Stonex Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 25, 2026, reports $5.1B in regulatory assets under management, 220 employees, 155 offices, and 15,487 accounts.
Assets Under Management
$5.1B
Employees
220
Offices
155 offices
Total Clients
9,843
Primary office
BIRMINGHAM, AL
2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
8,721
2
HNWI
10.4%
1,020
3
Corporations
1.0%
96
Additional categories (<0.1%)
Charitable<5 clients
Government<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of March 25, 2026
Discretionary74.7%
$3.8B
75% of total RAUM74.7%
Non-discretionary25.3%
$1.3B
25% of total RAUM25.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.1B
Total Accounts15,487
10Y AUM Change+$4.0B (+362.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees220
Clients per Employee45:1
10Y Employee Change-125 (-36.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.