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 56 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Lepercq DE Neuflize Asset Management LLC | ria-firm | — | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bernardi Asset Management, LLC | ria-firm | — | Northfield | IL | 60093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Childs Investment Group, INC | ria-firm | — | Archbold | OH | 43502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Common Cents Planning | ria-firm | — | Glen Mills | PA | 19342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chesapeake Financial Advisors | ria-firm | — | Towson | MD | 21286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glass Jacobson Wealth Advisors | ria-firm | — | Owings Mills | MD | 21117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Financial Solutions, LLC | ria-firm | — | Washington C. H. | OH | 43160 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abunda Financial, LLC | ria-firm | — | Sausalito | CA | 94965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charles J. Means & CO., LLC | ria-firm | — | Providence | RI | 02903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenneth A. Dery & Associates | ria-firm | — | Willoughby | OH | 44094 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Connection, INC | ria-firm | — | Boca Raton | FL | 33433 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Platinum Planning, INC. | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Astorino Financial Group, INC. | ria-firm | — | Fairfield | NJ | 07004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Client Services, LLC | ria-firm | — | Louisville | KY | 40206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Classic Financial | ria-firm | — | Westlake Village | CA | 91361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Five Rivers Financial Advisors, LLC | ria-firm | — | North East | MD | 21901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accounting Advisory Services, L.L.C. | ria-firm | — | Glen Allen | VA | 23060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jpc Wealth Management, INC. | ria-firm | — | Petaluma | CA | 94952 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Financial Companies INC. | ria-firm | — | Twinsburg | OH | 44087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LM Capital Group, LLC | ria-firm | — | San Diego | CA | 92101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthy & Wise Family Office | ria-firm | — | Columbia | MD | 21044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clientfirst Wealth Management, LLC | ria-firm | — | Little Rock | AR | 72207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 21st Century Equity Advisors Corporation | ria-firm | — | Worthington | OH | 43085 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evanston Capital Management, LLC | ria-firm | — | Evanston | IL | 60201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heartland Financial Services, LTD. | ria-firm | — | Cedar Falls | IA | 50613 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integral Financial LLC | ria-firm | — | Cupertino | CA | 95014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Wealth Advisors, LLC | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Management, LLC | ria-firm | — | San Francisco | CA | 94108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Advisory | ria-firm | — | Mandeville | LA | 70471 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckenna & Sullivan INC | ria-firm | — | Southampton | PA | 18966 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leisure Capital Management, INC. | ria-firm | — | Costa Mesa | CA | 92626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunrise Wealth Management, LLC | ria-firm | — | Tucson | AZ | 85711 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conning Investment Products, INC. | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pomeroy Financial Planning, LLC. | ria-firm | — | Cincinnati | OH | 45230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rimrock Capital Management LLC | ria-firm | — | Irvine | CA | 92617 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Research Affiliates | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broyhill Asset Management, LLC | ria-firm | — | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eliot Rose Wealth Management, LLC | ria-firm | — | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gant Investment Advisors, INC. | ria-firm | — | Toledo | OH | 43615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mustard Seed Financial | ria-firm | — | Meridian | ID | 83642 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Rock Wealth Investment Management, INC. | ria-firm | — | Lisle | IL | 60532 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| on Track Financial LLC | ria-firm | — | Canterbury | NH | 03224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westend Capital Management, LLC. | ria-firm | — | Sausalito | CA | 94965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adams Asset Advisors LLC | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stout Capital Management LLC | ria-firm | — | Encinitas | CA | 92024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcg Capital Management, LLC | ria-firm | — | Park City | UT | 84060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Asset Management, INC. | ria-firm | — | Columbus | OH | 43235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Egi Financial, INC. | ria-firm | — | Akron | OH | 44308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Dynamics Consulting Group, LLC | ria-firm | — | Kailua-kona | HI | 96740 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Advisors, LLC | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zimmerman Capital Management | ria-firm | — | Salem | OH | 44460 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascensus Investment Advisors, LLC | ria-firm | — | Newton | MA | 02459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toner Asset Management Group, INC. | ria-firm | — | Virginia Beach | VA | 23451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Capital Management, INC. | ria-firm | — | Dayton | OH | 45459 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altair Advisers, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patriot Advisory Group | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mathematica Capital Management, LLC | ria-firm | — | Sausalito | CA | 94965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Partners Capital Investment Group, LLP | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rdj Financial, LLC | ria-firm | — | Rockville | MD | 20850 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sc&h Wealth | ria-firm | — | Hunt Valley | MD | 21031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carmel Capital Management L.L.C. | ria-firm | — | Carmel | CA | 93923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Core Capital Management, LLC | ria-firm | — | the Woodlands | TX | 77381 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Decatur Capital Management, INC. | ria-firm | — | Decatur | GA | 30030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee Financial Associates, INC. | ria-firm | — | Ellicott City | MD | 21042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeastern Financial Consultants, INC. | ria-firm | — | South Abington Township | PA | 18411 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hwa Financial Group | ria-firm | — | Ellicott City | MD | 21043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collins/moody Financial Services, L.L.C. | ria-firm | — | Athens | GA | 30607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Capital Partners,inc. | ria-firm | — | Charlotte | NC | 28211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emerald Investments, INC. | ria-firm | — | Arlington | VA | 22209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westco Advisory Services, INC. | ria-firm | — | Lynbrook | NY | 11563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Samuels Financial Services, INC. | ria-firm | — | Youngstown | OH | 44512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonaventure Capital, LLC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vios Asset Management LLC | ria-firm | — | San Francisco | CA | 94108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Branzan Investment Advisors, INC. | ria-firm | — | Littleton | CO | 80127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shapiro Financial Security Group, INC. | ria-firm | — | Hazlet | NJ | 07730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G. Earl Mowrey & CO., L.L.C | ria-firm | — | Youngstown | OH | 44505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Capital Management | ria-firm | — | Reno | NV | 89519 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Strategies, INC. | ria-firm | — | Broadview Hts. | OH | 44147 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Wealth Management, INC. | ria-firm | — | Memphis | TN | 38125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannoles Asset Management, INC. | ria-firm | — | Dwg | TX | 76016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modern Portfolio Consultants, LLC | ria-firm | — | Naples | FL | 34103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Guidance Investment Advisers, INC. | ria-firm | — | Olmsted Falls | OH | 44138 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carion Doty Advisors LLC | ria-firm | — | San Francisco | CA | 94105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charter Oak Capital Management | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. B. Bryan Financial Group, INC. | ria-firm | — | Richmond | VA | 23233 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geneos Wealth Management, INC. | ria-firm | — | Englewood | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sera Capital Management, LLC | ria-firm | — | Annapolis | MD | 21401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Locker Financial Services, LLC | ria-firm | — | Verona | NJ | 07044 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevation Financial Partners, LLC | ria-firm | — | Westerville | OH | 43081 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dorfman Value Investments LLC | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Asset Based Finance Advisors LP | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tate Private Wealth Advisers | ria-firm | — | Sacramento | CA | 95815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snider Advisors | ria-firm | — | Irving | TX | 75062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schnieders Capital Management, LLC. | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kurfees Capital Management, LLC | ria-firm | — | Columbus | OH | 43220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinkerton Wealth Partners | ria-firm | — | Coeur D'alene | ID | 83814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Symmetry Partners | ria-firm | — | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certified Advisory Corp | ria-firm | — | Altamonte Springs | FL | 32714 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial First Advisors, INC. | ria-firm | — | Columbia | MD | 21044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Websterrogers Financial Advisors, LLC | ria-firm | — | Florence | SC | 29505 | 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