Open data
The whole directory, as a table
All 46,288 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.
46,288 records match · page 67 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Dedicated Investment Advisers LLC | ria-firm | — | Havertown | PA | 19083 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Asset Strategies, INC. | ria-firm | — | Westbury | NY | 11590 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drawbridge Capital | ria-firm | — | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Claris Financial Advisors, INC. | ria-firm | — | Atlanta | GA | 30345 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whitfill Investment Management, LLC | ria-firm | — | Kingwood | TX | 77339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewardship Financial Planning | ria-firm | — | Irvington | NY | 10533 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alcosta Capital Management, INC. | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lunsford Financial Planning, INC. | ria-firm | — | Louisville | CO | 80027 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sechrest Financial Services | ria-firm | — | Acton | MA | 01720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bullington Capital Management, LLC | ria-firm | — | Akron | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ironwood Wealth Management, INC. | ria-firm | — | Hurricane | WV | 25526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Asset Management CO. | ria-firm | — | Los Angeles | CA | 90071 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redfield, Blonsky & Starinsky, LLC | ria-firm | — | Westfield | NJ | 07091 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tortoise Investment Management, LLC | ria-firm | — | White Plains | NY | 10604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gorman Financial Management | ria-firm | — | Norwell | MA | 02061 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Financial Specialists | ria-firm | — | Cedar Knolls | NJ | 07927 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Breakwater Investment Group, LLC | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schultz and Associates INC. | ria-firm | — | Ashland | OR | 97520 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modern Asset Management LLC | ria-firm | — | Columbus | NE | 68601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AI Financial, INC. | ria-firm | — | Simi Valley | CA | 93063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Consulting Services, INC. | ria-firm | — | Livingston | NJ | 07039 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jedi Management, INC. | ria-firm | — | Englewood Cliffs | NJ | 07632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashwood Advisors | ria-firm | — | Medfield | MA | 02052 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tapparo Capital Management | ria-firm | — | Topsfield | MA | 01983 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockdale Financial Services, INC. | ria-firm | — | Eatontown | NJ | 07724 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Focus Asset Management,inc. | ria-firm | — | Plymouth | MA | 02360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Estabrook Capital Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stawnychy Financial Services, INC. | ria-firm | — | Kinnelon | NJ | 07405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Planning Associates, Incorporated | ria-firm | — | Marlton | NJ | 08053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonehearth Capital Management | ria-firm | — | Danvers | MA | 01923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nvest Financial, LLC | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Private Investment Group, INC. | ria-firm | — | Kettering | OH | 45440 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metro Capital Appreciation L.L.C. | ria-firm | — | Totowa | NJ | 07512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Futures | ria-firm | — | Brielle | NJ | 08730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Randolph Elder, Cfp | ria-firm | — | Loomis | CA | 95650 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael Associates, LLC | ria-firm | — | Indianapolis | IN | 46240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William Edward Durnan | ria-firm | — | Far Hills | NJ | 07931 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| World Steel Dynamics | ria-firm | — | Englewood Cliffs | NJ | 07632 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gwn Securities INC. | ria-firm | — | Palm Beach Gardens | FL | 33418 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nestegg Financial | ria-firm | — | Middleton | MA | 01949 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakmont Capital Management, LLC | ria-firm | — | Oakmont | PA | 15139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cape Ann Capital, INC. | ria-firm | — | Concord | MA | 01742 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aljen Asset Management LLC | ria-firm | — | Cedar Knolls | NJ | 07927 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TC Financial Management, CO INC. | ria-firm | — | Margate City | NJ | 08402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kenneth P. Alevras, Cpa.inc. | ria-firm | — | Florham Park | NJ | 07932 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zevenbergen Capital Investments LLC | ria-firm | — | Edmonds | WA | 98020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| T.T.G. Financial, INC. | ria-firm | — | Canton | OH | 44718 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark J. Angelo Financial Services | ria-firm | — | Toms River | NJ | 08753 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bodnar Financial Advisors, INC. | ria-firm | — | Florham Park | NJ | 07932 