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An integrated advisor platform to elevate your practice

Financial Advisors page hero

With multiple affiliation choices, advanced technology and an array of investment services, we support independent professionals nationwide with elevating their business and meeting client needs.

Ways to affiliate

At StoneX Wealth Management, we support financial professionals and strive to be a partner that adds value to your business.

Through flexibility in our affiliation options, you can choose the type of structure that best fits your practice today, and as your business evolves.

Advanced platforms and technology

At StoneX Wealth Management we continue to automate time-consuming processes, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve your efficiency and accuracy.

Advisory Solutions and Products

Our product offering consists of a wide variety of managed products, mutual funds, ETFs, annuities, and alternative investments.

Support & resources

We provide support for your business that includes practice management, practice acquisitions, and succession planning. Our team of experts can partner with you to accomplish your goals.

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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