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STONEX ADVISORS INC.

BIRMINGHAM, AL · CRD 174182 · IAPD ↗ · 800-292-2411

$5.09BRegulatory AUM
220Advisory reps
220Employees
52Clients
51-100Planning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
January 2026 — STONEX ADVISORS INC. shrank from 233 to 220 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
January 2026 — STONEX ADVISORS INC. added office(s): 147 -> 155 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
January 2025 — STONEX ADVISORS INC. shrank from 242 to 233 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
January 2025 — STONEX ADVISORS INC. reported RAUM up 36% ($3.32B -> $4.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — SA STONE INVESTMENT ADVISORS INC. is now doing business as STONEX ADVISORS INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.