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 59 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Sonas Financial Group, INC. | ria-firm | — | Kansas City | MO | 64114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Linkous Group, LTD. | ria-firm | — | Fountain Hills | AZ | 85268 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Symmetry Capital Advisors LLC | ria-firm | — | Dallas | TX | 75231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Investment Financial Group, LLC | ria-firm | — | Webster | NY | 14580 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rivercities Asset Management, LLC | ria-firm | — | Owensboro | KY | 42303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcnaron Group, INC. | ria-firm | — | Anniston | AL | 36201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Despain Investment Solutions, LTD. | ria-firm | — | Collinsville | IL | 62234 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spyglass Investment Management | ria-firm | — | Terre Haute | IN | 47802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Financial Group, INC. | ria-firm | — | Allentown | PA | 18104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nadler Financial Group, INC. | ria-firm | — | Deerfield | IL | 60015 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Indiano Capital Management | ria-firm | — | Rochester | NY | 14625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Advisors, INC. | ria-firm | — | Alton | IL | 62002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walsh Advisors | ria-firm | — | Crown Point | IN | 46307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Investment Corp | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Estate Planners, LLC | ria-firm | — | Clinton Township | MI | 48038 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fundamental Advisors, INC. | ria-firm | — | Houston | TX | 77098 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harbour Wealth Partners, INC. | ria-firm | — | Indianapolis | IN | 46256 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelity Capital Management Corp | ria-firm | — | Palm Harbor | FL | 34683 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chapman & Chapman Advisors LLC | ria-firm | — | Chagrin Falls | OH | 44022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brigham Jr, William H | ria-firm | — | Mobile | AL | 36609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Financial Management, INC. | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paladin Capital Management, LLC | ria-firm | — | Washington | DC | 20006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kassouf Wealth Advisors, LLC | ria-firm | — | Birmingham | AL | 35205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Advisory, LLC | ria-firm | — | Greenfield | IN | 46140 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert A. Underhill P.C. | ria-firm | — | Seattle | WA | 98104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saxony Capital Management, LLC | ria-firm | — | Saint Louis | MO | 63123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rkl Private Wealth | ria-firm | — | Lancaster | PA | 17601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Investment Strategies,inc. | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crestline Management, L.P. | ria-firm | — | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Management Consultants | ria-firm | — | Las Vegas | NV | 89117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Menlo Advisors LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fpc Investment Advisory, INC. | ria-firm | — | Petaluma | CA | 94954 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philadelphia Investment Partners, LLC | ria-firm | — | Voorhees | NJ | 08043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Plan Advisors, LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D/b/a Financial Awareness Institute | ria-firm | — | Sharon | WI | 53585 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathfinder Advisory, INC. | ria-firm | — | Rockford | IL | 61108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Share and Harris, L.L.C. | ria-firm | — | East Brunswick | NJ | 08816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henderson Investment Advisors, LLC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Act Retirement Planning, INC. | ria-firm | — | Marietta | GA | 30062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shotwell Rutter Baer INC | ria-firm | — | Lansing | MI | 48917 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icapital, LLC | ria-firm | — | Boston | MA | 02118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avondale Conquest, LLC | ria-firm | — | Sausalito | CA | 94965 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salient Advisors, L.P. | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lazard Asset Management LLC | ria-firm | — | New York | NY | 10112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turpin & Associates INC | ria-firm | — | Indianapolis | IN | 46220 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial, LLC | ria-firm | — | Olney | MD | 20832 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mps-loria Financial Planners,llc | ria-firm | — | Burr Ridge | IL | 60527 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Park Financial, INC. | ria-firm | — | Laguna Hills | CA | 92653 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Institute, INC. | ria-firm | — | Lansing | MI | 48917 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Milinovich & CO., INC | ria-firm | — | Waynesburg | PA | 15370 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kadisak Financial Services, INC. | ria-firm | — | Naperville | IL | 