StoneX Wealth: An integrated advisor platform to elevate your practice
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, we support advisors 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 and your clients today and as your business evolves.
Advisor platform / 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.