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 79 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Alpha Advisors, LLC | ria-firm | — | Lakeland | FL | 33801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kohmann Bosshard Financial Services, LLC. | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ejf Capital LP | ria-firm | — | Arlington | VA | 22201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birdrock Wealth | ria-firm | — | Austin | TX | 78733 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traynor Capital Management | ria-firm | — | Malvern | PA | 19355 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpine Associates Management INC. | ria-firm | — | Palm Beach | FL | 33480 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolverine Asset Management, LLC | ria-firm | — | Chicago | IL | 60604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newbrook Capital Advisors LP | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dai Wealth, LLC | ria-firm | — | Atlanta | GA | 30345 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Onex Credit Partners, LLC | ria-firm | — | Englewood Cliffs | NJ | 07632 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chi-rho Financial, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Freedom Day Solutions, LLC | ria-firm | — | Houston | TX | 77055 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Empyrean Capital Partners, LP | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Capital Strategies, INC. | ria-firm | — | San Jose | CA | 95129 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sprott Asset Management USA INC. | ria-firm | — | Darien | CT | 06820 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| MV Capital Management, INC. | ria-firm | — | Bethesda | MD | 20814 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Emstone Advisers, LLC | ria-firm | — | Leola | PA | 17540 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cpr Investments INC | ria-firm | — | Rochester | MI | 48307 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highvista Private Capital Management LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blbb Advisors | ria-firm | — | Montgomeryville | PA | 18936 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Wealth Advisors LLC | ria-firm | — | Troy | MI | 48083 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Advisory Firm | ria-firm | — | Alpharetta | GA | 30004 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White, Roberts & Stratton, INC. | ria-firm | — | Flossmoor | IL | 60422 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merrion Investment Management CO, LLC | ria-firm | — | Cranford | NJ | 07016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tomchaney Investment Services, INC. | ria-firm | — | Orland Park | IL | 60462 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sueing Investments, LLC | ria-firm | — | Dallas | TX | 75204 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S.B. Value Partners, L.P. | ria-firm | — | San Antonio | TX | 78212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New Horizon Asset Management | ria-firm | — | Hot Springs | AR | 71901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthscape, LLC | ria-firm | — | Atlanta | GA | 30309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bonwell Capital Management, LLC | ria-firm | — | Richmond | VA | 23226 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Werba Rubin Papier Wealth Management, LLC | ria-firm | — | San Jose | CA | 95112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Financial Group, LLC | ria-firm | — | Portland | OR | 97223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fillmore Capital Partners, LLC | ria-firm | — | Powell | OH | 43065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Picket Fence Financial, LLC | ria-firm | — | Forest Hill | MD | 21050 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmh Wealth Management, LLC | ria-firm | — | Hanover | NH | 03755 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chf Wealth Management, LLC | ria-firm | — | Lafayette | LA | 70508 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hawley Advisors | ria-firm | — | Walnut Creek | CA | 94596 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S & K Investment Services, LLC | ria-firm | — | Centreville | VA | 20120 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Planning Specialists, INC. | ria-firm | — | Ashland | OR | 97520 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maxim Financial Advisors LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Global Advisors L.P. | ria-firm | — | the Woodlands | TX | 77381 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Owl Creek Asset Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Eagil Financial Services | ria-firm | — | Woodcliff Lake | NJ | 07677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Street Advisors | ria-firm | — | Myrtle Beach | SC | 29577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gfn Capital Management | ria-firm | — | Richardson | TX | 75080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stone House Investment Management, LLC | ria-firm | — | Tunkhannock | PA | 18657 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Boston Investment Trust Management, INC. | ria-firm | — | Bridgewater | MA | 02324 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Traver Financial Consulting Network PA | ria-firm | — | Lakewood Ranch | FL | 34202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Hoerner Planning Group, LLC | ria-firm | — | Middleburg | VA | 20117 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guzek Asset Management | ria-firm | — | Bloomington | MN | 