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 71 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Schorpp Capital Management | ria-firm | — | East Brunswick | NJ | 08816 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Advisory Group, INC. | ria-firm | — | Hermitage | PA | 16148 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Investment Advisers, LLC | ria-firm | — | Portland | OR | 97225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Consilium Investment Management LLC | ria-firm | — | Fort Lauderdale | FL | 33308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avenue Europe International Management, L.P. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tpg Angelo Gordon | ria-firm | — | New York | NY | 10167 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearview Financial, INC. | ria-firm | — | San Diego | CA | 92130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Flagship Wealth Advisors, LLC. | ria-firm | — | Wakefield | MA | 01880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D'orazio Wealth Advisors | ria-firm | — | Vienna | VA | 22182 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metalmark Management II LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Touchstone Financial Planning | ria-firm | — | Torrance | CA | 90503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Irc Wealth | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paladin Partners | ria-firm | — | Hartland | WI | 53029 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ventura Advisors | ria-firm | — | Woodland Hills | CA | 91367 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clear Brook Advisors, INC. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wayzata Investment Partners LLC | ria-firm | — | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cranbrook Wealth Management, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andover Advisory Group | ria-firm | — | North Andover | MA | 01845 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Investment Research | ria-firm | — | Orange | CA | 92866 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Muller & Monroe Asset Management,llc | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fnbb Capital Markets, LLC | ria-firm | — | Birmingham | AL | 35209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rogue Advisors, LLC | ria-firm | — | Grants Pass | OR | 97526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Horizon Capital Management, LLC | ria-firm | — | Lake Forest | IL | 60045 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bleeck Financial Management, INC. | ria-firm | — | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Multnomah Group, INC. | ria-firm | — | Portland | OR | 97205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curran Wealth Management | ria-firm | — | Albany | NY | 12207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Grand Wealth Management, LLC | ria-firm | — | Grand Rapids | MI | 49504 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jba Financial Advisors | ria-firm | — | Timonium | MD | 21093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spark Asset Management Group | ria-firm | — | Statesville | NC | 28677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westwood Wealth Management | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cliffwater LLC | ria-firm | — | Marina Del Rey | CA | 90292 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chinese Abraham Investment Advisors LLC | ria-firm | — | Cupertino | CA | 95014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lennox Financial | ria-firm | — | Swampscott | MA | 01907 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnes Wealth Management Group | ria-firm | — | Bakersfield | CA | 93309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Svof/mm, LLC | ria-firm | — | Santa Monica | CA | 90405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simmons Financial Services, INC. | ria-firm | — | Richmond | MI | 48062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdermott Investment Advisors, LLC | ria-firm | — | Naples | FL | 34102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clc Capital Management | ria-firm | — | Grand Junction | CO | 81501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Saltmarsh Financial Advisors, LLC | ria-firm | — | Pensacola | FL | 32501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackhawk Wealth Advisors | ria-firm | — | Danville | CA | 94506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Financial Services, LLC | ria-firm | — | Mt. Pleasant | SC | 29464 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Financial Services | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Benefits, LLC | ria-firm | — | Denver | CO | 80222 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Gate Personal Financial Planning | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Patrick Capital Management | ria-firm | — | Geneva | IL | 60134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Viking Global Investors LP | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timpe & Timpe Financial Advisory Services, L.L.C. | ria-firm | — | Zionsville | IN | 46077 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Malakoff Wealth | ria-firm | — | Danville | CA | 94526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Praesideo Management, LLC | ria-firm | — | Ogden | UT | 84404 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chatterton & Associates | ria-firm | — | Anaheim | CA | 92806 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Basso Capital Management, L.P. | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Financial Planners, LLC | ria-firm | — | Laguna Niguel | CA | 92677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Simon Quick Advisors, LLC | ria-firm | — | Morristown | NJ | 07960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadhurst Financial Advisors, INC. | ria-firm | — | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bindman Financial Services, INC. | ria-firm | — | Andover | MA | 01810 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Outlook Capital Management, LLC | ria-firm | — | Arlington Heights | IL | 60005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adg Wealth Management Group, LLC | ria-firm | — | Metairie | LA | 70005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anovest Investment Advisors | ria-firm | — | Marietta | GA | 30062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Woloshin Investment Management, LLC | ria-firm | — | Medford | NJ | 08055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gmr Associates, INC | ria-firm | — | Rochester | NY | 14624 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Washington Financial Group, INC. | ria-firm | — | Osterville | MA | 02655 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Four Seasons Investment Advisors, INC. | ria-firm | — | Montrose | CO | 81401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Madison Advisory Services, INC. | ria-firm | — | White Plains | NY | 10604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Genesis Marketing Group | ria-firm | — | Hinsdale | IL | 60521 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maguire Asset Management, LLC | ria-firm | — | Oak Brook | IL | 60523 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boyle Capital | ria-firm | — | West Des Moines | IA | 50266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mondrian Investment Partners (U.S.), INC. | ria-firm | — | Radnor | PA | 19087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R L Capital, LLC | ria-firm | — | Overland Park | KS | 66212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Absolute Investment Advisers, LLC | ria-firm | — | Rosemary Beach | FL | 32461 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Chip Partners, LLC | ria-firm | — | Farmington Hills | MI | 48331 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scs Asset Management, INC | ria-firm | — | Lutz | FL | 33549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Century Investment Management, L.L.C. | ria-firm | — | Hanover | MA | 02339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Champlain Investment Partners, LLC | ria-firm | — | Burlington | VT | 05401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'rourke & Company, Incorporated | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JC Miano Investment Advisory Service | ria-firm | — | Utica | NY | 13502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonecastle Advisors, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| St. Nicholas Private Asset Management, INC. | ria-firm | — | Jacksonville | FL | 32216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthcrossing | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capsouth Wealth Management | ria-firm | — | Dothan | AL | 36301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Annapolitan Investment Group, INC. | ria-firm | — | Annapolis | MD | 21401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Changing Parameters, LLC | ria-firm | — | Los Altos | CA | 94022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mundoval Capital Management, INC. | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdom Index Advisors | ria-firm | — | Prosper | TX | 75078 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omega Wealth Management LLC | ria-firm | — | Arlington | VA | 22203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestpointe Wealth Management, LLC | ria-firm | — | Scottsdale | AZ | 85258 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelliwealth Financial Advisors, LTD | ria-firm | — | Plano | TX | 75024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clifton Myers Financial Advisory | ria-firm | — | Round Rock | TX | 78664 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finesse Funds, LLC | ria-firm | — | Basalt | CO | 81621 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tcm Wealth Advisors | ria-firm | — | Fairlawn | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bakeravenue | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prostatis Financial Advisors Group | ria-firm | — | Hanover | MD | 21076 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenspring Advisors, LLC | ria-firm | — | Towson | MD | 21204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Timessquare Capital Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banco DO Brasil Securities LLC | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Financial Advisors, INC. | ria-firm | — | Pickerington | OH | 43147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rogers Investment Advisors, LLC | ria-firm | — | Santa Clara | CA | 95051 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generation Investment Management US LLP | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lipe & Dalton Investment Counsel | ria-firm | — | Syracuse | NY | 13202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Makenna & Company, INC. | ria-firm | — | Darien | CT | 06820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aea Enterprise Partners Management LP | ria-firm | — | New York | NY | 10022 | 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