Recently updated
A rolling view of the records and artifacts that have been claimed, added, or updated recently.
Recently added to the graph
New stub records ingested from public fee-only directories and external enrichment passes.
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Sozo Private Wealth
Added 2026-04-25 -
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
Added 2026-04-25 -
Firm Foundation Family Wealth
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
Added 2026-04-25 -
Wealthcare for Women
I help women aged 55-75 retire with clarity, comfort, & confidence
Added 2026-04-25 -
Thomas-Kopelman
We help high net income/ high worth business owners manage their entire financial life.
Added 2026-04-25 -
Clarity Advisors
Approachable planning, without compromise. Many have accounts, if you have a plan.
Added 2026-04-25 -
Ryan Furlong, CFP®
Tax Efficient Wealth Management for families who want to leave a legacy.
Added 2026-04-25 -
Moment Private Wealth
We help athletes and entrepreneurs build and protect wealth.
Added 2026-04-25 -
Andy Moran, CFP®
Ad Astra Financial Planning specializes in helping tech professionals navigate RSUs, stock options, tender offers, IPOs, and financial independence. We are a flat-fee, fee-only, fiduciary firm - we don't receive commissions or kickbacks or charge based on a percentage of your assets.
Added 2026-04-25 -
Degree Free - Educational Design
We help parents of 16-20 year olds find their kids amazing careers.
Added 2026-04-25 -
WELLth Financial Planning
WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally
Added 2026-04-25 -
Kevin Apolinar
Financial planner for Christians
Added 2026-04-25
Recently updated guides
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How to choose a fee-only financial advisor
A practical guide to evaluating fee-only advisors — what to verify, what to ask, and how to tell a specialty claim from a marketing claim.
2026-03-20 -
What 'crypto expertise' should actually mean in a financial advisor
Most advisors now reference crypto somewhere on their site. Very few have working depth. Here's what to look for — and what to discount.
2026-03-05 -
Cross-border advisor discovery: how it differs between Canada and the US
Finding a cross-border advisor looks different on either side of the border. A short guide to what's actually different and what to look for.
2026-02-28