Open data
The whole directory, as a table
All 44,672 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.
44,672 records match · page 65 of 447
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Foundation Wealth Management, LLC | ria-firm | — | Clayton | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Lifestyle Management | ria-firm | — | Greenville | TX | 75401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rocky Mountain Private Wealth Management, L.L.C. | ria-firm | — | Sugar Land | TX | 77479 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sowell Management | ria-firm | — | North Little Rock | AR | 72118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Professional Alliance Associates, LLC | ria-firm | — | Madison | CT | 06443 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sovereign Financial Services | ria-firm | — | Rocky Hill | CT | 06067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Btc Capital Management | ria-firm | — | Des Moines | IA | 50309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ihs Herold INC. | ria-firm | — | Westport | CT | 06880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bdm Investments, INC. | ria-firm | — | Kennesaw | GA | 30144 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haviland & Sams, LLC | ria-firm | — | Farmington | CT | 06032 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avidian Wealth Solutions | ria-firm | — | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Water Capital Management, LLC | ria-firm | — | Apex | NC | 27502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridge Capital Management, LLC | ria-firm | — | John Creek | GA | 30097 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Institute | ria-firm | — | Denver | CO | 80123 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Financial Advisors, LLC | ria-firm | — | West Hartford | CT | 06107 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Infiniti Wealth Management | ria-firm | — | Brewster | NY | 10509 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sladek & Witek, LLP | ria-firm | — | Trumbull | CT | 06611 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minerva Planning Group | ria-firm | — | Decatur | GA | 30030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penbrook Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covington Investment Advisors, INC. | ria-firm | — | Ligonier | PA | 15658 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advantage | ria-firm | — | Lewisville | TX | 75067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CG Maton Advisory, INC. | ria-firm | — | Alpharetta | GA | 30004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prudent Investors | ria-firm | — | Lake Forest | CA | 92630 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glastonbury Cpa's Financial Advisors, LLC | ria-firm | — | Glastonbury | CT | 06033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tanglewood Legacy Advisors, LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abs Global Investments | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allegiance Financial Advisors, INC. | ria-firm | — | Jacksonville | FL | 32246 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shepherd Kaplan Krochuk, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooke Wealth Management, LLC | ria-firm | — | Irvine | CA | 92612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwan Financial Advisors, LLC | ria-firm | — | Aberdeen | SD | 57401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Single Track Financial, INC. | ria-firm | — | Woburn | MA | 01801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farmingbury Financial Services, LLC | ria-firm | — | Wolcott | CT | 06716 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aprio Wealth Management, LLC | ria-firm | — | Atlanta | GA | 30319 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kane Investment Management, INC. | ria-firm | — | Los Gatos | CA | 95032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salzman Financial Management LLC | ria-firm | — | Bethel | CT | 06801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Toomey Investment Management, INC | ria-firm | — | Wallingford | CT | 06492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelmar Capital Management, LLC | ria-firm | — | Pasadena | CA | 91105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite Group Advisors, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Investment Advisors LLC | ria-firm | — | Gaithersburg | MD | 20877 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prestige Wealth Management Group, LLC | ria-firm | — | Flemington | NJ | 08822 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Confidence Wealth Management, INC. | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdom Financial Services, L.L.C. | ria-firm | — | Geneseo | IL | 61254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Advisory Group | ria-firm | — | York | PA | 17403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crf Financial Group | ria-firm | — | Indianapolis | IN | 46260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Wealth Solutions | ria-firm | — | Pepper Pike | OH | 44124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chickasaw Capital Management, LLC | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Straightline | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Three Peaks Capital Management, LLC | ria-firm | — | Castle Rock | CO | 80109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seven Springs Wealth Group | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ayers & Associates, P.C. | ria-firm | — | New Haven | CT | 06511 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Investment Partners | ria-firm | — | Alpharetta | GA | 30005 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sustainable Growth Advisers, LP | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Financial Resources | ria-firm | — | Troy | MI | 48084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizons Wealth Management | ria-firm | — | Asheville | NC | 28801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heinz Investments | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilshire-pennington Group, INC. | ria-firm | — | Nichols Hills | OK | 73116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Innovative Financial, LLC | ria-firm | — | Lakewood | CO | 80226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benchmark Plus Management | ria-firm | — | Gig Harbor | WA | 98335 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kcd Financial, INC. | ria-firm | — | Green Bay | WI | 54304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| East Guilford Financial Services LLC | ria-firm | — | Madison | CT | 06443 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evanoff Financial Advisors | ria-firm | — | Erie | PA | 16501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley Real Estate Advisor, INC. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davenport Watts & Drake Investment Advisors, LLC | ria-firm | — | Ridgeland | MS | 39157 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadwing Capital Advisors, INC. | ria-firm | — | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Solutions | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zimmerman Wealth Management, LLC | ria-firm | — | Evanston | IL | 60201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gene Alexander Qualman | ria-firm | — | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clayton Partners LLC | ria-firm | — | Berkeley | CA | 94705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Essex Financial Services, INC. | ria-firm | — | Essex | CT | 06426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Capital, LLC | ria-firm | — | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rubicon Global Group, Rubicon Global Advisors | ria-firm | — | Portland | OR | 97223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macro Wealth Advisors, INC. | ria-firm | — | Mckinney | TX | 75072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lodestar Advisory Group, LLC | ria-firm | — | Naples | FL | 34108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oliver Capital Management | ria-firm | — | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elgethun Capital Management | ria-firm | — | Sioux Falls | SD | 57104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lexington Financial/life Management, LLC | ria-firm | — | Nashville | TN | 37203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Partners Capital Services, INC. | ria-firm | — | Hauppauge | NY | 11788 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aequitas Investment Advisors, LLC | ria-firm | — | Hingham | MA | 02043 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peakstone Financial Advisors | ria-firm | — | Chevy Chase | MD | 20815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Capital, LLC | ria-firm | — | Woodbridge | CT | 06525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurst Wealth Advisors, PC | ria-firm | — | Douglas | GA | 31533 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mjp Wealth Advisors | ria-firm | — | Farmington | CT | 06032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kensington Financial Group, INC. | ria-firm | — | Winston-salem | NC | 27103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Asset Management CO., LLC | ria-firm | — | Chiefland | FL | 32626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cooper Capital, INC. | ria-firm | — | Sandpoint | ID | 83864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gradient Wealth Management | ria-firm | — | Arden Hills | MN | 55126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Plans Capital Management, LLC | ria-firm | — | Cary | NC | 27511 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weingarten Associates, L.L.C. | ria-firm | — | Lawrenceville | NJ | 08648 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hardwick Capital Management, LLC | ria-firm | — | Pawleys Island | SC | 29585 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Network, INC. | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berman, Gil | ria-firm | — | Boulder | CO | 80303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jonathan P.lundmark, Cpa,cfp | ria-firm | — | Tyler | TX | 75707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cwc Advisors, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Financial Management | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richard P. Doleva & Associates | ria-firm | — | East Longmeadow | MA | 01028 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tax & Financial Management | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Wealth Advisors, LLC | ria-firm | — | San Jose | CA | 95110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jansson Financial Svcs | ria-firm | — | Warner Robins | GA | 31088 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assabet Advisors, LLC | ria-firm | — | Holden | MA | 01520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rlr Capital Management, INC. | ria-firm | — | New Canaan | CT | 06840 | 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