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 57 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Strategic Financial Planning, INC. | ria-firm | — | Minnetonka | MN | 55305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krb and Associates, INC | ria-firm | — | Oklahoma City | OK | 73118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tidmore Retirement Planning Specialists | ria-firm | — | Beachwood | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Services | ria-firm | — | Fort Wayne | IN | 46804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Wealth Management, LLC | ria-firm | — | Richfield | OH | 44286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peck & Associates, LLC | ria-firm | — | Independence | OH | 44131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investmark Advisory Group LLC | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitcomb & Hess, INC. | ria-firm | — | Ashland | OH | 44805 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Houssels Capital Management, LLC | ria-firm | — | Las Vegas | NV | 89102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Financial Advisors, INC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R & M Consultants, LTD. | ria-firm | — | Mansfield | OH | 44907 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 2444 Investment Services, LLC | ria-firm | — | Manasquan | NJ | 08736 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Km&m Pinnacle, LTD. | ria-firm | — | Mansfield | OH | 44907 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tassel Capital Management, INC | ria-firm | — | Matthews | NC | 28105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H&m Financial Advisors | ria-firm | — | Marion | OH | 43302 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jovan, LTD. | ria-firm | — | Ashland | OH | 44805 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Financial Management INC | ria-firm | — | Bexley | OH | 43209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alexander Financial Planning, INC. | ria-firm | — | Columbus | OH | 43214 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mtr Advisory Services, INC. | ria-firm | — | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paul Capital | ria-firm | — | San Francisco | CA | 94123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccm Investment Counsel | ria-firm | — | Stow | OH | 44224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HD Pinnacle Advisors, LTD. | ria-firm | — | Mansfield | OH | 44907 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mullooly Asset Management, INC. | ria-firm | — | Wall Township | NJ | 07719 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcnally Financial Services Corporation | ria-firm | — | San Antonio | TX | 78232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holcombe & Mcgrath | ria-firm | — | Asheville | NC | 28801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Michaels Asset Management | ria-firm | — | St. Michaels | MD | 21663 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christine Messmer, P.C. | ria-firm | — | Collegeville | PA | 19426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M Financial Planning Services, INC | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stark Financial Advisers, INC. | ria-firm | — | Okeechobee | FL | 34972 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monetary Solutions, LTD. | ria-firm | — | Dayton | OH | 45439 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgewood Investments | ria-firm | — | Springfield | NJ | 07081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley Investment Advisors | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisory Services, LLC | ria-firm | — | West Chester | OH | 45069 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfh Investments INC. | ria-firm | — | Dayton | OH | 45419 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wayne D. Minich & Company, INC. | ria-firm | — | Richfield | OH | 44286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kirkey & CO. Financial Advisors, INC. | ria-firm | — | Hilliard | OH | 43026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthspire Retirement Advisory | ria-firm | — | Aliso Viejo | CA | 92656 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.K. Brown Wealth Advisory | ria-firm | — | Oakwood | OH | 45419 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hergenroeder Financial Advisors, INC. | ria-firm | — | Timonium | MD | 21093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Company | ria-firm | — | Annapolis | MD | 21409 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Planning Advisors, LLC | ria-firm | — | Suwanee | GA | 30024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christofferson, Robb & Company | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nazelrod & Associates Financial Services, INC. | ria-firm | — | Towson | MD | 21286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conservativemoney LLC | ria-firm | — | Cleveland | OH | 44102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acropolis Investment Management | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardian | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Analysts, LLC | ria-firm | — | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Trust Advisors | ria-firm | — | Grandville | MI | 49418 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Djs Advisers, INC. | ria-firm | — | Pittsburgh | PA | 15222 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etre LLC | ria-firm | — | Cambridge | MA | 02138 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S.F. Ehrlich Associates, INC. | ria-firm | — | Cranford | NJ | 07016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gordian Advisors, LLC | ria-firm | — | Tucson | AZ | 85718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mutual Trust Asset Mgmt., INC. | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gianola Financial Planning, LLC | ria-firm | — | Worthington | OH | 43085 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sullivan Financial, LLC | ria-firm | — | Essex | CT | 06426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Dimensions, LLC. | ria-firm | — | Sparks | MD | 21152 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shuttleworth & Company | ria-firm | — | Powell | OH | 43065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swisher Financial Concepts, INC. | ria-firm | — | Westerville | OH | 43082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Angart & CO. | ria-firm | — | Beachwood | OH | 44122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klaas Financial Asset Advisors, LLC. | ria-firm | — | Loves Park | IL | 61111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwd Portfolio Solutions, INC. | ria-firm | — | Pittsburgh | PA | 15220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DE Cesare Retirement Specialists | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Planning, LLC | ria-firm | — | Logan | UT | 84321 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kiely Capital Management, INC. | ria-firm | — | Morristown | NJ | 07960 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reliance Financial Advisors | ria-firm | — | Sewickley | PA | 15143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Absolute Capital Management, LLC | ria-firm | — | Pittsburgh | PA | 15228 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bullock Capital Alliance, INC. | ria-firm | — | Colorado Springs | CO | 80920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Financial Advisers | ria-firm | — | Exton | PA | 19341 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Fairman Group, LLC | ria-firm | — | Chesterbrook | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tudor Financial, INC. | ria-firm | — | Dayton | OH | 45458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Financial Advisors, INC. | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Challenger Wealth Management | ria-firm | — | Aliso Viejo | CA | 92656 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Signia Capital Management | ria-firm | — | Spokane | WA | 99201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Hendrickson Advisory Group, INC. | ria-firm | — | Columbus | OH | 43220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohnreznick Wealth Management LLC | ria-firm | — | Parsippany | NJ | 07054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altrius Capital Management, INC. | ria-firm | — | Novi | MI | 48375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shaker Financial Services | ria-firm | — | Annapolis | MD | 21401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Financial Solutions, INC. | ria-firm | — | Boise | ID | 83713 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dsc Financial Advisors, LTD. | ria-firm | — | Richboro | PA | 18954 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deroy & Devereaux Private Investment Counsel, INC. | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Investment Services, LLC | ria-firm | — | Lynnwood | WA | 98037 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kellner Capital Management, INC. | ria-firm | — | Philadelphia | PA | 19102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Profed Financial Advisors | ria-firm | — | Fort Wayne | IN | 46815 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Expert Financial Services, LLC | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Houlihan Asset Management LLC | ria-firm | — | Fort Wayne | IN | 46825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foundation Financial Advisors, INC. | ria-firm | — | Linthicum | MD | 21090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henthorn Agency, INC. | ria-firm | — | Beech Grove | IN | 46107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grant Financial Group | ria-firm | — | Elberta | AL | 36530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Severn Financial Advisors, LLC | ria-firm | — | Annapolis | MD | 21401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freeman, Will & Niemeier, INC. | ria-firm | — | Evansville | IN | 47712 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Financial Services INC. | ria-firm | — | Indianapolis | IN | 46250 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eley-graham-austgen Financial Advisory Services | ria-firm | — | Crown Point | IN | 46307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Feg | ria-firm | — | Cincinnati | OH | 45202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S.C. Thomas & Associates, CPA, LLC | ria-firm | — | Medina | OH | 44256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Advisors INC. | ria-firm | — | Wyomissing | PA | 19610 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rodgers & Associates | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Capital Management | ria-firm | — | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Strategies, INC. | ria-firm | — | Indianapolis | IN | 46227 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morris Group Advisory Service, INC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kamke Investment Strategies INC. | ria-firm | — | Charlottesville | VA | 22901 | 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