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 74 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Aegis Wealth | ria-firm | — | Bethesda | MD | 20817 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mycio Wealth Partners, LLC | ria-firm | — | Philadelphia | PA | 19104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helios Wealth Advisors, LLC | ria-firm | — | Pearland | TX | 77584 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Verdis Investment Management, LLC | ria-firm | — | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fuller Asset Management, LLC | ria-firm | — | Scottsdale | AZ | 85251 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Berkeley Advisors, INC. | ria-firm | — | Atlanta | GA | 30324 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bollinger Capital Management, INC. | ria-firm | — | Redondo Beach | CA | 90278 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| SG Capital Management LLC | ria-firm | — | Chicago | IL | 60654 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southland Investments | ria-firm | — | Huntington Beach | CA | 92647 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Passport Capital, LLC | ria-firm | — | San Francisco | CA | 94129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DB Advisors | ria-firm | — | Springfield | MO | 65804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aspetuck Financial Management LLC | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| NI Advisors | ria-firm | — | Milpitas | CA | 95035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oder Investment Management, LLC | ria-firm | — | Woodland Hills | CA | 91367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cole Wealth Management, LLC | ria-firm | — | Scottsdale | AZ | 85260 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Herbert J. Sims Capital Management, INC. | ria-firm | — | Fairfield | CT | 06824 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ocean Park Capital Management, LLC | ria-firm | — | Santa Monica | CA | 90405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Memphis Capital Management, LLC | ria-firm | — | Memphis | TN | 38119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bivium Capital Partners, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steffes Financial, LTD | ria-firm | — | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Financial Advisors LLC | ria-firm | — | Wooster | OH | 44691 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heaton Financial, PC | ria-firm | — | Cedar City | UT | 84720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Asset Management,inc. | ria-firm | — | Marina Del Rey | CA | 90292 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benedetti Financial, INC. | ria-firm | — | Santa Maria | CA | 93455 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torrey Capital Investments | ria-firm | — | Cardiff-by-the-sea | CA | 92007 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| United Capital Financial Advisors | ria-firm | — | Irving | TX | 75062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mace Capital Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azimut Investment Advisors LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Planners | ria-firm | — | EL Segundo | CA | 90245 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stamos Capital Partners, L.P. | ria-firm | — | Menlo Park | CA | 94025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairway Financial, LLC | ria-firm | — | Casselberry | FL | 32707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffin Black, LLC | ria-firm | — | Redwood City | CA | 94063 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gemmer, Robert Arden | ria-firm | — | Healdsburg | CA | 95448 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sitka Pacific Capital Management, LLC | ria-firm | — | Seattle | WA | 98104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osbon Capital Management, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kendall Capital Management | ria-firm | — | Rockville | MD | 20852 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Compass Corporation | ria-firm | — | Eden Prairie | MN | 55344 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John M. Leonard, LLC | ria-firm | — | Douglas | MI | 49406 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Wealth Advisors, L.L.C. | ria-firm | — | Edina | MN | 55439 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Solutions, INC. | ria-firm | — | Carlsbad | CA | 92009 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Positive Delta Asset Management LLC | ria-firm | — | Los Angeles | CA | 90071 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highbridge Capital Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lions Gate Sovereign Capital, LLC | ria-firm | — | White Bear Lake | MN | 55110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Group | ria-firm | — | Tyler | TX | 75701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vermilion Asset Management, LLC | ria-firm | — | Lafayette | LA | 70503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kahn Financial Group | ria-firm | — | Clearwater | FL | 33759 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ncu Investment Solutions | ria-firm | — | Smithfiled | RI | 02917 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Winkle Wealth Management Group LLC | ria-firm | — | Newark | OH | 43055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellspring Wealth Management LLC | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Invested Interests, LLC | ria-firm | — | Minneapolis | MN | 55405 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Russell Doe Financial Services | ria-firm | — | Burbank | CA | 91505 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brighton Advisory Group | ria-firm | — | Encino | CA | 91316 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Investment Solutions, LLC | ria-firm | — | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Von Adelung Wealth Management | ria-firm | — | Montrose | CA | 91020 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bain Capital Credit, LP | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maryland Capital Advisors, INC. | ria-firm | — | Chester | MD | 21619 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onyx Financial Advisors, LLC | ria-firm | — | Idaho Falls | ID | 83404 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collie Financial Planning, INC. | ria-firm | — | Black Mountain | NC | 28711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cook Pine Capital LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| River Road Asset Management, LLC | ria-firm | — | Louisville | KY | 40202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| CL Wealth Management LLC | ria-firm | — | Schaumburg | IL | 60173 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crawford Financial Planning & Consulting | ria-firm | — | Modesto | CA | 95355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A Sling & A Stone, Incorporated | ria-firm | — | Burnet | TX | 78611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benningfield Financial Advisors, LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Realta Investment Advisors, INC | ria-firm | — | Wilmington | DE | 19801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Management Advisors LP | ria-firm | — | Houston | TX | 77084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dmc Capital Management INC | ria-firm | — | Tinley Park | IL | 60477 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strathmore Capital Advisors | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bavarian Wealth Management, INC. | ria-firm | — | New Orleans | LA | 70130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Weaver Capital Management, LLC | ria-firm | — | Suwanee | GA | 30024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zidel Financial INC. | ria-firm | — | Breckenridge | CO | 80424 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Legacy Financial Group, INC. | ria-firm | — | Tulsa | OK | 74105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kelp Capital LLC | ria-firm | — | Seattle | WA | 98122 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelligent Capitalworks | ria-firm | — | Scottsdale | AZ | 85254 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advantage Wealth Management, L.L.C. | ria-firm | — | Lafayette | LA | 70506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Financial Services, LLC | ria-firm | — | Rocky River | OH | 44116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Svl Investment Management | ria-firm | — | Placentia | CA | 92870 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Upstate Advisors Group | ria-firm | — | North Syracuse | NY | 13212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Intelligent Investing | ria-firm | — | Clayton | CA | 94517 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emerald Mutual Fund Advisers Trust | ria-firm | — | Leola | PA | 17540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Locust Wood Capital Advisers, LLC | ria-firm | — | New York | NY | 10016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gsi Capital Advisors LLC | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Generational Wealth Advisors | ria-firm | — | Richardson | TX | 75080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allen Capital Management, LLC | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abacus Fcf Advisors LLC | ria-firm | — | Orlando | FL | 32801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Strategies, INC. | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckinley Carter Wealth Services, INC. | ria-firm | — | Wheeling | WV | 26003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carroll & Company Capital Management | ria-firm | — | Houston | TX | 77002 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mjm Financial Advisors, LLC | ria-firm | — | Gillette | NJ | 07933 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 57 Stars LLC | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Financial Advisory Services, INC. | ria-firm | — | Valencia | CA | 91355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northwoods Wealth Management | ria-firm | — | Boothbay Harbor | ME | 04538 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thomas Seaman Company | ria-firm | — | Laguna Beach | CA | 92651 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Loveland & Bastian Financial Services Group, LLC | ria-firm | — | Mt. Pleasant | SC | 29464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dawson James Asset Management, INC. | ria-firm | — | Boca Raton | FL | 33431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Partners, L.P. | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dash Investments | ria-firm | — | Woodland Hills | CA | 91367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D. E. Shaw Investment Management, L.L.C. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Independent Securities Group, LLC | ria-firm | — | Eagle | ID | 83616 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Holland Group, INC. | ria-firm | — | San Diego | CA | 92101 | 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