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StoneX Wealth: For your independence

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Unlock the door to financial independence with StoneX Wealth. Our dedicated advisors are your partners in prosperity, offering personalized strategies and steadfast support.

StoneX Wealth by the numbers

StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services to registered representatives, investment advisor representatives, and registered investment advisors nationwide and throughout Latin America.
550+
Affiliated financial professionals
50
Licensed and registered in all 50 states
$17B+
Assets under management
130K+
Investment clients

Comprehensive wealth

A StoneX Wealth representative’s expertise not only involves their related education, training and licensing requirements; it involves getting to know their clients, understanding their goals and discovering their level of comfort so that they can make investing recommendations their clients can feel good about.

Wealth and estate management
Wealth and estate management

Wealth and estate management

Managed portfolios
Managed portfolios

Managed portfolios

Retirement and college planning
Retirement and college planning

Retirement and college planning

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Brokerage services

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Lending solutions

Life insurance and annuities
Life insurance and annuities

Life insurance and annuities

Solutions for every investor: StoneX Wealth’s commitment to you

StoneX Wealth Management offers specialized expertise to both international and domestic investors through our extensive network of independent advisors and private client groups' advisors.

Financial advisor services

At StoneX Wealth, we understand that your practice is your own, and we're dedicated to being a strategic partner that enhances your business at every turn. With our versatile affiliation options, you're empowered to select the structure that perfectly aligns with your practice and your clients' needs. Whether today or as your business grows, count on StoneX Wealth to support your journey with unwavering flexibility and value-driven collaboration.
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Tools and support for investors and advisors

Gain insights with our latest market commentary, utilize our diverse range of calculators and knowledge base to make informed decisions, stay ahead with tax calendars and resources, and find answers to common questions through our FAQs and glossary.

It's our mission to protect you and your assets.

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Why choose StoneX Wealth?

For investors like you, our mission remains the same – to provide our financial representatives with the support and services they need to enhance the service they can provide to you. We do not mandate or provide incentives to representatives to recommend proprietary investment products. We give them the tools, support, and compliance oversight they need to make financial recommendations they deem to be in your best interest.

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Our clients

Access your brokerage accounts through our online access portal.
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What we do

Find out what StoneX Wealth can do for you and your financial independence.
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Client support

Stay up-to-date with StoneX Wealth news and current events.