Insights

Strategic Alliance Leverage First Clearing's Wells Fargo affiliation to position complementary technology, custody, and clearing enhancements for broker-dealers and RIAs seeking scale, capital-efficient growth, and access to broader resources.

Growth Momentum capitalize on a growth-friendly footprint and recent partnerships such as TradePMR to target independent advisor transitions and practice expansion, offering scalable clearing, transition support, and onboarding services.

Midmarket Target Focus on mid-sized firms with revenue milestones in the tens of millions and headcount in the hundreds, offering cost-efficient clearing, custody, and technology integrations that enable competitive parity with larger firms.

Technology Stack Highlight compatibility and integration opportunities with modern fintech tooling (tag management, analytics, web performance) to demonstrate a seamless tech-enabled client experience and potential operational efficiencies.

Value Proposition Emphasize relationship-driven service, compliance rigor, and a legacy of innovation to differentiate for firms prioritizing trusted partner ecosystems, advisor independence, and scalable platform support for growth and succession planning.

First Clearing Tech Stack

First Clearing uses 8 technology products and services including WP Rocket, Section.io, gstatic.com, and more. Explore First Clearing's tech stack below.

  • WP Rocket
    Caching
  • Section.io
    Content Delivery Network
  • gstatic.com
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • Cisco
    Network Hardware
  • 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

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.

How much revenue does First Clearing generate?

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As of July 2026, First Clearing's annual revenue is estimated to be $50M - $100M.

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 July 2026, First Clearing has approximately 52 employees across 2 continents, including North AmericaAfrica. Key team members include Vice President Compliance Liaison: K. B.Head Of First Clearing: J. P.Vice President: J. H.. 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 WP RocketSection.iogstatic.comGoogle Fonts APIjQuery MigrateFancyBoxCiscoGoogle 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 logo

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

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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