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 82 of 463
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Wealth 360, LLC | ria-firm | — | Buford | GA | 30518 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rose Valley Asset Management LLC | ria-firm | — | Media | PA | 19063 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gates Investment Advisors, LLC | ria-firm | — | Evansville | IN | 47715 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Highland Investment Advisors LLC | ria-firm | — | Ponte Vedra | FL | 32081 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fidelis Financial Planning, LLC | ria-firm | — | Saint Charles | MO | 63303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gradient Investments, LLC | ria-firm | — | Arden Hills | MN | 55126 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advanced Portfolio Design, LLC | ria-firm | — | Westford | MA | 01886 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blue Haven Capital, LLC | ria-firm | — | Geneva | IL | 60134 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite Capital | ria-firm | — | Oakland | CA | 94619 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ellington Global Asset Management, LLC | ria-firm | — | Old Greenwich | CT | 06870 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Helm Investment Management, LLC | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asia Global Asset Management, INC | ria-firm | — | Alameda | CA | 94501 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Retirement Solutions, INC. | ria-firm | — | Horsham | PA | 19044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| James A. Colley, INC. | ria-firm | — | Lake Placid | FL | 33852 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vesta Financialcare | ria-firm | — | Philadelphia | PA | 19103 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macquarie Wealth Advisers, LLC | ria-firm | — | New York | NY | 10103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cadence Financial Advisors, LLC | ria-firm | — | Allen | TX | 75013 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mouly Financial Management, INC. | ria-firm | — | Davie | FL | 33330 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| AB Carval Investors, LP | ria-firm | — | Minneapolis | MN | 55416 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| First Pacific Advisors, LP | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| G & O Financial Services, INC. | ria-firm | — | St. Petersburg | FL | 33702 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Financial Concepts, LLC | ria-firm | — | San Antonio | TX | 78209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WL Ross & CO. LLC | ria-firm | — | Dallas | TX | 75201 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccurdy, Gillion & Associates, LLC | ria-firm | — | Orlando | FL | 32801 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Automated Financial Planning, INC. | ria-firm | — | Miami | FL | 33157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forrest Investment Management, INC. | ria-firm | — | Jacksonville | FL | 32217 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John A. Poole-financial Advisor | ria-firm | — | Hermitage | TN | 37076 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Healthview Asset Management, INC. | ria-firm | — | Pittsburgh | PA | 15215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Granite State Retirement Planning, INC. | ria-firm | — | Bedford | NH | 03110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Poulos Advisors, INC. | ria-firm | — | South Burlington | VT | 05403 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barking Sands Capital | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A.E. Laufer Financial Services, INC. | ria-firm | — | FT Lauderdale | FL | 33309 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advocacy Wealth Management, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Capital Advisory, LLC | ria-firm | — | Ketchum | ID | 83340 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guidepost Financial Planning, LLC | ria-firm | — | Fort Collins | CO | 80525 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Drt Financial Advisors | ria-firm | — | Deland | FL | 32720 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Third Stage Investment Group, LLC | ria-firm | — | Bellevue | WA | 98004 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Warburton Capital Management, LLC | ria-firm | — | Tulsa | OK | 74136 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Private Wealth Advisors | ria-firm | — | Fresno | CA | 93720 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Front Street Capital Management, INC. | ria-firm | — | Missoula | MT | 59802 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Burr & Company, LLC | ria-firm | — | Osterville | MA | 02655 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smartplan Investing | ria-firm | — | Juno Beach | FL | 33408 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Coast Capital Management, LLC | ria-firm | — | Gilbert | AZ | 85296 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Providence Financial and Insurances, INC. | ria-firm | — | Woodland Hills | CA | 91367 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Second Avenue Capital | ria-firm | — | Minneapolis | MN | 55402 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Moss & Company, P.A. | ria-firm | — | Maitland | FL | 32751 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fairway Asset Management, INC. | ria-firm | — | San Ramon | CA | 94583 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Msref Real Estate Advisor, INC. