Trust Advisory Group
Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX) that delivers investment advisory, brokerage, and wealth management services to individual, private, and international investors through 500+ affiliated financial professionals across all 50 US states.
- Company typePrivate
- Founded-
- HeadquartersWoburn, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Trust Advisory Group does
Trust Advisory Group, Ltd. is a US-domiciled private wealth management subsidiary and a wholly owned entity of StoneX Group Inc. (NASDAQ: SNEX), operating under the unified StoneX Wealth Management brand alongside StoneX Securities Inc. (a FINRA/SIPC member broker-dealer) and StoneX Advisors Inc. (a registered investment adviser). The firm delivers investment advisory, brokerage, and comprehensive wealth management services to individual investors, private clients, high-net-worth individuals, and international investors, reaching customers through a network of 500+ affiliated financial professionals licensed and registered across all 50 US states and supported by an integrated online access portal.
The product suite spans wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance and annuities, tax planning, succession and private wealth solutions, and securities brokerage. The underlying technology is an integrated wealth management platform that connects clients to institutional-grade market access, end-to-end clearing and execution, and an online client portal for brokerage account access. Affiliated financial professionals operate under customizable affiliation options that let them configure support levels, services, fee structures, and payouts to fit their business model.
Revenue is generated through two primary streams: recurring fee-based investment advisory services (offered via StoneX Advisors Inc. and Trust Advisory Group, Ltd.) and commission-based brokerage transactions (offered via StoneX Securities Inc.), supplemented by recurring fees across the broader wealth management suite. The firm positions itself as an independent broker-dealer with no proprietary product incentives, competing on advisor affiliation flexibility, integrated service breadth, and a 100+ year industry legacy under the publicly traded StoneX parent.
Trust Advisory Group firmographics
Firmographics- Name
- Trust Advisory Group
- Legal name
- Trust Advisory Group, Ltd.
- Website
- https://trustadvisorygroup.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Trust Advisory Group, Ltd. is a wholly owned subsidiary of StoneX Group Inc. (NASDAQ: SNEX) that delivers investment advisory, brokerage, and wealth management services to individual, private, and international investors through 500+ affiliated financial professionals across all 50 US states.
- Ownership category
- akta.pro rank
Trust Advisory Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where Trust Advisory Group is headquartered
LocationHeadquarters
- HQ city
- Woburn
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Trust Advisory Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Advisory Services: Investment advisory services offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Fee-based revenue model serving 97,000+ investment clients with AUM of $16B+
- Brokerage Services: Securities products offered through StoneX Securities Inc., member FINRA/SIPC. Commission-based transactions for investors
- Wealth Management Services: Integrated wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance and annuities
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Hybrid | Annual | Customizable affiliation options with tailored fee structures |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Trust Advisory Group product offering
Product offeringCore offering
Trust Advisory Group, Ltd. provides investment advisory and comprehensive wealth management services through StoneX Wealth Management to individual investors, private clients, and international investors. Services include wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance and annuities, tax planning, succession and private wealth solutions, and securities brokerage. The firm also offers affiliation options to financial professionals seeking access to platforms, technology, product and advisory solutions, and support resources.
Product overview
StoneX Wealth Management operates as an integrated wealth management platform combining technology, comprehensive wealth management, and investment services for financial professionals and investors. The platform is offered as a unified service under the StoneX brand, with Trust Advisory Group, Ltd. providing investment advisory services alongside StoneX Securities Inc. (broker-dealer) and StoneX Advisors Inc. The core offering includes wealth and estate management, managed portfolios, retirement and college planning, lending solutions, and life insurance and annuities, all supported by a network of over 500 affiliated financial professionals serving approximately 97,000 investment clients with $16B+ in assets under management.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth management services offered through StoneX Wealth Management, providing personalized investment advice, estate management, retirement planning, and financial advisory solutions to individuals, families, and high-net-worth clients.
- Investment Advisory Services Fee-based investment advisory services offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd., serving 97,000+ investment clients with $16B+ in assets under management across independent, private, and international investor segments.
- Brokerage Services Securities products and brokerage services offered through StoneX Securities Inc. (member FINRA/SIPC), providing commission-based transaction execution and account access for investors via an online access portal.
