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STONEX ADVISORS INC.
CRD 174182 · SEC 801-80747
2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, 35243, United States
Phone
800-292-2411
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.09B
Discretionary AUM
$3.81B
Team
220 total employees; 220 advisory reps; 52 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsFINANCIAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8721 | $2.28B |
| High net worth individuals | 1020 | $2.60B |
| Charitable organizations | 3 | $3.7M |
| State/municipal entities | 3 | $85.8M |
| Corporations/business entities | 96 | $122.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- http://www.linkedin.com/showcase/90402889/admin/dashboard/
- https://www.facebook.com/SAStoneWealth
- http://www.linkedin.com/company/90623235/admin/dashboard/
- https://twitter.com/sastonewealth
- https://www.linkedin.com/company/sa-stone-wealth-management
- https://www.stonex.com/en/wealth-management.com
- https://x.com/StoneX_Official
Official SEC filing: View on IAPD