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Annual · values202520242023
Gross Margin
Operating Margin
EBITDA Margin
Net Margin1.23%-3.13%0.34%
Current Ratio
Quick Ratio
Debt / Equity
ROE12.63%-32.71%11.19%
ROA3.29%-7.94%0.85%
Asset Turnover2.672.532.49
Book Value / Share1.08974.99

Binah Capital Group is an independent wealth management enterprise that consolidates and operates a network of broker-dealers, registered investment advisors, and insurance entities across the United States. The company provides financial advisors with access to equity, bond, and exchange-traded fund execution services, along with compliance, research, and accounting support. Through its subsidiaries, Binah Capital Group offers a comprehensive suite of investment products including mutual funds, alternative investments such as non-traded real estate investment trusts, fixed and variable annuities, and insurance products. The firm operates over 500 offices in all 50 states, focusing on building long-term relationships with its advisor base while leveraging technology-enabled platforms to deliver scalable services. Binah Capital Group also maintains an investment banking division and wholesale distribution capabilities, positioning itself as a key consolidator in the independent wealth management industry.