Registered Investment Advisors
RIA Service and Custody Platform
Combining our strength, scale and heritage with the 20+ years of direct RIA service experience of introducing broker-dealer, TradePMR*, the RIA service and custody offering from First Clearing is designed to provide independent advisors another option to own and grow their business.
Through this service, RIAs will have access to:
- An award-winning*, state of the art technology platform, Fusion, designed for growth-oriented RIAs
- Dedicated, white-glove service that is second to none in the industry
- Seasoned transition specialists to support the RIA at each step of the move process for a seamless experience
With deep roots in the financial services industry, First Clearing has a long history of supporting independent business owners and financial advisors. We know what it is to serve advisors serving clients.