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 68 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Community Financial Group, INC. | ria-firm | — | Marlborough | MA | 01752 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wernau Asset Management | ria-firm | — | Gloucester | MA | 01930 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JP Wealth Management, INC. | ria-firm | — | Mt. Pleasant | SC | 29466 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Visconti & Associates, A Financial Services LLC | ria-firm | — | Verona | NJ | 07044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crossplan Money Management | ria-firm | — | Seminole | FL | 33772 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Certuity, LLC | ria-firm | — | North Palm Beach | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Renaissance Advisory Group | ria-firm | — | Bryn Mawr | PA | 19010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apogee Financial Services Group, INC. | ria-firm | — | Moorestown | NJ | 08057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gregory M Doherty, CPA | ria-firm | — | Dedham | MA | 02026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tepper Capital Management | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| W3 Wealth Advisors, LLC | ria-firm | — | Akron | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Schooner, INC. | ria-firm | — | Peabody | MA | 01960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J C Texas Investment Advisors, LTD. | ria-firm | — | Dallas | TX | 75225 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Services of Austin, LLC | ria-firm | — | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brightscape Investment Centers | ria-firm | — | Scottsdale | AZ | 85260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Logic, LLC | ria-firm | — | Colorado Spring | CO | 80903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| QP Consulting | ria-firm | — | Takoma Park | MD | 20912 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Investment Management, INC. | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Investment Group | ria-firm | — | New York | NY | 10105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smith Salley Wealth Management | ria-firm | — | Greensboro | NC | 27408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Capital Group | ria-firm | — | Warwick | RI | 02888 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cetera Planning Partners | ria-firm | — | Leawood | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larrea Wealth Management | ria-firm | — | New York | NY | 10006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial Planning, LLC | ria-firm | — | Portsmouth | NH | 03801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timberland Investment Resources, LLC | ria-firm | — | Atlanta | GA | 30346 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allison & Company Financial Counselors, LLC | ria-firm | — | Milwaukee | WI | 53202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forest Hill Capital, LLC | ria-firm | — | Little Rock | AR | 72202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dean Financial Services | ria-firm | — | Beavercreek | OH | 45431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zephyr Management, L.P. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farrauto Wealth Management, INC | ria-firm | — | New York | NY | 10006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Green Pastures Wealth Management LLC | ria-firm | — | Bridgeport | CT | 06601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hogantaylor Wealth | ria-firm | — | Tulsa | OK | 74114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lbj Family Wealth Advisors, LTD. | ria-firm | — | Austin | TX | 78756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Net Worth Solutions LLC | ria-firm | — | Surprise | AZ | 85374 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hutchison Whitehead Wealth Management | ria-firm | — | Canonsburg | PA | 15317 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 4wealth Advisors, INC. | ria-firm | — | Burr Ridge | IL | 60527 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vista Financial Planning | ria-firm | — | Oak Park | IL | 60301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dennis Glynn, CPA | ria-firm | — | Rocky Hill | CT | 06067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kdb Asset Management, LLC | ria-firm | — | New York | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pgim Quantitative Solutions | ria-firm | — | Newark | NJ | 07102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sound Stewardship, LLC | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Capital Management, INC. | ria-firm | — | Sandy | UT | 84093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nelson Capital Management, LLC | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rivero CPA LLC | ria-firm | — | Westfield | NJ | 07090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Martone Capital Management, INC. | ria-firm | — | Tarrytown | NY | 10591 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Csm Capital Corporation | ria-firm | — | New York | NY | 10065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sandhill Investment Management | ria-firm | — | Buffalo | NY | 14202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trivant Custom Portfolio Group LLC | ria-firm | — | San Diego | CA | 92101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sfc Financial LLC | ria-firm | — | Sunset Hills | MO | 63127 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspire Advisory Services | ria-firm | — | Lodi | CA | 95240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark