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.

Learn More

Financial Advisors

Choose a level of support that suits your needs and adapts along with your financial practice as you evolve.

Start your future

Institutions

Accelerate growth, improve efficiency, and mitigate risk by consolidating middle and back-office wealth management functions into one streamlined platform.

Re-envision your future

Investors

Strengthen your financial future. Find an LPL financial professional who can help you prepare.

Plan for your future

LPL Success Stories

Denika Tokunaga

MBA, CFP®, CRPC®

President and Wealth Manager at Maven Wealth Management

Read Denika's story

Megan M. Stirrat

CFP®, CDFA®, SE-AWMA®

Revel Private Wealth

Read Megan's story

Ken Royster

CLU®, ChFC®, RICP®

President, CEO & Wealth Consultant at First Genesis of Virginia

Read Ken's story

How LPL Financial Stacks Up

LPL’s experience can make a difference for you.

Independent Broker Dealer in the U.S. ¹

RIA Custodian in the U.S. ²

Provider of 3rd Party Investment Services ³

Company ⁴

Our dedication to advisors, enterprises, and investors:

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.

Insider

Partnering with marketing strategists who know the financial industry

November 27, 2023 | LPL Financial

Market Signals Podcast

Talking turkey, equities, and the market with Quincy Krosby

November 20, 2023 | LPL Financial

Marketing Blog

Top 3 reasons advisors should create a Google Business Profile

November 02, 2023 | LPL Financial

Browse Newsroom

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.

Advisors, Find Your Rep

Find a Financial Professional

¹As reported by Financial Planning magazine, June 1996-2023, based on total revenue.
²Cerulli Associates, 2022 U.S. RIA Marketplace Report
³2019/2020 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.

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