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 61 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Jvl Wealth Strategies | ria-firm | — | Wyoming | MI | 49519 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Investment Advisors | ria-firm | — | Louisville | KY | 40204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthtarget Investment Advisors, LLC | ria-firm | — | Bakersfield | CA | 93309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merrimack Valley Financial Advisors, INC. | ria-firm | — | Chelmsford | MA | 01824 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Trust International, LLC | ria-firm | — | Lincoln | MA | 01773 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Security Solutions, Corp. | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ebbert Asset Management, LP | ria-firm | — | Knoxville | TN | 37932 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Casey Wealth Management, INC. | ria-firm | — | Orland Park | IL | 60462 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Security Financial Advisors,llc | ria-firm | — | Ann Arbor | MI | 48103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neal Financial Group, L.P. | ria-firm | — | Tomball | TX | 77377 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Jones Financial LLC | ria-firm | — | St. Clair Shores | MI | 48080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Wealth Advisors, INC. | ria-firm | — | Plantation | FL | 33324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper/haims Advisors, LLC | ria-firm | — | Victor | NY | 14564 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gibraltar Wealth Management, LLC | ria-firm | — | Abington | PA | 19001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Enhancement, LLC | ria-firm | — | Warren | NJ | 07059 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sullivan Wood Capital Management, LLC | ria-firm | — | Washington | DC | 20005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frank, Rimerman Advisors LLC | ria-firm | — | Palo Alto | CA | 94304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moseley Investment Management, INC. | ria-firm | — | Bradention | FL | 34205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Falconer Group | ria-firm | — | Traverse City | MI | 49684 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Asset Management, L.L.C. | ria-firm | — | Ann Arbor | MI | 48104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tuggle & Russell, L.L.C. | ria-firm | — | Richardson | TX | 75082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nwk Group | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gci Financial Group | ria-firm | — | Mendham | NJ | 07945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andersen | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dopkins Wealth Management, LLC | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gold Coast Advisors, LLC | ria-firm | — | Port Washington | NY | 11050 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lvz, INC. | ria-firm | — | Holland | MI | 49423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bdc Advisory, LLC | ria-firm | — | Memphis | TN | 38117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| US Asset Management, LLC | ria-firm | — | Pittsburgh | PA | 15206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sali Fund Services | ria-firm | — | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independent Wealth Management, LLC | ria-firm | — | Traverse City | MI | 49684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heller Wealth Management | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairhaven Financial Advisory Corporation | ria-firm | — | East Lansing | MI | 48823 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Caprock Group, LLC | ria-firm | — | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dickmeyer Boyce Financial Management, INC | ria-firm | — | Fort Wayne | IN | 46804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 191 Godwin Associates, INC. D/b/a Godwin Capital Management | ria-firm | — | Wyckoff | NJ | 07481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bartley Financial Advisors, LLC | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yosemite Capital Management | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Docsa Capital Management, INC. | ria-firm | — | Portage | MI | 49024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Solutions | ria-firm | — | Onancock | VA | 23417 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Investment Management and Consulting,llc | ria-firm | — | Daphne | AL | 36526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gem Asset Management, LLC | ria-firm | — | Plymouth | MI | 48170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ipex, INC. | ria-firm | — | Plymouth | MI | 48170 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hedeker Wealth LLC | ria-firm | — | Lincolnshire | IL | 60069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Heights Asset Management, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Enhancement & Preservation, INC. | ria-firm | — | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asco Financial Group, INC. | ria-firm | — | Kingston | PA | 18704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scopia Capital Management LP | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stern Capital Management, INC. | ria-firm | — | Old Bridge | NJ | 08857 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tfo Wealth Partners | ria-firm | — | Maumee | OH | 43537 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ranger Investment Management,l.p. | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Estate Planners Group | ria-firm | — | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daniel Investments, INC. | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allen Investment Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jfr Financial Services, INC. | ria-firm | — | Trenton | MI | 48183 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caldwell Fairfield Advisors | ria-firm | — | Fairfield | NJ | 07004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guinness Atkinson Asset Management, INC. | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rfm Financial Solutions, LLC | ria-firm | — | Mt. Pleasant | MI | 48858 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Equitas Capital Advisors,llc | ria-firm | — | New Orleans | LA | 70130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Management, L.L.C. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Capital | ria-firm | — | Troy | MI | 48098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilliland Investment Management, INC. | ria-firm | — | Canyon | TX | 79015 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hawtree Advisory Group, LLC | ria-firm | — | Tucson | AZ | 85712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CW Securities, LLC | ria-firm | — | Knoxville | TN | 37923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.D. Sass-macquarie Financial Strategies Management Company, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aimcdonnaugh & CO. INC. | ria-firm | — | Baldwin | NY | 11510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opaleye Management INC. | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calvert Planning Corporation | ria-firm | — | Troy | MI | 48098 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Varbeco Wealth Management, LLC | ria-firm | — | Colts Neck | NJ | 07722 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Karagosian Financial Services, INC | ria-firm | — | Croton on Hudson | NY | 10520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Investment Advisors INC. | ria-firm | — | Braintree | MA | 02184 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aea QP Advisers LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Svb Asset Management | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petersen and Hicks | ria-firm | — | Campbell | CA | 95008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Concerns INC | ria-firm | — | Wyandotte | MI | 48192 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crystal Capital Management Corporation | ria-firm | — | Saugus | MA | 01906 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Capital Management, LLC | ria-firm | — | Ithaca | NY | 14850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patrick Financial Group LLC. | ria-firm | — | Brighton | MI | 48116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Financial Concepts | ria-firm | — | Athens | GA | 30606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Advisory Investment Solutions Group LLC | ria-firm | — | Baltimore | MD | 21231 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marathon Asset Management, L.P. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitestar Advisors, LLC | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pro Tax Financial Services, LLC | ria-firm | — | Mesa | AZ | 85204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategicpoint Investment Advisors LLC | ria-firm | — | Providence | RI | 02903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allison Investment Management, LLC | ria-firm | — | Columbia | SC | 29201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arcataur Capital Management LLC | ria-firm | — | Milwaukee | WI | 53203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ancora Advisors LLC | ria-firm | — | Mayfield Heights | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frontier Financial Planning & Capital Management, INC. | ria-firm | — | Hillsborough | NJ | 08844 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neuberger Berman Investment Advisers LLC | ria-firm | — | New York | NY | 10104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| None | ria-firm | — | Panama City | FL | 32401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Massucci & Associates | ria-firm | — | Plantsville | CT | 06479 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northpoint Financial | ria-firm | — | Birmingham | MI | 48009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kutz and Company INC. | ria-firm | — | Great Neck | NY | 11021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner Investment Group, LLC | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neary, Francis M CPA | ria-firm | — | Melville | NY | 11747 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.r.pluta Capital Management, INC. | ria-firm | — | Pittsford | NY | 14534 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palisade Investments, LLC | ria-firm | — | Zephyr Cove | NV | 89448 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. James Investment Company, LLC | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. John & Associates, INC. | ria-firm | — | Roswell | GA | 30076 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonehurst Management, LLC | ria-firm | — | New York | NY | 10022 | 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