facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Partners

product and solution Partners

Kingswood U.S. is a SEC-registered corporate RIA and a full service FINRA-licensed B/D with the service resources to support your growing business.

Multi-custody & Multi-clearing Flexibility

Kingswood offers multiple clearing and custodial relationships.

mutual funds, Insurance and Independent Marketing organizations

We have an extensive approved list of the most popular insurance and mutual fund firms in the industry, but our probusiness mentality doesn't stop there because if one of your vendors is missing from the list, our team will obtain a service/selling agreement in order for you to continue doing business.

Mutual funds

Insurance providers

independent marketing organizations

Alternative investments

Kingswood U.S. and its affiliates have innovative technologies and established selling agreements in place with the top providers allowing you to truly diversify your portfolio. We partner with  Altigo to deliver a  dedicated alternative investment platform, and with AI Insight to provide advisors with research, education, training and other tools to help them communicate about these complicated investments with their clients.