Custodial 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, 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. With 33,500 employees and 11.77 Trillion total customer assets and more than 16,000 Independant RIA firms changed from 7500.

RBC Correspondent Services (RBC CS) is a division of RBC Capital Markets Corporation, a wholly owned subsidiary of Royal Bank of Canada. RBC employs more than 80,000 full-and part-time employees who serve more than 17 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 48 other countries — making it a respected global leader in diversified financial services.

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. 300+ Advisors, 10,000+ Clients Worldwide, $27 Billion AUA and $8 Billion AUM.