Allendale, Inc.
Why Allendale

Four decades of doing this the right way.

Independent, research-first, and built to outlast any one principal — the partner to trust with your firm and your clients.

Our Story

Research-first since 1984.

Allendale was founded in 1984 on a simple idea: give producers and traders research they can actually use, and the brokerage service to act on it. Four decades later, that research-first identity still defines the firm.

Today Allendale operates 13 branch offices serving clients across 38 states, clearing through StoneX. We are an introducing broker and a Member of NFA.

What makes Allendale the right home for another firm's book isn't size for its own sake. It's an operation built to run cleanly, compliantly, and consistently — and to outlast any one principal.

By the Numbers

Four decades. One standard.

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

Who's running your back office.

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

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Steve Georgy

President

Sets strategic direction across the firm and its branch network.

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Jeremy Shelton

Chief Operations Officer

Oversees day-to-day operations across every office.

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Lisa Baker

Chief Compliance Officer

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

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Greg McBride

Director of Brokerage

Leads brokerage operations and broker relationships.

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Rich Nelson

Chief Strategist

Authors the Advisory Report your clients already read.

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Mike Lung

Information Technology

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

Trust your firm to a team with a track record.

Start a private conversation about what comes next — straight to Steve Georgy, President.

Start a Confidential Conversation