Open data
The whole directory, as a table
All 81,196 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.
81,196 records match · page 84 of 812
| Name | Kind | Firm | City | State | ZIP | Credential | Source |
|---|---|---|---|---|---|---|---|
| Mayers Investment Company, LLC | ria-firm | — | Vernon | AL | 35592 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Legacies Wealth LLC | ria-firm | — | Minnetonka | MN | 55305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pennantpark Investment Advisers, LLC | ria-firm | — | Miami Beach | FL | 33139 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Apollo Capital Management, L.P. | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seven Hills Financial, LLC | ria-firm | — | Tallahassee | FL | 32303 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| True Wealth Design, LLC | ria-firm | — | Akron | OH | 44333 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kruse Asset Management, LLC | ria-firm | — | Chicago | IL | 60661 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bip Wealth, LLC | ria-firm | — | Atlanta | GA | 30305 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sunstreet Securities, LLC | ria-firm | — | Avondale | AZ | 85392 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wolakota Financial Advisors | ria-firm | — | Ypsilanti | MI | 48198 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcwilliams Financial Advisory Group LLC | ria-firm | — | Atlanta | GA | 30328 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wealth Planning Group, INC. | ria-firm | — | Valencia | CA | 91355 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcbee Advisors, INC. | ria-firm | — | Glendale | AZ | 85308 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Dwm Asset Management, LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Yeske Buie INC. | ria-firm | — | Vienna | VA | 22180 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Solutions 4 Wealth | ria-firm | — | Southlake | TX | 76092 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Guardian Wealth Advisors, LLC | ria-firm | — | ST Louis Park | MN | 55426 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| the Viable Group, INC. | ria-firm | — | San Antonio | TX | 78209 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcm Advisory, LLC | ria-firm | — | Richland | WA | 99352 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Quantitative Asset Management, LLC | ria-firm | — | Minnetonka | MN | 55343 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Elser Financial Planning, INC. | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Focus Partners Advisor Solutions, LLC | ria-firm | — | St. Louis | MO | 63105 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Schwallier Wealth Management | ria-firm | — | Grand Rapids | MI | 49546 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Huber Capital Management LLC | ria-firm | — | EL Segundo | CA | 90245 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Reality Financial Planning Services, LLC | ria-firm | — | Sarasota | FL | 34233 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wallington Asset Management | ria-firm | — | Indianapolis | IN | 46240 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lotusgroup Advisors | ria-firm | — | Denver | CO | 80209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Macro Wealth Management, INC. | ria-firm | — | Peoria | IL | 61614 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Alliance Wealth Management Milwaukee, INC. | ria-firm | — | Milwaukee | WI | 53214 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mulligan Capital, INC | ria-firm | — | Tigard | OR | 97223 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Lewis Asset Management | ria-firm | — | Lafayette | CA | 94549 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Davis Financial Management, INC. | ria-firm | — | Overland Park | KS | 66213 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| George C. Mcclintock, LLC | ria-firm | — | Dothan | AL | 36305 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Exeter Financial, LLC | ria-firm | — | Scottsdale | AZ | 85253 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Aksia LLC | ria-firm | — | New York | NY | 10022 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stewart Wealth Management, INC. | ria-firm | — | San Rafael | CA | 94903 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Tax Advantage Advisors, INC. | ria-firm | — | Overland Park | KS | 66221 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Van Reed Wealth Management LLC | ria-firm | — | Wyomissing | PA | 19610 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Belpointe Asset Management LLC | ria-firm | — | Reno | NV | 89521 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Assurity Wealth Management | ria-firm | — | Bradenton | FL | 34208 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clarkston Capital Partners, LLC | ria-firm | — | Rochester | MI | 48307 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors | ria-firm | — | Dewitt | NY | 13214 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sector Logic, LP | ria-firm | — | Santa Ana | CA | 92707 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Checchi Capital Advisers, LLC | ria-firm | — | Beverly Hills | CA | 90212 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Calamos Wealth Management LLC | ria-firm | — | Naperville | IL | 60563 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Good Harbor Advisors, INC. | ria-firm | — | Gloucester | MA | 01930 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Carpenter, Claydon Advisors, INC. | ria-firm | — | Maitland | FL | 32751 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Satovsky Asset Management LLC | ria-firm | — | New York | NY | 10012 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hummel Wealth Management, LLC | ria-firm | — | Berlin | OH | 44610 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Gaskin Wealth Management | ria-firm | — | Moraga | CA | 94556 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bellatore Financial, INC. | ria-firm | — | the Woodlands | TX | 77380 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Broadview Financial Management, LLC | ria-firm | — | Wauwatosa | WI | 53226 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Sagevest Wealth Management | ria-firm | — | Mclean | VA | 22101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Smead Capital Management, INC. | ria-firm | — | Phoenix | AZ | 85016 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Veris Wealth Partners, LLC | ria-firm | — | Oakland | CA | 94607 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Adhesion Wealth Advisor Solutions | ria-firm | — | Charlotte | NC | 28209 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Perella Weinberg Partners Capital Management LP | ria-firm | — | New York | NY | 10153 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clinton Investment Management, LLC | ria-firm | — | Stamford | CT | 06902 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cairn Investment Group | ria-firm | — | Vancouver | WA | 98660 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Kyleshill Financial Planning | ria-firm | — | Columbus | OH | 43202 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Redmile Group | ria-firm | — | Larkspur | CA | 94939 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jaffe Tilchin Investment Partners, LLC | ria-firm | — | Tampa | FL | 33613 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pioneer Square Advisors, LLC | ria-firm | — | Gig Harbor | WA | 98332 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Altaris, LLC | ria-firm | — | New York | NY | 10019 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Benefit Financial Services Group | ria-firm | — | Irvine | CA | 92614 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Ifmgroup | ria-firm | — | Monrovia | CA | 91016 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wada Capital Management, LLC | ria-firm | — | EL Cerrito | CA | 94530 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Stepstone Group LP | ria-firm | — | LA Jolla | CA | 92037 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Buckeye Wealth Management LLC | ria-firm | — | Westerville | OH | 43082 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Hbw Advisory Services LLC | ria-firm | — | Simi Valley | CA | 93065 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Nationwide Asset Management, LLC | ria-firm | — | Columbus | OH | 43215 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Seacrest Investment Management, LLC | ria-firm | — | Purchase | NY | 10577 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Courtesy Investment Advisory Services LLC | ria-firm | — | Deerfield Beach | FL | 33442 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Norseman Advisory Group, INC. | ria-firm | — | Newport News | VA | 23606 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Clearview Investments, LLC | ria-firm | — | Jenison | MI | 49428 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Wakefield Asset Management, LLLP | ria-firm | — | Englewood | CO | 80111 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Paragon Financial Advisors | ria-firm | — | College Station | TX | 77845 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Virtus Alternative Investment Advisers, LLC | ria-firm | — | Hartford | CT | 06103 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Bigelow Investment Advisors, LLC | ria-firm | — | Portland | ME | 04101 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Jersey Shore Financial Advisors LLC | ria-firm | — | Tinton Falls | NJ | 07724 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Birch Hill Investment Advisors LLC | ria-firm | — | Boston | MA | 02110 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Spitfire Capital LLC | ria-firm | — | San Rafael | CA | 94901 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mcdonough Capital Management, INC. | ria-firm | — | Orlando | FL | 32819 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cypress Point Wealth Management, LLC | ria-firm | — | Dallas | TX | 75219 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Keffer Financial Planning | ria-firm | — | Oak Park | IL | 60301 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Miller Financial Services LLC | ria-firm | — | Marshall | MI | 49068 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cirrus Research, LLC | ria-firm | — | New York | NY | 10018 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Waterford Financial Management, LLC | ria-firm | — | Fair Haven | MI | 48023 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Cauble & Harre Wealth Management, INC. | ria-firm | — | St. Louis | MO | 63141 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Pathways Advisory Group, INC. | ria-firm | — | Fresno | CA | 93711 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Probitas Financial | ria-firm | — | Newport Beach | CA | 92660 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Financial Planning Center, LLP | ria-firm | — | Clarksville | TN | 37043 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Heck Capital Advisors, LLC | ria-firm | — | Rhinelander | WI | 54501 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Enterprise Wealth Partners, LLC | ria-firm | — | Tallapoosa | GA | 30176 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Harrison Street Private Wealth LLC | ria-firm | — | Denver | CO | 80237 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zynergy Retirement Planning | ria-firm | — | Red Bank | NJ | 07701 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Mangan Wealth Management | ria-firm | — | Seattle | WA | 98125 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Register Financial Advisors, LLC | ria-firm | — | Atlanta | GA | 30326 | SEC-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Zak Investment Management Company, LLC | ria-firm | — | Norfolk | VA | 23510 | State-registered investment adviser | SEC Form ADV compilation (public domain), by CRD |
| Forbes Financial Planning, INC. | ria-firm | — | East Greenwich | RI | 02818 | 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