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcmill CPA and Advisors | ria-firm | — | Norfolk | NE | 68701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nantucket Multi Managers, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spencer Brook Asset Management, LLC | ria-firm | — | Concord | MA | 01742 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mezzasalma Advisors | ria-firm | — | Tinton Falls | NJ | 07724 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Targeted Financial Services, LLC | ria-firm | — | Seminole | FL | 33772 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Assets Management, INC. | ria-firm | — | Portland | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pnc Wealth Management | ria-firm | — | Pittsburgh | PA | 15222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dafna Capital Management, LLC | ria-firm | — | Los Angeles | CA | 90024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Financial Group, INC. | ria-firm | — | Far Hills | NJ | 07931 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ceres Financial Group, INC. | ria-firm | — | Stoughton | MA | 02072 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coast Wealth Management, INC. | ria-firm | — | San Clemente | CA | 92672 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Financial Solutions, LLC | ria-firm | — | Manasquan | NJ | 08736 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kml Financial Services Group, L.L.C. | ria-firm | — | Manasquan | NJ | 08736 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oakbourne Advisors | ria-firm | — | Berkeley Heights | NJ | 07922 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osborne Global Investors, INC. | ria-firm | — | Lee's Summit | MO | 64063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Services | ria-firm | — | Merchantville | NJ | 08109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Investment Services | ria-firm | — | Providence | RI | 02906 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omega Capital Management, LLC | ria-firm | — | Flanders | NJ | 07836 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lechner Associates | ria-firm | — | North Attleboro | MA | 02760 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thome Financial | ria-firm | — | Bellevue | WA | 98007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Partners Corporation | ria-firm | — | Overland Park | KS | 66210 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dollar & Sense | ria-firm | — | Pittsfield | MA | 01201 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Foundations, INC. | ria-firm | — | Southborough | MA | 01772 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northbay Advisors | ria-firm | — | Rohnert Park | CA | 94928 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Allocation Management, INC | ria-firm | — | Totowa | NJ | 07512 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Starling Capital Management, LLC | ria-firm | — | Houston | TX | 77057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pashadre Capital Management, INC | ria-firm | — | S. Weymouth | MA | 02190 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial Group,llc | ria-firm | — | Omaha | NE | 68154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brae Head, INC. | ria-firm | — | Essex | CT | 06426 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collins Advisors, LLC | ria-firm | — | Buffalo | NY | 14202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guggenheim Investments | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ellen Binen-milbrod Financial Services L.L.C. | ria-firm | — | Englishtown | NJ | 07726 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Financial Group, INC. | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifelong Investsments | ria-firm | — | West Lafayette | IN | 47906 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifeline Financial, LLC | ria-firm | — | Wethersfield | CT | 06109 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Life Planning Partners, INC. | ria-firm | — | Jacksonville | FL | 32217 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gaur Asset Management, INC. | ria-firm | — | Somerset | NJ | 08873 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Creek Partners | ria-firm | — | Austin | TX | 78705 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carr Consulting P.A. | ria-firm | — | San Antonio | TX | 78255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S&f Investment Advisors | ria-firm | — | Encino | CA | 91436 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| B&e Investment Advisers, INC. | ria-firm | — | Wayzata | MN | 55391 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bolton Global Asset Management | ria-firm | — | Bolton | MA | 01740 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dana R. Norman | ria-firm | — | Swansea | MA | 02777 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titan Financial Services, LLC | ria-firm | — | Emerson | NJ | 07630 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sims Capital Management LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Life Planners | ria-firm | — | Tempe | AZ | 85282 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norris Financial Group, LLC | ria-firm | — | Greenville | SC | 29601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jennings Financial Planning, INC. | ria-firm | — | Honolulu | HI | 96814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Disciplined Equity Management, INC. | ria-firm | — | Neptune Beach | FL | 32266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Management Trust, LLC | ria-firm | — | Fitchburg | MA | 01420 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everwealth | ria-firm | — | Tulsa | OK | 74135 | 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