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 81 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Vida Wealth Partners, INC. | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Investment Advisors, LLC | ria-firm | — | Lansdale | PA | 19446 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Thompson Wealth Advisors | ria-firm | — | Statesville | NC | 28677 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worch Financial Group, LLC | ria-firm | — | Rockville | MD | 20852 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bca Private Wealth, INC. | ria-firm | — | Greenville | SC | 29607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Joseph C. Longo, Attorney at Law | ria-firm | — | Santa Monica | CA | 90401 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| L & S Advisors, INC | ria-firm | — | Los Angeles | CA | 90025 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Viagem, LLC | ria-firm | — | St. Louis | MO | 63131 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Embarcadero Financial Group | ria-firm | — | San Francisco | CA | 94104 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Maze Financial Planning | ria-firm | — | Chapel Hill | NC | 27516 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Newport Group Consulting, LLC | ria-firm | — | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Capital Management, LLC | ria-firm | — | Overland Park | KS | 66202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannon Beach Financial Advisors | ria-firm | — | San Ramon | CA | 94583 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Financial Management LLC | ria-firm | — | Burlington | MA | 01803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Levine Leichtman Capital Partners, LLC | ria-firm | — | Beverly Hills | CA | 90210 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jmc Wealth | ria-firm | — | Chicago | IL | 60607 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Swbc Investment Company | ria-firm | — | San Antonio | TX | 78216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alphaq Advisors | ria-firm | — | Winter Park | FL | 32789 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ccf Advisors LLC | ria-firm | — | Rocky River | OH | 44116 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hardy Reed, LLC | ria-firm | — | Tupelo | MS | 38804 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goldberg Lindsay & CO. LLC | ria-firm | — | New York | NY | 10111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lifelong Investment Solutions, LLC | ria-firm | — | Schaumburg | IL | 60195 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| KA Fund Advisors, LLC | ria-firm | — | Houston | TX | 77002 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Investment Advisors, LLC | ria-firm | — | West Chester | PA | 19380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davisson Investment, LLC | ria-firm | — | Newington | NH | 03801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sierra Financial Advisors, LLC | ria-firm | — | Ramsey | NJ | 07446 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Allegiant Financial Advisors, LLC | ria-firm | — | Miami Beach | FL | 33139 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Omnivest Group LLC | ria-firm | — | Princeton | NJ | 08540 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hokin Investment Advisors INC. | ria-firm | — | Northbrook | IL | 60062 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Advisors Consortium, INC. | ria-firm | — | Pittsburgh | PA | 15237 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barton Investment Management, LLC | ria-firm | — | W. Conshohocken | PA | 19428 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Public Safety Financial/galloway | ria-firm | — | Mesa | AZ | 85201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrated Wealth Management, INC. | ria-firm | — | Uniontown | OH | 44685 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Driscoll Group, INC. | ria-firm | — | Jacksonville | FL | 32216 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ancient Art, L.P. | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Limerick Financial Group, LLC | ria-firm | — | Limerick | PA | 19468 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tpg Financial Advisors, LLC | ria-firm | — | Portland | OR | 97223 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wichita Wealth Management, LLC | ria-firm | — | Wichita | KS | 67212 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cardinal Point Capital LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walter J. Reyna, INC. | ria-firm | — | Mcallen | TX | 78504 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ralicki Wealth Management & Trust Services | ria-firm | — | Stuart | FL | 34997 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Secure Investment Management, LLC | ria-firm | — | Tucson | AZ | 85741 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Henrickson Nauta Wealth Advisors, INC. | ria-firm | — | Belmont | MI | 49306 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nepsis, INC. | ria-firm | — | Minneapolis | MN | 55423 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kdwallstreet Investment Advisor LLC | ria-firm | — | Topeka | KS | 66615 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pharo Management, INC. | ria-firm | — | New York | NY | 10001 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hayes Asset Management, LLC | ria-firm | — | Rochester | NY | 14604 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Folmar Advisory, LLC | ria-firm | — | Southfield | MI | 48075 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morton Wealth | ria-firm | — | Calabasas | CA | 91301 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tree City Investments, INC. | ria-firm | — | Lake Forest | IL | 60045 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mason & Associates, INC. | ria-firm | — | Los