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 72 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Djpuff Advisors Group, INC. | ria-firm | — | Camillus | NY | 13031 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optima Capital Management | ria-firm | — | Billings | MT | 59101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secure Retirement Financial & Insurance Services Corp. | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lowry Financial Advisors | ria-firm | — | Tioga | FL | 32669 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bontempo Ohly Capital Management, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caxton Associates (USA) LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Devenir Investment Advisors, LLC | ria-firm | — | Bloomington | MN | 55437 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Portfolio Advisors | ria-firm | — | Las Vegas | NV | 89145 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rall Capital Management, INC. | ria-firm | — | Rockledge | FL | 32955 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nfc Investments, LLC | ria-firm | — | Memphis | TN | 38117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carla Voss Genelly | ria-firm | — | New Buffalo | MI | 49117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crew Wealth Management | ria-firm | — | San Luis Obispo | CA | 93401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carney Portfolio Management INC. | ria-firm | — | Costa Mesa | CA | 92627 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KM Capital Management, LTD. | ria-firm | — | Austin | TX | 78744 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Consulting Group, INC. | ria-firm | — | Venice | FL | 34285 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agile Investments | ria-firm | — | Asheville | NC | 28801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berger Asset Management, INC. | ria-firm | — | Turlock | CA | 95380 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glenwood Investment Group, LLC | ria-firm | — | Manchester | NH | 03101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Wealth Management, LLC | ria-firm | — | Torrance | CA | 90503 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Oklahoma | ria-firm | — | Tulsa | OK | 74104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crg | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norcap Investment Management, L.P. | ria-firm | — | Austin | TX | 78734 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pershing Square Capital Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beacon Financial Strategies Corp. | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Headwater Investment Consulting,inc. | ria-firm | — | Mcminnville | OR | 97128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Investment Partners, LLC | ria-firm | — | Overland Park | KS | 66223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Human Investing | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Capital Partners LLC | ria-firm | — | Boston | MA | 02108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redwood Investments, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allen Wealth Management, LLC | ria-firm | — | Boone | NC | 28607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acorn Advisory Capital, L.P. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northern Right Capital Management, L.P. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Golden Gate Advisors, INC | ria-firm | — | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Auxan Capital Advisors, LLC | ria-firm | — | Springfield | MO | 65807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wharton Financial Group | ria-firm | — | Sagamore Beach | MA | 02562 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gradow Capital Management, LLC | ria-firm | — | Lake Oswego | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garden State Investment Advisory Services, LLC | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curtin Financial Services, INC. | ria-firm | — | Burlington | MA | 01803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brisbois Capital Management LLC | ria-firm | — | Wilmington | MA | 01887 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ocean Advisors, LLC | ria-firm | — | Charlotte | NC | 28209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mdh Investment Management, INC. | ria-firm | — | East Liverpool | OH | 43920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Portfoliosboston | ria-firm | — | East Dennis | MA | 02641 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the William Allan Corporation | ria-firm | — | Fort Collins | CO | 80525 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stairway Partners, LLC | ria-firm | — | Minneapolis | MN | 55410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nutmeg Capital Advisors, LLC | ria-firm | — | Hartford | CT | 06106 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cohen & Company Financial Management, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silverleafe Capital Partners, LLC | ria-firm | — | Germantown | TN | 38138 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantic Planning Group, LLC | ria-firm | — | Waltham | MA | 02451 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Outlook Financial Services | ria-firm | — | Anchorage | AK | 99503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colleen Weber CPA, LLC | ria-firm | — | Chanhassen | MN | 55317 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Financial Advisors LLC | ria-firm | — | Columbus | OH | 43214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kevin Kennedy, LLC | ria-firm | — | Alameda | CA | 94501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiam LLC | ria-firm | — | Smithfield | RI | 02917 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wells Fargo Investment Institute, INC. | ria-firm | — | Charlotte | NC | 28202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marcus Capital Management, INC. | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aaron Geoffrey Turner | ria-firm | — | Sacramento | CA | 95825 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oppenheimer Investment Management LLC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onyx Investments, INC. | ria-firm | — | Chicago | IL | 60604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Conway Capital Management, INC. | ria-firm | — | Burbank | CA | 91505 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parkview Capital Management | ria-firm | — | Highland Park | NJ | 08904 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fletcher Financial, LLC | ria-firm | — | Carlsbad | CA | 92008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coachwise Financial Solutions, INC. | ria-firm | — | Tulsa | OK | 74133 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westend Advisors, LLC | ria-firm | — | Charlotte | NC | 28203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Cape Cod Advisors, LLC | ria-firm | — | Sandwich | MA | 02563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peter Kimmelman Asset Management LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adirondack Capital Advisors, LLC | ria-firm | — | Syracuse | NY | 13204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Design Consulting, LLC | ria-firm | — | Laramie | WY | 82070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beal Consulting, INC. | ria-firm | — | Plymouth | MA | 02360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Downey Capital Management, INC. | ria-firm | — | Boston | MA | 02110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams Wealth Management, INC. | ria-firm | — | Los Angeles | CA | 90017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chen Financial Group, LLC | ria-firm | — | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Estate Planners of New England, LLC | ria-firm | — | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Associated Investor Services, INC. | ria-firm | — | Ft. Lauderdale | FL | 33312 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Promanage, LLC | ria-firm | — | Chicago | IL | 60601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paratus Financial, INC. | ria-firm | — | Dallas | TX | 75205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1919 Investment Counsel, LLC | ria-firm | — | Baltimore | MD | 21202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nigido Mullin Investment Strategies, LLC | ria-firm | — | Skillman | NJ | 08558 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omnicap Group LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlas Brown | ria-firm | — | Louisville | KY | 40202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hopeman Ventures, LLC | ria-firm | — | Wexford | PA | 15090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schenley Capital, INC | ria-firm | — | Sewickley | PA | 15143 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgebrook Investments, LLC | ria-firm | — | Ceres | CA | 95307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pioneer Wealth Management Group | ria-firm | — | Austin | TX | 78703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Envision Wealth Management, INC. | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Pension Consultants LLC | ria-firm | — | Needham | MA | 02492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sara-bay Financial Corp. | ria-firm | — | Sarasota | FL | 34232 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mercer Investments LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hurwitz Associates, INC. | ria-firm | — | Houston | TX | 77096 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nesteggs, INC. | ria-firm | — | Jacksonville | FL | 32256 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannon Financial Strategists, INC. | ria-firm | — | Athens | GA | 30605 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arax Advisory Partners | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| General Atlantic Service Company, L.P. | ria-firm | — | New York | NY | 10055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pwjohnson Wealth & Legacy, LLC | ria-firm | — | Los Altos | CA | 94024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evergreen Investment Advisors | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fleming Wealth Management, LLC | ria-firm | — | Johns Creek | GA | 30097 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bill Few Associates, INC. | ria-firm | — | Sewickley | PA | 15143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merrithew & Thorsten, INC. | ria-firm | — | San Diego | CA | 92131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walsh Financial Solutions, LLC | ria-firm | — | Arvada | CO | 80002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Katz Family Financial Advisors, LLC | ria-firm | — | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wwm Advisory INC. | ria-firm | — | Culver City | CA | 90230 | 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