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- Custodian
- Pershing ยท Stonex
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2014
- Office Locations
- 131
Office Locations
About Stonex Advisors Inc.
StoneX Wealth Management is a registered investment advisory firm and independent broker-dealer providing an integrated technology, compliance, and wealth management platform for financial professionals across the U.S. and Latin America. Services include managed portfolios, retirement/college planning, estate and tax planning, lending, and insurance/annuities. Open-architecture approach with no incentives for proprietary products and flexible affiliation models (brokerage, advisory, hybrid).
Reported data analysis
What the numbers show
Reported AUM was unchanged at $5.1B between December 22, 2025 and June 17, 2026.
Across 5 reported observations, AUM increased 101.3% between December 22, 2022 and June 17, 2026, from $2.5B to $5.1B.
Of the latest reported AUM, 74.7% is discretionary and 25.3% is non-discretionary.
The firm reports 220 advisory representatives and 9,895 clients, or 45 clients per representative. That equates to $514.7K in reported AUM per client.
The profile lists 131 reported office locations and 11 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Stonex Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ANDREW R CHAMBLESS
Broker, General Counsel
- CRD
- --
- Ownership
- Less than 5%
STUART ANDREW DAVISON
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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GUSTAVO ENRIQUE ALFONSO
--
- CRD
- #2570686
DAVID WILLIAM ALLEN
Senior Vice President - Wealth Management
- CRD
- #1557196
Showing 2 of 242 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,806,637,865 | $329,722 |
| Non-Discretionary | $1,286,246,915 | $326,293 |
| Total | $5,092,884,780 | $328,849 |
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Separately Managed Accounts
SMA allocation detail is available
Stonex Advisors Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Stonex Advisors Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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