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 77 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Financial Concepts Unlimited, INC. | ria-firm | — | San Rafael | CA | 94903 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dorman Financial Management, P.A. | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| DW Financial INC | ria-firm | — | Anaheim | CA | 92807 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Coast Investments | ria-firm | — | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broxton Capital Advisors | ria-firm | — | Old San Juan | PR | 00901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifrah Financial Services, INC. | ria-firm | — | Little Rock | AR | 72223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glazer Capital, LLC. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heartwood Funds | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Financial Partners | ria-firm | — | Upland | CA | 91784 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Management Partners L.L.C. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifeplan Financial, LLC | ria-firm | — | Mankato | MN | 56001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yim Investment Management, LLC | ria-firm | — | Honolulu | HI | 96826 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virji Investments, INC. | ria-firm | — | Lake Mary | FL | 32746 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Johannsen & Associates, INC. | ria-firm | — | Santa Barbara | CA | 93111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| C2g Capital Management LLC | ria-firm | — | Summerville | SC | 29483 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orange Capital Management, INC. | ria-firm | — | Orange | CA | 92868 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gabelli & Company Investment Advisers, INC. | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Partners Financial Group, LLC | ria-firm | — | Woodstock | GA | 30188 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearbridge Investments, LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elco Management Company, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams Financial, LLC | ria-firm | — | North Bennington | VT | 05257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Usca Asset Management LLC | ria-firm | — | Houston | TX | 77027 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Wealth Management, INC. | ria-firm | — | Columbia | MD | 21045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sheffield Asset Management, L.L.C. | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elevation Point Wealth Partners, LLC | ria-firm | — | Denver | CO | 80203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optivest, INC. | ria-firm | — | San Juan Capistrano | CA | 92675 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management | ria-firm | — | Norfolk | NE | 68701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gravity Capital Management LLC | ria-firm | — | New York | NY | 10011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lamont Trading Advisors, INC. | ria-firm | — | Huntsville | AL | 35806 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eddleman & Eddleman INC | ria-firm | — | Jackson | TN | 38305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paratus Wealth Management, LLC | ria-firm | — | Long Lake | MN | 55356 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Financial Corporation | ria-firm | — | Jackson | WY | 83001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gordon Asset Management LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Two Sigma Investments, LP | ria-firm | — | New York | NY | 10013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Triaxx Asset Management LLC | ria-firm | — | New York | NY | 10007 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sovereign Financial Group | ria-firm | — | Raleigh | NC | 27612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Levin Capital Strategies, L.P. | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| VR Advisory Services LTD. | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Wealth Advisors, INC. | ria-firm | — | Newport Beach | CA | 92660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Eck Absolute Return Advisers Corp. | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Abrams Bison Investments, L.L.C. | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Advisors, LLC | ria-firm | — | Bluffton | SC | 29910 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Indian River Financial Group, INC. | ria-firm | — | Delray Beach | FL | 33445 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gulfcoast Financial Services, INC. | ria-firm | — | Lake City | FL | 32055 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Wealth Management, INC. | ria-firm | — | Culver City | CA | 90230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Wealth Management | ria-firm | — | Tewksbury | MA | 01876 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merced Capital, L.P. | ria-firm | — | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Structured Investment Advisors, LLC | ria-firm | — | Sandusky | OH | 44870 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everest Financial Group | ria-firm | — | Minneapolis | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ames Financial Services | ria-firm | — | Lakewood | CA | 90712 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ehmli Investment Advisors LLC | ria-firm | — | Dayton | OH | 45459 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Michael W. Duran, CPA, Apc | ria-firm | — | Fullerton | CA | 92832 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lighthouse Financial | ria-firm | — | Saint Petersburg | FL | 33709 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pya Waltman Capital, LLC | ria-firm | — | Knoxville | TN | 37922 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Callahan & Callahan Asset Management, INC. | ria-firm | — | Woodland Hills | CA | 91367 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taconic Capital Advisors LP | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxout Savings Advisors LLC | ria-firm | — | Houston | TX | 77056 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Senvest Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Avanti Wealth Management | ria-firm | — | Longwood | FL | 32750 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secura Financial | ria-firm | — | Orange | CA | 92868 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reynders, Mcveigh Capital Management, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lang & Becker, INC. | ria-firm | — | Washington | MO | 63090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Tax & Investments, INC. | ria-firm | — | Orlando | FL | 32803 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Korbitz Financial Planning LLC | ria-firm | — | Milwaukee | WI | 53217 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacer Advisors, INC. | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brandywine Managers, LLC | ria-firm | — | Hockessin | DE | 19707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aft, Forsyth and Company, INC. | ria-firm | — | Jupiter | FL | 33458 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asti Financial Management | ria-firm | — | Novato | CA | 94947 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Snowball Wealth Management | ria-firm | — | Boulder | CO | 80301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Poinciana Advisors Group, LLC | ria-firm | — | Palm Beach Gardens | FL | 33410 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guggenheim Partners Investment Management, LLC | ria-firm | — | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadleaf Partners, LLC | ria-firm | — | Hudson | OH | 44236 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warren Capital Group | ria-firm | — | Charleston | SC | 29403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bull & Bear Capital Advisors, LLC | ria-firm | — | Jacksonville | FL | 32224 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Consulting Group Advisory Services LLC | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Counselors of Redlands LLC | ria-firm | — | Redlands | CA | 92373 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockwood Wealth Management, LLC | ria-firm | — | New Hope | PA | 18938 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heritage Wealth Advisors | ria-firm | — | Richmond | VA | 23219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Magnitude Capital, LLC | ria-firm | — | New York | NY | 10166 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pmb Advisors | ria-firm | — | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Financial Services, INC. | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Consultants | ria-firm | — | San Diego | CA | 92108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tortuga Advisers LLC | ria-firm | — | Simi Valley | CA | 93065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Alternative Credit Advisors LP | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twin Lakes Capital | ria-firm | — | Redwood Shores | CA | 94065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harvest Financial Advisors, INC. | ria-firm | — | Huntington Beach | CA | 92649 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AK Global Asset Management, LLC | ria-firm | — | Oakland | CA | 94612 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Charleston Financial Advisors, LLC | ria-firm | — | Charleston | SC | 29401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trellus Management Company, LLC | ria-firm | — | Delray Beach | FL | 33445 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gamble Capital Strategies | ria-firm | — | W Los Angeles | CA | 90064 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iammarino, Nicholas J. | ria-firm | — | Carlsbad | CA | 92008 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franco Financial Advisors, INC. | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aegis Financial Advisory | ria-firm | — | Lake Oswego | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roseline Capitol Advisors, LLC | ria-firm | — | Richmond | VA | 23219 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Masters Capital Management, L.L.C. | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sands Capital Management, LLC | ria-firm | — | Arlington | VA | 22209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gabriel Capital, LLC | ria-firm | — | Portland | OR | 97225 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truffle Hound Capital, LLC | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taurus Capital Advisors, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beverly Hills Financial Planners, LLC | ria-firm | — | Sherman Oaks | CA | 91403 | 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