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 48 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Bay Capital | ria-firm | — | Tampa | FL | 33609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camarda Wealth Advisory Group | ria-firm | — | Fleming Island | FL | 32003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avisen Advisors, LLC | ria-firm | — | Sacramento | CA | 95864 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Investment Center | ria-firm | — | Saint Joseph | MO | 64506 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonefield Investment Advisory, INC. | ria-firm | — | Cedar Rapids | IA | 52401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allied Portfolio Management, INC. | ria-firm | — | Tucson | AZ | 85712 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Roane Skeeters, INC. | ria-firm | — | Dallas | TX | 75240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Financial Advisors | ria-firm | — | Santa Ana | CA | 92705 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard Brothers, Financial Advisors | ria-firm | — | South Portland | ME | 04106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altman Investment Management LLC | ria-firm | — | Princeton | NJ | 08542 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slavic Mutual Funds Management Corp. | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Advisors Network, INC. | ria-firm | — | Hastings | NE | 68901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Planning Group | ria-firm | — | Bountiful | UT | 84010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trend Management, INC. | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgeback Capital Management | ria-firm | — | Bellaire | TX | 77401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mkp Capital Management, L.L.C. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooke & Bieler, L.P. | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krueger Financial | ria-firm | — | Phoenix | AZ | 85044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.W. Advisors INC. | ria-firm | — | Phoenix | AZ | 85012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kendall Wealth LLC | ria-firm | — | Cambridge | MA | 02142 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Advisors of Illinois | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spire Wealth Management, LLC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pension Consultants INC | ria-firm | — | Springfield | MO | 65806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genter Advisors LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Management, INC | ria-firm | — | Lee's Summit | MO | 64063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Perspectives, INC. | ria-firm | — | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Princeton Capital Management LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caz Investments L.P. | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weaver Financial | ria-firm | — | Mission | KS | 66205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hillspring Financial, INC. | ria-firm | — | Surprise | AZ | 85378 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profocus Incorporated | ria-firm | — | Phoenix | AZ | 85044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mindful Asset Planning | ria-firm | — | Apple Valley | MN | 55124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Investment Advisors, INC. | ria-firm | — | Colorado Springs | CO | 80919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Financial Advisors INC | ria-firm | — | Streetsboro | OH | 44241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubicon Financial Network | ria-firm | — | Tempe | AZ | 85284 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee-way Financial Services, INC | ria-firm | — | Hattiesburg | MS | 39402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kohlhepp Investment Advisors, LTD. | ria-firm | — | Doylestown | PA | 18902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merit Advisors, INC. | ria-firm | — | Oklahoma City | OK | 73105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lincoln Advisory Group, LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colorado Capital Management | ria-firm | — | Boulder | CO | 80303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sabino Investment Management, L.L.C. | ria-firm | — | Tucson | AZ | 85719 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jsf Financial, LLC | ria-firm | — | Los Angeles | CA | 90048 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aio Financial, LLC | ria-firm | — | Tucson | AZ | 85716 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Russell Welch | ria-firm | — | Houston | TX | 77046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penfacs Financial Services | ria-firm | — | Southborough | MA | 01772 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Statetrust Capital, LLC. | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callahan Advisors, LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rademacher Financial, INC. | ria-firm | — | Lawrence | KS | 66047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcclain Value Management, LLC | ria-firm | — | New Canaan | CT | 06840 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wright Financial, LLC | ria-firm | — | Pleasant Hill | CA | 94523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mason Street Advisors, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nix Wealth Management | ria-firm | — | Sacramento | CA | 95815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longship Advisers, LLC | ria-firm | — | Minnetonka | MN | 55345 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glass Wealth Management CO., LLC | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Wealth Advisors | ria-firm | — | Houston | TX | 77057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dew Wealth Management | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmr Financial Group | ria-firm | — | Superior | WI | 54880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| N.n.a.i.a | ria-firm | — | Syosset | NY | 11791 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CPA Advisory Services, P.C. | ria-firm | — | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooktree Capital Management INC. | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matt Montgomery | ria-firm | — | Jacksonville | TX | 75766 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elm Asset Management INC. | ria-firm | — | Denton | TX | 76205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Field Capital Management, LLC | ria-firm | — | Santa FE | NM | 87505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James G. Mcclellan CPA | ria-firm | — | Sugar Land | TX | 77478 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cove Wealth Management | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashford Advisors, LLC | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rhodes Investment Advisors, INC. | ria-firm | — | Fort Worth | TX | 76012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Gardner Group | ria-firm | — | Dallas | TX | 75206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifeway Financial Corporation | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perry D. Reed & Company, P.C. | ria-firm | — | Longview | TX | 75601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Advisors, LP | ria-firm | — | Terrell Hills | TX | 78209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonner & Smith, LLC | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parametric Portfolio Associates | ria-firm | — | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avalon Wealth Advisory, INC. | ria-firm | — | Indianapolis | IN | 46256 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Impax Asset Management LLC | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Denewiler Capital Management INC | ria-firm | — | Denver | CO | 80202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Ideas | ria-firm | — | Dallas | TX | 75230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lummis Asset Management, L.P. | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winvest Investments L.P. | ria-firm | — | Montrose | CO | 81403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charles Manning & Associates, INC. | ria-firm | — | Bala Cynwyd | PA | 19004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certified Financial Strategies Corporation | ria-firm | — | Dallas | TX | 75230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Porter Investments | ria-firm | — | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingfisher Investors LLC | ria-firm | — | Westport | CT | 06880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WJ Interests, LLC | ria-firm | — | Sugar Land | TX | 77478 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CPA Group Investment Management, LLC | ria-firm | — | Panama City | FL | 32405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| High Plains Investment Advisors, INC. | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Benefits, INC | ria-firm | — | Wichita | KS | 67226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phillips Ray Capital Management, INC. | ria-firm | — | Fort Worth | TX | 76107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vsi Securities, INC. | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lauterbach Financial Advisors, LLC | ria-firm | — | EL Paso | TX | 79902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soundview Advisors | ria-firm | — | Olympia | WA | 98502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Trust Investment Advisors, LLC | ria-firm | — | Lebanon | NH | 03766 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Incomar Investments, LLC | ria-firm | — | Sugar Land | TX | 77478 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matthews Advisors, LLC | ria-firm | — | Colorado Springs | CO | 80918 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thornton Financial Management and Services | ria-firm | — | Houston | TX | 77024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin, Parlapiano, Turner & Welch LLC | ria-firm | — | Houston | TX | 77084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prescott Investor Services, INC. | ria-firm | — | Prescott | AZ | 86301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Three Magnolias Financial Advisors | ria-firm | — | Winston Salem | NC | 27103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torres Financial Services, INC. | ria-firm | — | San Antonio | TX | 78230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Century Partners-the No-load Group, INC. | ria-firm | — | Fort Worth | TX | 76179 | 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