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Longview, INC. | ria-firm | — | Longwood | FL | 32750 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mfm Capital Management, INC. | ria-firm | — | Orlando | FL | 32814 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Roventini Financial Services, INC | ria-firm | — | New City | NY | 10956 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ponte Vedra Wealth | ria-firm | — | Ponte Vedra Beach | FL | 32082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Firewall Capital Management | ria-firm | — | Enumclaw | WA | 98022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| John H. Becker | ria-firm | — | Los Gatos | CA | 95033 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell & Associates | ria-firm | — | Winter Haven | FL | 33880 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| 1st Advantage Financial Advisers, LLC | ria-firm | — | Lombard | IL | 60148 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Asset Management | ria-firm | — | Allentown | PA | 18103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stonecrest Advisors, INC. | ria-firm | — | Austin | TX | 78701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Collaborative Wealth | ria-firm | — | Lake Mary | FL | 32746 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.P. Capital Management, INC. | ria-firm | — | Eugene | OR | 97405 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tripacific Capital Advisors, LLC | ria-firm | — | Irvine | CA | 92606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hartman Financial Planning | ria-firm | — | Santa Clarita | CA | 91387 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mckeel Capital Management | ria-firm | — | Flower Mound | TX | 75022 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Rfm Investment Advisor | ria-firm | — | Boca Raton | FL | 33434 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ridgewood Energy Corporation | ria-firm | — | Houston | TX | 77077 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Goar, Endriss & Walker, P.A. | ria-firm | — | Sarasota | FL | 34236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Jaffee Financial Group, INC. | ria-firm | — | Cooper City | FL | 33024 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Klimis & Associates Advisory, INC. | ria-firm | — | Palm Harbor | FL | 34684 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdavid & Company Wealth Management Services | ria-firm | — | Gainesville | FL | 32606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Robert Bishop Financial Planning & Services | ria-firm | — | Tampa | FL | 33629 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lawrence Financial Services | ria-firm | — | Jacksonville | FL | 32257 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisor.investments | ria-firm | — | Baton Rouge | LA | 70809 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Truenorth Wealth | ria-firm | — | Salt Lake City | UT | 84121 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Samalin Wealth | ria-firm | — | Chappaqua | NY | 10514 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ctf Financial Services, INC. | ria-firm | — | Ocala | FL | 34471 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Franklin Templeton Private Portfolio Group, LLC | ria-firm | — | New York | NY | 10010 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Management Partners, LLC | ria-firm | — | Manchester Center | VT | 05255 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cumberland Hill Capital Management LLC | ria-firm | — | Dallas | TX | 75225 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cleveland Research Company LLC | ria-firm | — | Cleveland | OH | 44114 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Holcombe Financial, INC. | ria-firm | — | Atlanta | GA | 30319 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Williams, INC. | ria-firm | — | Coral Gables | FL | 33134 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| West Financial Advisors, L.L.C. | ria-firm | — | Des Moines | IA | 50309 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Arbor Family Wealth Advisors, INC. | ria-firm | — | Lodi | CA | 95240 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Advisors Trust Planning and Investment Company | ria-firm | — | Naples | FL | 34110 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dougherty Investment Advisors | ria-firm | — | Spring Hill | FL | 34606 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Julius Arthur Seibert & Company, LLC | ria-firm | — | Cincinnati | OH | 45236 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schmidt Wealth Management | ria-firm | — | Fargo | ND | 58104 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Normandy Capital Management, LLC | ria-firm | — | Lakewood | CO | 80228 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Royal Palm Investment Advisors, INC | ria-firm | — | Longwood | FL | 32750 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solitude Wealth Advisors, LLC. | ria-firm | — | Holladay | UT | 84117 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cornerstone Advisory | ria-firm | — | Hunt Valley | MD | 21030 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bulle Rock | ria-firm | — | Dallas | TX | 75206 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Churchill Research INC. | ria-firm | — | Falls Church | VA | 22044 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nationwide Investment Advisors, LLC | ria-firm | — | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chlebina Capital | ria-firm | — | Akron | OH | 44333 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Edge Wealth Management, LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Asset Management Financial Services INC. | ria-firm | — | Clearwater | FL | 33756 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cookson Financial, LLC | ria-firm | — | Excelsior | MN | 55331 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Retirement Resources Wealth Management, LP | ria-firm | — | EL Paso | TX | 79912 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Brock Group, LLC | ria-firm | — | Plymouth | MI | 48170 | 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