Flexible financial advisor affiliation options

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

Ways to affiliate with StoneX Wealth

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.

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.

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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.

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RIA and IAR affiliation options

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.

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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.

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Infrastructure designed for flexible financial advisor partnerships

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.

StoneX: We open markets

Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.

Reach

With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.

Transparency

As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.

Expertise

From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.

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. StoneX Securities Inc., StoneX Advisors Inc. and Trust Advisory Group, Ltd. 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.