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StoneX Wealth Management: For your independence

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Unlock the door to financial independence with StoneX Wealth Management. Our dedicated financial professionals are your partners in prosperity, offering personalized strategies and steadfast support.

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StoneX Wealth Management by the numbers

StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services to registered representatives, investment advisor representatives, and registered investment advisors nationwide and throughout Latin America.
500+
Affiliated financial professionals
50
Licensed and registered in all 50 states
$16B+
Assets under management
97K+
Investment clients

Comprehensive wealth

A StoneX Wealth Management representative’s expertise not only involves their related education, training and licensing requirements; it involves getting to know their clients, understanding their goals and discovering their level of comfort so that they can make investing recommendations their clients can feel good about.

Wealth and estate management
Wealth and estate management

Wealth and estate management

Managed portfolios
Managed portfolios

Managed portfolios

Retirement and college planning
Retirement and college planning

Retirement and college planning

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Brokerage services

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Lending solutions

Life insurance and annuities
Life insurance and annuities

Life insurance and annuities

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Solutions for nearly every investor: StoneX Wealth Management's commitment to you

StoneX Wealth Management offers specialized expertise to both international and domestic investors through our extensive network of independent financial professionals and private client groups’ representatives.

Financial professional services

At StoneX Wealth Management, we understand that your practice is your own, and we're dedicated to being a strategic partner that enhances your business at every turn. With our versatile affiliation options, you're empowered to select the structure that aligns best with your practice and your clients' needs. Whether today or as your business grows, count on StoneX Wealth Management to support your journey with unwavering flexibility and value-driven collaboration.
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Tools and support for investors and financial professionals

Gain insights with our latest market commentary, utilize our diverse range of calculators and knowledge base to make informed decisions, stay ahead with tax calendars and resources, and find answers to common questions through our FAQs and glossary.
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It's our mission to protect you and your assets.

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Why choose StoneX Wealth Management?

For investors like you, our mission remains the same – to provide our financial representatives with the support and services they need to enhance the service they can provide to you. We do not mandate or provide incentives to representatives to recommend proprietary investment products. We give them the tools, support, and compliance oversight they need to make financial recommendations they deem to be in your best interest.

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Our clients

Access your brokerage accounts through our online access portal.
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What we do

Find out what StoneX Wealth Management can do for you and your financial independence.
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Client support

Stay up-to-date with StoneX Wealth Management news and current events.
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The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. Wealth management services are offered through StoneX Wealth Management, a trade name used by StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc. (NASDAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients them with institutional-grade market access, end-to-end clearing and execution, and high-touch expertise.

You can learn more about the background of StoneX Securities Inc. on Broker Check.

All investments involve risk, including loss of principal. Past performance of any security, option, or strategy is not indicative of future success. Consider your personal financial situation, including your risk tolerance, before investing. StoneX Wealth Management does not provide tax advice.

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