LPL Financial is excited to announce the acquisition of Atria Wealth Solutions. Learn more about the acquisition and how we’re committed to helping Atria financial advisors and institutions thrive.

Gain Professional Support. Focus on Your Financial Future.

LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds.

Gain Professional Support. Focus On Your Financial Future.

LPL Financial offers innovative tools, unique market insights and personalized solutions.

 

LPL is your partner for whatever your future holds.

LPL Success Stories

Image of Sean Heslin

Sean Heslin

Financial Advisor and Founder at Heslin Wealth Management

 

Image of Carly Golias

Carly Golias

CFP®, CDFA®, AIF®

Financial Advisor at Arrow & Bow Wealth Advsiors

Image of Michael Nunez

Michael Núñez

Financial Advisor and SVP at United Community Bank

 

Our dedication to advisors, enterprises, and investors:
logo logo

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

Investors enjoy a relationship with an advisor or enterprise who is aligned with LPL to ensure they can put your best interests first, while benefitting from LPL’s continual investment in investor-facing technology. 

Industry Insights

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

woman smiling

Ready to 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.

 

As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
2  Cerulli Associates, 2022 U.S. RIA Marketplace Report
3  2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 
2022 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.

Tracking 492271