You Belong at LPL Financial

You belong here because we have everything that you need to reach your goals, as a financial advisor or an institution. Award-winning technology and resources are table stakes here. What sets us apart is our commitment to your success.

When you choose LPL as your partner, you’re working with a firm that puts advisors first. Find out how partnering with LPL gives you everything you need, and more importantly, the support you deserve.

A Leader in the Industry

#1 Independent Broker Dealer in the U.S.

As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

#3 RIA Custodian in the U.S.

Cerulli Associates, 2019 U.S. RIA Marketplace Report

#1 Provider of 3rd Party Investment Services to Banks & Credit Unions

2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.


How we serve advisors

Whether you’re looking to grow, run a better business, or connect more with your investors, we can help.

  Affiliation options   Conferences & education
  Advisory platforms   Transition assistance
  Growth consulting   Technology

 

LEARN MORE

Begin your LPL journey today

Taking the business you’ve built and moving to a new firm is a big decision, and we know it can be a lot of work to go through the process. The good news is, we’ve been doing this for a long time—and we’ll be with you every step of the way. We’re here to answer all your questions and do everything we can to make this as easy as possible for you. Connect with a representative near you for a confidential conversation to get started.

Why choose LPL?

Your clients deserve your full attention, and you deserve a partner who makes that possible. Our mission is simple. We take care of our advisors so they can take care of their clients.

We offer a selection of customizable affiliation models so that you can choose the support level that is best for you, your business, and your clients. However you partner with us, you’ll get the industry-leading technology, comprehensive self-clearing services, and the freedom to serve your clients on your terms.

At LPL Financial, your greatness is our goal. 

 

 

What advisors are saying about LPL Financial

A shared philosophy on serving clients best

A shared philosophy on serving clients best

“LPL’s philosophy is in sync with our own, which is to provide independent, objective financial advice. We believe this move to LPL will allow us to run our business more effectively and serve our clients better.”

– Glen Drake
 

Transparency, technology, and business management support

Transparency, technology, and business management support

“It’s a perfect match for the vision we had for our practice. The LPL platform really places clients first and allows us to give back to the community. Everything we did as part of this move and every decision we made was with our own clients in mind.”

– Brian Lynn

LPL allows firms to focus on what’s best for their clients

LPL allows firms to focus on what’s best for their clients

“Going independent is a big move that ultimately brings more responsibility for me as a business owner. With the services LPL has assembled, it created a clear path to independence. It finally felt like the time was right to do something different for my clients going forward.”

– Mike Ashworth

Start the conversation

We take your privacy seriously. Connect confidentially with an LPL representative to get the answers you need and find out how we can help you pursue your goals. We can’t wait to hear from you and start this journey together.