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The Power of Partnership

1st Global has the support and proven professional systems needed to give you the competitive edge in providing comprehensive wealth management services. Learn more »

Experience
Experience

An independent partner helping CPA firms grow from success to significance for 25 years.
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Platforms
Platforms

An expansive, fee-based platform built specifically for our CPA wealth management partners.
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CPA Community
CPA Community

A nationwide community of high-achieving CPAs supporting each other’s success.
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Service
Service

We take special pride in providing excellent service and support to our firms.
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What Do Investors Really Want?


Believe it or not, there’s an easy way to find out what clients want from their CPAs: talk to them.
We surveyed emerging affluent and affluent investors to find out what they look for in financial advice providers, as well as what is most important to them in those interactions.

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1st Global News

1st Global news and announcements, media resources, the financial industry, the economy: if it’s in the news, you’ll find it here.

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Forbes CommunityVoice Article Features Quote from 1st Global’s Ryan George

Ryan George, assistant vice president of marketing and communications, was recently quoted in the Forbes CommunityVoice article “13 Lessons To Help Companies Avoid -- Or... Read more »

Martin Landry Quoted in U.S. News and World Report Article

1st Global’s Martin Landry, manager of the Investment Management Research Group, was recently quoted in the U.S. News and World Report article “Why You Should... Read more »

1st Global’s Steve Smith Featured in FSI Article

1st Global Assistant Vice President of RIA Compliance Stephen Smith was recently featured in an FSI Voice article, “Trends and Options in Hybrid RIA Structures.” Read more »

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