60563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Independent Financial Group | ria-firm | — | Simi Valley | CA | 93065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Services,llc | ria-firm | — | Springfield | IL | 62704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Cities, LLC | ria-firm | — | Indianapolis | IN | 46202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Black Diamond Investment Group,inc. | ria-firm | — | Kalamazoo | MI | 49001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Armstrong & Associates, INC. | ria-firm | — | Ottawa | IL | 61350 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Planners LLC | ria-firm | — | Carmel | IN | 46032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sentinel Wealth INC | ria-firm | — | Bonita Springs | FL | 34134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sebold Capital Management, INC | ria-firm | — | Lisle | IL | 60532 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ta-check Financial LTD. | ria-firm | — | Strongsville | OH | 44136 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phase III Advisory Services, LTD | ria-firm | — | Buffalo Grove | IL | 60089 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Herr Capital Management LLC | ria-firm | — | Chicago | IL | 60643 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silver Creek Capital Management LLC | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crinite Financial Strategies | ria-firm | — | Las Vegas | NV | 89145 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patriot Mullare Associates, INC | ria-firm | — | Hingham | MA | 02043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Randy L. Copus and Associates,llc | ria-firm | — | Lakeview | OH | 43331 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pennyfarthing Investment Management, L.L.C. | ria-firm | — | Amherst | MA | 01002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Langdon Financial Management, INC. | ria-firm | — | Springfield | IL | 62711 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clark Planning & Investment Advisory | ria-firm | — | Birmingham | AL | 35242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timothy Financial Counsel, INC. | ria-firm | — | Wheaton | IL | 60187 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rehmann Wealth | ria-firm | — | Lansing | MI | 48911 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooney Financial Advisors INC | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dahl Financial Services, INC. | ria-firm | — | Polo | IL | 61064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koehler Financial Services, INC. | ria-firm | — | Stevensville | MI | 49127 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robinson Smith Wealth Advisors, LLC | ria-firm | — | South Portland | ME | 04106 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial & Business Consultants | ria-firm | — | Swansea | IL | 62226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Wealth Management, LLC | ria-firm | — | Grand Forks | ND | 58203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Asset Management INC. | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Olympic Financial, LLC | ria-firm | — | Carmel | IN | 46032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clemente Investment Services LLC | ria-firm | — | Kingston | PA | 18704 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| City Investment Advisors, INC. | ria-firm | — | Langhorne | PA | 19047 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rise Wealth Advisors, INC. | ria-firm | — | MT Pleasant | MI | 48858 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Spectrum INC. | ria-firm | — | Jenkintown | PA | 19046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helm Capital Management | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mentor Capital Management INC. | ria-firm | — | Chicago | IL | 60642 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebrook Capital Management, INC. | ria-firm | — | Oak Park | IL | 60301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sigma Financial, INC. | ria-firm | — | Allentown | PA | 18104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainstreet Financial Planning, INC. | ria-firm | — | Los Gatos | CA | 95030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdom Investments | ria-firm | — | Hoffman Estates | IL | 60192 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banyan Asset Management, INC. | ria-firm | — | Naples | FL | 34109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardor Investment Management Consulting | ria-firm | — | Northfield | IL | 60093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anthony Petsis & Associates INC. | ria-firm | — | Newtown | PA | 18940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avesta Venture Advisors | ria-firm | — | N. Bethesda | MD | 20895 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rising Capital INC. | ria-firm | — | Mill Valley | CA | 94941 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marin Wealth Advisors LLC | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rocky Hill Advisors INC. | ria-firm | — | Peabody | MA | 01960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Investment Advisory Council, INC. | ria-firm | — | St. Charles | IL | 60174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Costello Asset Management, INC. | ria-firm | — | Feasterville | PA | 19053 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gehrig Capital Management, INC. | ria-firm | — | Merrillville | IN | 46410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buena Vista Investment Management LLC | ria-firm | — | Wisconsin Rapids | WI | 54494 | 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