We build relationships with quality firms, their leaders and their advisors, empowering each to compete and succeed.
First Clearing is a premier clearing and custody services business, serving broker-dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, we help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire.
Our experience working with quality firms for more than three decades has garnered us a reputation for questioning the status quo, envisioning what lies ahead and innovating for the next generation.
We believe that relationships are not one-size-fits-all.
We make it our business to know you and understand your unique needs. Our leadership team will take the time to build personal, one-on-one relationships with each firm, be accessible and accountable to you. We provide responsive, individualized service delivered by empowered seasoned industry professionals that know you and your unique business. With us, you’re not just an entry in our book of business.
We’re not your typical custodian.
With us, you’ll have access to a comprehensive wealth management suite, thoughtful insights and flexible technology. Combining the breadth and depth of Wells Fargo with your vision and passion for the business, we believe you’ll have the flexibility and scale you need to grow your business while delivering the client experience you desire at the same.
We’re invested in the success and growth of your business.
It’s your vision, your business and your legacy. Whether you’re looking to build through recruiting, acquisition or optimization, we’re here to partner with you at every stage. With us, your growth is our goal.
Where Do You Want to Go?
We can help you get there. Let’s have a conversation.
With us, you’re combing strength, scale and heritage with more than 30 years of providing custody services to broker-dealers and RIAs.
The RIA model is blazing new paths through the traditional advisor landscape; offering new opportunities, resources, support and true independence. It’s creating historic growth opportunities for forward thinking advisors. Offered through First Clearing, we can help you evaluate your options and find the right solution to support your goals – whether you’re looking to break away to start your own RIA or join an established practice.
Be Bold. Make your mark. Be a Really Independent Advisor.
First Clearing is here to help. Let’s continue the conversation. Together, we’re redefining independence.
*as of June 30, 2020
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. First Clearing provides correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public.© 2020 Wells Fargo Clearing Services, LLC. All rights reserved. www.firstclearing.com. 1020-02573