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 52 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Faithward Advisors, LLC | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cargile Investment Management | ria-firm | — | Midland | TX | 79701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment & Retirement Advisors, INC. | ria-firm | — | Williston | ND | 58801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fredericksburg Financial Planning Services, INC | ria-firm | — | Fredericksburg | VA | 22401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camden Partners Holdings, LLC | ria-firm | — | Owings Mills | MD | 21117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stiles Financial Services, INC. | ria-firm | — | Edina | MN | 55439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper, Clay Stephen | ria-firm | — | Pineville | LA | 71360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freegulliver, LLC | ria-firm | — | New Orleans | LA | 70115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley Aip GP LP | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Planning INC | ria-firm | — | Brookhaven | MS | 39601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Investment Counsel, INC. | ria-firm | — | Cincinnati | OH | 45247 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apex Capital Management, L.L.C. | ria-firm | — | Lafayette | LA | 70503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newground Social Investment | ria-firm | — | Seattle | WA | 98109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.d.drenkow & CO., INC. | ria-firm | — | Waverly | IA | 50677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrowhead Asset Management | ria-firm | — | Wimberley | TX | 78676 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GT Financial, LTD., L.L.C. | ria-firm | — | Mandeville | LA | 70471 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hager Investment Management Services, LLC | ria-firm | — | New London | NH | 03257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Going CPAS and Wealth Advisors | ria-firm | — | Opelousas | LA | 70570 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Psi Capital Management | ria-firm | — | Lancaster | PA | 17602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marathon Strategic Advisors, LLC | ria-firm | — | Pittsburgh | PA | 15215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Angell Capital Management, LLC | ria-firm | — | Centralia | MO | 65240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Values Investments, INC. | ria-firm | — | Gray | TN | 37615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virginia Investment Advisory, INC. | ria-firm | — | Henrico | VA | 23238 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alegria Asset Management | ria-firm | — | Yakima | WA | 98902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mengis Capital Management, INC. | ria-firm | — | Portland | OR | 97204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Estate & Retirement Strategies LLC | ria-firm | — | Tempe | AZ | 85283 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alexander Labrunerie & CO., INC. | ria-firm | — | Columbia | MO | 65203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairport Advisors, INC. | ria-firm | — | Scottsdale | AZ | 85255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apex Advisory Group, INC. | ria-firm | — | Spokane | WA | 99218 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harris Wealth Management, LLC | ria-firm | — | Twin Falls | ID | 83301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geld Financial Advisors, INC. | ria-firm | — | Tewksbury | MA | 01876 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affinity Investment Group, LLC | ria-firm | — | Exeter | NH | 03833 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lumbard & Kellner, LLC | ria-firm | — | Hollis | NH | 03049 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rbc Rochdale, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Synergy Asset Management, LLC | ria-firm | — | Vancouver | WA | 98684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Financial Planning, LLC | ria-firm | — | Windham | NH | 03087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hrc Wealth Management, LLC | ria-firm | — | Moscow | ID | 83843 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stolz & Associates, PS | ria-firm | — | Tacoma | WA | 98402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Popa Financial Services, INC. | ria-firm | — | Bethel Park | PA | 15102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twru Private Wealth Management, LLC | ria-firm | — | Baton Rouge | LA | 70806 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mellor & Associates LLC | ria-firm | — | Bellevue | WA | 98006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lone Peak Asset Management, INC. | ria-firm | — | Westlake Village | CA | 91362 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David Russell Fjeldsted | ria-firm | — | Farmington | UT | 84025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allridge Wealth Management, INC | ria-firm | — | Ashburn | VA | 20147 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cwm Financial Group, INC. | ria-firm | — | Rockville | MD | 20850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roberta Lee-driscoll | ria-firm | — | Honolulu | HI | 96813 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrett Capital Management,llc | ria-firm | — | Richmond | VA | 23236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lutz Financial | ria-firm | — | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amerant Investments, INC. | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Investment