E. Reich, CPA, Cfp | ria-firm | — | New York | NY | 10016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newman Ladd Capital Advisors, LLC. | ria-firm | — | Camillus | NY | 13031 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Venn Wealth & Benefit Services, LLC | ria-firm | — | Altoona | PA | 16602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Xlm Capital Management | ria-firm | — | Dexter | MI | 48130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pine Capital | ria-firm | — | Portland | ME | 04101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Group INC. (the) | ria-firm | — | Scotch Plains | NJ | 07076 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wessel Investment Counsel, L.L.C. | ria-firm | — | Asheville | NC | 28801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Financial Planning Solutions, LLC | ria-firm | — | Lancaster | OH | 43130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fountainhead Financial Management, INC. | ria-firm | — | Northville | MI | 48167 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Archambo Financial Advisors, INC. | ria-firm | — | Bartlesville | OK | 74003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Midwest Investment and Retirement Management, INC. | ria-firm | — | St. John | IN | 46373 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Investment Management | ria-firm | — | Austin | TX | 78759 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tabr Capital Management, LLC | ria-firm | — | Orange | CA | 92868 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minneapolis Portfolio Management Group, LLC | ria-firm | — | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hinds Financial Group INC | ria-firm | — | Lakewood | CO | 80228 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dividend Assets Capital, LLC | ria-firm | — | Ridgeland | SC | 29936 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Federmann Financial Advisors INC. | ria-firm | — | Rocky Point | NY | 11778 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buie Investment Advisors, LLC | ria-firm | — | Charlotte | NC | 28211 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finer Wealth Management, INC. | ria-firm | — | Salem | MA | 01970 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beauport Financial Services, LLC | ria-firm | — | Gloucester | MA | 01930 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cuthbert Financial Guidance | ria-firm | — | Portland | OR | 97232 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haverford Financial Services, INC. | ria-firm | — | Radnor | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hudson Portfolio Management LLC | ria-firm | — | Garrison | NY | 10524 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lisanti Capital Growth LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emerson Equity LLC | ria-firm | — | San Mateo | CA | 94402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcrest Financial Services, LLC | ria-firm | — | Springfield | VA | 22150 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurley Capital, LLC | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sansone & Associates | ria-firm | — | San Antonio | TX | 78213 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Able & Strong Advisors, INC. | ria-firm | — | Bountiful | UT | 84010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cravens & Company Wealth Management | ria-firm | — | Cookeville | TN | 38501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ares Management LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifegoals Financial Group | ria-firm | — | Owosso | MI | 48867 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael Brady & CO., LLC | ria-firm | — | Westlake | OH | 44145 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investure, LLC | ria-firm | — | Charlottesville | VA | 22902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone Asset Management, INC. | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Biondo Investment Advisors LLC | ria-firm | — | Milford | PA | 18337 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| P.J. Moran & CO., INC. | ria-firm | — | Park Ridge | IL | 60068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphapoint, INC. | ria-firm | — | Corona Del Mar | CA | 92625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capstone Wealth | ria-firm | — | Billings | MT | 59102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Shore Private Asset Management, LLC | ria-firm | — | Lake Forest | IL | 60045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pearson Financial Services | ria-firm | — | Dennis | MA | 02638 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Investment Advisers, LLC | ria-firm | — | Northampton | MA | 01060 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxim Capital Advisors, INC. | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Wave Wealth Planners | ria-firm | — | Sacramento | CA | 95815 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Capital Preserve, INC. | ria-firm | — | Tarrytown | NY | 10591 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashdon Investment Management, LLC | ria-firm | — | Tullahoma | TN | 37388 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Porta Investment Management | ria-firm | — | Vallejo | CA | 94590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Read & Powell Financial Services, LLC | ria-firm | — | Elko | NV | 89801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Org Portfolio Management LLC | ria-firm | — | Beachwood | OH | 44122 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maple Capital Management, INC. | ria-firm | — | Montpelier | VT | 05602 | 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