55431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Von Kohorn Research & Advisory, INC. | ria-firm | — | Norwalk | CT | 06854 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgelight Financial Advisors, INC | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kilner Capital Advisors, LLC | ria-firm | — | Gaithersburg | MD | 20877 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trendz Advisors | ria-firm | — | Knoxville | TN | 37919 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cfi Partners | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sitman, Freed & CO. LLP | ria-firm | — | Feasterville | PA | 19053 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trusted Advisors Group LLC | ria-firm | — | Greenbelt | MD | 20770 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coastwise Capital Group, LLC | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Celenian Capital, LLC | ria-firm | — | Miami | FL | 33131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wright Private Asset Management LLC | ria-firm | — | Shelton | CT | 06484 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| JH Advisors | ria-firm | — | Salem | OR | 97302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Azzendo Wealth Advisors | ria-firm | — | Hollywood | FL | 33021 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| M.P. Collins Wealth Advisor Alliance, LLC | ria-firm | — | Pittsburgh | PA | 15236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pasqua Wealth Solutions | ria-firm | — | Palm City | FL | 34990 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Crescat Portfolio Management LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwt Financial Services | ria-firm | — | Cumberland | MD | 21502 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Alliance, LLC | ria-firm | — | Urbandale | IA | 50322 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Planning, INC. | ria-firm | — | Columbus | OH | 43235 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brown Advisory Group, LLC | ria-firm | — | East Providence | RI | 02915 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arrow Investment Advisors, LLC | ria-firm | — | Laurel | MD | 20707 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bhk Securities, LLC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trasatti Wealth Planning, LLC | ria-firm | — | Baltimore | MD | 21230 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathfinder Finance and Insurance Solutions | ria-firm | — | Irvine | CA | 92618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wisdomtree Asset Management, INC. | ria-firm | — | New York | NY | 10119 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thalassa Capital LLC | ria-firm | — | Bend | OR | 97701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tectonic Advisors LLC | ria-firm | — | Frisco | TX | 75034 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alpha Investment Consulting Group, LLC | ria-firm | — | Milwaukee | WI | 53202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Steven H. Lewis P.C. | ria-firm | — | Chicago | IL | 60611 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nvest Wealth Strategies, INC. | ria-firm | — | Powell | OH | 43065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davies Financial Advisors, INC. | ria-firm | — | Murrieta | CA | 92562 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peachtree Wealth Advisors, INC | ria-firm | — | Atlanta | GA | 30342 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarivest Asset Management LLC | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 7th Harvest Investments | ria-firm | — | Dallas | TX | 75248 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forest Asset Management LLC | ria-firm | — | Riverside | IL | 60546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackgold Capital Management LP | ria-firm | — | Houston | TX | 77098 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keyes, Stange & Wooten Wealth Management, LLC | ria-firm | — | Daytona Beach | FL | 32114 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Advisors, LLC | ria-firm | — | Plymouth Meeting | PA | 19462 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Eideard Group, LLC | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Strategy Advisors, LLC | ria-firm | — | Wayland | MA | 01778 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearwater Capital Partners | ria-firm | — | Hoffman Estates | IL | 60169 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catalyst Capital Advisors LLC | ria-firm | — | San Juan | PR | 00912 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sanchez & Zures, LLC | ria-firm | — | Mclean | VA | 22102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hanover Strategic Management, LLC | ria-firm | — | Wellesley | MA | 02482 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Catherine R. Smith, Financial Planner, LLC | ria-firm | — | Anchorage | AK | 99503 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonebridge Financial Solutions, INC | ria-firm | — | Lone Tree | CO | 80124 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Round Oak Capital LLC | ria-firm | — | Charlottesville | VA | 22902 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Torrey Growth & Income Advisors, LLC | ria-firm | — | Del Mar | CA | 92014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goodrich Financial Group, LLC | ria-firm | — | Escondido | CA | 92029 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joel Smith & Associates, LLC | ria-firm | — | Atlanta | GA | 30339 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Summa Capital Management LLC | ria-firm | — | Santa Barbara | CA | 93101 | 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