Open data
The whole directory, as a table
All 49,288 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.
49,288 records match · page 83 of 493
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Trisperity Advisors, LLC | ria-firm | — | Katy | TX | 77450 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Evla Hills Equity Services LLC | ria-firm | — | Saratoga | CA | 95070 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Griffiths, Dreher & Evans, P.s., CPAS | ria-firm | — | Spokane | WA | 99206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Merit Financial Advisors | ria-firm | — | Alpharetta | GA | 30009 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Monterey Bay Asset Management LLC | ria-firm | — | Monterey | CA | 93940 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Worthy Financial Services | ria-firm | — | Westminster | MD | 21157 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Metlife Investment Management, LLC | ria-firm | — | Whippany | NJ | 07981 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aventura Capital Management, LLC | ria-firm | — | Boca Raton | FL | 33431 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Beckerman Wealth | ria-firm | — | Ocean Grove | NJ | 07756 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jackson Financial, Investment & Retirement Services, INC. | ria-firm | — | Melbourne | FL | 32935 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bridgeriver Advisors LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Soho Financial Services LLC | ria-firm | — | Montecito | CA | 93108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| J.C. Flowers & CO. LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smarr Financial Services INC. | ria-firm | — | Atlanta | GA | 30303 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Walton Rahal CPAS PLLC | ria-firm | — | Boca Raton | FL | 33431 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Managed Account Advisors LLC | ria-firm | — | Jersey City | NJ | 07302 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Finser Investment Advisor | ria-firm | — | San Antonio | TX | 78216 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interlake Capital Management, LLC | ria-firm | — | Carmel | CA | 93923 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Galileo Planning Group, INC | ria-firm | — | Menlo Park | CA | 94025 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| American Financial Planning, INC. | ria-firm | — | Roanoke | VA | 24016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| A-v Capital Management, LLC | ria-firm | — | Metairie | LA | 70001 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cumbie Advisory Services, INC | ria-firm | — | Fort Worth | TX | 76102 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| White Oak Financial Management, INC | ria-firm | — | Asheville | NC | 28803 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Taylor Frigon Capital Management LLC | ria-firm | — | Scottsdale | AZ | 85255 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Wealth Collaborative, INC. | ria-firm | — | Corona Del Mar | CA | 92625 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Meritage Group LP | ria-firm | — | San Francisco | CA | 94111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cannell & Spears LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trident Wealth Management, LLC | ria-firm | — | Scottsdale | AZ | 85258 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dco Capital Management LLC | ria-firm | — | Chicago | IL | 60605 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dynamic Trading Management, LLC. | ria-firm | — | White Plains | NY | 10601 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sikich Financial | ria-firm | — | Springfield | IL | 62704 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Southern Financial Group, LLC | ria-firm | — | Birmingham | AL | 35242 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Peirce Capital Management, LLC | ria-firm | — | the Woodlands | TX | 77381 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Foundation Capital Management, LLC | ria-firm | — | East Norriton | PA | 19401 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assetbuilder, INC. | ria-firm | — | Allen | TX | 75013 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kom Wealth Management Group, LLC | ria-firm | — | Appleton | WI | 54913 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Caruso and Company, P.A., Certified Public Accountants | ria-firm | — | Deerfield Beach | FL | 33441 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Integrity Capital Management | ria-firm | — | Kingsport | TN | 37660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pikila | ria-firm | — | Sioux Falls | SD | 57108 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Parish & Company LLC | ria-firm | — | Lake Oswego | OR | 97035 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Luther Forest Wealth Advisors, L.L.C. | ria-firm | — | Malta | NY | 12020 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Columbia Pacific Advisors, LLC | ria-firm | — | Seattle | WA | 98102 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Total Clarity Wealth Management, INC | ria-firm | — | St. Charles | IL | 60174 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shelter Rock Management, LLC | ria-firm | — | Jericho | NY | 11753 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kakis Financial Services INC. | ria-firm | — | Des Plaines | IL | 60018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Park Place Wealth Advisors, INC | ria-firm | — | Orinda | CA | 94563 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Savings Coach, LLC | ria-firm | — | Troy | MI | 48084 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| WJ Financial Advisors, LLC | ria-firm | — | Killingworth | CT | 06419 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Canaras Capital Management, LLC | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Innovations, LLC | ria-firm | — | Atlanta | GA | 30328 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keating Financial Advisory Services | ria-firm | — | Manhattan | KS | 66502 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Murray Securities, INC. | ria-firm | — | Tyler | TX | 75701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dream Capital Advisors, LLC | ria-firm | — | Lincolnshire | IL | 60069 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Fortress Estate Solutions, PLLC | ria-firm | — | Frisco | TX | 75034 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Chicago Investment Advisory Group | ria-firm | — | Mokena | IL | 60448 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Greenwich Wealth Management, LLC | ria-firm | — | Greenwich | CT | 06830 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sensenig Capital Advisors, INC. | ria-firm | — | Collegeville | PA | 19426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Morgan Stanley Infrastructure INC. | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Donatelli & Coules Financial Advisors, LLC | ria-firm | — | Hinsdale | IL | 60521 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Interwest Investment Advisors, INC | ria-firm | — | Boise | ID | 83709 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pioneer Family Office, LLC | ria-firm | — | North Miami Beach | FL | 33160 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Passive Capital Management, LLC | ria-firm | — | Syracuse | NY | 13202 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Circle Wealth Management, LLC | ria-firm | — | Summit | NJ | 07901 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mccloskey & Associates, P.A. | ria-firm | — | Melbourne | FL | 32901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keystone National Group, LLC | ria-firm | — | Salt Lake City | UT | 84111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Retirement Advisors, LLC | ria-firm | — | Elk Grove | CA | 95758 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Campbell Financial Partners, LLC | ria-firm | — | Fort Myers | FL | 33908 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Welsh Financial & Accounting Services,llc | ria-firm | — | Sykesville | MD | 21784 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Shulman Demeo Asset Management, LLC | ria-firm | — | Lake Success | NY | 11042 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gebhardt Group, INC | ria-firm | — | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Excellere Partners | ria-firm | — | Denver | CO | 80206 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pinnacle Investments, LLC | ria-firm | — | East Syracuse | NY | 13057 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mwa Asset Management | ria-firm | — | Danvers | MA | 01923 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yanni & Associates Investment Advisors, LLC | ria-firm | — | Wexford | PA | 15090 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| South Shore Capital Advisors, LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gifford Fong Associates | ria-firm | — | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Strategic Alliance Advisors L.L.C. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Vestura, LLC | ria-firm | — | Hobart | WI | 54155 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Krs Capital Management, LLC | ria-firm | — | Bloomfield Hills | MI | 48304 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Barnes Pettey Financial Advisors, LLC | ria-firm | — | Clarksdale | MS | 38614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Everest Private Wealth | ria-firm | — | Cupertino | CA | 95014 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Liberty Street Advisors, INC. | ria-firm | — | New York | NY | 10005 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Northpeak Financial, INC. | ria-firm | — | Frederick | MD | 21701 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Blackstone Real Estate Advisors L.P. | ria-firm | — | New York | NY | 10154 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| BC Advisors, LLC | ria-firm | — | Mt. Laurel | NJ | 08054 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Banta Asset Management LP | ria-firm | — | Newport Beach | CA | 92663 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Insight Venture Partners | ria-firm | — | New York | NY | 10036 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pacific Financial Group, LLC | ria-firm | — | Nashville | TN | 37212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Koplan & Associates | ria-firm | — | Chattanooga | TN | 37421 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Williams and Schiller Wealth Management, LLC | ria-firm | — | Sandpoint | ID | 83864 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schuylkill Financial, LLC | ria-firm | — | Wyomissing | PA | 19610 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| ME Financial, PLLC | ria-firm | — | Phoenix | AZ | 85012 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forum Private Client Group | ria-firm | — | Fishers | IN | 46037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Amidon & Petersen Financials, LLC | ria-firm | — | Albany | NY | 12207 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Trinity Capital Management, LLC | ria-firm | — | Santa Barbara | CA | 93103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gfs Advisors LLC | ria-firm | — | Houston | TX | 77056 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wellspring Family Office | ria-firm | — | Cleveland | OH | 44125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Global Trust | ria-firm | — | Palm Beach Gardens | FL | 33408 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bryden-abrams Investment Management LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Strategic Investment Solutions, INC. | ria-firm | — | Orland Park | IL | 60462 | 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