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Our Partners

Our 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 the flexibility to choose from top custodians for your fee-based accounts.

Schwab logo     

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The largest RIA custodian in financial services, servicing over 7,000 advisors, Schwab provides advisors with innovative tools, premium insights, robust education, and dedicated support.

Raymond James logo     

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A well-respected custodian for RIAs, Raymond James provides a high-level of support for advisors to go along with one of the most respected brands in financial services.


Rarely seen in the industry, the Kingswood Capital Partners broker/dealer provides a choice of clearing firms for your brokerage business.


Raymond James logo     

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Kingswood enjoys a very strong relationship Raymond James’ clearing platform and this translates into top-level service and reporting from Raymond James. Additionally, advisors can enjoy streamlined technology and reporting by utilizing Raymond James as a clearing firm and custodian.

RBC logo     

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A leading clearing firm, RBC offers Kingwood’s advisors comprehensive clearing service, including consolidated reporting and a broad range of traditional investment solutions.



Insurance and mutual fund providers

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.

Insurance

  • AIG
  • Allianz
  • Athene
  • AXA
  • Brighthouse
  • Delaware Life
  • Hartford
  • Jackson National
  • Lincoln Financial
  • Mass Mutual
  • Nationwide
  • North American (NACOLAH)
  • One America
  • Pacific Life
  • Principal
  • Prudential
  • Salmons
  • Security Benefit Life Insurance Co.
  • Transamerica
  • Virtuis
  • VOYA


Mutual funds

  • AIG
  • American Century
  • American Funds
  • Blackrock
  • Cavalier
  • Delaware Funds
  • Fidelity
  • FS Investments
  • Hartford
  • JP Morgan
  • MFS
  • Pacific Life
  • Prudential
  • RMB

Alternatives

Our affiliated firm, Benchmark Investments, is a leader in the alternative investment industry. Benchmark has innovative technologies and established selling agreements in place with the top providers allowing you to truly diversify your portfolio.


Orion logo             

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AIX is a digital platform built to improve the process for investing in alternatives and enable growth for the broader industry.

eMoney logo          

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CAIS provides financial advisors with a broad selection of alternative investment strategies including, hedge funds, private equity, private credit, real estate and structured notes, allowing them to capitalize on opportunities and/or withstand ever-changing markets.


Riskalyze logo                                                                                                                                                     

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InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO giants. InvestX empowers broker dealers and advisors with a marketplace, technology and insights for investing and trading in institutional quality private equity without the traditional multimillion-dollar investment minimums.