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 58 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Southeast Financial Advisors | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leucadia Asset Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C & G Financial, LLC | ria-firm | — | Tinton Falls | NJ | 07724 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor & Williams, INC. | ria-firm | — | Lutz | FL | 33548 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.G. Associates, INC. | ria-firm | — | Towson | MD | 21286 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyd Investment Services | ria-firm | — | Henderson | NV | 89074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fireside Financial Planning, INC. | ria-firm | — | San Jose | CA | 95125 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Savant Investment Advisers, INC. | ria-firm | — | Homewood | IL | 60430 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Matters | ria-firm | — | Minnetonka | MN | 55343 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Street Advisors, LLC | ria-firm | — | Westminster | MD | 21157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baker Ellis Asset Management LLC | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee Financial Group, INC. | ria-firm | — | Columbia | MD | 21044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Planning Associates, INC. | ria-firm | — | Phoenix | AZ | 85044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Partners Asset Management | ria-firm | — | Metuchen | NJ | 08840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tilton-steele International | ria-firm | — | Baltimore | MD | 21202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regal Bay Investment Group, LLC | ria-firm | — | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nisman Investment Services INC. | ria-firm | — | East Brunswick | NJ | 08816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Advisor Management | ria-firm | — | Towson | MD | 21204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwp | ria-firm | — | Grosse Pointe Farms | MI | 48236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Probity Advisors, INC. | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossgate Wealth Advisors, LLC | ria-firm | — | Newtown | PA | 18940 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heinekamp Financial Planning & Tax Service LLC | ria-firm | — | Brownsburg | IN | 46112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regan Investments, INC. | ria-firm | — | Minnetonka | MN | 55305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scipione Wealth Advisors, INC. | ria-firm | — | Wyckoff | NJ | 07481 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pillar Financial Advisors, LLC | ria-firm | — | Louisville | KY | 40220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilson & Browning, INC. | ria-firm | — | Cleveland Heights | OH | 44106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Consultants, INC. | ria-firm | — | Fort Wayne | IN | 46804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Financial Advisors, INC | ria-firm | — | Kensington | MD | 20895 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kramer Fiduciary Services | ria-firm | — | Pittsburgh | PA | 15221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prudent Investor Advisors, LLC | ria-firm | — | Folsom | CA | 95630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Capital Group | ria-firm | — | Palm Beach | FL | 33480 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gw&k Investment Management, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Consultants, LLC | ria-firm | — | Mobile | AL | 36609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reify Wealth Advisors, INC. | ria-firm | — | Indianapolis | IN | 46268 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prometheus Capital Management Corp. | ria-firm | — | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Via IV Investments, LLC | ria-firm | — | Burr Ridge | IL | 60527 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitebox Advisors LLC | ria-firm | — | Minneapolis | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rivernorth Capital Management, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proctor Financial | ria-firm | — | Sherborn | MA | 01770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anthony J. Orlando INC. | ria-firm | — | Oradell | NJ | 07649 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Strategies Group | ria-firm | — | Fargo | ND | 58102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Laurel Wealth Planning | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teplitz Financial Group LLC | ria-firm | — | Old Bridge | NJ | 08857 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Advisors Group | ria-firm | — | Fort Wayne | IN | 46845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisory Services, LLC | ria-firm | — | Hanover | PA | 17331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guiry Capital Management, LLC | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Devotion Capital Management | ria-firm | — | South Bend | IN | 46637 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Consulting Services, LLC | ria-firm | — | Lombard | IL | 60148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bws Financial | ria-firm | — | Woodland Hills | CA | 91364 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Wealth Advisory Services, INC. | ria-firm | — | Chesterfield | MO | 63017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcavoy Kemp Wealth Management, LLC | ria-firm | — | Columbus | IN | 47201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perigee Capital, LP | ria-firm | — | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Financial Advisors, L.L.C. | ria-firm | — | Metairie | LA | 70005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bradley Advisory | ria-firm | — | Stevens | PA | 17578 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Advisors, INC. | ria-firm | — | Mobile | AL | 36609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fai Advisors, INC. | ria-firm | — | Farmington Hills | MI | 48331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coats Financial Planning | ria-firm | — | Louisville | KY | 40245 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcclarren Financial Advisors | ria-firm | — | State College | PA | 16801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Management Group | ria-firm | — | Billings | MT | 59102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benefits Plus, LLC | ria-firm | — | Napa | CA | 94559 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.E. Snow Private Wealth Management Group, LLC | ria-firm | — | Estero | FL | 34135 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Wealth Management | ria-firm | — | Reno | NV | 89511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Market Street Wealth Management Advisors, LLC | ria-firm | — | Indianapolis | IN | 46280 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wms Advisors, LLC | ria-firm | — | Charlotte | NC | 28210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mapleton Capital Management, LLC | ria-firm | — | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Advantage Group, INC. | ria-firm | — | Columbus | OH | 43220 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Wealth Management, INC. | ria-firm | — | Reston | VA | 20190 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anweiler Financial Management, LLC | ria-firm | — | New Haven | IN | 46774 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scs Capital Management LLC | ria-firm | — | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windsor Advisory Group, LLC | ria-firm | — | Columbus | OH | 43228 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krempa Associates INC. | ria-firm | — | Fountainville | PA | 18923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alamo Advisors, LP | ria-firm | — | San Antonio | TX | 78231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Strategies Counselors, INC | ria-firm | — | Naperville | IL | 60563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jdl Advisers | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fmb Wealth Management | ria-firm | — | Westlake Village | CA | 91362 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibraltar Capital Management, INC. | ria-firm | — | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opus Investment Advisors, LLC | ria-firm | — | Oceanside | CA | 92057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Management Strategies, LLC | ria-firm | — | Baltimore | MD | 21209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tias Planners | ria-firm | — | Annapolis | MD | 21403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Advisors,inc. | ria-firm | — | Indianpolis | IN | 46250 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aldebaran Capital, LLC | ria-firm | — | Carmel | IN | 46290 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rmg Advisors | ria-firm | — | Rockville | MD | 20850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkshire Advisors, INC. | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Wealth Management | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial | ria-firm | — | Mount Laurel | NJ | 08054 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Security First Financial | ria-firm | — | Swartz Creek | MI | 48473 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Quest, LTD. | ria-firm | — | Palmyra | PA | 17078 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Futures | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial, LLC | ria-firm | — | South Windsor | CT | 06074 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fifth Avenue Family Office | ria-firm | — | Naples | FL | 34103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longview Financial Advisors, INC. | ria-firm | — | Huntsville | AL | 35801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Capital Management, INC. | ria-firm | — | New Albany | IN | 47150 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valley Brook Capital Group | ria-firm | — | Venetia | PA | 15367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Century Advisors, LLC | ria-firm | — | Chevy Chase | MD | 20815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FO Investments, LLC | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Matson Financial Advisors, INC. | ria-firm | — | Danbury | CT | 06810 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gladstone Management Corporation | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elder Law Management, Elder Law Planning Services | ria-firm | — | Pittsburgh | PA | 15222 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Oak Financial Planning, INC. | ria-firm | — | Brighton | MI | 48116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Financial Advisors, LLC | ria-firm | — | Charlotte | NC | 28277 | 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