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No. 30 Financial Planning IBD Elite 2026

Kingswood Capital Partners: Independent Broker-Dealer Profile

Legal name: Kingswood Capital Partners, LLC · New York, NY

$75.0M2025 Revenue
+22.3%YoY Growth
300+ registered individuals, Kingswood U.S. (Dec. 2025)Producing Reps
Not statedFounded

Quick Facts

2026 RankNo. 30 (Financial Planning IBD Elite 2026)
Legal NameKingswood Capital Partners, LLC
HeadquartersNew York, NY
FoundedNot stated
2025 Revenue$75.0 million (+22.3% YoY)
Producing Reps300+ registered individuals, Kingswood U.S. (Dec. 2025)
Client AssetsApprox. $18 billion AUM, Kingswood U.S. (Dec. 2025)
PrincipalsMichael Nessim, CEO, President & Managing Partner, Kingswood U.S.; Scott Poore, CIO, Kingswood Wealth Advisors
EmployeesNot publicly disclosed
FINRA BrokerCheckView Kingswood Capital Partners on BrokerCheck

Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About Kingswood Capital Partners

Kingswood Capital Partners is the broker-dealer of Kingswood U.S., a wealth management and financial services firm that has been expanding its in-house investment banking and capital markets business. Note: Kingswood tied LaSalle St. Securities at $75 million in 2025 revenue; Financial Planning ranked Kingswood No. 30.

Services Offered

Kingswood offers brokerage and RIA-friendly broker-dealer solutions, wealth management through Kingswood Wealth Advisors, a TAMP (Kingswood Eudaimonia Asset Platform), and investment banking and capital markets services.

Leadership

Michael Nessim, CEO, President & Managing Partner, Kingswood U.S.; Scott Poore, CIO, Kingswood Wealth Advisors.

Kingswood Capital Partners in the News

  • Dec. 10, 2025

    Kingswood U.S. agreed to take an equity stake in ArcStone Securities, which will operate a dedicated branch under Kingswood Capital Partners.

    Source: Newsfile
  • Aug. 2026

    Kingswood ranked No. 6 among the fastest-growing independent brokerages in Financial Planning's IBD Elite 2026 study (+22.3%).

    Source: Financial Planning

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Before working with any advisor affiliated with Kingswood Capital Partners, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.

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