in AUM in U.S.
in total AUM worldwide
in growth equity
At Kingswood, We Choose Partnership.
The Business Partner You Are Seeking
Our Business is Knowing Your Business
Our experienced management team and staff will listen to your specific needs and embrace your personal and professional goals.
Efficiency Through Consolidation
Enjoy the conveniences of having your fee-based and commission-based business through a single platform.
Strength + Flexibility = Powered Independence
The wealth management and business management resources and scale of formidable parent company combined with a home office that is nimble and flexible for your business.
Addressing Your Firm’s Needs
We Execute on our Promises
- Integrated technology platform
- Multi-clearing and multi-custodial flexibility
- A single, business-forward compliance team for all your business
- Access to growth capital
- Bi-coastal service and operations support
- Competitive RIA and B/D Payouts
- Built-in succession plan - retire when you want!
Here’s what Our Advisors Are Saying
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
IN THE NEWS