Advisors,llc | ria-firm | — | Bolivar | MO | 65613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cascade Investment Advisors, INC. | ria-firm | — | Oregon City | OR | 97045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investors Portfolio Services LLC | ria-firm | — | Puyallup | WA | 98373 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley Investors Corporation | ria-firm | — | Roanoke | VA | 24014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitney & Company | ria-firm | — | Rochester | NY | 14625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Innes Associates, LTD. | ria-firm | — | Tempe | AZ | 85281 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norton Financial Consultants | ria-firm | — | Medway | MA | 02053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castellano & Associates | ria-firm | — | Shreveport | LA | 71106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pruneyard Financial Group, INC. | ria-firm | — | Cupertino | CA | 95014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Templeton Institutional, LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snider Financial Group | ria-firm | — | Bellevue | WA | 98005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| U.S. Advisors, INC. | ria-firm | — | Arlington | VA | 22201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seahorse Financial Advisers INC. | ria-firm | — | Millbrook | NY | 12545 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carson Advisory Group | ria-firm | — | Athens | GA | 30601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Young Investment Advisors, INC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Economics Consulting Group, INC. | ria-firm | — | Tuscaloosa | AL | 35401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Concepts | ria-firm | — | Baton Rouge | LA | 70817 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Investment Strategies, LLC | ria-firm | — | Metairie | LA | 70002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Financial Group, LLC | ria-firm | — | Tucson | AZ | 85704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Funding Corporation | ria-firm | — | Bloomfield | CT | 06002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Advisors, INC. | ria-firm | — | Tullahoma | TN | 37388 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benchmark Capital Management Corporation | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sundial Capital Management, L.P. | ria-firm | — | Arlington | TX | 76006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accordant Advisory Group, INC. | ria-firm | — | Annapolis | MD | 21403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Advisors | ria-firm | — | Farmington | UT | 84025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vandeventer & Company | ria-firm | — | Windham | NH | 03087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deafinvest | ria-firm | — | Tysons | VA | 22102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kcpag Financial Advisors LLC | ria-firm | — | Robinson | IL | 62454 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Addis & Hill, Incorporated | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Houstoun Capital Management, INC. | ria-firm | — | Bethesda | MD | 20814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Capital Management, INC. | ria-firm | — | Monroe | LA | 71201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fpl Capital Management, LLC | ria-firm | — | Metairie | LA | 70002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Renn Wealth Management Group, INC. | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Investments INC. | ria-firm | — | Overland Park | KS | 66212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Upal OR United Professionals Assoc. LTD. | ria-firm | — | Tulsa | OK | 74136 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Wealth Advisors | ria-firm | — | Clackamas | OR | 97015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Asset Management, LLC | ria-firm | — | North Hampton | NH | 03862 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terry Peschl & Associates, INC. | ria-firm | — | Watertown | SD | 57201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinney Financial Planning & Management | ria-firm | — | Vienna | VA | 22180 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shankervalleau Wealth Advisors, INC. | ria-firm | — | Skokie | IL | 60077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Advisors, LLC | ria-firm | — | Shallotte | NC | 28459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forrest Financial Services | ria-firm | — | Windsor Heights | IA | 50324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Asset Management | ria-firm | — | Federal Way | WA | 98003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lagos Wealth Advisors | ria-firm | — | Diamond Bar | CA | 91765 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kennedy Wealth Management | ria-firm | — | Knoxville | TN | 37923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duke Funding Management, L.L.C. | ria-firm | — | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uwharrie Investment Advisors, INC. | ria-firm | — | Albemarle | NC | 28001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cox Capital Management LLC | ria-firm | — | Andover | MA | 01810 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fmi | ria-firm | — | Ardmore | OK | 73401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment & Resource Planning | ria-firm | — | Falls Church | VA | 22046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Associates, INC. | ria-firm | — | Cherry Hill | NJ | 08003 | SEC-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