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 53 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Conway Financial Group, LLC | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Locke Financial Services, INC. | ria-firm | — | Palatine | IL | 60067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shira Ridge Wealth Management | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitman Financial Services, LLC. | ria-firm | — | North Reading | MA | 01864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brennan Financial Group, LLC | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coastal Financial Planning, INC. | ria-firm | — | Lincoln | RI | 02865 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H&h Investment Planners, INC. | ria-firm | — | Bermuda Run | NC | 27006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Livelsberger Financial Advisory | ria-firm | — | Ashland | OH | 44805 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vernon Management Group, Incorporated | ria-firm | — | Richm0nd | VA | 23233 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley, INC | ria-firm | — | Boise | ID | 83703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pelleton Capital Management, LTD. | ria-firm | — | Scottsdale | AZ | 85254 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Star Investment Management Corporation | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Getzen Group, INC. | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Claris Advisors, LLC | ria-firm | — | St. Louis | MO | 63101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mustard Seed Wealth Management | ria-firm | — | Magnolia | AR | 71753 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Squire Wealth Advisors | ria-firm | — | Orem | UT | 84097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis-ross Investment Advisers, LLC | ria-firm | — | Columbus | OH | 43229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sequoia Financial Group, L.L.C. | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fleishel Financial Associates, INC. | ria-firm | — | Deland | FL | 32720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tdc Capital Advisors, INC. | ria-firm | — | College Station | TX | 77845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steben & Company, LLC | ria-firm | — | Excelsior | MN | 55331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kachkovsky & Fisher, INC. | ria-firm | — | San Diego | CA | 92122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kuhn Advisors, INC. | ria-firm | — | Durham | NC | 27705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copperleaf Capital, LLC | ria-firm | — | Clover | SC | 29710 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bagby Wealth Management | ria-firm | — | Dexter | MO | 63841 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibson Financial Solutions, INC. | ria-firm | — | Ellsworth | ME | 04605 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D'arcangelo Financial Advisors, LLC | ria-firm | — | Poughkeepsie | NY | 12603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concorde Financial Resources | ria-firm | — | York | SC | 29745 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norman Kramer Investments, INC. | ria-firm | — | Westport | CT | 06880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holt Capital Partners, L.P. | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Investment Advisors, INC. | ria-firm | — | Germantown | MD | 20874 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Overbrook Management Corporation | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fulbright Financial Consulting, PA | ria-firm | — | Durham | NC | 27713 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veratis Advisors, INC. | ria-firm | — | Cary | NC | 27518 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CC Investment Advisors, INC. | ria-firm | — | Oklahoma City | OK | 73127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Girard Pension Services, LLC | ria-firm | — | Allentown | PA | 18104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James River Asset Management, LLC | ria-firm | — | Midlothian | VA | 23113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keb Wealth Advisors | ria-firm | — | Springfield | IL | 62704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Novare Capital Management | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Detalus Advisors, LLC | ria-firm | — | St. Louis | MO | 63119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Punch & Associates Investment Management, INC. | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| US 1st Wealth Management | ria-firm | — | Kingwood | TX | 77339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Capital Chart Room, LTD | ria-firm | — | Fort Worth | TX | 76107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Associates, INC. | ria-firm | — | Ellisville | MO | 63011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Pine Investments | ria-firm | — | Wolfeboro | NH | 03894 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uhlmann Investment Management, L.L.C. | ria-firm | — | Skokie | IL | 60077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investors' Choice Advisory Services, LLC | ria-firm | — | Orefield | PA | 18069 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Voisard Asset Management Group | ria-firm | — | Grand Rapids | MI | 49503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alkeon Capital Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Howard Capital Management, LLC | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dolcini Capital Management | ria-firm | — | Cherry Hill | NJ | 08002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winning Points Advisors, L.L.C. | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Womack Investment Advisers, INC | ria-firm | — | Edmond | OK | 73013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Millennium Financial Services LLP | ria-firm | — | Rockville | MD | 20850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colrain Capital LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kevin G. Conlon, CPA, PC | ria-firm | — | Rochester | NY | 14624 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Advisors, LLC | ria-firm | — | Richmond | VA | 23233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arlen Capital, LLC | ria-firm | — | Warwick | RI | 02886 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial Management, INC. | ria-firm | — | Bozeman | MT | 59718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Financial | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark R. Lemmond CPA, PLLC | ria-firm | — | Carthage | NC | 28327 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Brook Advisors, LLC | ria-firm | — | Lakewood Ranch | FL | 34202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carlson Capital, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Nuber Wealth Management | ria-firm | — | Bellevue | WA | 98004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epl Investment Advisory LLC | ria-firm | — | Mesa | AZ | 85212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keenan Private Wealth Management | ria-firm | — | New York | NY | 10017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Investment and Philanthropy Corporation | ria-firm | — | Sausalito | CA | 94965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Harbor | ria-firm | — | Plano | TX | 75093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collegiate Capital Management, INC. | ria-firm | — | Raleigh | NC | 27601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old School Capital LLC | ria-firm | — | Andover | MA | 01810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Financial Strategies, INC. | ria-firm | — | Sanford | NC | 27330 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rmas, INC. | ria-firm | — | Bellmawr | NJ | 08031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Butler Financial Services | ria-firm | — | Denver | CO | 80204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Services, INC. | ria-firm | — | Manchester | MO | 63011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Diversified Financial Advisors, LLC | ria-firm | — | Town and Country | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Advisors | ria-firm | — | Washington D.C. | DC | 20007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Aspen Equity Group | ria-firm | — | Waco | TX | 76710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccarthy Asset Management, INC. | ria-firm | — | Redwood Shores | CA | 94065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Hill Capital Partners, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profits Plus Capital Management, LLC | ria-firm | — | Nampa | ID | 83687 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmf Capstone Wealth Management | ria-firm | — | Tuscaloosa | AL | 35401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Financial Advisors, LLC | ria-firm | — | Salida | CO | 81201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burns Matteson Capital Management, LLC | ria-firm | — | Corning | NY | 14830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mine & Arao Wealth Creation and Management, LLC | ria-firm | — | Campbell | CA | 95008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silvercrest Asset Management Group LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxwell and Morse Capital Management, INC. | ria-firm | — | Tulsa | OK | 74137 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| IQ Trends Private Client Asset Management | ria-firm | — | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Capital Management | ria-firm | — | Richm0nd | VA | 23230 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pioneer Financial Advisors | ria-firm | — | Praire Village | KS | 66207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Wealth Management | ria-firm | — | Boynton Beach | FL | 33426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mowery & Schoenfeld Wealth Management, LLC | ria-firm | — | Lincolnshire | IL | 60069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sweetwater Financial Advisors, LLC | ria-firm | — | Sugar Land | TX | 77479 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burton Enright Welch | ria-firm | — | Walnut Creek | CA | 94596 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westerly Investments, INC. | ria-firm | — | Newport Beach | CA | 92663 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elite Investment Advisors, LLC | ria-firm | — | Clayton | MO | 63105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seamans Capital Management, LLC | ria-firm | — | Waltham | MA | 02451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bmb Advisers LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phoenix Wealth Advisors INC. | ria-firm | — | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rossi Financial Associates, INC. | ria-firm | — | Monroeville | PA | 15146 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Nestegg Group, INC. | ria-firm | — | Lincolnwood | IL | 60712 | 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