Power the Future of Advice — Together

LPL Financial helps you define what success means to you. We provide you with the resources and expertise you need to support your vision.

Power the Future of Advice — Together

LPL Financial helps you define what success means to you. We provide you with the resources and expertise you need to support your vision.

Learn More

Financial Advisors

Leverage LPL’s expertise, scale, and resources to grow your business on your terms and deliver the personalized financial advice your clients expect and deserve.

Find Your Fit

Institutions

LPL delivers seamless experiences and support that's customized to your financial institution's unique needs, helping your wealth management program reach new levels of success.

Strengthen Your Plan

Investors

When you work with an advisor backed by LPL Financial, you'll get personalized advice designed around what matters most to you.

Take the Next Step

LPL Success Stories

Sean Heslin

Financial Advisor and Founder at Heslin Wealth Management

Read Sean's Story

Carly Golias

CFP®, CDFA®, AIF®

Financial Advisor at Arrow & Bow Wealth Advisors

Read Carly's Story

Michael Núñez

Financial Advisor and SVP at United Community Bank

Read Michael's Story

LPL's experience can make a difference for you.

Market Share among 3rd-party providers of brokerage services to banks and credit unions ¹

$1.6T

Brokerage and advisory client assets, serviced or custodied. ²

28K

Financial professionals serviced ³

Company ⁴

Gain Freedom

How LPL Supports Financial Advisors and Institutions

As you continue to stay agile and innovative for your clients, we’re right there with you supporting your needs and founding new frontiers in the industry together.

With LPL’s Network of Support, You Can:

Expand the depth of your advice with a world-class wealth management platform, seasoned consultants, and array of advisor tools
Build your perfect business with our organic and inorganic growth professionals
Tailor your technology stack to your needs with our open-architecture, integrated platform
Enrich the investor experience with innovative solutions and resources
Experience a better way of doing business, starting with your customized transition experience

Election Central

Read our insights on the 2024 U.S. election to understand the potential impacts on markets, the economy, and how to navigate election year volatility. Our dedicated election hub offers timely analysis and actionable strategies.

Gain Insight

Industry Insights

Stay informed with the latest trends and topics impacting the financial world.

Advisor Insights

3 reasons advisors should offer financial planning in 2025

November 21, 2024 | LPL Financial

Weekly Market Commentary

Dollar sees resurgence: A basket of uncertainty bolsters the dollar

November 25, 2024 | LPL Financial

Market Signals Podcast

A Recap: Putting tariffs and rising interest rates in perspective

November 19, 2024 | LPL Financial

Take the Next Step

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through what’s on your mind. Reach out and start the conversation.

Advisors, Start Here.

Investors, Find a Financial Professional

Disclosures

1. 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
2. Data as of November 2024
3. Data as of November 2024
4. Data as of April 2023

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.

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