About Us page hero

Navigating tomorrow. Building wealth today.

About Us page hero

With over a century of unparalleled dedication to financial excellence, StoneX Wealth Management stands as a beacon for those seeking not just to grow, but to truly safeguard their wealth in a rapidly evolving world.

StoneX Wealth Management by the numbers

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Years serving clients and advisors
$ 0 B+
Assets under management
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Investment clients
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Financial professionals

Our 100-year history

Founded in 1924, our company has a rich history spanning more than a century. Over the last decade, StoneX has made over 20 strategic acquisitions that have significantly enhanced our resources and global reach, enabling us to provide extensive market access to the clients we serve.

Who we are at StoneX Wealth Management

With a legacy spanning 100 years in the industry, our network of advisors offer an extensive array of financial services and cutting-edge tools designed to not only build and safeguard your wealth but also to ensure your financial well-being.

We pride ourselves on our rich history and unwavering commitment to guiding our clients towards their financial goals, always adapting to the ever-changing landscape of finance and wealth management.

Whether you're planning for the future, navigating complex financial decisions, or simply seeking peace of mind, we're here to provide you with the seasoned guidance and personalized solutions you deserve.

Our mission

We are committed to assisting not only our valued clients, but also their trusted financial professionals. Our mission is to provide world-class independent wealth management products and services. We believe in your choice to grow your business in the way that best suits you and your clients.

Whether your business model is traditional brokerage, advisory or hybrid, we are committed to providing you a flexible and customizable work environment with the highest level of support and assistance. Access to multiple affiliation choices enables advisors to customize their level of support, services, fees and payouts to fit with how they wish to serve their clients.

The information on this web site is not an offer to sell or a solicitation of an offer to but any security, not 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. and StoneX Advisors Inc. Securities products are offered through StoneX Securities Inc., member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc., StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Groups Inc. (NASAQ: SNEX). StoneX Group Inc., through its subsidiaries, connects clients to the global markets ecosystem- providing them with institutional- grade market access, end-to-end clearing and execution, and high-tough 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.

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