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 51 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Capital Cities Investments | ria-firm | β | Indianapolis | IN | 46202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ehb Financial Resources Managemnt, INC. | ria-firm | β | Exton | PA | 19341 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcbride Financial Services, INC. | ria-firm | β | Mesa | AZ | 85206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pbmares Wealth Management LLC | ria-firm | β | Williamsburg | VA | 23188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Financial, INC. | ria-firm | β | West Chester | PA | 19380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L&l Financial Services, LLP | ria-firm | β | Mobile | AL | 36606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carter Advisory Services, INC | ria-firm | β | Dallas | TX | 75251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rainey & Randall Wealth Advisors, INC. | ria-firm | β | Celebration | FL | 34747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Demars Financial Group LLC | ria-firm | β | Spokane Valley | WA | 99216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Measure Wealth Management | ria-firm | β | Omaha | NE | 68022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilson Financial Advisors, INC. | ria-firm | β | Salt Lake City | UT | 84102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| E. Demmler and Associates | ria-firm | β | Castro Valley | CA | 94546 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Financial Advisors, LLC | ria-firm | β | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bennington Financial Planning Group | ria-firm | β | Bennington | VT | 05201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mc2 Financial Advisers, INC. | ria-firm | β | Newtown Square | PA | 19073 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamrick Investment Counsel, LLC | ria-firm | β | Seattle | WA | 98121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D.H. Hill Advisors, INC. | ria-firm | β | Kingwood | TX | 77339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lewis Financial Management, LLC | ria-firm | β | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milne Financial Planning, INC. | ria-firm | β | Saint Johnsbury | VT | 05819 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilton Capital Management, LLC | ria-firm | β | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foundation Resource Management, INC. | ria-firm | β | Little Rock | AR | 72201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jaguar Investment Services, LTD | ria-firm | β | Marana | AZ | 85658 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glacierwealth | ria-firm | β | Whitefish | MT | 59937 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minnick Capital Management | ria-firm | β | Topeka | KS | 66614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adele Brady Bolson CPA PS | ria-firm | β | Bellevue | WA | 98005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equity Advisors of Kentucky INC | ria-firm | β | Lexington | KY | 40503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Enhancement Advisory Services, LLC | ria-firm | β | Plymouth | MN | 55441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcfee Financial Group, INC. | ria-firm | β | Minneapolis | MN | 55443 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Investment Advisors, LLC | ria-firm | β | Boulder | CO | 80301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wmw Management, INC. | ria-firm | β | Farmington | UT | 84025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stephen L. Smith Corporation | ria-firm | β | Jenks | OK | 74037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jjsa Advisors, LTD. | ria-firm | β | Virginia Beach | VA | 23462 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodrich & Associates, LLC | ria-firm | β | Bellingham | WA | 98225 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wadsworth & Daulaire Financial Planners | ria-firm | β | Hanover | NH | 03755 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wise World Investment Planning | ria-firm | β | Chandler | AZ | 85225 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BW & Associates, INC. | ria-firm | β | Orange | CA | 92865 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luminary Wealth | ria-firm | β | Fort Wayne | IN | 46804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C & S Capital Management, INC. | ria-firm | β | Bismarck | AR | 71929 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan Group Financial, INC. | ria-firm | β | Oklahoma City | OK | 73114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chaney Capital Management INC. | ria-firm | β | Lynnwood | WA | 98037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bergland Wealth Management, INC. | ria-firm | β | Ridgeland | MS | 39157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bates Financial Advisors, INC. | ria-firm | β | Rockford | IL | 61107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chartered Advisory Group | ria-firm | β | Chadds Ford | PA | 19317 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midatlantic Capital Management, INC. | ria-firm | β | Richmond | VA | 23235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanderbilt Advisory Services | ria-firm | β | Woodbury | NY | 11797 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trademark Financial Management, LLC | ria-firm | β | Bloomington | MN | 55439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stapp Wealth Management, PLLC | ria-firm | β | Olympia | WA | 98502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christensen, King & Associates Investment Services, INC. | ria-firm | β | Richland | WA | 99354 