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 75 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Surety Investment Services | ria-firm | — | Los Angeles | CA | 90010 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchor Investment Management | ria-firm | — | Columbia | SC | 29205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warner Financial, INC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monument Retirement & Wealth Advisory, LLC | ria-firm | — | Allen | TX | 75013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edgewater Pro Sports Financial | ria-firm | — | Avon | OH | 44011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Qualified Plan Advisory, LLC | ria-firm | — | Santa Ana | CA | 92703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moneypro Wealth Management, LLC | ria-firm | — | Franklin | TN | 36067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tri-quest Investment Advisors | ria-firm | — | Fresno | CA | 93720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Architects, LLC | ria-firm | — | Mountain View | CA | 94040 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Argent Wealth Management, INC. | ria-firm | — | Round Rock | TX | 78664 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harwood Investment Strategies, L.L.C. | ria-firm | — | Monroe | MI | 48162 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mendham Capital Management, INC. | ria-firm | — | Basking Ridge | NJ | 07920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Capital Management LLC | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Willner & Heller LLC | ria-firm | — | Encino | CA | 91436 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonald Partners LLC | ria-firm | — | Cleveland | OH | 44114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Auxi Asset Management, LLC | ria-firm | — | Danville | CA | 94526 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| GS Gamma Advisors, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forward Financial Advisors LLC | ria-firm | — | Los Angeles | CA | 90049 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oliver Financial Planning LLC | ria-firm | — | Ann Arbor | MI | 48104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Linden Advisors LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Voyager Management, LLC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WB Financial Services, LLC | ria-firm | — | Woodland Hills | CA | 91364 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Capital Management, LLC | ria-firm | — | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Phocas Financial Corporation | ria-firm | — | Alameda | CA | 94501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Itm, INC. (d/b/a Resource Consultants, INC.) | ria-firm | — | Omaha | NE | 68124 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brackenwood Capital Management, LLC | ria-firm | — | Bainbridge Island | WA | 98110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summit Creek Advisors | ria-firm | — | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Osprey Money Management, LLC | ria-firm | — | Titusville | FL | 32780 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Akram M. Omari, CPA | ria-firm | — | San Francisco | CA | 94102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Scott & Associates Investment Advisory Services | ria-firm | — | St. Helena | CA | 94574 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gjw Investment Adviser LLC | ria-firm | — | Medina | OH | 44256 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Double Eagle Capital Management LP | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Core Fiduciary Advisors | ria-firm | — | Alexandria | VA | 22314 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| William B. Walkup & Associates, INC. | ria-firm | — | Columbia | SC | 29223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Perspectives | ria-firm | — | Minneapolis | MN | 55447 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| U.S. Institutional Corporation | ria-firm | — | Chesterfield | MO | 63017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Der Noord Financial Advisors, INC. | ria-firm | — | Greer | SC | 29650 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Services Group | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cloud, Minturn & Associates, LLC | ria-firm | — | Torrance | CA | 90503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Propolis Capital Management | ria-firm | — | Steamboat Springs | CO | 80487 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfs Wealth Management | ria-firm | — | Macon | GA | 31210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Modica Financial Services | ria-firm | — | Lebanon | TN | 37087 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Wealth Management Advisors, INC. | ria-firm | — | Dublin | OH | 43017 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balopole Investment Management Corporation | ria-firm | — | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Advisors | ria-firm | — | Tustin | CA | 92780 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Fixed Income Management | ria-firm | — | Orlando | FL | 32804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bcn Financial, INC. | ria-firm | — | Alameda | CA | 94501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anchorage Capital Group, L.L.C. | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holt Investment Advisors | ria-firm | — | Manhattan Beach | CA | 90266 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Capital Management, LLC | ria-firm | — | Muncie | IN | 47305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cline Financial Concepts, LLC | ria-firm | — | Champaign | IL | 61820 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WP Global Partners LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gaines, John Andrew | ria-firm | — | Laguna Niguel | CA | 92677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Rice Partnership, LLC | ria-firm | — | Honolulu | HI | 96813 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Borer Denton & Associates, INC. | ria-firm | — | Blue Bell | PA | 19422 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harding Financial Group | ria-firm | — | Westerville | OH | 43082 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nancy K Weeks Associates, LLC | ria-firm | — | Redwood City | CA | 94063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granderson Wealth Management Group INC | ria-firm | — | Denver | CO | 80246 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolff Financial Advisors, LLC | ria-firm | — | Broomfield | CO | 80021 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1st Securities Management, INC | ria-firm | — | Bad Axe | MI | 48413 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnolia Financial Planning Services, INC. | ria-firm | — | Seneca | SC | 29672 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fata Financial | ria-firm | — | Tiburon | CA | 94920 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reynolds Consulting Services LLC | ria-firm | — | Hicksville | NY | 11801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tieton Capital Management | ria-firm | — | Yakima | WA | 98908 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Asset Management, INC. | ria-firm | — | Woodridge | IL | 60517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Titan Advisors, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corecommodity Management, LLC | ria-firm | — | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allodium Investment Consultants, LLC | ria-firm | — | Minneapolis | MN | 55415 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Copeland Capital Management, LLC | ria-firm | — | Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Asset Management Group Advisors | ria-firm | — | Pompano Beach | FL | 33062 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MY Advisors, LLC | ria-firm | — | Portola Hills | CA | 92679 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Winslow Financial LLC | ria-firm | — | Lake Bluff | IL | 60044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Night Sky Capital Management, LLC | ria-firm | — | Cleveland Heights | OH | 44118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccarthy Wealth & Tax Advisors | ria-firm | — | Springboro | OH | 45066 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allen Capital Group, LLC | ria-firm | — | Grand Island | NE | 68803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aladino Financial Services, INC. | ria-firm | — | EL Dorado Hills | CA | 95762 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cadena Financial Planning & Tax Services | ria-firm | — | San Diego | CA | 92121 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newmyer Wealth Management | ria-firm | — | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marshall Wace North America L.P. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arsenio Capital Management LLC | ria-firm | — | San Anselmo | CA | 94960 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mahoney Fiorentino & CO P.C. | ria-firm | — | Wakefield | MA | 01880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| World Capital Advisors, LLC | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Real Estate Advisors Europe L.P. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Rose Advisors, INC. | ria-firm | — | San Francisco | CA | 94117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westchester Capital Partners, LLC | ria-firm | — | Valhalla | NY | 10595 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Narwhal Capital Management | ria-firm | — | Marietta | GA | 30060 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kessler Financial Services | ria-firm | — | San Jose | CA | 95112 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| FR Financial Advisors LLC | ria-firm | — | Coral Springs | FL | 33067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Filice Retirement Services | ria-firm | — | San Jose | CA | 95110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aristeia Capital, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Circle R Wealth LLC | ria-firm | — | Crivitz | WI | 54114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L.G. Smith Financial Services | ria-firm | — | Long Beach | CA | 90804 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Putman Capital Management, INC. | ria-firm | — | Torrance | CA | 90503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Analytical Services, INC. | ria-firm | — | Fountain Valley | CA | 92708 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wagener-lee, LLC | ria-firm | — | Columbia | MD | 21044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifefocus Financial Advisors, LLC | ria-firm | — | Walla Walla | WA | 99362 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Radcliffe Capital Management, L.P. | ria-firm | — | Bala Cynwyd | PA | 19004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monarch Wealth Strategies | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altamont Wealth Management, INC. | ria-firm | — | Livermore | CA | 94550 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mai Capital Advisor | ria-firm | — | Rehoboth Beach | DE | 19971 | 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