About Binah Capital Group
Binah Capital Group (NASDAQ: BCG) is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative hybrid-friendly model, making it an optimal platform for RIAs navigating today’s complex financial landscape. Binah’s portfolio companies are built to help advisors run, manage, and execute commission-based business seamlessly while providing best in class resources to support their advisory practice. We don’t just offer tools—we cultivate partnerships. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace.
Binah is laser-focused on creating long-term value for its shareholders, while driving innovation across the wealth management space. With Binah Capital Group, you gain more than a partner—you gain access to a powerful ecosystem of companies dedicated to elevating your success, backed by Wall Street expertise and a relentless commitment to excellence.
Our Diverse Portfolio
With a national footprint encompassing over 1900 registered individuals and over 500 offices in all 50 states, Binah Capital Group owns and operates a diverse portfolio of companies in the financial sector. This includes prominent broker-dealers like Purshe Kaplan Sterling Investments, Inc., Cabot Lodge Securities LLC, and World Equity Group, Inc., as well as registered investment advisors and insurance entities.
A Unique Approach to Empowerment
Our core strategy centers on acquiring and managing businesses within the financial services industry, with a particular focus on wealth management. We specialize in consolidating independent broker-dealers, capturing the economies of scale necessary to provide cutting-edge technology and comprehensive support to financial advisors. Binah Capital Group is distinguished by its dual- registered hybrid-friendly model, offering a haven for advisors seeking independence and flexibility. We understand the importance
- A Range of Operating Models: Dual-registered hybrid, independent registered, and W2 models cater to diverse advisor needs and preferences.
- Diverse Clearing Options: Our ownership of multiple broker-dealers, each with various clearing and custody agreements, ensures a smooth transition for advisors.
- Best-in-Class Solutions: We equip advisors with the tools, resources, and services they need to achieve continued growth and success
Building Long-Term Relationships
At Binah Capital Group, we prioritize building long-term relationships with our advisor base. Our core philosophy revolves around providing best-in-class solutions and a robust platform that empowers advisors to enhance their businesses and deliver exceptional service to their clients.
Our Commitment to Excellence
We are committed to delivering unparalleled support and fostering a collaborative environments. By combining our expertise, technology, and unwavering commitment to client service, we aim to shape the future of wealth management and empower financial advisors to reach new heights of success.