Quarterly Commodities Outlook is available for free now. Download your report →
By: Gustian Farrow, Head of StoneX TV • Content Channels
StoneX Wealth Management’s Chief Investment Officer, Michael Lytle, shares insights into the firm’s journey from a legacy clearing operation to a modern, globally connected wealth management platform.
The acquisition of Stern Agee by INTL FCStone (now StoneX) in 2016 brought together a firm with over 100 years of wealth management experience and a strong clearing operation. As Michael Lytle explains, the business now combines both a registered investment advisor (RIA) and broker-dealer model: “The RIA is kind of the future of the industry if you will. Fastest growing segment…”. The broker-dealer side, while legacy, remains a part of the broader offering.
StoneX Wealth Management is headquartered in Birmingham, Alabama, with additional offices serving both domestic and Latin American markets. The business includes two main channels: independent advisors, who leverage StoneX’s technology and compliance infrastructure, and a private client group with nearly 20 advisors in multiple locations. “That channel for us… includes over 500 advisors in 42 different states here in the US,” Lytle states. A Miami office focuses on Latin America, creating connections to StoneX’s commodity business.
Being part of StoneX brings significant advantages, notably direct access to global research, strategy, and institutional expertise. Lytle notes, “My team can pick up the phone or drop a team's message to someone literally around the world… that may be covering a market that we need some information on”. Support from StoneX’s marketing and market intelligence teams further expands the reach and depth of information available to advisors and clients.
With about $16 billion in assets and over 97,000 accounts, StoneX Wealth Management serves a broad client base. “Our average client’s around half 1 million to $1 million,” Lytle says. The business is actively building its presence in both the US and Latin America, leveraging its unique position within StoneX to connect clients with global expertise and resources.
With a legacy spanning over 100 years, StoneX Wealth Management offers financial services and cutting-edge tools designed to build and safeguard wealth and ensure financial well-being.
Click Here
See our financial videos hub
---- Written by Gus Farrow
---- Expert: Michael Lytle, Chief Investment Officer, StoneX Wealth Management
The subsidiaries of StoneX Group Inc. provide financial products and services, including, but not limited to, physical commodities, securities, clearing, global payments, risk management, asset management, foreign exchange, and exchange-traded and over-the-counter derivatives. These financial products and services are offered in accordance with the applicable laws in the jurisdictions in which they are provided and are subject to specific terms, conditions, and restrictions contained in the terms of business applicable to each such offering. Not all products and services are available in all countries. The products and services offered by the StoneX Group of companies involve risk of loss and may not be suitable for all investors. Full Disclaimer. This content is not intended for residents of any particular country, and the information herein is not advice nor a recommendation to trade nor does it constitute an offer or solicitation to buy or sell any financial product or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. Please refer to the Regulatory Disclosure section for entity-specific disclosures. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. The information herein is provided for informational purposes only. This information is provided on an ‘as-is’ basis and may contain statements and opinions of the StoneX Group of companies as well as excerpts and/or information from public sources and third parties and no warranty, whether express or implied, is given as to its completeness or accuracy. Each company within the StoneX Group of companies (on its own behalf and on behalf of its directors, employees and agents) disclaims any and all liability as well as any third-party claim that may arise from the accuracy and/or completeness of the information detailed herein, as well as the use of or reliance on this information by the recipient, any member of its group or any third party.
© 2026 StoneX Group Inc. all rights reserved.
Our subscribers have access to comprehensive market analysis from StoneX spanning commodities, equities, currencies and more.
Kevin Warsh's first major test as Federal Reserve chair arrived just as June's jobs report badly missed expectations. The weak print rattled the dollar and opened a fresh window for Japanese intervention, though a single report is unlikely to shift the Fed's broader path.
Australia's latest employment report appeared stronger than expected, but the underlying data tells a more cautious story. Beneath the headline gains, labor market conditions continue to soften, reshaping expectations for Reserve Bank of Australia policy and financial markets.
Investors are rapidly reassessing the outlook for U.S. interest rates as Federal Reserve officials signal a more restrictive stance than markets had anticipated. The shift reflects not only changing policy expectations but also a broader transformation in how the Federal Reserve communicates with financial markets.
Our market expertise, advanced platforms, global reach, culture of full transparency and commitment to our clients’ success all set us apart in the financial marketplace.
Reach
With access to 40+ derivatives exchanges, 180+ foreign exchange markets, nearly every global securities marketplace and numerous bi-lateral liquidity venues, StoneX’s digital network and deep relationships can take clients anywhere they want to go.
Transparency
As a publicly traded company meeting the highest standards of regulatory compliance in the markets we serve; our financials and record of accomplishment are matters of public record. StoneX’s commitment to “doing the right thing over the easy thing” sets us apart in the industry and helps us build respect, client trust and new partnerships.
Expertise
From our proprietary Market Intelligence platform, to “boots on the ground” expertise from award-winning traders and professionals, we connect our clients directly to actionable insights they can use to make more informed decisions and achieve their goals in the global markets.
