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 76 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Magnetar Financial LLC | ria-firm | β | Evanston | IL | 60201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fields Gottscho Capital Management LLC | ria-firm | β | Charlottesville | VA | 22903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quality Wealth Management | ria-firm | β | Phoenix | AZ | 85042 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcm Wealth | ria-firm | β | Novato | CA | 94945 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Palisade Asset Management, LLC | ria-firm | β | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| O'brien Capital Management, INC. | ria-firm | β | Nyack | NY | 10960 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stieven Capital Advisors, L.P. | ria-firm | β | St. Louis | MO | 63131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldman Lancaster, INC. | ria-firm | β | Long Beach | CA | 90802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mork Capital Management | ria-firm | β | Healdsburg | CA | 95448 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| East Coast Wealth Management, INC. | ria-firm | β | Florham Park | NJ | 07932 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Garrison Phillips, LLC | ria-firm | β | Rye Brook | NY | 10573 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Plan B Investments, INC. | ria-firm | β | Carmel Valley | CA | 93924 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Security Planning Services, INC. | ria-firm | β | Corte Madera | CA | 94925 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interfunds | ria-firm | β | Emeryville | CA | 94608 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Five Arrows Managers North America LLC | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James A. Jimenez | ria-firm | β | San Jose | CA | 95128 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonell, Mark Robert | ria-firm | β | Santa Rosa | CA | 95404 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longview Wealth Management | ria-firm | β | Atlanta | GA | 30342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Womack & Associates, LLC | ria-firm | β | Huntsville | AL | 35802 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alvarado Management Company | ria-firm | β | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gilmore Financial Services, LLC | ria-firm | β | San Mateo | CA | 94402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cedarview Capital Management, LP | ria-firm | β | Woodmere | NY | 11598 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benning Financial Group, LLC | ria-firm | β | Benicia | CA | 94510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anthem Asset Management | ria-firm | β | Glastonbury | CT | 06033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Wealth Management, LLC | ria-firm | β | Rutherford | NJ | 07070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bartlett, Lawrence E | ria-firm | β | Arcadia | CA | 91006 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Futura Asset Advisors LLC | ria-firm | β | Coral Gables | FL | 33134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belville Financial Advisors | ria-firm | β | Monterey | CA | 93940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mendota Financial Group, LLC | ria-firm | β | Madison | WI | 53703 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jsw Global Capital Group | ria-firm | β | Fresno | CA | 93710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| D & T Financial Advisors, INC. | ria-firm | β | Concord | CA | 94520 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Key Investment Services LLC | ria-firm | β | Brooklyn | OH | 44144 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holland Advisory Services, INC. | ria-firm | β | Ormond Beach | FL | 32174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axiom Advisors, LLC | ria-firm | β | Bedford | NH | 03110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Antonio Andrade, Cfp | ria-firm | β | Ukiah | CA | 95482 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Open Field Capital LLC | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Retirement & Financial Planning | ria-firm | β | San Rafael | CA | 94903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Baugh & Associates, LLC | ria-firm | β | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmb Financial Managers, INC. | ria-firm | β | Santa Ana | CA | 92707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kensington Financial Advisors LLC | ria-firm | β | Roseland | NJ | 07068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Legacy Management, Nc. | ria-firm | β | Little Rock | AR | 72211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stephens Investment Management Group, LLC | ria-firm | β | Little Rock | AR | 72201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hammond Iles Wealth Advisors | ria-firm | β | Wethersfield | CT | 06109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Double Bay Management & Planning | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffith & Werner, INC. | ria-firm | β | Canton | GA | 30115 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Archer Investment Corporation | ria-firm | β | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rmh Capital Advisors, LLC | ria-firm | β | Houston | TX | 77057 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| North Berkeley Wealth Management, LLC | ria-firm | β | Berkeley | CA | 94707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tomasetti Investment Group, LLC | ria-firm | β | Needham | MA | 02494 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth & Tax Planners LLC | ria-firm | β | Walnut Creek | CA | 94598 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lee R. Robinson & Associates | ria-firm | β | Stockton | CA | 95207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gulfstream Financial Group LLC | ria-firm | β | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Leading Edge Investment Advisors,llc | ria-firm | β | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Petrie Capital Management LLC. | ria-firm | β | Seattle | WA | 98103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paradigm Funds Advisor LLC | ria-firm | β | Albany | NY | 12207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trippon Wealth Management Group LLC | ria-firm | β | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanders Smith Limited | ria-firm | β | Tarrytown | NY | 10591 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shell Capital Management, LLC | ria-firm | β | Knoxville | TN | 37923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ades Investment Counsel, INC. | ria-firm | β | Los Angeles | CA | 90064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Craig V. Castanos CPA | ria-firm | β | LA Mesa | CA | 91941 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hemisphere Partners LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steven Robert Jakowchik | ria-firm | β | Los Angeles | CA | 90049 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Epiphany Capital | ria-firm | β | Vernon Hills | IL | 60061 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firebird Management | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenstone Partners, LLC | ria-firm | β | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Unfcu Advisors LLC | ria-firm | β | Long Island City | NY | 11101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sage Capital Advisors, LLC | ria-firm | β | Sioux Falls | SD | 57104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Investment Partners, LLC | ria-firm | β | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mchenry Capital, L.L.C. | ria-firm | β | Leavenworth | WA | 98826 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| LD Lowe Wealth Advisory | ria-firm | β | Richardson | TX | 75081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pico Associates | ria-firm | β | Oakland | CA | 94601 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiduciary Management Group, LLC | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Personal Asset Management | ria-firm | β | ST Petersburg | FL | 33707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fleming & Associates, LLC | ria-firm | β | San Diego | CA | 92101 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meyers Financial Services | ria-firm | β | Sonoma | CA | 95476 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bretwood Capital Partners, LLC | ria-firm | β | Altlanta | GA | 30326 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cross Shore Capital Management, LLC | ria-firm | β | Great Neck | NY | 11021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L & B Realty Advisors, LLP | ria-firm | β | Dallas | TX | 75206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Hill Capital Management, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Wealth Advisory, LLC | ria-firm | β | Memphis | TN | 38137 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Annandale Capital, LLC | ria-firm | β | Dallas | TX | 75204 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Standfast Asset Management, LLC | ria-firm | β | Jacksonville Beach | FL | 32250 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aureus Asset Management, LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Win Team Advisory Services | ria-firm | β | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M Financial Asset Management, INC. | ria-firm | β | Portland | OR | 97209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thurston Hall Investment Research, LLC | ria-firm | β | Newton | MA | 02464 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cyrus Capital Partners, L.P. | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drake Capital Advisors LLC | ria-firm | β | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sharper & Granite LLC | ria-firm | β | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Myfinancialpro, LLC | ria-firm | β | Shelton | CT | 06484 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| H.S. Financial, INC. | ria-firm | β | San Diego | CA | 92131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nfi, LLC | ria-firm | β | Seven Fields | PA | 16046 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodnow Investment Group LLC | ria-firm | β | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vision Capital Investment Management, INC. | ria-firm | β | San Francisco | CA | 94118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Wealth Advisors. LLC | ria-firm | β | Hartland | WI | 53029 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kline Capital Management LLC | ria-firm | β | Northfield | IL | 60093 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Applied Financial Planning, INC. | ria-firm | β | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rsg Financial Group INC | ria-firm | β | Stockton | CA | 95219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traub Capital Management | ria-firm | β | Needham | MA | 02492 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccormack Financial Planning INC. | ria-firm | β | Atlanta | GA | 30342 | 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