We build partnerships that give access to a world of opportunities.
What We Do
Our expertise amplifies growth for individuals and businesses, regardless of financial stage or goals.
Our Philosophy
At Kingswood we believe everyone should have access to financial advice to protect and grow their wealth.
No matter what your need, you can count on boutique service backed by the power of a global financial services firm.
About Us
0,000+
Clients Worldwide
$0B
Worldwide AUM
$0B
U.S. AUM
0+
Advisors
0
States
Protect Wealth
At our firm, we understand that financial planning 
is not a one-size-fits-all endeavor. That’s why we offer a diverse range
of services designed to address every aspect of your financial life.
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Grow Assets
Accelerate the growth of your investments through personalized, data-driven strategies tailored to your financial goals. Kingswood Advisors leverages market expertise to maximize your returns.
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Streamline Operations
Optimize your financial operations with efficient, integrated solutions that simplify and enhance your business processes. Kingswood Advisors offers comprehensive support to improve your operational efficiency.
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Achieve Financial Goals
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood Advisors helps you map out and achieve both short-term and long-term financial objectives.
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Gain Market Insights
Make informed decisions with actionable market insights and research from our team of seasoned financial experts. Kingswood Advisors provides the knowledge you need to navigate the complexities of the financial markets.
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old couple with sun behind them
At our firm, we understand that financial planning is not a one-size-fits-all endeavor. That’s why we offer a diverse range of services designed to address every aspect of your financial life.
Learn More
blurred photo of businessmen walking
Accelerate the growth of your investments through personalized, data-driven strategies tailored to your financial goals. Kingswood leverages market expertise to maximize your returns.
Learn More
people collaborating around a table
Optimize your financial operations with efficient, integrated solutions that simplify and enhance your business processes. Kingswood offers comprehensive support to improve your operational efficiency.
Learn More
new york city skyline from within the buildings
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood helps you map out and achieve both short-term and long-term financial objectives.
Learn More
woman writing at a whiteboard
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood helps you map out and achieve both short-term and long-term financial objectives.
Learn More
Don’t just take our word for it
Kingswood U.S. has been named one of the best financial advisory firms for more than two years in a row by USA Today and Statista.
Read the article
Best Financial Advisory Firms Kingswood

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Publications we’ve been featured in

News and Views

Our latest news and views

Brokerages Can Still Offer More Than Custodians
CEO Michael Nessim authored this article on why it would be a mistake to write off the brokerage model as a way for financial professionals to serve clients. Brokerage remains as relevant a way to meet specialized needs of some investors as fee-based service, even if its days as the dominant wealth management model are in the past.
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Kingwood U.S. CEO and Managing Partner Mike Nessim shared his thoughts about the technology trends implemented during the pandemic that are here to stay in this recent round-table discussion published in Digital Wealth News.
The Surprising Truth About Small Firm Recruiting
"Smaller broker-dealers and RIAs provide a platform not only for more strategic growth, but for the advisor to thrive within a more attentive and supportive environment." - Mike Nessim, CEO and Managing Partner, Kingswood U.S.
Advisers finding value in joining smaller firms
Mike Nessim recently wrote an article for Investment News in which he talks about how smaller Broker-Dealers and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.
Kingswood Acquisition Corp and Wentworth Management Services announce definitive merger agreement
Kingswood Acquisition Corp. (NYSE: KWAC) ("KWAC"), announced today a definitive agreement to enter into a business combination with Wentworth Management Services LLC ("Wentworth").
Kingswood U.S. recruits more than $335 million in total client assets with addition of eight independent financial advisors and practices
"Kingswood's ability to draw exceptional advisors who seek the variety of affiliation models that we provide, is evidence of our ongoing success in providing a nimble, adaptable platform that enables our advisors to extend their market reach while empowering them to do more. I warmly welcome these outstanding professionals to our network." - Mike Nessim, CEO, President & Managing Partner, Kingswood U.S.