Open data
The whole directory, as a table
All 45,249 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.
45,249 records match · page 66 of 453
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Lambert Capital Management | ria-firm | — | Santa Barbara | CA | 93101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| W & S Management Services, INC. | ria-firm | — | Rochester | NY | 14612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Financial Planning Advisors, INC. | ria-firm | — | South Bend | IN | 46614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oxford Square Management, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goepper Burkhardt LLC | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keel Point, LLC | ria-firm | — | Huntsville | AL | 35801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veros Capital Management, INC. | ria-firm | — | Santa Ana | CA | 92706 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Jackson Family Office, INC. | ria-firm | — | Omaha | NE | 68106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C & T Financial Services Group, INC. | ria-firm | — | Pacific Grove | CA | 93950 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial | ria-firm | — | Thousand Oaks | CA | 91360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hopwood Financial Services, INC. | ria-firm | — | Reston | VA | 20191 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philip Vongontard, Cfa, LLC | ria-firm | — | St.louis | MO | 63124 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Annex Wealth Management, LLC | ria-firm | — | Brookfield | WI | 53045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Strategic Management, LP | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kcs Advisors, LLC | ria-firm | — | Concord | NH | 03301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regency Financial, LLC | ria-firm | — | Dayton | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Latash Investments, LLC | ria-firm | — | Anchorage | AK | 99503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Csh Investment Management | ria-firm | — | Taylorville | IL | 62568 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rutherford Asset Planning, INC. | ria-firm | — | Tampa | FL | 33626 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Busey Capital Management, INC. | ria-firm | — | Urbana | IL | 61801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perpetual Financial | ria-firm | — | West Newton | MA | 02465 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Camelotta Advisors | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gfg Capital | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortius Financial Advisors, LLC | ria-firm | — | Salt Lake City | UT | 84117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fort Ross Capital Management, LLC | ria-firm | — | Monrovia | CA | 91016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baker Street Advisors, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Francis Financial | ria-firm | — | New York | NY | 10006 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rocket Capital Management, L.L.C. | ria-firm | — | Wayzata | MN | 55391 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Opine Financial Advisors | ria-firm | — | Kansas City | MO | 64111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robotti & Company Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth Management Group, LLC | ria-firm | — | Bend | OR | 97702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ernest J. Brousseau, CPA, Cfp® | ria-firm | — | Manchester | CT | 06040 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bristlecone Value Partners, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Point Luna LLC | ria-firm | — | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traditions Wealth Advisors, LLC. | ria-firm | — | College Station | TX | 77845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balanced Financial Planning, INC. | ria-firm | — | Overland Park | KS | 66202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palisades Investment Partners, LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D.M. Wealth Management, INC. | ria-firm | — | Norman | OK | 73069 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Family Wealth Counselors, L.L.C. | ria-firm | — | Fairfield | NJ | 07004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leslie Global Wealth, LLC | ria-firm | — | Itasca | IL | 60143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eichner Investment Planning, LLC | ria-firm | — | Cincinnati | OH | 45209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ltg Capital LLC | ria-firm | — | Framingham | MA | 01701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clary Financial, INC | ria-firm | — | So. Easton | MA | 02375 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Templeton Financial Services INC. | ria-firm | — | Chandler | AZ | 85286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shepherd Kaplan LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Livingston Financial Planning, INC. | ria-firm | — | Santa Rosa Beach | FL | 32459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfci | ria-firm | — | Bloomington | IN | 47403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Debanyfinancial Group, LLC | ria-firm | — | Tarrytown | NY | 10591 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tradition Wealth Management LLC | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hbe Wealth Management, LLC | ria-firm | — | Lincoln | NE | 68516 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Kenwood Advisors, LLC | ria-firm | — | Greendale | WI | 53129 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Persium Advisors, LLC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Delta Capital Management, LLC | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphasimplex Group, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Executive Money Managers, INC. | ria-firm | — | Social Circle | GA | 30025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colton Groome Financial Advisors, LLC | ria-firm | — | Asheville | NC | 28803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etf Portfolio Partners, INC. | ria-firm | — | Leawood | KS | 66224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mainsail Asset Management, LLC | ria-firm | — | Birmingham | AL | 35233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mollot & Hardy, INC. | ria-firm | — | Amherst | NY | 14228 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greybull Partners LLC | ria-firm | — | Atlanta | GA | 30309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kanos Capital Management, LLC | ria-firm | — | Houston | TX | 77019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Condon Wealth Management, INC. | ria-firm | — | Plymouth | MA | 02360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garden State Retirement Specialists, LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collaborative Wealth Advisors, LLC | ria-firm | — | Westford | MA | 01886 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Channing Capital Management, LLC | ria-firm | — | Chicago | IL | 60603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nabity-jensen Investment Management, INC. | ria-firm | — | Omaha | NE | 68114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodwin Asset Management INC. | ria-firm | — | Hinsdale | IL | 60521 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lai Capital Management LLC | ria-firm | — | Irvine | CA | 92620 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nichols Investment Advisory Services | ria-firm | — | Mashpee | MA | 02649 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prudent Money Financial Services | ria-firm | — | Addison | TX | 75001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cutler Investment Group | ria-firm | — | Jacksonville | OR | 97530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altus Investment Group | ria-firm | — | Concord | NH | 03301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Consultants, INC. | ria-firm | — | San Jose | CA | 95126 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Life Advisors | ria-firm | — | San Antonio | TX | 78248 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Capital Management, INC. | ria-firm | — | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Contego Capital Group, INC. | ria-firm | — | Edina | MN | 55435 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generation Capital Management LLC | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shoreline Capital Corporation | ria-firm | — | Boothbay Harbor | ME | 04538 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Financial Network, INC. | ria-firm | — | Concord | MA | 01742 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cary Street Partners | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gray Private Wealth, LLC | ria-firm | — | Canton | MA | 02021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Engineering, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bsp NY LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Wealth Group, LLC | ria-firm | — | Tampa | FL | 33634 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Higginbotham Retirement Advisors, INC. | ria-firm | — | Houston | TX | 77041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bsias Advisors, LLC | ria-firm | — | Anaheim | CA | 92808 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaizerman & Associates, LLC | ria-firm | — | Natick | MA | 01760 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Power Asset Management LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summitry, LLC | ria-firm | — | Foster City | CA | 94404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sherr Financial Associates | ria-firm | — | Danvers | MA | 01923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Wealth Partners | ria-firm | — | Santa Monica | CA | 90401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schneider Downs Wealth Management Advisors, LP | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.A.I. Financial Services, INC. | ria-firm | — | Lynnfield | MA | 01940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perennial Advisors Group, LLC | ria-firm | — | Westford | MA | 01886 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Korhorn Financial Group | ria-firm | — | Granger | IN | 46530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federated Equity Management Company of Pennsylvania | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federated Advisory Services Company | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CM First Capital Corp. | ria-firm | — | Huntington Beach | CA | 92648 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunphy Wealth Management, INC. | ria-firm | — | Cincinnati | OH | 45230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tilton Asset Management | ria-firm | — | Weston | MA | 02493 | 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