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 49 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisors | ria-firm | — | Topeka | KS | 66615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mooberry Financial Management, LLC | ria-firm | — | Lawrence | KS | 66044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Advisors, LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stegent Equity Advisors INC. | ria-firm | — | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfac Financial Advisors, INC. | ria-firm | — | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Art and Science of Successful Planning | ria-firm | — | Ft. Myers | FL | 33901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonald Capital Management | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dominion Capital Advisory, LLC | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegon Asset Management US | ria-firm | — | Cedar Rapids | IA | 52499 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisory Group, INC. | ria-firm | — | Dallas | TX | 75254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinion Wealth Management, LLC | ria-firm | — | Wichita | KS | 67206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Molpus Woodlands Group, LLC | ria-firm | — | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Financial Consulting | ria-firm | — | Lantana | TX | 76226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stranberg Capital LLC | ria-firm | — | Southlake | TX | 76092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Legacy Collaborative, INC. | ria-firm | — | San Antonio | TX | 78231 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slayton Lewis INC | ria-firm | — | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Disciplined Investors, L.L.C. | ria-firm | — | Waco | TX | 76701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aqr Arbitrage, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Research LLC | ria-firm | — | Lakeville | CT | 06039 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodman Financial Corporation | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hotchkis and Wiley Capital Management, LLC | ria-firm | — | Los Angeles | CA | 90017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vogel Consulting, LLC | ria-firm | — | Brookfield | WI | 53045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swan Global Investments, LLC | ria-firm | — | Durango | CO | 81301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Precept Management, LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lfa | ria-firm | — | St. Cloud | MN | 56301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sucre'-vail Wealth Advisors | ria-firm | — | Houston | TX | 77058 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Global Investments, L.L.C. | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Segal Marco Advisors | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corus Family Wealth Advisors, INC. | ria-firm | — | Mckinney | TX | 75070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Texas Asset Management | ria-firm | — | Lakeway | TX | 78734 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Duivendyk Capital Management | ria-firm | — | Waco | TX | 76710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philip M. Watson, Financial Advisor | ria-firm | — | Franklin | TN | 37064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olimpio Neu & Associates, INC. | ria-firm | — | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B&f Investment Strategies | ria-firm | — | Duncanville | TX | 75137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lindus Advisors, INC. | ria-firm | — | Dallas | TX | 75230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Goff Financial Group | ria-firm | — | Houston | TX | 77046 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rjg Financial | ria-firm | — | Dallas | TX | 75252 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arlington Wealth Management | ria-firm | — | Arlington Heights | IL | 60005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Financial Planning Group, LLC | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Advisors, INC. | ria-firm | — | Plano | TX | 75093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chartmark Investments, INC. | ria-firm | — | Tulsa | OK | 74114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Services | ria-firm | — | the Woodlands | TX | 77380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adelmann Financial, INC. | ria-firm | — | Colorado Springs | CO | 80920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conceptwealth | ria-firm | — | San Antonio | TX | 78232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| One Capital Management, LLC | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morris Financial Concepts, INC. | ria-firm | — | Mount Pleasant | SC | 29464 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Advisors, INC. | ria-firm | — | Waxahachie | TX | 75165 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelity Federal Planning Corp. | ria-firm | — | Montgomeryville | PA | 18936 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Rock Capital | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rather & Kittrell, INC. | ria-firm | — | Knoxville | TN | 37934 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Investment Advisors, LTD. | ria-firm | — | Cape Girardeau | MO | 63703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Douglas Anderson, III | ria-firm | — | Houston | TX | 77002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Capital Partners, INC. | ria-firm | — | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Capital Allocation Group, L.L.C. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.K. Financial, INC. | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Solutions, INC. | ria-firm | — | Manchester | NH | 03101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluechip Financial Planning, INC. | ria-firm | — | Richardson | TX | 75080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fien Capital Management, LLC | ria-firm | — | Rochester | NY | 14618 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial Solutions, LLC | ria-firm | — | Fairfax | VA | 22030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Element Wealth, LLC | ria-firm | — | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cade Group, INC. | ria-firm | — | Carmel | IN | 46290 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fap,llc | ria-firm | — | Bellevue | WA | 98004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capitol Wealth Management, INC. | ria-firm | — | Mclean | VA | 22102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kentor Financial | ria-firm | — | Austin | TX | 78703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Overridge Wealth Advisors | ria-firm | — | Fort Worth | TX | 76116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwood Capital Associates, LLC | ria-firm | — | Greenwood | SC | 29646 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haldorson & Pincombe Investment Advisors INC. | ria-firm | — | Duluth | MN | 55802 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minder Narusiewicz, INC. | ria-firm | — | Woodbury | MN | 55125 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klaraos, LLC | ria-firm | — | Reno | NV | 89501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mascagni Wealth Management, INC. | ria-firm | — | Clinton | MS | 39056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Von Holt Financial Advisors, INC. | ria-firm | — | Palatine | IL | 60067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tittmann & Rusch, LLC | ria-firm | — | Avon | CT | 06001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcmorgan & Company LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boulder Wealth Advisors, LLC | ria-firm | — | Boulder | CO | 80302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hbk Capital Management | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baker Jensen Investment Advisors, LLC | ria-firm | — | San Clemente | CA | 92672 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Advisors of Iowa, LLC | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rudd and Wisdom, INC. | ria-firm | — | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambiar Investors, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthkare.com, INC. | ria-firm | — | Mount Union | PA | 17066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Western Growers Financial Services | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Welch & Forbes LLC | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcelhenny Sheffield Capital Management, LLC | ria-firm | — | Dallas | TX | 75209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Professional Advisor Services, LLC | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fgh Investment Advisors, LLC | ria-firm | — | Parsippany | NJ | 07054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Asset Management, LLC | ria-firm | — | Gig Harbor | WA | 98332 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Context Capital Management LLC | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizons Planning Corporation | ria-firm | — | Ann Arbor | MI | 48103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurst Capital Management | ria-firm | — | Albuquerque | NM | 87104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Biglari Capital Corp. | ria-firm | — | San Antonio | TX | 78259 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Financial Advisors | ria-firm | — | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Efs Advisors | ria-firm | — | Cambridge | MN | 55008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management, LLC | ria-firm | — | Clinton | MS | 39056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prescott Group Capital Management L.L.C. | ria-firm | — | Tulsa | OK | 74104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steel Grove Capital Advisors, LLC | ria-firm | — | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cook Financial Designs, INC. | ria-firm | — | Virginia Beach | VA | 23451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krp Financial Services, LLC | ria-firm | — | Sioux City | IA | 51101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brooks Financial Services | ria-firm | — | Wichita Falls | TX | 76308 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Capital Advisors, LLC | ria-firm | — | ST Paul | MN | 55112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mission Street Wealth Planning | ria-firm | — | Pasadena | CA | 91101 | 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