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 50 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Spectrum Strategies, L.L.C. | ria-firm | — | Dallas | TX | 75254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ballyrock Investment Advisors LLC | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White & Company Financial Planning, INC. | ria-firm | — | Sunnyside | WA | 98944 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waverly Advisors, LLC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galligan Financial Advisors | ria-firm | — | Eagan | MN | 55122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaud & Company, LLC | ria-firm | — | Ofallon | MO | 63366 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deep Blue Investment Advisors | ria-firm | — | Tampa | FL | 33609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Money Management, LLC | ria-firm | — | Rancho Santa FE | CA | 92067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Access Financial Services, INC. | ria-firm | — | Minneapolis | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eltekon Advisors, LLC. | ria-firm | — | West Lake Hills | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 57 West Capital Advisors, INC. | ria-firm | — | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Advisors Corporation | ria-firm | — | Bloomington | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shearwater Capital | ria-firm | — | Denver | CO | 80222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pursuit Wealth Management | ria-firm | — | Coralville | IA | 52241 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robertson Investment Management | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwartz Investment Management CO. | ria-firm | — | Dickinson | ND | 58601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Advisors, INC. | ria-firm | — | St. Louis | MO | 63146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Capital Management, INC. | ria-firm | — | Bethesda | MD | 20814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asl Financial, LLC | ria-firm | — | Los Gatos | CA | 95032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcs Wealth Management, LLC | ria-firm | — | Johnson City | TN | 37615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opr Investment Services, LLC | ria-firm | — | Crofton | MD | 21114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dds Investment Management, INC. | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geode Capital Management, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cedar Valley Wealth Advisors | ria-firm | — | Cedar Falls | IA | 50613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steinmetz Financial Planning | ria-firm | — | Redwood City | CA | 94065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Financial & Tax Strategies, INC. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jordan Wealth Management | ria-firm | — | Pocatello | ID | 83204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrington Capital Management, INC. | ria-firm | — | Bloomington | MN | 55431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcallister Capital Management | ria-firm | — | Jackson | MS | 39216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gateway Financial Group, INC. | ria-firm | — | Henrico | VA | 23294 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HR Investment Consultants, INC. | ria-firm | — | Baltimore | MD | 21204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Counselors, LLC. | ria-firm | — | Minnetonka | MN | 55305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calvert Wealth Management, INC. | ria-firm | — | Dunkirk | MD | 20754 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vascorp Wealth Advisors | ria-firm | — | Arvada | CO | 80002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marotta Wealth Management, INC. | ria-firm | — | Charlottesville | VA | 22903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sutterfield Financial Group, INC. | ria-firm | — | Bartlesville | OK | 74003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crawford Advisory Group, LLC | ria-firm | — | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DA Financial Advisors, INC. | ria-firm | — | Edina | MN | 55435 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarity Asset Management, INC. | ria-firm | — | Ames | IA | 50010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tower Bridge Advisors | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horrell Capital Management, INC. | ria-firm | — | Little Rock | AR | 72205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baldwin Financial Advisors, LLC | ria-firm | — | Arlington Heights | IL | 60005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peregrine Asset Advisers, INC. | ria-firm | — | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stevens Foster Financial Advisors | ria-firm | — | Bloomington | MN | 55431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madrona Financial & CPAS | ria-firm | — | Everett | WA | 98201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockbridge Investment Management, LLC | ria-firm | — | Syracuse | NY | 13202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ryan Investments | ria-firm | — | Basalt | CO | 81621 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kane Company Wealth Management, INC. | ria-firm | — | Johnston | IA | 50131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thrivent Financial for Lutherans | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Market Advisors, INC. | ria-firm | — | Shavano Park | TX | 78231 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veach Family Financial | ria-firm | — | North Little Rock | AR | 72113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Financial Advisors, LLC. | ria-firm | — | Marietta | GA | 30062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Financial Planning Services, INC. | ria-firm | — | Spokane | WA | 99201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean, Jacobson Financial Services | ria-firm | — | Fort Worth | TX | 76107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Asset Management, LLC | ria-firm | — | Belleville | KS | 66935 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Services, INC | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Group | ria-firm | — | Torrance | CA | 90502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bruce James Thomas JR | ria-firm | — | Moorpark | CA | 93021 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fencl Advisory Services, LLC | ria-firm | — | Cedar Falls | IA | 50613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldstrand Planning Group | ria-firm | — | Stockton | CA | 95219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buellesfeld Financial Services, INC. | ria-firm | — | Wellington | KS | 67152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yavapai Financial Planning, L.L.C. | ria-firm | — | Prescott | AZ | 86305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Financial Planning | ria-firm | — | Middleton | WI | 53562 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B. Riley Wealth Advisors, INC. | ria-firm | — | Memphis | TN | 38103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Conservatory | ria-firm | — | Lebanon | NH | 03766 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1 North Wealth Services, LLC | ria-firm | — | Annapolis | MD | 21401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynch Investment Planning, LLC | ria-firm | — | Newtown Square | PA | 19073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Prosperity Security (ips) Strategic Capital | ria-firm | — | Denver | CO | 80226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bbjs Financial Advisors, LLC | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gary M. Martinez | ria-firm | — | Mulvane | KS | 67110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescent Advisor Group, INC. | ria-firm | — | Plano | TX | 75093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.H. Investment Group, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Advisory Group, INC. | ria-firm | — | Alexandria | VA | 22304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bayview Investment Counsel, INC | ria-firm | — | Stevensville | MD | 21666 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vicus Capital, INC. | ria-firm | — | State College | PA | 16801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Architects, LLC | ria-firm | — | Woodstock | GA | 30188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearpath Wealth Management, L.C. | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True North Advisors, LLC | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Investing, INC. | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspen Wealth Management, INC. | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Casi Investments | ria-firm | — | Baltimore | MD | 21217 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Investment Management, LLC | ria-firm | — | Pittsburgh | PA | 15235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harmony Asset Management LLC | ria-firm | — | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Plan, INC. | ria-firm | — | Bellingham | WA | 98225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vincent C. Lucas, C.P.A., P.C. | ria-firm | — | Mclean | VA | 22102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortitude Advisory Group L.L.C. | ria-firm | — | Gig Harbor | WA | 98335 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobsen Capital Management | ria-firm | — | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Thornton Wealth Management, LLC | ria-firm | — | Montgomery | AL | 36104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacques Advisors, LLC | ria-firm | — | Rockville | MD | 20850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mitco Asset Management | ria-firm | — | Vienna | VA | 22180 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focus Financial | ria-firm | — | Minneapolis | MN | 55413 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifestage Wealth Management, INC. | ria-firm | — | Coon Rapids | MN | 55433 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S.P. Parkin & CO | ria-firm | — | Chesterfield | MO | 63017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argos Capital Partners, LLC | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portland Financial Planning Group | ria-firm | — | Portland | ME | 04101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Preferred Retirement Options, INC | ria-firm | — | Ammon | ID | 83406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Percy E. Bolton Associates, INC. | ria-firm | — | Pasadena | CA | 91106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellesley Asset Management, INC. | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hulsey Capital Management, INC. | ria-firm | — | Heber Springs | AR | 72543 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emg | ria-firm | — | South Burlington | VT | 05403 | 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