Independent Advice. National Strength. Personalized Financial Guidance.

Trusted National Network

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Backed by Unmatched Resources

LPL gives us new tools, good research, and the latest tech. This helps us to spend time on what you care about the most. We want to help you reach your money goals. When we work with LPL, you can get help from the best. You also get a look at what is new and important in the field.

Personalized Financial Guidance

We give you solutions that fit your own needs. These can help you feel sure about the money choices you make at each step in life.

Individuals

You will work with professionals who understand your community. They give you advice that fits the local economy and what people need in your area. You get help that is made for you and where you live.

National Resources

You can use strong tools, market research, and help that feels just like what big companies get. All this is there because of our link with LPL Financial and the group of advisors they have.

Consistent Support

You can use strong tools, market research, and help that feels just like what big companies get. All this is there because of our link with LPL Financial and the group of advisors they have.

Work Smarter, Together

Work as a team to bring resources and people into one place. This way, you make good plans that are well-planned out and come together as one.

Retirement and Investment Planning

Planning for retirement or managing investments can be complex. We help you simplify it. Our independent advice is designed to align with your long-term financial goals, always with your best interests in mind.

Nationwide Access, Local Commitment

With advisors in every state, you get local support backed by the strength and expertise of a national wealth management team.

Local Expertise

Our advisors understand your local economy and values. They create personalized financial plans tailored to your community and focused on meeting your unique goals, needs, and long-term financial success.

National Support

Get help from the tools, research, and resources at LPL Financial. It is one of the largest groups for wealth management in the country. With this support, you and your team can use what you need to do well.

Flexible Access

Get support in the way that works best for you. No matter where you are, we are here to help you. You can reach us by phone, on the internet, or face-to-face. Pick the way that fits your day and the way you live.