1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.

See how 1st Global uses WealthEngine to create targeted prospecting lists for their affiliated firms and to customize research results to support their client strategies.

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