- Financial Professional Affiliation Program Customizable affiliation options for financial professionals offering tailored levels of support, services, fees, and payouts, along with access to platforms, technology, product and advisory solutions, compliance oversight, and back-office support resources.
Quantifiable outcome
- $16B+ in assets under management
- +2 more outcomes
Companies that use Trust Advisory Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Trust Advisory Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Trust Advisory Group partnerships and signals
Strategic signalScale indicators5 records
Recent moves5 records
Expansion highlights5 records
Trust Advisory Group competitors and assessment
Company assessmentDirect peers
- Cetera Financial Group: Independent broker-dealer network supporting thousands of financial professionals with wealth advisory, brokerage, and back-office services. Closely aligned with Trust Advisory Group's independent-affiliation model and mid-market positioning.
- Commonwealth Financial Network: Privately held independent broker-dealer focused on supporting financial advisors with integrated wealth management, advisory, and planning technology. Direct peer in the independent-affiliation wealth advisory space.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting a nationwide network of financial advisors with advisory, brokerage, and wealth management services. Highly comparable business model, distribution channel, and target advisor/client base.
- Advisor Group: Network of independent broker-dealer subsidiaries serving financial advisors with wealth management, advisory, and practice management resources. Comparable in scale, structure, and advisor-affiliation focus.
- Cambridge Investment Research: Independent broker-dealer supporting a large network of financial advisors with customizable affiliation options and wealth management services. Direct competitor for breakaway advisors and HNW client relationships.
Broad incumbents
- Charles Schwab: Major brokerage and wealth management firm offering retail brokerage, advisory, and institutional services. Competes broadly with Trust Advisory Group in client assets, brokerage services, and advisor-facing platforms.
- Ameriprise Financial: Large diversified wealth and asset manager with a substantial advisor channel serving retail and HNW clients with financial planning and advisory services. Overlaps with Trust Advisory Group's wealth advisory and planning offerings at greater scale.
- Edward Jones: Large retail wealth advisory firm with a national branch-and-advisor network serving individual investors. Competes with Trust Advisory Group in personalized wealth management for retail and HNW clients, though operating with a captive rather than independent advisor model.
- Raymond James Financial: Diversified financial services firm with a large affiliated advisor channel offering wealth management, investment banking, and asset management. Overlaps with Trust Advisory Group in advisor-affiliated wealth advisory but operates at much greater scale and breadth.
- Stifel Financial: Diversified financial services firm offering wealth management, investment banking, and institutional brokerage. Comparable in advisor-affiliated wealth management and full-service wealth advisory offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Trust Advisory Group social profiles
Digital presenceTrust Advisory Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trust Advisory Group leadership team
Management profileNumber of profiles
Trust Advisory Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trust Advisory Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trust Advisory Group
What does Trust Advisory Group do?
Trust Advisory Group, Ltd. provides investment advisory and comprehensive wealth management services through StoneX Wealth Management to individual investors, private clients, and international investors. Services include wealth and estate management, managed portfolios, retirement and college planning, lending solutions, life insurance and annuities, tax planning, succession and private wealth solutions, and securities brokerage. The firm also offers affiliation options to financial professionals seeking access to platforms, technology, product and advisory solutions, and support resources.
Is Trust Advisory Group a public or private company?
Trust Advisory Group is a private company. It is classified as corporate owned and is currently operating.
When was Trust Advisory Group founded?
Trust Advisory Group was founded in -1. It employs 1 to 10 people.
Where is Trust Advisory Group based?
Trust Advisory Group is headquartered in Woburn, United States, in the North America region.
How does Trust Advisory Group make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are brokerage Services and wealth Management Services.
Who are Trust Advisory Group's main competitors?
Direct peers on record are Cetera Financial Group, Commonwealth Financial Network, LPL Financial, Advisor Group and Cambridge Investment Research. Broad incumbents are Charles Schwab, Ameriprise Financial, Edward Jones, Raymond James Financial and Stifel Financial.
Does Trust Advisory Group have an API?
No public API is recorded for Trust Advisory Group.
What industry is Trust Advisory Group in?
Trust Advisory Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6282.