Insights

Wells Backing Advantage First Clearing operates under Wells Fargo Clearing Services, offering stability, scale, and access to a broad advisor network. This provides a compelling platform for broker-dealers and RIAs seeking trusted custody and clearing within a well-known financial ecosystem, with opportunities to engage Wells Fargo advisors and independence-focused firms.

Independent Growth The TradePMR partnership signals a strategic emphasis on helping independent RIAs launch and scale, presenting a sales angle to target growth-minded advisory practices that need robust clearing, custody, and back-office support to fuel their expansion.

Tech Security Edge A security and web-optimization oriented tech stack (security tooling, analytics, performance, and open-source hosting) positions First Clearing to address data protection, compliance, and reliable client experiences; this opens doors for cybersecurity services and technology integrations tailored to RIAs and broker-dealers.

Mid Market Growth With a mid-market footprint, First Clearing is positioned to serve growing broker-dealers and RIAs seeking scale without the overhead of larger incumbents. Present opportunities around streamlined onboarding, scalable operations, and enhanced service levels to win mid-size firms.

Advisor Network Expansion The Wells Fargo affiliation and existing partnerships create a channel to reach Wells Fargo advisors considering independence or migration to a superior clearing and custody platform; explore co-branded outreach, transition services, and onboarding programs to capture these opportunities.

First Clearing Tech Stack

First Clearing uses 8 technology products and services including Hotjar, Sucuri, Section.io, and more. Explore First Clearing's tech stack below.

  • Hotjar
    Analytics
  • Sucuri
    Content Delivery Network
  • Section.io
    Content Delivery Network
  • Twemoji
    Font Scripts
  • Highlight.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Ubuntu
    Operating Systems
  • Google Tag Manager
    Tag Management

First Clearing's Email Address Formats

First Clearing uses at least 1 format(s):
First Clearing Email FormatsExamplePercentage
First.Last@firstclearing.comJohn.Doe@firstclearing.com
81%
F.Last@firstclearing.comJ.Doe@firstclearing.com
11%
FLast@firstclearing.comJDoe@firstclearing.com
5%
Fir.Last@firstclearing.comJoh.Doe@firstclearing.com
3%

Frequently Asked Questions

Where is First Clearing's headquarters located?

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First Clearing's main headquarters is located at St. Louis, Missouri 63103 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is First Clearing's phone number?

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You can contact First Clearing's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Clearing's official website and social media links?

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First Clearing's official website is firstclearing.com and has social profiles on LinkedIn.

What is First Clearing's NAICS code?

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First Clearing's NAICS code is 52 - Finance and Insurance.

How many employees does First Clearing have currently?

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As of June 2026, First Clearing has approximately 52 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: V. W.Vice President - Correspondent Services: B. H.Vice President Compliance Liaison: K. B.. Explore First Clearing's employee directory with LeadIQ.

What industry does First Clearing belong to?

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First Clearing operates in the Financial Services industry.

What technology does First Clearing use?

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First Clearing's tech stack includes HotjarSucuriSection.ioTwemojiHighlight.jsModernizrUbuntuGoogle Tag Manager.

What is First Clearing's email format?

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First Clearing's email format typically follows the pattern of First.Last@firstclearing.com. Find more First Clearing email formats with LeadIQ.

When was First Clearing founded?

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First Clearing was founded in 1983.

First Clearing

Financial ServicesMissouri, United States51-200 Employees

First Clearing is a clearing and custody services provider serving broker-dealers and registered investment advisors nationwide, headquartered in St. Louis, Missouri. The entity operates as a trade name of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. It offers correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. With a workforce of 51-200 employees and revenue in the range of $50 million to $100 million, the company emphasizes relationship-based service and, through its Wells Fargo affiliation, provides access to resources to support client firms in managing their businesses. In 2019, First Clearing partnered with TradePMR, Inc. to assist Wells Fargo advisors pursuing independence start their own RIA firms, reflecting strategic growth activity.

Section iconCompany Overview

Headquarters
St. Louis, Missouri 63103 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    First Clearing's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    First Clearing's revenue is estimated to be in the range of $50M$100M

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