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 54 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| J M Brown Financial Partners | ria-firm | — | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MW Investment Strategy | ria-firm | — | EL Dorado Hills | CA | 95762 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wbb Securities, LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisers, INC. | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Symmetry INC. | ria-firm | — | Raleigh | NC | 27607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial Planning, INC. | ria-firm | — | Plano | TX | 75024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kanawha Capital Management, LLC | ria-firm | — | Richmond | VA | 23226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carmichael Creel Investments | ria-firm | — | Franklin | TN | 37064 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laurel Wealth Advisors, LLC | ria-firm | — | Charlotte | NC | 28204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robertson Opportunity Capital, LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisory Services | ria-firm | — | Salt Lake City | UT | 84117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southern Capital Management Corporation | ria-firm | — | Charleston | SC | 29407 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G. Dewayne Mcanally | ria-firm | — | Oklahoma City | OK | 73142 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee, Kimun | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Physicians Financial Services, INC. | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor Financial Services, INC. | ria-firm | — | Chatham | NY | 12037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Awr Investment Management, LLC | ria-firm | — | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Financial Life Advisors, LLC | ria-firm | — | Moorestown | NJ | 08057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Consultants, LLC | ria-firm | — | San Jose | CA | 95113 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sinopoli & Sinopoli Financial Services, LLC | ria-firm | — | East Syracuse | NY | 13057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mld Investment Advisory, INC. | ria-firm | — | Henderson | NV | 89052 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chestnut Investment Advisory | ria-firm | — | Glenside | PA | 19038 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert Stephen Capital Management LLC | ria-firm | — | Tulsa | OK | 74135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Financial Planning INC. | ria-firm | — | Roanoke | VA | 24018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Terrance P Davis Cpa/pfs | ria-firm | — | St. Louis | MO | 63119 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haven Financial Advisors | ria-firm | — | Austin | TX | 78704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orbimed Advisors LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthharbor Capital Group, LLC | ria-firm | — | Metairie | LA | 70005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birks Financial Corp. | ria-firm | — | Herndon | VA | 20170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concord Wealth Partners | ria-firm | — | Abingdon | VA | 24210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marquette Associates, INC. | ria-firm | — | West Chester | PA | 19382 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Debart Group INC. | ria-firm | — | New York | NY | 10151 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Wealth Management, LLC | ria-firm | — | Chattanooga | TN | 37402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berg Faircloth Investment Advisors | ria-firm | — | Leesburg | VA | 20176 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Asia LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lange Financial Group, LLC | ria-firm | — | Pittsburgh | PA | 15217 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whiston Asset Management | ria-firm | — | New York City | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinion Financial Services, LLC | ria-firm | — | Bethesda | MD | 20814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grow Rasmussen Consulting LLC | ria-firm | — | Boise | ID | 83713 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Slagel Investment Management | ria-firm | — | Blacksburg | VA | 24060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cabot Properties L.P. | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Wealth Management, LLC | ria-firm | — | New Albany | IN | 47150 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opus Financial Advisors, INC. | ria-firm | — | Statesville | NC | 28677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| NC Money Management, INC. | ria-firm | — | Raleigh | NC | 27609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Todd Washburn Solutions, LLC | ria-firm | — | Durham | NC | 27707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Freedom | ria-firm | — | Cincinnati | OH | 45236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R & R Retirement Services, INC | ria-firm | — | Seattle | WA | 98115 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scottsdale Capital Advisors Corporation | ria-firm | — | Scottsdale | AZ | 85253 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tricapital Wealth Management, INC. | ria-firm | — | Charlotte | NC | 28210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Bedminster Group | ria-firm | — | Bluffton | SC | 29909 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Afh Asset Management, INC. | ria-firm | — | Beverly Hills | CA | 90211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Itau Bba USA Securities, INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carolina Financial Advisors, INC. | ria-firm | — | Greensboro | NC | 27403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ata Management Strategies INC | ria-firm | — | Whitehall | PA | 18052 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macro Advisors, INC. | ria-firm | — | York | PA | 17404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestgen Investment Management | ria-firm | — | Egg Harbor Twp. | NJ | 08234 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Founders Capital Management, LLC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harris Investment Advisors LLC | ria-firm | — | Scottsdale | AZ | 85251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carolina Financial Advisory, INC. | ria-firm | — | Chapel Hill | NC | 27514 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bollinger Financial Advisory, INC. | ria-firm | — | Stillwater | OK | 74074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spinnaker Financial Advisors, LLC | ria-firm | — | Idaho Falls | ID | 83404 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quality Financial Concepts | ria-firm | — | Maryville | TN | 37801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Attucks Asset Management, LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meld Financial, INC. | ria-firm | — | Birmingham | AL | 35243 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanderson Wealth Management, LLC | ria-firm | — | Buffalo | NY | 14202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hutchins Canning & Company PA | ria-firm | — | Kitty Hawk | NC | 27949 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lountzis Asset Management, LLC | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hollingsworth Avent Averre & Purvis, PA | ria-firm | — | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canty Financial Management, INC. | ria-firm | — | Ballston Spa | NY | 12020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andrews Advisory Associates, LLC | ria-firm | — | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decisions, LLC | ria-firm | — | Baltimore | MD | 21202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steinberg Asset Management, LLC | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altamont Capital Management | ria-firm | — | Asheville | NC | 28801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ttg Financial Services, INC. | ria-firm | — | Billings | MT | 59101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Planning Center, INC. | ria-firm | — | Moline | IL | 61265 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lottsa Financial Services, INC. | ria-firm | — | Minneapolis | MN | 55454 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dew Wealth Strategies, LLC | ria-firm | — | Clayton | MO | 63105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Bendix Financial Group, INC. | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vimcor | ria-firm | — | Duncansville | PA | 16635 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Investment Management LLC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Los Angeles Capital Management LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sws Capital Management, LLC | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspen Capital Management, LLC | ria-firm | — | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Future Capital | ria-firm | — | Chattanooga | TN | 37402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optimist Retirement Group, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Just Company | ria-firm | — | Indianapolis | IN | 46250 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jbglobal.com LLC | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Horizon Investment Management LLC | ria-firm | — | Seattle | WA | 98101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spring Mountain Capital, LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Development Strategies Investment Advisory, INC. | ria-firm | — | Houston | TX | 77027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanbarton Group LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shaker Investments | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prp | ria-firm | — | Houston | TX | 77092 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Irus Advisory Corporation | ria-firm | — | Levittown | PA | 19054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ivy League Financial Advisors LLC | ria-firm | — | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpc Financial Planning, INC | ria-firm | — | King of Prussia | PA | 19406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial & Tax Architects, LLC | ria-firm | — | St. Louis | MO | 63131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wallace Capital Management, INC. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westhampton Capital | ria-firm | — | Winston-salem | NC | 27104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G. Allen Financial INC. | ria-firm | — | Santa FE | NM | 87501 | 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