Open data
The whole directory, as a table
All 42,561 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.
42,561 records match · page 63 of 426
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Gilbert Rich & Associates | ria-firm | — | Atlanta | GA | 30338 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barrett Wealth Management | ria-firm | — | Rochester | NY | 14625 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Financial Services | ria-firm | — | Hauppage | NY | 11788 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johnson Wealth INC. | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cobblestone Wealth Advisors | ria-firm | — | Brooklyn | NY | 11228 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helmholdt 360, LLC | ria-firm | — | Grand Rapids | MI | 49546 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primoris Wealth Advisors, LLC | ria-firm | — | North Palm Beach | FL | 33403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Financial | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael J. Porro & CO. Financial Advisors, INC. | ria-firm | — | Old Tappan | NJ | 07675 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invesco Capital Management LLC | ria-firm | — | Downers Grove | IL | 60515 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Granite Capital, LLC | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Designs | ria-firm | — | Rochester | NY | 14625 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klingman and Associates, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baddish Shapiro Financial Planning Group | ria-firm | — | Woodbury | NY | 11797 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Research Advisors, LLC | ria-firm | — | Suwanee | GA | 30024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fama Fiduciary Wealth LLC | ria-firm | — | Rochester | NY | 14623 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C.W. O'conner Wealth Advisors, INC. | ria-firm | — | Duluth | GA | 30096 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pks Advisory Services, LLC | ria-firm | — | Albany | NY | 12207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blankenship Financial Planning, LTD. | ria-firm | — | New Berlin | IL | 62670 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belser Pinnacle Financial Advisors, LLC | ria-firm | — | Bellefontaine | OH | 43311 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RB Capital Management, LLC | ria-firm | — | Reno | NV | 89511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canterbury Investment Management, LLC | ria-firm | — | Zionsville | IN | 46077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Asset Advisory, INC. | ria-firm | — | Jacksonville | FL | 32216 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Advisors of New York, LLC | ria-firm | — | Clifton Park | NY | 12065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rzh Advisors LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beall Financial Planning, INC. | ria-firm | — | Macon | GA | 31210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Constellation Asset Management, INC. | ria-firm | — | Fayetteville | NY | 13066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Washburn Capital Management INC. | ria-firm | — | Vero Beach | FL | 32960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spivak Asset Management, LLC | ria-firm | — | Avon | CT | 06001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dba Olson Associates | ria-firm | — | Roswell | GA | 30076 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Horizon Financial Strategies, LLC | ria-firm | — | Ithaca | NY | 14850 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mclaughlin Asset Management, INC. | ria-firm | — | Danville | IL | 61832 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Econologics Financial Advisors | ria-firm | — | Largo | FL | 33770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanders & Scott, Chfc | ria-firm | — | Watkinsville | GA | 30677 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Rock Financial Advisers, LTD. | ria-firm | — | Lancaster | PA | 17601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Icn Holding | ria-firm | — | Freehold | NJ | 07728 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Mustico Financial Group, INC. | ria-firm | — | Elmira | NY | 14901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wmgna | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Financial Center LLC | ria-firm | — | Sequim | WA | 98382 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Capital Advisors, INC. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eric Krone Associates, INC. | ria-firm | — | Sunnyside | NY | 11104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Financial Management, INC. | ria-firm | — | Savannah | GA | 31406 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avid Wealth Management Group, LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holland Financial Services, INC. | ria-firm | — | Athens | GA | 30606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Targeted Capital, LLC | ria-firm | — | Toms River | NJ | 08753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Management, INC. | ria-firm | — | Duluth | GA | 30096 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Financial Advisors, LLC | ria-firm | — | Wayne | NJ | 07470 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage House Asset Management | ria-firm | — | Boston | MA | 02109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nestegg Advisors, INC. | ria-firm | — | Hauppauge | NY | 11788 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interstate Financial Group, INC. | ria-firm | — | Mt. Kisco | NY | 10549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Management Group | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fordham Financial Services, INC. | ria-firm | — | Hoschton | GA | 30548 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msm Financial Strategies | ria-firm | — | Manhasset | NY | 11030 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heydorn Stone Capital Management LLC | ria-firm | — | Larchmont | NY | 10538 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Potrero Capital Research, LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Floyd Green Financial Services, INC. | ria-firm | — | Atlanta | GA | 30341 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cozzene Advisors INC. | ria-firm | — | White Plains | NY | 10604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Confidential Management Advisors, INC. | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Office Advisors LLC | ria-firm | — | New York | NY | 10001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Jenkins Group | ria-firm | — | Albany | GA | 31707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sarasota Capital Strategies,inc. | ria-firm | — | Osprey | FL | 34229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfg Wealth Management, INC. | ria-firm | — | Indianapolis | IN | 46227 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenai Investments, INC. | ria-firm | — | Amarillo | TX | 79109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Financial Concepts, INC. | ria-firm | — | Vernon | CT | 06066 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Planning Group, INC. | ria-firm | — | E. Syracuse | NY | 13057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Red Hills Capital, LLC | ria-firm | — | Tallahassee | FL | 32303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Glory Asset Management LLC | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelleher Financial Advisors, LLC | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mittler & Mercaldo Investment Advisors | ria-firm | — | Danbury | CT | 06810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Advisors, INC. | ria-firm | — | Atlanta | GA | 30327 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koon Financial Planning & Consulting/kfp&c | ria-firm | — | Greenwood | IN | 46142 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Investment Management, INC. | ria-firm | — | South Windsor | CT | 06074 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harding & Company | ria-firm | — | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Institutional Investment Advisors Corp | ria-firm | — | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Financial Planning | ria-firm | — | New York | NY | 10016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kbr Retirement & Investment Solutions | ria-firm | — | Londonderry | NH | 03053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caruso Mclean & CO., INC. | ria-firm | — | Utica | NY | 13502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SA Asset Management, INC. | ria-firm | — | Woodbury | NY | 11797 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Solutions, LLC | ria-firm | — | Jericho | NY | 11753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard Young Advisors | ria-firm | — | Augusta | GA | 30907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mersereau, Lazenby & Rockas, L.L.C. | ria-firm | — | Suwanee | GA | 30024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Masters, CPA, PC | ria-firm | — | Atlanta | GA | 30329 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adirondack Financial Services Corp | ria-firm | — | Utica | NY | 13501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iris Advisors | ria-firm | — | New York | NY | 10001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eurocapital Advisors, INC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Investor Services, INC. | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Capital, INC. | ria-firm | — | Gainesville | GA | 30501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Godfrey Financial Associates, INC. | ria-firm | — | Glenmont | NY | 12077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daiwa Asset Management (america) LTD | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longbow Asset Management | ria-firm | — | Tulsa | OK | 74103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sas Registered Investment Advisors, LLC | ria-firm | — | Harrisburg | PA | 17110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wank & Liptzin Advisory Services LLC | ria-firm | — | Garden City | NY | 11530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hennion & Walsh Asset Management, INC. | ria-firm | — | Parsippany | NJ | 07054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Townsend Wealth Management | ria-firm | — | Columbus | GA | 31904 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Planning Corporation | ria-firm | — | W. Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ira Group, INC. | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dcm Advisors, LLC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Planning Consultants, LLC | ria-firm | — | Cromwell | CT | 06416 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wela Financial Advisory | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gtg Wealth Management, LLC | ria-firm | — | Elm Grove | WI | 53122 | 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