton Capital Management, LLC | ria-firm | — | Hunt Valley | MD | 21030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Financial Services, INC. | ria-firm | — | Littleton | CO | 80127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holmes & Turner Financial Services, INC. | ria-firm | — | Bozeman | MT | 59715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwarz Investment Partners | ria-firm | — | Silver Lake | KS | 66539 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Financial Advisors INC | ria-firm | — | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.F. Williams CO., INC. | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Appleton Investment Management INC. | ria-firm | — | Hortonville | WI | 54944 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pope Asset Management, LLC | ria-firm | — | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tyner Capital Management Investment Counsel, INC. | ria-firm | — | Signal Mountain | TN | 37377 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spano Advisory Services INC. | ria-firm | — | Mahopac | NY | 10541 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cain Capital Management, LP | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axa Investment Managers US INC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dsm Capital Partners | ria-firm | — | Palm Beach Gardens | FL | 33418 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Capital Advisors, LLC | ria-firm | — | Fairfield | CT | 06824 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Asset Management, INC. | ria-firm | — | Naperville | IL | 60540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiera Capital INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loudon Investment Management, LLC | ria-firm | — | West Lebanon | NH | 03784 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conrad Capital Management, INC. | ria-firm | — | Hauppauge | NY | 11788 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walnut Investment Services LLC | ria-firm | — | Brooklyn | NY | 11215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Townsend | ria-firm | — | Westminster | CO | 80234 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Asset Management, LLC | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prime Financial Strategies, INC. | ria-firm | — | Colorado Springs | CO | 80918 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accruent Wealth Advisors | ria-firm | — | Winston-salem | NC | 27103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steve Lynch Wealth Management | ria-firm | — | Albuquerque | NM | 87110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Solutions, INC. | ria-firm | — | Littleton | CO | 80123 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Idg Advisors, LLC | ria-firm | — | Denver | CO | 80224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dorian Eason Asset Management, LLC | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanskar Advisors, INC. | ria-firm | — | Nyack | NY | 10960 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrington Asset Management, INC. | ria-firm | — | Chicago | IL | 60601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windward Private Wealth Management INC. | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Witnauer Sloan & Associates LLC | ria-firm | — | Scottsdale | AZ | 85258 | 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