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

Olivia Countiss

CEPA, AAMS

Financial Advisor and Co-Founder of Countiss Wealth Management

Read Olivia’s Story

Tom Minami

CFP®, CFA

Financial Advisor and Co-Founder of MG Partners Private Wealth

Read Tom’s Story

Laura Evans

CFP®, CLU, ChFC, AAMS

Financial Advisor and Founder of Bloom Wealth Strategies

Read Laura'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

$1.7T

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

LPL Research Presents Outlook 2025

Featuring investing analysis and insights, LPL Research’s signature publication is designed to help you be positioned for success. Get perspective on a wide range of topics — including stocks, bonds, and more.

Get Outlook

Industry Insights

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

Weekly Market Commentary

High-level thoughts on stock and bond markets in 2025

December 09, 2024 | LPL Financial

Market Signals Podcast

Geopolitics impact on the markets; A strong November for stocks

December 03, 2024 | LPL Financial

standing blonde business woman smiling as seated business man talks

Press Releases

LPL celebrates growing network of women in wealth management

December 09, 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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