Our Firm At-A-Glance
Calton is an independently-owned, full service securities broker-dealer and investment advisory firm offering a wide range of investment products and services. We have been successfully serving entrepreneurial, independent financial professionals and their clients since 1987.
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Number of Advisors: Approximately 400
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Account Assets: Over $6 billion
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Business Models Supported: Transactional, Hybrid BD/RIA, and Corporate RIA
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Technology Partners: Laser App Software Inc., Redtail Technology, eMoney Advisor, and Envestnet
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Clearing Firms: National Financial Services LLC and Hilltop Securities
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Other Advisory Custodians: Fidelity Clearing & Custody SolutionsSM, and TD Ameritrade Institutional
