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 64 of 426
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Leslie Marie Giordano | ria-firm | — | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thames Financial Management | ria-firm | — | Norwich | CT | 06360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carlyle Wealth Planning | ria-firm | — | Atlanta | GA | 30328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Investment Advisory, LLC | ria-firm | — | Clarkesville | GA | 30523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthedge Investment Advisors, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Preservation Partners, INC. | ria-firm | — | Bronxville | NY | 10708 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horiko Capital Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifc Personal Money Managers, INC. | ria-firm | — | New York | NY | 10024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Russell J. D'alba | ria-firm | — | Williamsville | NY | 14221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Strategies, LLC | ria-firm | — | Griffin | GA | 30224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Engleson & Associates | ria-firm | — | Rochester | NY | 14607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harwood Investment Group LLC | ria-firm | — | Memphis | TN | 38112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pension Planning Solutions, INC. | ria-firm | — | Greensboro | NC | 27401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ajf Capital Management, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Payne Financial Management, L.L.C. | ria-firm | — | Kennesaw | GA | 30144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Webb Financial Planning LLC | ria-firm | — | Haddon Heights | NJ | 08035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckeye Wealth Partners, LLC | ria-firm | — | Centerville | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harmon Financial Advisors | ria-firm | — | Atlanta | GA | 30346 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wms, LLC | ria-firm | — | Athens | GA | 30601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saylor Investment Advisors, LLC | ria-firm | — | Atlanta | GA | 30309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Graney& King, LLC | ria-firm | — | Latham | NY | 12110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loretta Nolan Associates, LLC | ria-firm | — | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagebroadview Wealth Management, LLC | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.B. Engdahl & CO. | ria-firm | — | Jamestown | NY | 14701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert L. Kristel, C.P.A., P.C. | ria-firm | — | Schenectady | NY | 12305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Asset Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dkcb Financial Advisors, LLC | ria-firm | — | Rochester | NY | 14618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ibex Investors LLC | ria-firm | — | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prudent Investment Advisors, INC. | ria-firm | — | Rego Park | NY | 11374 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Park | ria-firm | — | Bala Cynwyd | PA | 19004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Strategic Financial Alliance | ria-firm | — | Atlanta | GA | 30345 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westover Capital Advisors, LLC | ria-firm | — | Wilmington | DE | 19805 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frisch Financial Group, INC. | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provenance Wealth Advisors | ria-firm | — | Fort Lauderdale | FL | 33301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strickland Davis Advisors LLC | ria-firm | — | Marietta | GA | 30068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amazz Investment Management, INC. | ria-firm | — | Williamsville | NY | 14221 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrival Capital Management LLC | ria-firm | — | New York | NY | 10128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sheehan Financial Advisors, LLC | ria-firm | — | Brightwaters | NY | 11718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S&s Equity Corp. | ria-firm | — | Westbury | NY | 11590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Planning Group, LLC | ria-firm | — | Branford | CT | 06405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dogwood Capital Management | ria-firm | — | Prescott | AZ | 86305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Financial Working With People You Trust | ria-firm | — | Sterling Heights | MI | 48313 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Fund Management | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Monitor Group, INC. | ria-firm | — | Martinez | GA | 30907 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Neyrey, Rene' J. | ria-firm | — | Clearwater | FL | 33759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Albourne America LLC | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagan Capital Management, LLC | ria-firm | — | Fayetteville | NY | 13066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Estate Management Counselors,llc | ria-firm | — | Atlanta | GA | 30342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anderson Financial Partners, INC. | ria-firm | — | Ponte Vedra | FL | 32082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jurkiewicz, Christopher | ria-firm | — | New York | NY | 10013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael L. Ball, CPA, LLC | ria-firm | — | Atlanta | GA | 30350 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Networth Financial Services, LLC | ria-firm | — | Johns Creek | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Andrew Paganelli | ria-firm | — | Pittsford | NY | 14534 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael D. Taxman Investment Management | ria-firm | — | Hanover | NH | 03755 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granville Capital, INC. | ria-firm | — | Greensboro | NC | 27401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jeffrey N. Mehler, Cfp LLC | ria-firm | — | Essex | CT | 06426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accountants Proprietary Financial Servicenet, LLC | ria-firm | — | Plainview | NY | 11803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wrs Financial Services, L.L.C. | ria-firm | — | Tuscaloosa | AL | 35406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kult Wealth Management Group, LLC | ria-firm | — | Brookfield | WI | 53005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verity Wealth Advisors, LLC | ria-firm | — | Sausalito | CA | 94965 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dennis Capital Management, L.L.C. | ria-firm | — | Cincinnati | OH | 45202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baron Silver Stevens Financial Advisors, LLC | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sageview Advisory Group, LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steve Garrett and Associates,inc. | ria-firm | — | Glendora | CA | 91741 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Champion Financial Planning Group, LLC | ria-firm | — | Annapolis | MD | 21401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colchester Investment Counsel LLC | ria-firm | — | Ridgefield | CT | 06877 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Shore Financial | ria-firm | — | Pismo Beach | CA | 93449 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hillcrest Wealth Advisors - Ny, LLC | ria-firm | — | Holmdel | NJ | 07733 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montgomery Capital Management, LLC | ria-firm | — | Newport News | VA | 23606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcare Solutions, LLC | ria-firm | — | Radnor | PA | 19087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apple & Associates | ria-firm | — | Grass Valley | CA | 95945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highlands Asset Management, INC. | ria-firm | — | Highlands Ranch | CO | 80129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kraematon Investment Advisors, INC. | ria-firm | — | Braintree | MA | 02184 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allgen Financial Advisors, INC. | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Bussey & Associates, LC | ria-firm | — | Phoenix | AZ | 85016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthwhile Wealth Council | ria-firm | — | Johnson City | TN | 37601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seascape Capital Management,llc | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiscalis Advisory, INC. | ria-firm | — | Anacortes | WA | 98221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kingsbridge Advisors, LLC | ria-firm | — | Fair Lawn | NJ | 07410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ables, Iannone, Moore & Associates, INC. | ria-firm | — | Savannah | GA | 31401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regal Capital Management, INC. | ria-firm | — | Bedford | IN | 47421 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westcott Investment Advisors LLC | ria-firm | — | Danielson | CT | 06239 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckram Securities LTD | ria-firm | — | Locust Valley | NY | 11560 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Net Worth Advisory Group, LLC | ria-firm | — | Sandy | UT | 84070 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jersin Financial Services | ria-firm | — | Danville | CA | 94526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yale Capital Corp. | ria-firm | — | St. Petersburg | FL | 33707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larkins & Associates Financial Services, LLC | ria-firm | — | Augusta | GA | 30906 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Vista Capital, LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Intelligence Advisors, INC. | ria-firm | — | Santa Monica | CA | 90403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Capital Advisors INC. | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andorra Capital | ria-firm | — | Omaha | NE | 68154 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Financial Group, INC. | ria-firm | — | Schaumburg | IL | 60195 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holbrook Global Strategies | ria-firm | — | Palo Alto | CA | 94301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Forest Partners LP | ria-firm | — | Lebanon | NH | 03766 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jasmijn Capital Management, LLC | ria-firm | — | Highland | UT | 84003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deane Retirement Strategies, INC. | ria-firm | — | New Orleans | LA | 70163 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silberman Wealth Strategies, INC. | ria-firm | — | Brentwood | TN | 37027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muhr Advisory Group | ria-firm | — | Clayton | CA | 94517 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Synergist Wealth Advisors | ria-firm | — | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Valeo Financial Advisors, LLC | ria-firm | — | Carmel | IN | 46032 | 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