We build strong relationships with quality firms, their leaders, and advisors—empowering each to compete and succeed

At First Clearing, we believe that strong relationships are the foundation of success. As a premier clearing provider, we partner with wealth management firms nationwide, focused on delivering the expertise, resources, and technology they need to navigate an evolving financial landscape with confidence.

With deep roots in retail brokerage and investment advisory services, our experience spans over four decades of working alongside independently owned wealth management firms. This history has shaped our commitment to challenging the status quo, anticipating industry shifts, and providing innovative solutions that drive business growth.

What Sets Us Apart

We recognize that no two firms are alike. That’s why we take a personalized approach to every relationship with firms to help them grow, evolve, and deliver exceptional client experiences. Whether through tailored consulting, robust technology solutions, or strategic business development support, our focus is on empowering our partners to succeed on their own terms.

A Powerful Partnership

As part of Wells Fargo & Company and closely affiliated with one of the nation’s largest wealth management firms, our clients gain access to an expansive network of insights, tools, and expertise. This powerful combination of resources, flexibility, and scale is designed to support a wide range of business models and client needs.

Looking Ahead

The financial industry continues to evolve, but our commitment remains the same: to put clients first and foster long-term partnerships that drive success. By blending a high-touch service approach with comprehensive wealth management and technology solutions, we equip our clients with the confidence to embrace the future.

We build strong relationships with quality firms, their leaders, and advisors—empowering each to compete and succeed

Ready to learn more? Let’s talk.