Allendale, Inc.
For Brokers & Introducing Brokers

Your Next Chapter,
Without the Overhead.

For introducing brokers weighing what comes next — affiliate, transition, or sell — backed by the compliance, technology, and research infrastructure Allendale has run since 1984.

Since 1984Member NFACleared through StoneX13 branch officesResearch cited by USDA, Reuters & Bloomberg
Why Now

Running an IB is getting harder to carry alone.

Consolidation

RJO's move into StoneX means fewer carrying relationships and real operational change for small IBs.

The cost of keeping up

Compliance, cybersecurity, recordkeeping, and modern client technology now demand scale most solo practices can't reach.

The succession gap

Most broker practices have no documented plan for the day the principal steps back. The book deserves better.

Allendale Partners

Three ways forward. One partner.

Whether you're years from retiring or ready for a clean exit, there's a path that fits — and we take the back office either way.

PATH 01

Affiliate

Become a branch office. Keep your name — co-branded with Allendale — your clients, and your autonomy. Hand us the overhead, and gain a team behind you.

A full operations team handles your day-to-day — with broker coverage for your book when you take time off.
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PATH 02

Transition & Retire

A paid, orderly handoff over a negotiated runway. Stay involved while your clients gain continuity.

A team covers your day-to-day from day one, and brokers cover your book as you step back — so you can take time off.
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PATH 03

Sell Your Book

A clean exit at a negotiated value. Your clients move to Allendale brokers with the research they trust.

Your clients are absorbed by a full team — same research, same service — so the relationships you built land softly.
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The Platform

Everything behind the broker, handled.

Five pillars of institutional-grade back office — the same platform that runs Allendale's 13 offices.

Compliance

A named CCO, supervision, AML, registration upkeep, and communications recordkeeping aligned to CFTC & NFA rules.

NFA / CFTC ready
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Technology

A production CRM, clearing connectivity, managed telephony with compliant recording, and a maintained security posture.

CRM & clearing
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Operations & Reporting

Automated daily statements, margin monitoring and calls, reconciliation, and client-ready reporting through StoneX.

Daily & automated
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HR & Administration

Payroll, benefits, Series 3 sponsorship and licensing, registration, and onboarding — overhead, off your plate.

Payroll & licensing
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Research & Market Intel.

The Allendale Advisory Report, crop surveys, and daily commentary — distributed to your clients, a retention asset.

Cited by USDA
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One platform. Every office.

The funnel on this very site feeds the same CRM — a live demonstration of the technology you'd inherit.

Explore the platform →

“The same platform that runs Allendale's 13 offices is the platform that runs yours.”

Track Record

Four decades. One standard.

Research-first, independent, and trusted across agricultural markets since 1984.

40+
Years of Service
13
Branch Offices
38
States Served
Daily
Advisory Report
Leadership

You'll know exactly who's running your back office.

The team a joining firm is really partnering with — operational judgment, not just a logo.

SG

Steve Georgy

President

Sets strategic direction across the firm and its branch network.

JS

Jeremy Shelton

Chief Operations Officer

Oversees day-to-day operations across every office.

LB

Lisa Baker

Chief Compliance Officer

Leads compliance — previously Director of Compliance at R.J. O'Brien through the StoneX transition.

GM

Greg McBride

Director of Brokerage

Leads brokerage operations and broker relationships.

RN

Rich Nelson

Chief Strategist

Authors the Advisory Report your clients already read.

ML

Mike Lung

Information Technology

Runs the technology platform — CRM, clearing connectivity, communications, and reporting — across every office.