Clearing services are provided by Charles Schwab for Kingswood Wealth Advisors, LLC.
Schwab is the industry leader and largest custodian of Registered Investment Advisor (RIA) assets,1 providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms. For over 30 years, we have worked resolutely with independent advisors to develop proven processes and insights for starting, building, and growing their firms.
Our clearing firm RBC Correspondent Services provides a world-class platform that enables us to leverage all of their advisory and technology solutions to help better serve our clients. RBC is the largest bank in Canada by market capitalization at over $100 Billion. The company has over 80,000 employees with revenues of over CA$40 billion as of fiscal year 2017. In November of 2017, RBC was added to the Financial Stability Board's list of global systematically important banks.
An SEC-registered RIA and a FINRA-licensed broker/dealer, Kingswood U.S., and parent company Kingswood Group combine the resources and capital of a large financial services firm with a boutique company's personalized touch and feel.
Benchmark provides a robust platform of investment products and services. The goal is to offer our clients a wide range of investment options, to help guide you to long term investment success.