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

Industry Insights

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

Institution Insights

Scaling personalized service through client segmentation

April 17, 2025 | LPL Financial

Weekly Market Commentary

LPL Research revises S&P 500 target amid a storm of uncertainty

April 21, 2025 | LPL Financial

Market Signals Podcast

The road ahead: Stocks show progress, but risks still linger

April 15, 2025 | 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 December 2024
3. Data as of December 2024
4. Data as of April 2023

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