D. Scott Neal, Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Vishria Bird Financial Group, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Charter Oak Capital Management, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |
Northavenue LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |
Long Run Wealth Advisors, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Glass Jacobson Investment Advisors, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Tufton Capital Management, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Knickerbocker Advisors Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Full Sail Capital, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
O'Brien Wealth Partners LLC
| Title | Parent Company |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Benchmark Wealth Management, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |
Sb Capital Management, Inc.
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
My Legacy Advisors, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
West Oak Capital, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |
Eagleson Arndt Financial Advisors, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |
Personal Financial Solutions, LLC
| Title | Parent Company |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2026 |