Angeles | CA | 90041 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Compass Investments LLC | ria-firm | — | Pittsburgh | PA | 15203 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Capco Asset Management, LLC | ria-firm | — | Tampa | FL | 33602 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Consolidated Wealth Management | ria-firm | — | Clayton | MO | 63105 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Oak Family Advisors, LLC | ria-firm | — | Chicago | IL | 60606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hallador Investment Advisors, INC. | ria-firm | — | Reno | NV | 89511 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelis Capital, LLC | ria-firm | — | Birmingham | AL | 35209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Coordinated Wealth Management, L.L.C. | ria-firm | — | Hendersonville | TN | 37075 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Marble Investments | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Financial Team, INC. | ria-firm | — | Carlsbad | CA | 92011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merit Financial Partners LLC | ria-firm | — | Maspeth | NY | 11378 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mjb Financial Planning | ria-firm | — | Lincoln | NE | 68506 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Optima Trade & Investments, LLC | ria-firm | — | Wheeling | WV | 26003 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pochop Financial Management, INC. | ria-firm | — | South Burlington | VT | 05403 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rockrose Capital Management, LLC | ria-firm | — | San Francisco | CA | 94111 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Silverback Asset Management, LLC | ria-firm | — | Durham | NC | 27701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Brookstone Capital Management LLC | ria-firm | — | Wheaton | IL | 60189 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Measured Risk Portfolios | ria-firm | — | San Diego | CA | 92121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wesling Financial Planning Services Corp. | ria-firm | — | Alexandria | VA | 22307 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burrus | ria-firm | — | Salt Lake City | UT | 84109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Glenview Financial Group LLC | ria-firm | — | Glenview | IL | 60026 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Antone Asset Management, INC | ria-firm | — | Carlsbad | CA | 92011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealthquest Corporation | ria-firm | — | Cincinnati | OH | 45241 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asia Alternatives Management LLC | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peak Capital Management, LLC | ria-firm | — | Greenwood Village | CO | 80112 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arista Wealth Management, LLC | ria-firm | — | Las Vegas | NV | 89148 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tuttle Financial Services, LTD. | ria-firm | — | New York | NY | 10011 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bullbear Investment Management, LLC | ria-firm | — | Los Angeles | CA | 90067 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Axiom Investment Management LLC | ria-firm | — | New York | NY | 10118 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Agnello Financial Group, INC. | ria-firm | — | West Palm Beach | FL | 33401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Tilted Funds Group, LLC | ria-firm | — | Cupertino | CA | 95014 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Doucet Asset Management, LLC | ria-firm | — | New Orleans | LA | 70130 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Iem Asset Management, LLC | ria-firm | — | Red Bank | NJ | 07701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbogast Financial Advisors, LLC | ria-firm | — | Melbourne | FL | 32901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Prince Asset Management, INC. | ria-firm | — | Sarasota | FL | 34237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Townsend Financial Planning | ria-firm | — | Mt. Sterling | KY | 40353 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| New England Retirement Consultants, LLC | ria-firm | — | Boston | MA | 02109 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cathy A. Wagner, Cfp, RIA | ria-firm | — | Palm Harbor | FL | 34684 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ashford Investment Advisors | ria-firm | — | Daytona Beach | FL | 32118 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bulltick Wealth Management, LLC | ria-firm | — | Miami | FL | 33131 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Andrew Hill Investment Advisors, INC. | ria-firm | — | Naples | FL | 34103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cambria Investment Management, L.P. | ria-firm | — | Manhattan Beach | CA | 90266 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Castle Wealth Planning | ria-firm | — | Santa Barbara | CA | 93101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trueman Brown | ria-firm | — | Lake Zurich | IL | 60047 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Transwestern Capital Advisors, LLC | ria-firm | — | Newport | RI | 02840 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jeffrey R. Jacobs, CPA | ria-firm | — | Miami | FL | 33186 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Next Generation Wealth Planning, LLC | ria-firm | — | Forked River | NJ | 08731 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Primetrust Advisors LLC | ria-firm | — | Greenville | SC | 29607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hackett Financial Group, LLC | ria-firm | — | Wimberley | TX | 78676 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Capital Management, LLC | ria-firm | — | East Syracuse | NY | 13057 | SEC-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