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 69 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Rogers Financial Advisory Group, LLC | ria-firm | — | Greenville | SC | 29601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harper Capital Management, LTD. | ria-firm | — | Cold Spring | NY | 10516 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Darda Financial | ria-firm | — | Winston-salem | NC | 27103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lesa Sroufe & Company, INC. | ria-firm | — | Seattle | WA | 98104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twele Capital Management, INC. | ria-firm | — | Minnetonka | MN | 55343 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arroyo Investment Group, LLC | ria-firm | — | Pasadena | CA | 91105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nathanael R. Brayton, Cfa | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgebay Financial, INC. | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Penwood Real Estate Investment Management, LLC | ria-firm | — | West Hartford | CT | 06107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hillberg Capital Management, LLC | ria-firm | — | Turlock | CA | 95380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Src Capital Management | ria-firm | — | Chicago | IL | 60601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadstreet Financial Advisers LLC | ria-firm | — | Ormond Beach | FL | 32174 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Dynamics, INC. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilbert Financial, LLC | ria-firm | — | Honeoye Falls | NY | 14472 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philip J. Sagan Financial Consulting, INC. | ria-firm | — | Newton | MA | 02459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcf Advisors, LLC | ria-firm | — | Lexington | KY | 40507 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartford Funds | ria-firm | — | Wayne | PA | 19087 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| TM Financial Group, LLC | ria-firm | — | Metairie | LA | 70006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keynote Financial Services, LLC | ria-firm | — | Vernon | CT | 06066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Solutions Associates | ria-firm | — | Dedham | MA | 02026 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Capital Management, LLC | ria-firm | — | Sheridan | WY | 82801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckeye Financial Solutions, INC. | ria-firm | — | Canton | OH | 44718 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investology INC. | ria-firm | — | Reston | VA | 20191 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Provident Wealth Management, LLC | ria-firm | — | Brentwood | TN | 37027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moore Financial Advisors, LTD. | ria-firm | — | Belmont | MA | 02478 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Courage Capital Management, LLC | ria-firm | — | Nashville | TN | 37205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Integrity Advisors, LLC | ria-firm | — | Philadelphia | PA | 19103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rwm Asset Management, LLC | ria-firm | — | New Bloomfield | PA | 17068 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartman, William Denton | ria-firm | — | Batesville | MS | 38606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilsey Asset Management Incorporated | ria-firm | — | San Diego | CA | 92131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hoffmann Hermanson | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lig Capital Management, LLC | ria-firm | — | Oklahoma City | OK | 73116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broman & Greig Asset Management, LLC | ria-firm | — | Westlake Village | CA | 91362 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Archon Capital Management LLC | ria-firm | — | Seattle | WA | 98112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marcus Capital, LLC | ria-firm | — | Northfield | IL | 60093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwest Criterion Asset Management, L.L.C. | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nine Thirty Capital Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| E & G Advisors, LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pivot Point Advisors, LLC | ria-firm | — | Bellaire | TX | 77401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scinto Group LLP | ria-firm | — | Grass Valley | CA | 95945 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning for Generations, INC. | ria-firm | — | Encino | CA | 91436 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mad River Investors | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family Wealth Advisory Group, LLC | ria-firm | — | Cincinnati | OH | 45249 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Practical Planner | ria-firm | — | Groton | MA | 01450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| RR Advisors, LLC | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apollo Investment Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stout Wealth Advisory Group, LLC | ria-firm | — | Mechanicsburg | PA | 17055 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S&s Wealth Management | ria-firm | — | Grand Prairie | TX | 75050 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| View Capital RIA, LP | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krouse Stureman & Associates, INC. | ria-firm | — | Fort Wayne | IN | 46825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Francis LLC | ria-firm | — | Brookfield | WI | 53045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Superior Planning Wealth Management & Family Office | ria-firm | — | San Diego | CA | 92131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richardson Financial Services | ria-firm | — | Medway | MA | 02053 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Uhler Vertich White Advisors | ria-firm | — | Fort Myers | FL | 33919 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nfi Advisors, INC | ria-firm | — | Novi | MI | 48377 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CS Advisors INC. | ria-firm | — | Boca Raton | FL | 33487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Universe, INC. | ria-firm | — | Brooklyn | NY | 11229 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| California Capital Management | ria-firm | — | Burbank | CA | 91505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Four Quadrant Wealth Advisors, INC. | ria-firm | — | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital West Partners, LLC | ria-firm | — | Tucson | AZ | 85715 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Geneva Partners, LLC | ria-firm | — | Lake Geneva | WI | 53147 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Resource Management Service, LLC | ria-firm | — | Birmingham | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hamilton Investment Advisors, LLC | ria-firm | — | Solana Beach | CA | 92075 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steven G. Blum and Associates, LLC | ria-firm | — | Swarthmore | PA | 19081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carrington Capital Management, LLC | ria-firm | — | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nfsg Corporation | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corbin Capital Partners, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rock Point Advisors, LLC | ria-firm | — | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Management | ria-firm | — | San Diego | CA | 92108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Planning and Financial Services, INC. | ria-firm | — | Solon | OH | 44139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverstone Investment Group LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Encompass Advisors, LTD. | ria-firm | — | Brevard | NC | 28712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northbrook Financial Group, LLC | ria-firm | — | Auburn | CA | 95603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Financial Group, INC. | ria-firm | — | Dublin | OH | 43017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Asset Management | ria-firm | — | Madison | WI | 53711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saltbox Financial LLC | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excelsus Capital Management | ria-firm | — | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focused Finances, LLC | ria-firm | — | Oakland | CA | 94612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westpark Wealth Advisors, INC. | ria-firm | — | Houston | TX | 77077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brook Capital | ria-firm | — | Brookfield | WI | 53045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Consulting, LLC | ria-firm | — | Airmont | NY | 10952 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hawk100 | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andrews, Lucia Wealth Management LLC | ria-firm | — | Danville | CA | 94526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| USA Asset Management, LLC | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Main Line Capital Management LLC | ria-firm | — | East Aurora | NY | 14052 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navigation Group LLC | ria-firm | — | Redwood Shores | CA | 94065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Richardson Capital Management, LLC | ria-firm | — | Menomonee Falls | WI | 53051 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adirondack Research & Management INC. | ria-firm | — | Guilderland | NY | 12084 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dunlap Equity Management, LLC. | ria-firm | — | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Welch Investment Group, LLC | ria-firm | — | Grants Pass | OR | 97526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Financial Solutions, LLC | ria-firm | — | Dodge City | KS | 67801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Services, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prospect Capital Management L.P. | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perigon Wealth Management, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bainbridge Investment Advisors LLC | ria-firm | — | Los Angeles | CA | 90025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waldron Private Wealth | ria-firm | — | Bridgeville | PA | 15017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wells Investments, INC. | ria-firm | — | Winter Haven | FL | 33880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarion Advisors INC. | ria-firm | — | Auburn | CA | 95603 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timbuktu Capital Management, LLC | ria-firm | — | Boston | MA | 02115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dupree Financial Group, LLC | ria-firm | — | Lexington | KY | 40507 | 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