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 78 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Glenview Capital Management, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catamount Capital LLC | ria-firm | β | Dallas | TX | 75226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookstone Wealth Advisors, LLC | ria-firm | β | Wheaton | IL | 60189 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bear Creek Asset Management, LLC | ria-firm | β | Denver | CO | 80202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Endeavour Capital Advisors INC. | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barton Advisory Services, L.L.C. | ria-firm | β | Lafayette | LA | 70503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantic Investment Management, INC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prescott, Adams and Group INC. | ria-firm | β | Albertson | NY | 11507 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ats Wealth Management | ria-firm | β | San Diego | CA | 92121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Asset Management Services, INC. | ria-firm | β | Broadview Heights | OH | 44147 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riva Ridge Capital Management LP | ria-firm | β | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axis Financial, LLC | ria-firm | β | Odon | IN | 47562 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterfall Asset Management, LLC | ria-firm | β | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thrivent Asset Management, LLC | ria-firm | β | Minneapolis | MN | 55402 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiptree Advisors, LLC | ria-firm | β | New York | NY | 10003 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vectors Asset Management | ria-firm | β | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cloak Advisors | ria-firm | β | Albuquerque | NM | 87110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zuckerman Investment Group | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.G. Niederhoffer Capital Management, INC. | ria-firm | β | Sunny Isles Beach | FL | 33160 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investcorp Investment Advisers LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Wealth Management | ria-firm | β | Sarasota | FL | 34238 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greene Wealth Management, LLC | ria-firm | β | Seattle | WA | 98101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bentallgreenoak Strategic Capital Partners | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tlc Group Investment Advisors, LLC | ria-firm | β | State College | PA | 16801 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greylock Capital Management, LLC | ria-firm | β | Stamford | CT | 06901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Q3 Asset Management Corporation | ria-firm | β | Birmingham | MI | 48009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gates Capital Management, INC. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bisonwood Financial Management | ria-firm | β | Tyler | TX | 75703 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smi Advisory Services, LLC | ria-firm | β | Columbus | IN | 47203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Corsair Capital LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cantillon Capital Management LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Point LLC | ria-firm | β | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenleaf Financial Group | ria-firm | β | Carmel | IN | 46032 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zaks Investment Advisory Service, LLC | ria-firm | β | Chicago | IL | 60603 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pioneer Financial, INC. | ria-firm | β | South Hadley | MA | 01075 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Founders Financial Securities, LLC | ria-firm | β | Towson | MD | 21286 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bluestone Wealth Management LLC | ria-firm | β | Keene | NH | 03431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chappell Financial Group | ria-firm | β | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Coast Investment Advisors, LLC | ria-firm | β | West Linn | OR | 97068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drum Capital Management LLC | ria-firm | β | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schnell Financial Group, LLC | ria-firm | β | Sedalia | MO | 65301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Praesidium Investment Management | ria-firm | β | New York | NY | 10018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Factor Investment Solutions, LLC | ria-firm | β | Tucson | AZ | 85750 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turning Point Financial, INC. | ria-firm | β | Charlotte | NC | 28277 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Basswood Capital Management, L.L.C. | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centennial Wealth Advisory, LLC | ria-firm | β | Traverse City | MI | 49684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trg Management LP | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Balyasny Asset Management L.P. | ria-firm | β | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantum Financial Partners LLC | ria-firm | β | Overland Park | KS | 66210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Principled Wealth Advisors, LLC | ria-firm | β | Covington | KY | 41011 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Strategic Capital | ria-firm | β | Santa Ana | CA | 92707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Montgomery Capital Advisors LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spurgeon Financial Group | ria-firm | β | Stockton | CA | 95207 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maltese Capital Management, LLC | ria-firm | β | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nea Member Benefits | ria-firm | β | Gaithersburg | MD | 20878 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Frederick, Mark D. | ria-firm | β | Roseville | CA | 95661 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Real Estate Advisors V L.P. | ria-firm | β | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Atlantes Financial Advisors | ria-firm | β | Fairhope | AL | 36532 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tiger Bay Management, INC. | ria-firm | β | Portsmouth | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mitchell, Mcleod, Pugh & Williams, INC. | ria-firm | β | Mobile | AL | 36606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luxor Capital Group, LP | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Levin & Levy, LLP | ria-firm | β | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Creative Retirement Planning, INC. | ria-firm | β | Sequim | WA | 98382 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ortelius Capital Partners | ria-firm | β | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wallender, Timothy Joseph | ria-firm | β | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lanx Management, LLC | ria-firm | β | White Plains | NY | 10601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tig Advisors LLC | ria-firm | β | New York | NY | 10017 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sweeney Asset Management, LLC | ria-firm | β | Oklahoma City | OK | 73118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spectrum Strategic Capital Management, LLC | ria-firm | β | Corvallis | OR | 97330 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathworks Financial, INC. | ria-firm | β | Novi | MI | 48375 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pelion Investment Advisors, INC. | ria-firm | β | Tampa | FL | 33602 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Creek Capital Management, LLC | ria-firm | β | Chapel Hill | NC | 27517 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metacapital Management, L.P. | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Value Partners, LLC | ria-firm | β | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Builders Financial Group LLC | ria-firm | β | Westminster | MD | 21157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifetime Financial Advisors INC | ria-firm | β | Encinitas | CA | 92024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Physician Family Financial Advisors INC | ria-firm | β | Beaverton | OR | 97008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Permit Capital, LLC | ria-firm | β | West Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Navy Federal Investment Services, LLC | ria-firm | β | Vienna | VA | 22180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paloma Partners Management Company | ria-firm | β | Greenwich | CT | 06836 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schaffer & Company Asset Management, INC. | ria-firm | β | Jacksonville | FL | 32225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omnistar Financial Group, INC. | ria-firm | β | Wilmington | NC | 28403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northstar Capital Funds, LLC | ria-firm | β | New York | NY | 10110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cvc Credit Partners, LLC | ria-firm | β | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alhambra Investment Management LLC | ria-firm | β | Palmetto Bay | FL | 33176 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Marble Harbor Investment Counsel, LLC | ria-firm | β | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Acp Capital Management, LLC | ria-firm | β | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Anderson Growth Partners, LLC | ria-firm | β | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msress III Manager, L.L.C. | ria-firm | β | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advocates Wealth Planning | ria-firm | β | Houston | TX | 77024 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Advisors Asset Management, LLC | ria-firm | β | Bethlehem | PA | 18018 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redmond Asset Management, LLC | ria-firm | β | Henrico | VA | 23229 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greywolf Capital Management LP | ria-firm | β | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waynefirebaugh, INC. | ria-firm | β | Roanoke | VA | 24011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tremblant Capital Group | ria-firm | β | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Teewinot Capital Advisers, L.L.C. | ria-firm | β | Norwalk | CT | 06853 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Portfolio Management, LLC | ria-firm | β | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glg LLC | ria-firm | β | New York | NY | 10105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dejarnatt, Paul E | ria-firm | β | Pleasanton | CA | 94566 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagle Financial Strategies | ria-firm | β | Bangor | ME | 04401 | 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