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Private Wealth Daily

Broker-dealer clearing

Custodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.

6 vendors · Updated October 26, 2026

News on Broker-dealer clearing in your edition and on My Desk.
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HilltopSecurities

Clearing, custody and broker-dealer services for advisors and RIAs

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Custody & clearing

Tick two to four vendors, then compare them side by side.

Broker-dealer clearing: questions to ask before you buy

  1. What are the minimums, pricing and cash sweep economics for a firm of our size?
  2. How do you support a breakaway team's transition: repapering, account transfers and the first ninety days?
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