Fall Line Securities

Who We Are

FallLine was specifically designed to address an unmet need in serving UHNW clients. We partner with Private Wealth Advisors who exclusively work with wealthy clients, and who want to deliver a client experience that is tailored to meet the unique needs of their clients.

What Makes FallLine Different

FallLine is unlike any other firm and was created as an alternative to wealth management firms that have increasingly adopted a one-size-fits-all model.

Purpose-Built for the UHNW Market

FallLine caters exclusively to elite Private Wealth Advisors focused on UHNW families.

Superior Client Experience

Private Wealth Advisors are positioned to provide a superior client experience with unmatched services, products and technology.

Turnkey Broker-
Dealer and Technology / Services Platform

FallLine is the only UHNW focused firm that combines a broker-dealer and a turnkey technology/services platform, creating the only clear, unified path to a hybrid RIA business.

Leadership Team

FallLine is led by industry veterans with decades of financial services experience. The FallLine team has a track record of helping Private Wealth Advisors grow their businesses at some of the biggest financial firms.


FallLine Securities Welcomes Requisite Capital To Wealth Management Platform

Billion Dollar Team Attracted by FallLine's Unique Offering For Advisors to Ultra-High Net Worth Clients

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What's Your RIA Worth? A Framework for Understanding Valuations

Size, margins, growth potential and sustainability are the keys to getting the most out of selling your firm.

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Pay to Play is Alive and Well

In case anyone thought the proposed Department of Labor fiduciary rule would begin the process of eliminating or reducing conflicts of interest on Wall Street, do not be fooled. The Street is expert at coming up with new ways to pad its own pocket at the expense of clients, and all the while positioning it as being in the client's best interest.

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