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 70 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Kwk Management LLC | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duncan Financial Group, LLC | ria-firm | — | Midland Park | NJ | 07432 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Cornish Group LLC Dba Cornish Financial Services Group | ria-firm | — | Fergus Falls | MN | 56537 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modern Capital Advisors, LLC | ria-firm | — | Raleigh | NC | 27617 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abg Consultants | ria-firm | — | Cottonwood Heights | UT | 84047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kirtland Financial Management, INC. | ria-firm | — | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fundamental Investment Alliance Group, INC. | ria-firm | — | Lutz | FL | 33549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Csenge Advisory Group, LLC | ria-firm | — | Clearwater | FL | 33764 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skylands Capital, LLC | ria-firm | — | Milwaukee | WI | 53226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Braeside Investments, LLC | ria-firm | — | Dallas | TX | 75254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcintosh Capital Advisors, INC. | ria-firm | — | Los Angeles | CA | 90064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Springwood Financial Advisors | ria-firm | — | Dallas | TX | 75244 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodwin Investment Advisory | ria-firm | — | Woodstock | GA | 30188 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Inca Investments, LLC | ria-firm | — | Miami | FL | 33130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apis Capital Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timberchase Financial, LLC | ria-firm | — | Hoover | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Regency Wealth Management | ria-firm | — | Ramsey | NJ | 07446 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pier Capital, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Haverdink Financial Management, LLC | ria-firm | — | Portage | MI | 49024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J. Safra Asset Management Corporation | ria-firm | — | New York City | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Advisors, L.L.C. | ria-firm | — | Broken Arrow | OK | 74011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Family First Financial Planning | ria-firm | — | Stuart | FL | 34994 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clough Capital Partners, LP | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robertson Advisory, INC. | ria-firm | — | Deland | FL | 32724 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Texas Institutional Investment Management, LLC | ria-firm | — | San Antonio | TX | 78209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Wealth Management, INC. | ria-firm | — | Champaign | IL | 61820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zions Capital Advisors, INC. | ria-firm | — | Salt Lake City | UT | 84133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amicus Financial Advisors, LLC | ria-firm | — | Lubbock | TX | 79424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kawg&f Financial Planning Group LLC | ria-firm | — | Timonium | MD | 21093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Wealth Solutions, LLC | ria-firm | — | Boca Raton | FL | 33432 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smart Portfolios, LLC | ria-firm | — | Lake Forest Park | WA | 98155 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phillips Financial | ria-firm | — | Fort Wayne | IN | 46804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Salem Partners Wealth Management, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qurium Capital LLC | ria-firm | — | Chino Hills | CA | 91709 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carolina Wealth Management, INC. | ria-firm | — | Greenville | NC | 27858 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northeast Planning Associates, INC. | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jantorno Financial Advisors, LLC | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Philadelphia Financial | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anson Analytics | ria-firm | — | Tyrone | GA | 30290 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpmg, INC. | ria-firm | — | Dallas | TX | 75209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Empowerment LLC | ria-firm | — | Burnsville | MN | 55337 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kinkelaar & Associates | ria-firm | — | Chicago | IL | 60606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finley Financial, LLC | ria-firm | — | Las Vegas | NV | 89135 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carret Asset Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Watts Gwilliam & Company, LLC | ria-firm | — | Gilbert | AZ | 85295 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kaizen Wealth Management, LLC | ria-firm | — | Charleston | SC | 29401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelso & Company, L.P. | ria-firm | — | New York | NY | 10171 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Mcgriff Alliance | ria-firm | — | Birmingham | AL | 35242 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfolio Design Services, LLC | ria-firm | — | River Falls | WI | 54022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gsg Advisors LLC | ria-firm | — | Mount Laurel | NJ | 08054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nxg Investment Management | ria-firm | — | Dallas | TX | 75206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carl Domino INC. | ria-firm | — | West Palm Beach | FL | 33401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Npa Asset Management, LLC | ria-firm | — | Fair Lawn | NJ | 07410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aqs Asset Management, L.L.C. | ria-firm | — | Austin | TX | 78731 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gro Capital, LLC | ria-firm | — | Lambertville | NJ | 08530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epoch Investment Partners, INC. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Universal Financial Services INC. | ria-firm | — | Guaynabo | PR | 00968 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Open Window Financial Solutions, LTD. | ria-firm | — | Reno | NV | 89519 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hms Financial Services, LLC | ria-firm | — | Columbia | SC | 29206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crewcial Partners LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Capital Planning LLC | ria-firm | — | Bend | OR | 97702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monetary Management Corporation | ria-firm | — | San Francisco | CA | 94108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Rock Wealth Advisors | ria-firm | — | Camas | WA | 98607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seneschal Family Office | ria-firm | — | Tacoma | WA | 98403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ares Capital Management LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firstrust Financial Advisors | ria-firm | — | Conshohocken | PA | 19428 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garner Financial Management | ria-firm | — | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tga Capital Management | ria-firm | — | Braintree | MA | 02184 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Capital Management, LP | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Assets Investment Management, LLC | ria-firm | — | San Diego | CA | 92121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belleair Wealth Management, LLC | ria-firm | — | Belleair Bluffs | FL | 33770 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Poehling Capital Management, INC. | ria-firm | — | Madison | WI | 53717 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| David B. Patston, CPA, Cfa | ria-firm | — | Denver | CO | 80202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Light Financial Services, INC. | ria-firm | — | Fargo | ND | 58104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Numeric Investors LLC | ria-firm | — | Boston | MA | 02210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Skg Investment Services, LLC | ria-firm | — | Seattle | WA | 98133 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Financial Group | ria-firm | — | Plymouth | MA | 02360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckman Advisory Group LLC | ria-firm | — | Little Silver | NJ | 07739 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wasi | ria-firm | — | Mill Valley | CA | 94941 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Versant Capital Management, INC. | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grange Capital, LLC | ria-firm | — | Beaverton | OR | 97008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legato Capital Management, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loynd Capital Management | ria-firm | — | Marblehead | MA | 01945 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ehrenkranz Partners L.P. | ria-firm | — | New York | NY | 10152 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Pacific Private Wealth, LLC | ria-firm | — | Pleasanton | CA | 94566 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hull Wealth Management | ria-firm | — | Murfreesboro | TN | 37129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| USA Mutuals Advisors, INC. | ria-firm | — | Concord | MA | 01742 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Shore Investment Consulting LLC | ria-firm | — | Wilmette | IL | 60091 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Papamarkou Wellner Perkin Advisors | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.T. Jones Capital Equities Management INC. | ria-firm | — | St. Louis | MO | 63117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bradley Wealth LLC | ria-firm | — | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Two Point Capital Management, INC. | ria-firm | — | Pittsford | NY | 14534 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenrock Research, INC. | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Partners | ria-firm | — | Leawood | KS | 66209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krivacs Capital Management, LLC | ria-firm | — | Denver | CO | 80246 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hundredfold Advisors, LLC | ria-firm | — | Virginia Beach | VA | 23452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lipscomb Investment Group, LLC | ria-firm | — | Auburn | AL | 36830 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Windmark Investment Partners, INC. | ria-firm | — | Wilmington | DE | 19803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tsp Capital Management Group, LLC | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mark Smith Financial Services, INC. | ria-firm | — | Thousand Oaks Drive | CA | 91320 | 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