CHOOSE YOUR PATH
AT LPL FINANCIAL

Your definition of success is unique, just like the business you’ve built. That’s why LPL Financial offers a range of business models—and a wealth of options across the board—for every advisor and team who chooses us as their partner.

When you’re free to choose how you run your business—from the operations, to the goals you set, to the clients you serve—you’re choosing your path to success.

And we’re here to support you on that path, every step of the way.

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AN INDUSTRY LEADER

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#1 Independent Broker/Dealer in the U.S. 1

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#3 RIA Custodian
in the U.S. 2

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#1 Provider of 3rd Party Investment Services to Banks & Credit Unions 3

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Fortune 500 Company 4


EXPERIENCE TRUE FREEDOM

Gone are the days of choosing between independence and support. As an independent financial advisor at LPL, you can choose the exact level of service that fits your needs—up to and including outsourcing your entire back office to us. 

With competitive pricing and payouts, technology that works—and works together—and expert consultants who help you grow your business, you’ll have everything you need to thrive.

  Affiliation options   Services and support
  Advisory platforms   Transition assistance
  Payouts and pricing   Technology

 

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BEGIN YOUR LPL JOURNEY TODAY

Advisors, Take Your
Success Further

As a nationally leading wealth management firm, we’ve helped thousands of advisors, banks, institutions, RIAs, and large enterprises turn their business aspirations into realities.

What does your vision of success look like? Schedule a confidential conversation to find out how we can help you take your business where you want it to go.

FIND YOUR REP

Investors, Pursue
Your Goals

We believe a better investment experience begins with independent, personalized advice. Learn more about the basics of investing and the value of working with a financial professional.

Are you ready to take control of your financial future? Find an LPL financial professional near you to start pursuing your goals today.

FIND A FINANCIAL PRO

LATEST NEWS

WHY CHOOSE LPL?

As a self-clearing firm, LPL Financial centralizes and simplifies your business. One sign-on, one client portal, one team to call. And more flexibility.

Run your practice from a single, integrated workstation with one sign-on. Connect to our dedicated service and operations team with one call—80% of all calls are answered within 30 seconds. Design investment strategies for clients of any size on our flexible, open-architecture platforms. And open 99.5% of common account types online, including most advisory accounts.


WHAT ADVISORS ARE SAYING ABOUT LPL

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“The LPL platform really places clients first and allows us to give back to the community. Everything we did as part of this move and every decision we made was with our own clients in mind. When someone walks through the door at Claritas, we want them to know the whole company works for them.”

– Brian Lynn

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“[LPL doesn't] have any proprietary funds or products; rather, we were told to select whichever products we felt were best for the client’s situation. This client-centric approach really resonated with me and felt right. Thus began my avenue toward the independent model."

– Laurie Barela

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“LPL advisor diversity support has been great, especially in their establishment of different diversity groups…having those support channels to discuss the different issues that come across has been really impactful and helped me feel supported as an advisor.”

– Lisa Yang


START A
CONVERSATION

Schedule a confidential conversation to find out how we can help you take your business where you want it to go. We take your privacy seriously, and our representatives will connect with you on your schedule, through your preferred mode of communication, and always in complete confidentiality. We can’t wait to hear what your vision of success looks like—and how we can partner with you on your journey.

1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2  Cerulli Associates, 2019 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4  2021 Fortune 500

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.