About 1st Global

About Us

1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.

Welcome Message From Our Chairman and CEO



Tony Batman is Chairman, Chief Executive Officer and Co-Founder of 1st Global. An award-winning and respected leader in the financial services industry, Tony has helped establish 1st Global as a successful financial services business development and resource partner and is a frequent speaker to professional groups on financial services topics.

In The News

  • 1st Global Celebrates the End of Tax Season at Top Golf

    May 4, 2016
    1st Global recently held a company engagement event at Top Golf in order to participate in an enjoyable activity with co-workers, recognize company and individual achievements, and provide answers to questions employees had regarding the company.  (more)

  • 1st Global Responds to DOL Conflict of Interest Rule Announcement

    Apr 8, 2016
    The U.S. Department of Labor released its highly anticipated Conflict of Interest Rule (or Fiduciary Rule) on Wednesday, April 6. 1st Global, a research and consulting partner to select CPA and wealth management firms, commends the DOL for responding to industry feedback and delivering what may be a more workable rule.  (more)

  • 1st Global Raises More Than $3,000 for Local Charity

    Mar 29, 2016
    The 1st Global bowling league, an annual league comprising employees throughout the company, recently participated in a fundraiser for The Birthday Party Project, a local North Texas charity that hosts birthday parties for homeless children.  (more)