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 62 of 247
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Safe Harbor Asset Management, INC. | ria-firm | — | Huntington | NY | 11743 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathway Financial Advisors, LLC | ria-firm | — | South Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Analysts, LLC | ria-firm | — | Bay City | MI | 48706 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| E. Batoff & CO., INC. | ria-firm | — | Tampa | FL | 33605 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Financial Advisors, LLC | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ancora Private Wealth Advisors, LLC | ria-firm | — | Cleveland | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Planning Group, INC. | ria-firm | — | Wellesley | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berman, Sosman & Rosenzweig CPAS PLLC | ria-firm | — | Jericho | NY | 11753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grey Ledge Advisors, LLC | ria-firm | — | Guilford | CT | 06437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkshire Money Management, INC. | ria-firm | — | Dalton | MA | 01226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Tax Planning & Advisory Group.llc | ria-firm | — | Ozone Park | NY | 11416 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omni 360 Wealth, INC. | ria-firm | — | Plainsboro | NJ | 08536 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvey & Companies, INC. | ria-firm | — | St. Petersburg | FL | 33713 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alan M. Roseman CPA LLC | ria-firm | — | Commack | NY | 11725 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Wealth Advisors, INC. | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saratoga Investment Solutions INC. | ria-firm | — | Saratoga Springs | NY | 12866 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Income & Asset Advisory, INC. | ria-firm | — | Armonk | NY | 10504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Prosperity People | ria-firm | — | Bellevue | KY | 41073 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Semaphore Investments | ria-firm | — | Irvine | CA | 92603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lenox Capital Management, INC. | ria-firm | — | New Lenox | IL | 60451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boston Partners | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regal Investment Advisors LLC | ria-firm | — | Kentwood | MI | 49512 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westwood Global Investments | ria-firm | — | Park City | UT | 84098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meyer Gates Financial Advisors, INC | ria-firm | — | West Chester | OH | 45069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vanderkloot & Company, P.C. | ria-firm | — | Deerfield | IL | 60015 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Asset Management, LLC | ria-firm | — | Chattanooga | TN | 37405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Symphony Financial Services, INC. | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mws Capital Consultants LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sycamore Investment Consulting Services, LLC | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Advisers, INC. | ria-firm | — | Conyers | GA | 30094 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jfg Family Office | ria-firm | — | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard L. Eisner, C.P.A., P.C. | ria-firm | — | Commack | NY | 11725 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anson Funds Management LP | ria-firm | — | Dallas | TX | 75248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Independent Financial Partners | ria-firm | — | Tampa | FL | 33607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silicon Valley Capital Partners, L.P. | ria-firm | — | San Jose | CA | 95110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interactive Financial Advisors | ria-firm | — | New Lenox | IL | 60451 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bertolet Capital LLC | ria-firm | — | New York | NY | 10151 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfg Investments, LLC | ria-firm | — | Medford | NJ | 08055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valuealigned Partners | ria-firm | — | Red Bank | NJ | 07701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hfg Advisors INC. | ria-firm | — | Kalamazoo | MI | 49009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leechgary Asset Management LLC | ria-firm | — | Atlanta | GA | 30338 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proprietary Capital, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Financial Group, LLC | ria-firm | — | Rome | GA | 30165 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warther Private Wealth | ria-firm | — | Akron | OH | 44313 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Financial Alliance, LTD., L.L.C. | ria-firm | — | Nicholasville | KY | 40356 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tara Financial Group, INC. | ria-firm | — | Jonesboro | GA | 30236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cerner Capital Management, LLC | ria-firm | — | Snellville | GA | 30039 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sullivan Pinnacle Advisors, LTD. | ria-firm | — | Akron | OH | 44320 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neuenschwander Asset Management, LLC | ria-firm | — | Mcfarland | WI | 53558 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lunt Capital Management INC. | ria-firm | — | Holladay | UT | 84117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Group, INC. | ria-firm | — | Deerfield Beach | FL | 33441 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Vision Advisory Services, LLC. | ria-firm | — | Honolulu | HI | 96816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Premier Financial Advisory Services, LLC | ria-firm | — | Suwanee | GA | 30024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tsw Wealth Management | ria-firm | — | Framingham | MA | 01701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timothy J Mcdonald CPA Cfp | ria-firm | — | Lake Barrington | IL | 60010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Group W Investment Management LLC | ria-firm | — | Bozeman | MT | 59715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Marin Group INC. | ria-firm | — | Atlanta | GA | 30324 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Solutions Advisory Group | ria-firm | — | Chicago | IL | 60631 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Front Street Wealth Management | ria-firm | — | Traverse City | MI | 49684 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Byrne Asset Management, LLC | ria-firm | — | Kingston | NJ | 08528 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exchange Place Advisors, LLC | ria-firm | — | Sudbury | MA | 01776 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wimmer Associates LLC | ria-firm | — | Pasadena | CA | 91101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercury Investment Group | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Wealth Advisory, LLC | ria-firm | — | Lancaster | PA | 17601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chief Advisors Corp | ria-firm | — | Salina | KS | 67401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P. G. Earl Investment Advisers, L.L.C. | ria-firm | — | Atlanta | GA | 30326 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Money Advisors, INC. Dba Century Investment Planning | ria-firm | — | Augusta | GA | 30909 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lebed Asset Management LLC | ria-firm | — | Boston | MA | 02108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wiser Wealth Management, INC | ria-firm | — | Marietta | GA | 30060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brewster Financial Planning LLC | ria-firm | — | Brooklyn | NY | 11215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ativo Capital Management, LLC | ria-firm | — | Chicago | IL | 60602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brannen & Lyle Investment Company | ria-firm | — | Bainbridge | GA | 39819 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Professionals, INC. | ria-firm | — | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannistra Financial Advisors INC. | ria-firm | — | Mount Kisco | NY | 10549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Hill Advisors, L.P. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiemann Investment Advisors, LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Christian Values Investing, INC. | ria-firm | — | Statesboro | GA | 30458 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Discovery | ria-firm | — | Atlanta | GA | 30338 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Capital Advisors, LLC | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creekside Partners | ria-firm | — | Petaluma | CA | 94954 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crew Capital Management, LTD. | ria-firm | — | Cincinnati | OH | 45209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Creek Group LLC | ria-firm | — | Washington | DC | 20036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rice Hall James & Associates LLC | ria-firm | — | San Diego | CA | 92101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westfield Wealth Management, LLC | ria-firm | — | Cranford | NJ | 07016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Financial Services, LLC | ria-firm | — | Armonk | NY | 10504 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barr Financial Services, LLC | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Financial Planning & Asset Management | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cic Investment Consultants, LLC | ria-firm | — | Glenwood | AR | 71943 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B.P. Walsh and CO., LLC | ria-firm | — | Branford | CT | 06405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garhwal, Chan & Williams INC. | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Company Financial Advisors / Fusion Funds | ria-firm | — | Sheridan | WY | 82801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tandemgrowth Financial Advisors, LLC | ria-firm | — | Alpharetta | GA | 30022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial | ria-firm | — | Atlanta | GA | 30318 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenbush Financial Group, LLC | ria-firm | — | Albany | NY | 12205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadwater Capital Management LLC | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Portfolio Advisors, LLC | ria-firm | — | Mystic | CT | 06355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Briggs Wealth Management, INC. | ria-firm | — | Glastonbury | CT | 06033 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Algert Global LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisor Network, INC. | ria-firm | — | Farmingdale | NY | 11735 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farnsley Wealth Management, LLC | ria-firm | — | Port St. Joe | FL | 32456 | 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