Two hikers assisting each other on a mountain, symbolizing StoneX Wealth Management's flexible affiliation options for financial professionals

Choose your affiliation

Our flexible affiliation options allow you to choose the type of structure to fit your practice and your clients best.

Ways to affiliate

However you choose to define your success, StoneX Wealth Management offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice you have envisioned.

StoneX Wealth Management uses its breadth of expertise and resources to provide tools which enables representatives to offer the best possible guidance for you and your future.

Professional standing by a window overlooking a city skyline, illustrating StoneX Wealth Management's tailored affiliation options

Join as an Independent Financial Professional

StoneX Wealth Management provides a comprehensive platform including multiple custodial options and an integrated tech stack. In addition to a broad product offering, we make available our CIO and wealth solutions team to tailor advisory solutions to your needs. We operate domestically and internationally and offer competitive pricing for both markets.

Contact us

Two professionals in a meeting room, highlighting the option for financial professionals to join StoneX Wealth Management as employees

Join as an Employee Financial Professional

Investment professionals have the option to enjoy the benefits of a W2 option while remaining an independent practitioner. Our office locations are throughout the United States and growing.

Contact us

Professional standing by office windows at night, illustrating StoneX Wealth Management's support for RIA and IAR advisors with integrated platforms

Join an RIA or IAR

For fee only advisors, joining as an RIA or IAR, we have the platform and support to partner for your success. Our integrated enterprise tech stack incorporates advanced technology providers. We provide multiple custodial options, regulatory and compliance support, and competitive pricing.

Professional standing in an office, highlighting StoneX Wealth Management's support and resources for financial institutions and family offices

Join as a financial institution

StoneX Wealth Management offers financial institutions the support, tools, and resources needed to build and sustain their bank or credit union investment programs. Additionally, we work with family offices both domestic and abroad.

An infrastructure designed for nearly every model

Regardless of the structure you choose, you can depend on StoneX Wealth Management to deliver support and services to you today, and as your business evolves.

Fully integrated advisor platform that makes running your business easy and incorporates dozens of technology partners through a single sign-on workstation.
Brokerage product and advisory solutions to help you best serve the financial needs of your clients.
Compliance support and tools customized specifically for your business model to help you navigate the regulatory environment.
Providing guidance on staffing, marketing, succession planning and overall business betterment strategies.
Transition and training support before, during and after moving your practice to StoneX Wealth Management.

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.