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfm, LLC | ria-firm | β | Manchester | NH | 03102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steelhead Partners, LLC | ria-firm | β | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Security Management, INC | ria-firm | β | Lakewood | CO | 80227 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Financial Group INC. | ria-firm | β | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windsor Capital Management, LLC | ria-firm | β | Phoenix | AZ | 85050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Financial Group LLC | ria-firm | β | Western Springs | IL | 60558 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquis Wealth Management Group | ria-firm | β | Fort Myers | FL | 33919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willis Securities, INC. | ria-firm | β | New York | NY | 10177 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Hulzen Financial Advisors | ria-firm | β | EL Dorado Hills | CA | 95762 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lucid Advisors, INC. | ria-firm | β | Seattle | WA | 98121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Houlihan Financial Resource Group, LTD. | ria-firm | β | Ashburn | VA | 20147 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boone Wealth Advisors, LLC | ria-firm | β | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benedict Financial Advisors, INC. | ria-firm | β | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crandell Financial Planning, LLC | ria-firm | β | Bristol | TN | 37620 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leonard Investment Advisors INC. | ria-firm | β | Oklahoma City | OK | 73118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bowen Financial Services, LLC | ria-firm | β | Midlothian | VA | 23113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlanta Capital | ria-firm | β | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GA Bishop and Associates, LLC | ria-firm | β | Carrollton | TX | 75006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kiplinger Wealth Advisors | ria-firm | β | Springboro | OH | 45066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Financial Group, INC. | ria-firm | β | Roanoke | VA | 24018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluesky Wealth Advisors, LLC | ria-firm | β | New Bern | NC | 28562 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aetos Alternatives Management | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acorn Financial Advisory Services, INC. | ria-firm | β | Reston | VA | 20191 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heffernan Advisory, INC. | ria-firm | β | Flagstaff | AZ | 86001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eaton-cambridge INC. | ria-firm | β | Phoenix | AZ | 85018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montvue Capital Management, INC. | ria-firm | β | Lynchburg | VA | 24504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R. Hilles Graham | ria-firm | β | Washington | DC | 20005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bac Capital Advisors LLC | ria-firm | β | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Foundry Financial Group, INC. | ria-firm | β | Laconia | NH | 03246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nordea Investment Management North America, INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valueworks, LLC | ria-firm | β | New York City | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.M. Duncan Capital Management Corporation | ria-firm | β | Little Rock | AR | 72205 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Millennium Advisors, INC. | ria-firm | β | Barboursville | VA | 22923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearwater Advisors, LLC | ria-firm | β | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resmark Equity Partners, LLC | ria-firm | β | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Enterprise Investment Company | ria-firm | β | Farmington Hills | MI | 48334 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leonard Rickey Investment Advisors, P.L.L.C. | ria-firm | β | Yakima | WA | 98902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KQ Wealth Management LLC | ria-firm | β | Tulsa | OK | 74104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Investment Counsel | ria-firm | β | Franklin | TN | 37064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubinbrown Advisors LLC | ria-firm | β | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Bay Capital, INC. | ria-firm | β | Carlsbad | CA | 92008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Financial Advisors INC. | ria-firm | β | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Water Valley Investment Advisors, INC. | ria-firm | β | Sioux Center | IA | 51250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgewater Asset Management | ria-firm | β | Virginia Beach | VA | 23455 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashworth Wealth, LLC | ria-firm | β | South Jordan | UT | 84095 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frank Securities, LLC | ria-firm | β | Mclean | VA | 22101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grantham Poole Advisors, LLC | ria-firm | β | Ridgeland | MS | 39157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Wealth Management | ria-firm | β | Lynnwood | WA | 98037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tag Associates LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Financial Strategies, INC. | ria-firm | β | Littleton | NH | 03561 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aydt Investment Management, INC. | ria-firm | β | Evansville | IN | 47710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.O.I. | ria-firm | β | Lehi | UT | 84043 | State-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