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 80 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| USA Financial Formulas Corporation | ria-firm | — | Ada | MI | 49301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ngc Financial, LLC | ria-firm | — | Bayside | NY | 11361 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mhp Asset Management | ria-firm | — | Tilton | NH | 03276 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthvalues, LLC | ria-firm | — | Redwood City | CA | 94065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focused Investors LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| PF Wealth Management Group, LLC | ria-firm | — | Oakland | CA | 94612 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calculated Financial Solutions, LLC | ria-firm | — | Cedarhurst | NY | 11516 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advowealth Advisors, LLC | ria-firm | — | Reno | NV | 89501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Applied Finance Advisors, LLC | ria-firm | — | San Antonio | TX | 78257 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bland Garvey Wealth Advisors, LLC | ria-firm | — | Richardson | TX | 75080 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L&l Partners Wealth Management, LLC | ria-firm | — | Suffern | NY | 10901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clutterbuck Capital Management LLC | ria-firm | — | Cleveland | OH | 44113 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Colomb Investment Management Company, LLC | ria-firm | — | Metairie | LA | 70001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Westerly Capital Management LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Orr, Brad L. | ria-firm | — | Casper | WY | 82609 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bemanaged | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Analytics Partners, LLC | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capital Strategies Group, LLC | ria-firm | — | Tempe | AZ | 85283 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccmp Capital | ria-firm | — | New York | NY | 10020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fiscal Fitness, LLC | ria-firm | — | Verona | WI | 53593 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investus Financial | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nicholas Investment Partners, L.P. | ria-firm | — | San Diego | CA | 92130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverside Wealth Management, INC. | ria-firm | — | West Palm Beach | FL | 33401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 5th Street Advisors, LLC | ria-firm | — | Southport | CT | 06890 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burkett Financial Services, LLC | ria-firm | — | Rock Hill | SC | 29730 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Minot Deblois Advisors LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cosey Financial Services, INC. | ria-firm | — | Knoxville | TN | 37922 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solaris Private Wealth Management | ria-firm | — | Austin | TX | 78730 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pottle Financial Services, INC | ria-firm | — | Pinehurst | NC | 28374 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| S & A Financial Strategies & Services, LLC | ria-firm | — | Cherry Hill | NJ | 08034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mariner | ria-firm | — | Overland Park | KS | 66211 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rf&l Wealth Management, LLC | ria-firm | — | Acton | MA | 01720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Turtle Creek Trust | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northgate Capital, L.P. | ria-firm | — | Danville | CA | 94526 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AG Financial | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hilton Head Financial Advisors, INC. | ria-firm | — | Hilton Head | SC | 29926 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Duell Financial Strategies | ria-firm | — | Appleton | WI | 54914 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Action, INC. | ria-firm | — | Monument | CO | 80132 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sdm Investments, LLC | ria-firm | — | Merrillville | IN | 46410 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perspective Wealth Partners, LLC | ria-firm | — | Boise | ID | 83702 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunsage Capital Management | ria-firm | — | Grapevine | TX | 76051 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| York Capital Management | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cedar Mountain Advisors, LLC | ria-firm | — | Lake Oswego | OR | 97035 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Concorde Asset Management, LLC | ria-firm | — | Ann Arbor | MI | 48108 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Deer Park Road Management Company, LP | ria-firm | — | Steamboat Springs | CO | 80487 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Riverview Capital Advisers LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Securities LLC | ria-firm | — | Overland Park | KS | 66209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Old Mission Investment Company, LLC | ria-firm | — | Traverse City | MI | 49686 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Advisor Group, LLC | ria-firm | — | Cambridge | MN | 55008 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John Wessler & Associates | ria-firm | — | Waco | TX | 76710 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jacobson & Schmitt Advisors, LLC | ria-firm | — | Middleton | WI | 53562 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Templeton Fund Adviser, LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davie Kaplan Wealth Care Advisors, LLC | ria-firm | — | Rochester | NY | 14618 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Great Lakes Benefits and Wealth Management | ria-firm | — | Sandusky | OH | 44870 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AC Investment Management LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Folger Nolan Fleming Douglas Capital Management, INC. | ria-firm | — | Washington | DC | 20005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rvw Wealth LLC | ria-firm | — | Los Angeles | CA | 90067 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.J. Burns & Company | ria-firm | — | Melville | NY | 11747 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oppenheimer Alternative Investment Management, LLC | ria-firm | — | New York | NY | 10004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Covalent Partners LLC | ria-firm | — | Concord | MA | 01742 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthmd Corporation | ria-firm | — | Louisville | KY | 40205 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barron Financial Group, LLP | ria-firm | — | Torrington | CT | 06790 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guelich Capital Management, LLC | ria-firm | — | Roanoke | VA | 24016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alexander Capital Advisors, LLC | ria-firm | — | New Canaan | CT | 06840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comprehensive Wealth Management Group, LLC | ria-firm | — | Staten Island | NY | 10309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacy Financial Services Group, INC. | ria-firm | — | Traverse City | MI | 49684 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bhk Investment Advisors | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Headinvest | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Twin Focus Capital Partners, LLC | ria-firm | — | Boston | MA | 02116 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Valuation Group, INC. | ria-firm | — | New York | NY | 10022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Capital Advisory Group Advisory Services, LLC | ria-firm | — | Phoenix | AZ | 85051 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elm3 Financial Group, LLC | ria-firm | — | Alpharetta | GA | 30022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Larson Financial Group, LLC | ria-firm | — | Saint Louis | MO | 63102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Centurion Advisory Group, INC | ria-firm | — | Suwanee | GA | 30024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Lane Advisors | ria-firm | — | Centerville | UT | 84014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Alliance, LLC | ria-firm | — | San Diego | CA | 92130 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfp, LLC | ria-firm | — | Birmingham | AL | 35243 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Artifex Financial Group, LLC | ria-firm | — | Oakwood | OH | 45419 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sterling Investment Advisors LTD. | ria-firm | — | Berwyn | PA | 19312 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walen Financial Group, LLC | ria-firm | — | Toledo | OH | 43623 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ted Buchan & Company | ria-firm | — | San Diego | CA | 92128 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Storehouse Financial LLC | ria-firm | — | Fort Worth | TX | 76107 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Investment Strategies, LLC | ria-firm | — | Oklahoma City | OK | 73170 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Wealth Management LLC | ria-firm | — | Briarcliff Manor | NY | 10510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whale Rock Capital Management | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carminucci Wealth Management | ria-firm | — | Croton Falls | NY | 10519 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Capital Partners, LLC | ria-firm | — | Chicago | IL | 60611 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lynch & Associates | ria-firm | — | Boston | MA | 02116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Citizens Asset Management, INC | ria-firm | — | Raleigh | NC | 27615 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Whalerock Point Partners, LLC | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Montgomery Financial Group, INC. | ria-firm | — | Orleans | MA | 02653 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Comperio Retirement Consulting, INC. | ria-firm | — | Cary | NC | 27518 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gunderson Capital Management | ria-firm | — | Mount Pleasant | SC | 29466 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bay Capital Advisors, LLC | ria-firm | — | Virginia Beach | VA | 23452 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Energy Income Partners | ria-firm | — | Westport | CT | 06880 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parallel Advisors, LLC | ria-firm | — | San Francisco | CA | 94105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asage Financial LLC | ria-firm | — | Lafayette | CA | 94549 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kovack Advisors, INC. | ria-firm | — | Ft. Lauderdale | FL | 33308 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Santa Fe' Wealth Management | ria-firm | — | San Diego | CA | 92121 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mette Associates, LLC | ria-firm | — | Tempe | AZ | 85281 | 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