in AUM in U.S.
in total AUM worldwide
in growth equity
our Advisors connect, educate and guide investors to the financial freedom they define themselves.
At Kingswood, we believe that everyone should have access to financial advice to help protect and grow their wealth. We also believe in the power of independent financial advice. Independent financial advisors can have more flexibility to create unbiased financial plans based on their clients’ needs and goals, identify the most effective tools to execute those plans, and comprehensively manage their clients’ wealth to help them achieve their financial goals throughout their lifetime.
Kingswood advisors bring together two worlds when working to achieve their clients’ goals. They maintain the independence and flexibility to collaborate with their clients in the way that works best for their clients while enjoying the benefits and efficiencies of being affiliated with a global wealth management organization.
Here’s what Our Advisors Are Saying
I feel like I’m part of a family with Kingswood. They are sincerely interested in my business and where I want to take it. And when I need them to 'resource up', they are there in spades.
Morris Nutt – Trinity Capital
We’re treated like a big fish in a small pond, with an ocean of opportunity in front of us.
John Langston – Republic Capital Group
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