For introducing brokers weighing what comes next — affiliate, transition, or sell — backed by the compliance, technology, and research infrastructure Allendale has run since 1984.
RJO's move into StoneX means fewer carrying relationships and real operational change for small IBs.
Compliance, cybersecurity, recordkeeping, and modern client technology now demand scale most solo practices can't reach.
Most broker practices have no documented plan for the day the principal steps back. The book deserves better.
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.
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 paid, orderly handoff over a negotiated runway. Stay involved while your clients gain continuity.
A clean exit at a negotiated value. Your clients move to Allendale brokers with the research they trust.
Five pillars of institutional-grade back office — the same platform that runs Allendale's 13 offices.
A named CCO, supervision, AML, registration upkeep, and communications recordkeeping aligned to CFTC & NFA rules.
A production CRM, clearing connectivity, managed telephony with compliant recording, and a maintained security posture.
Automated daily statements, margin monitoring and calls, reconciliation, and client-ready reporting through StoneX.
Payroll, benefits, Series 3 sponsorship and licensing, registration, and onboarding — overhead, off your plate.
The Allendale Advisory Report, crop surveys, and daily commentary — distributed to your clients, a retention asset.
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.”
Research-first, independent, and trusted across agricultural markets since 1984.
The team a joining firm is really partnering with — operational judgment, not just a logo.
Sets strategic direction across the firm and its branch network.
Oversees day-to-day operations across every office.
Leads compliance — previously Director of Compliance at R.J. O'Brien through the StoneX transition.
Leads brokerage operations and broker relationships.
Authors the Advisory Report your clients already read.
Runs the technology platform — CRM, clearing connectivity, communications, and reporting — across every office.