Custodial Services


First Clearing* provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in St. Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business.

Now in its fourth decade of service to quality, independently owned broker-dealers, First Clearing maintains a leading position in empowering firms, their leaders, and their advisors to compete successfully – to help their clients succeed financially.

First Clearing provides access to vast resources, including: a full range of investment, advisory and banking products; alternative investments, fixed income, retirement, and trust services; industry-leading research; advanced advisor workstation and workflow technologies; risk-management and compliance support; and advisor recruiting services. Financial professionals with client firms have exclusive access to First Clearing’s Growth Accelerator® – a professional-development and practice- consulting program designed to take an advisor’s practice to the next level.

*First Clearing is a trade name used by Wells Fargo Clearing Services, LLC.  Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Advisor Growth Accelerator Program

The Growth Accelerator* program connects you to resources and expertise that can help enhance your practice. It combines professional development offerings with practice management reviews, ongoing one-on-one coaching, best practices, and resources to help you fully leverage product and technology platforms.

Consider the Growth Accelerator program if your goals include strengthening client relationships, increasing the efficiency and effectiveness of your practice, and accelerating the pace of attracting additional clients.

*Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license.

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