Wealth Management
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Clearing

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Trusted Clearing Partner to Financial Professionals Nationwide

HilltopSecurities provides clearing services to broker-dealers and RIAs across the country. Our modern, robust trading platform, cutting edge market insights, and leading technology solutions provide the real-time trading tools that today’s financial professionals need to serve their clients and grow their businesses.

Above all, HilltopSecurities seeks to help financial professionals run a more efficient business while protecting and enhancing their relationships with their clients.

National Scope¹

0rd
Largest clearing firm nationwide¹
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Approx. # of Broker-dealers
1. Based on number of broker-dealer clients, as of Aug. 17, 2019. Investment News.

Who We Serve

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Broker-Dealers

Clearing & Custody solutions from Full-Service Retail Brokerage Firms, Hybrid Firms and Wealth Management Firms.

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Institutional Firms

Industry-leading clearing & settlement solutions for fixed income and equity execution firms via API and FIX solutions.

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RIA Firms

We provide custody, service and platform solutions to help you support and grow your advisory business.

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Omnibus Firms

Experienced operational, data, and technical solutions to help support the unique needs of an omnibus clearing system.

Technology That Enables Productivity & Growth

Our advisor/middle-office platform, MOmentum Advisor, provides you with web-accessible order entry functions, access to view your client account information at a book of business, household or individual account level, and on-demand reporting tools—all through a robust single data source.

 

Additionally, our technology platform provides easy access to other customizable solutions to help you run every area of your business more efficiently and profitably.

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