Advisors’ outside businesses

• eXp RealtyReal estate

  Mortgage/real estate services
  GA · 3 advisors
• Financial Independence Group (FIG)Insurance

  Works with independent financial professionals on annuities, long-term care, life insurance and other products
  NC · 3 advisors
• FINCADIA WEALTH MANAGEMENT LLCPractice brand
  NY · 3 advisors · formed 2022
• F••••••• A••••••• P•••••••Practice brand

  DBA through which all sales of Principal products are done
  WI · 3 advisors
• F•••• C•••••••• C••••• U••••Lending, banking or benefits

  Credit union
  TX · 3 advisors
• F••••••••• W••••• D••••••Insurance

  Promotes and sells annuity/life insurance products
  MN · 3 advisors
• G•••••• A••• N••••••• G••••Civic or government
  GA · 3 advisors
• G••••• S•••••••• P••••••• L••Advisory / wealth firm

  Investment and wealth advisory firm
  CA · 3 advisors
• G•• W••••• A•••••••• L••Insurance
  PA · 3 advisors
• I•••••••• W••••• P•••••••• L••Practice brand

  DBA for LPL business
  NJ · 3 advisors
• I••••• F••••••••• L••Insurance

  Insurance agency, annuity products
  UT · 3 advisors
• J••••• F••••••••• o• B•••••• C•••••Nonprofit

  Responds to the needs of the J••••• community in B•••••• C•••••
  FL · 3 advisors
• J••••• A••••••••• o• A••••••Nonprofit

  501(c)(3) offering free in-classroom programs
  AZ · 3 advisors
• K•••••Education

  Financial education
  NJ · 3 advisors
• L••••• I•••••••• G••••• I•••Insurance

  I•••••••• sales and service
  KY · 3 advisors
• L••••••Insurance

  Insurance business; education on retirement products
  IN · 3 advisors
• L••••••• W••••• A•••••••Insurance

  Accident, health, group benefits, disability, annuities, long-term care and life insurance
  KY · 3 advisors
• L••• I•• L••Accounting and tax

  Tax preparation, business consulting, insurance agency, loan facilitation, participant education
  TX · 3 advisors
• M•••••••• U•••••••••Education

  Higher education
  MO · 3 advisors
• M••••••• L••Real estate

  Rental properties
  TX · 3 advisors
• M•••• C••••••• C•••••• C••••Advisory / wealth firm
  FL · 3 advisors · formed 2012
• N•• C•••••• I••••••• S•••••••Practice brand

  Investment advice
  NJ · 3 advisors
• N•••••••Insurance

  IMO
  PA · 3 advisors
• N•••Insurance

  Annuity and life insurance
  MO · 3 advisors
• N•••••• I••••••••• S•••••••Practice brand

  DBA for LPL business
  NM · 3 advisors
• P•••••• C•••••• M••••••••• L••Practice brand

  FiNet practice LLC
  CA · 3 advisors · formed 2026
• P••••••• I••Insurance

  Insurance company
  FL · 3 advisors
• P••••••••• P••••••• • W•••••Practice brand

  Wealth management; dba entity
  SC · 3 advisors · formed 2026
• P•••••••• L••Technology

  Financial software development
  FL · 3 advisors
• P•••••••••Insurance

  Sales of proprietary and non-proprietary fixed life insurance
  WI · 3 advisors
• P••••••••• A•••••••Practice brand

  DBA for LPL business
  WV · 3 advisors
• R•••••••••Insurance

  Insurance sales
  TX · 3 advisors
• R•••• I••••••••• S•••••••Practice brand

  DBA for LPL business
  OR · 3 advisors
• S•••• F•••••••• S•••••••• L••Advisory / wealth firm

  Investment, retirement, estate, and tax planning services to clients
  NJ · 3 advisors
• S•••• T••••• S••••••••• I••Insurance

  Insurance sales and services
  IL · 3 advisors
• S••••••• F•••••••• G••••Practice brand

  DBA used for marketing securities business
  WI · 3 advisors
• S•••••• I•••••••• o• T•••••••••Education

  Education
  NJ · 3 advisors
• T•• C•••••• P••••••• G••••Insurance

  Sale and service of indexed annuities, fixed annuities and life insurance
  NC · 3 advisors
• T•••• B•••••• F•••••••• G••••Insurance

  Insurance & Annuity Sales
  GA · 3 advisors
• T••••••Operating company

  Whole plant nutrition company
  UT · 3 advisors
• T•••••• F•••••••• A•••••••Advisory / wealth firm

  Independent financial services firm
  NJ · 3 advisors
• U••••• W•• M••••Nonprofit

  Volunteer organization improving health, education and prosperity in M•••• Dade
  FL · 3 advisors
• U••••••••• o• H••••••Education

  Higher education institution
  TX · 3 advisors
• W••••••••• F•••••••• G••••Insurance
  NY · 3 advisors · formed 2021
• W•••••••• F•••••••• G••••Practice brand

  financial planning firm; fixed insurance
  RI · 3 advisors
• W•••• S•••• U•••••••••Education
  UT · 3 advisors
• W•••••• U•••••••••Nonprofit

  Charitable Organization
  MO · 3 advisors
• W••••• F•••••••• S•••••••Practice brand

  DBA for LPL business
  CA · 3 advisors · formed 2018
• W•••••• • S••••••• L•••Insurance
  FL · 3 advisors
• W•••••• S••••••• L•••Insurance
  IN · 3 advisors

The company names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.