Open data
The whole directory, as a table
All 46,288 curated records we publish β 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 Β· page 73 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Albright Capital Management LP | ria-firm | β | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wise Wealth Management, LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lewis Capital Management | ria-firm | β | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brogan Financial | ria-firm | β | Knoxville | TN | 37922 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reinhart Asset Management LLC | ria-firm | β | Toledo | OH | 43604 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Financial Consultants Group, INC. | ria-firm | β | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ulivi Wealth Management | ria-firm | β | Orange | CA | 92866 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galleria Financial Advisors, LLC | ria-firm | β | Atlanta | GA | 30339 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Watchman Group, INC. | ria-firm | β | Plano | TX | 75093 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H/2 Capital Partners | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schaeffer Financial LLC | ria-firm | β | Rockville | MD | 20853 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rjr Financial Services | ria-firm | β | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterloo Capital | ria-firm | β | Austin | TX | 78746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pine River Capital Management L.P. | ria-firm | β | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wharton Business Group, LLC | ria-firm | β | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Indus Capital Partners, LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwr Wealth Management, LLC | ria-firm | β | San Jose | CA | 95126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dillon Financial Planning, INC. | ria-firm | β | Eagle | ID | 83616 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Purtill Financial LLC | ria-firm | β | Highland Heights | OH | 44143 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Financial Incorporated | ria-firm | β | Oley | PA | 19547 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farah Private Wealth Management, INC | ria-firm | β | Costa Mesa | CA | 92627 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prosperity - AN Eisneramper Company | ria-firm | β | Owings Mills | MD | 21117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Private Wealth Advisors, LLC | ria-firm | β | Wellesley | MA | 02481 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glouston Capital Partners, LLC | ria-firm | β | Boston | MA | 02199 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Daybright Advisory Services, INC. | ria-firm | β | Miami | FL | 33156 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Wealth Partners, LLC | ria-firm | β | Mill Valley | CA | 94941 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Branch Capital LLC | ria-firm | β | Amherst | MA | 01002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everest Wealth Management | ria-firm | β | Leawood | KS | 66224 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Samsung Asset Management (new York), INC. | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wilmington Capital Securities, LLC | ria-firm | β | Garden City | NY | 11530 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Financial Advisors | ria-firm | β | Newton | MA | 02459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Investment Management, LLC | ria-firm | β | Fort Worth | TX | 76102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centric Wealth Management, LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mazars Wealth Advisors | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shah Capital Management | ria-firm | β | Raleigh | NC | 27612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Financial Strategies, INC. | ria-firm | β | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weinberg Advisory Group | ria-firm | β | Columbus | OH | 43215 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Sky Capital, LLC | ria-firm | β | Wayzata | MN | 55391 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Path Capital, LLC | ria-firm | β | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Namcoa | ria-firm | β | Mooresville | NC | 28117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sky Investment Group LLC | ria-firm | β | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campion Asset Management, LLC | ria-firm | β | Fairfax | VA | 22030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'bannon & Davis INC. | ria-firm | β | Williamsville | NY | 14221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Financial Group | ria-firm | β | Raleigh | NC | 27609 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital City Asset Management Group, LLC | ria-firm | β | Powell | OH | 43065 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Partners Fund Solutions Advisors L.P. | ria-firm | β | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Advisors LLC | ria-firm | β | Wilton | CT | 06897 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Credit Systematic Strategies LLC | ria-firm | β | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Etzler Financial Advisors, LLC | ria-firm | β | Red Bluff | CA | 96080 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ascension Financial | ria-firm | β | Fort Collins | CO | 80521 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Affinity Financial Advisory | ria-firm | β | Allen Park | MI | 48101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagleclaw Capital Management LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Butler Financial Services, LTD. | ria-firm | β | Westlake Village | CA | 91361 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harris & Associates | ria-firm | β | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cbf Advisors, LLC | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Level Four Advisory Services | ria-firm | β | Dallas | TX | 75251 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doll Capital Advisors Incorporated | ria-firm | β | San Juan Capistrano | CA | 92675 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Accuvest Global Advisors, INC. | ria-firm | β | Provo | UT | 84604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagleson Arndt Financial Advisors | ria-firm | β | Thousand Oaks | CA | 91360 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fermat Capital Management, LLC | ria-firm | β | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kilzer Wealth Management | ria-firm | β | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tyndall Stroud Wealth Management, LLC | ria-firm | β | Winterville | NC | 28590 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Team Financial Strategies | ria-firm | β | Abilene | TX | 79601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ardent Capital | ria-firm | β | Mountain View | CA | 94043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthy Choices (r) | ria-firm | β | Westwood | MA | 02090 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roach Investment Services | ria-firm | β | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambridge Investment Research Advisors, INC. | ria-firm | β | Fairfield | IA | 52556 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fleming Financial Advising | ria-firm | β | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D. Mattersdorff LLC | ria-firm | β | Lake Oswego | OR | 97034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Time Value of Money, L.P. | ria-firm | β | Austin | TX | 78746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Proshare Advisors LLC | ria-firm | β | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Trust Advisors | ria-firm | β | San Rafael | CA | 94901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Bell Private Wealth Management, LLC | ria-firm | β | Blue Bell | PA | 19422 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Armor Investment Advisors, LLC | ria-firm | β | Raleigh | NC | 27607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turner Financial Group, INC. | ria-firm | β | Pace | FL | 32571 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catawba River Capital | ria-firm | β | Lake Wylie | SC | 29710 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glaxis Capital Management, LLC | ria-firm | β | Sarasota | FL | 34236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| HQ Capital Private Equity LLC | ria-firm | β | Miami | FL | 33133 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Husami & Associates | ria-firm | β | Fullerton | CA | 92835 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avion Wealth | ria-firm | β | the Woodlands | TX | 77381 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Curi Capital, LLC | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cottingham Management Company, LLC | ria-firm | β | Carlsbad | CA | 92009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marsha Lee & Company,inc. | ria-firm | β | Palm Desert | CA | 92260 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ramsdell Capital Management, LLC | ria-firm | β | San Francisco | CA | 94104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Couture Financial INC. | ria-firm | β | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yardley Wealth Management LLC | ria-firm | β | Yardley | PA | 19067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chappelwood Financial Services | ria-firm | β | Edmond | OK | 73013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strength Capital Partners, LLC | ria-firm | β | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell & Company Investment Adviser LLC | ria-firm | β | Baltimore | MD | 21209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monsour Advisory Services, INC. | ria-firm | β | Roanoke | VA | 24018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alps Advisors, INC. | ria-firm | β | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciaryvest, LLC | ria-firm | β | Atlanta | GA | 30342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley Private Equity Asia, INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KB Financial Advisors LLC | ria-firm | β | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Farrell Financial, INC. | ria-firm | β | Thousand Oaks | CA | 91360 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gresham Investment Management LLC | ria-firm | β | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M. W. Aragao Investment Advisors, LLC | ria-firm | β | Cumberland | RI | 02864 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D. M. Brenner, INC. | ria-firm | β | Solana Beach | CA | 92075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James Ruthsatz Pinnacle Advisors LLC | ria-firm | β | Sandusky | OH | 44870 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bradesco Global Advisors | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
Official state rosters β 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 β never contact details. Export any state in full:
JSON pages: /api/directory/export?dataset=roster&state=OH&limit=100 Β· Curated JSON: /api/directory/export?limit=100&offset=0