LPL is excited to announce we have closed our acquisition of Atria Wealth Solutions. Learn more about the acquisition and our commitment to helping Atria financial advisors and institutions thrive.

LPL Success Stories

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Sean Heslin

Financial Advisor and Founder at Heslin Wealth Management

 

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Carly Golias

CFP®, CDFA®, AIF®

Financial Advisor at Arrow & Bow Wealth Advisors

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Michael Núñez

Financial Advisor and SVP at United Community Bank

 

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.

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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
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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.

 


Disclosures

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