You took the first step toward finding your perfect fit.

LPL Financial can help bring your perfect fit into focus.

LPL Financial can bring it into focus

Making a move that's right for you is more than having ample choice-it's about finding a home that fits your goals, your business, your clients and who you are as a person.

We work with you to curate the exact level of support you need to create your ideal practice. Whether you prefer total independence or want to partner with us to manage your entire back office, our approach is consultative, advisor-focused, and attuned to your goals.

What to Expect

We work hand in hand with you, curating the exact level of support required to meet your goals, values and aspirations. Expect an indepth discovery process that centers around you. Our goal is to understand where you are, where you want to be and what type of business you want to run. From there we help you identify the right business model for you and how you want to serve your clients. Together we bring your ideal business into focus - for today and into the future.

The future is advisor-led.
We're here to support your innovation.

Every advisor is unique, and success requires a tailored approach. At LPL, we put you in the driver’s seat, empowering you to find your true fit in the ever-evolving financial services landscape. And as you continue to evolve to serve your client’s needs, we’re right there with you. Innovation lives in our roots. As your partner, you can trust us to invest back into your business as together we redefine the possibilities of running a wealth management business.

“LPL Financial has always been about spearheading the future of financial advice by supporting the people who know investors best – financial advisors.”
– Dan Arnold, CEO

A spectrum of business models, customized for you.

Customization is central to the advisor-led process. No two practices are the same, and we understand that advisors have diverse needs and preferences. Which Is why we offer a spectrum of business models, ranging from our employee model to RIA custody models and everything In between. Whether you prefer the support of a larger organization, or the independence of running your own RIA, we can customize and tailor each solution to align with your unique needs.

Employee Model

A contemporary employee model surrounds you with support combined with more autonomy, higher compensation, and full client ownership.

Supported Independence

A breakaway solution for advisors wanting to own their own business without the hassles of operating it. Benefit from a dedicated team of experts who work as an extension of your team, allowing you to focus on your clients and growing.

Traditional Independence

Provides the freedom to run your business your way, access industry leading service, LPL's integrated technology platform and access a suite of growth solutions without the worries of regulatory risk.

RIA Custody Platform

LPL's RIA custody offering provides total freedom to run your business. Dedicated support, access to our integrated technology platform and a full suite of growth solutions centralizes & simplifies your business.

Advisors drive the future of financial advice.

You are the focus of our advisory platform, tech stack, pricing structure, product offerings, and more. As you continue to stay agile and innovative to keep up with your clients, we're right there with you.

Watch what other advisors say about working with LPL.

The power of customization

Julia Carlson is a true entrepreneur and needed a firm that would support her independent spirit. In working with LPL, Julia was able to design her business the way she envisioned, eventually growing from a solo practice to a team of 10 professionals.

Finding a home at LPL

Greg Solis established his business with LPL Financial, left for three years to work with another firm, and came back to LPL. It became clear to Greg that LPL makes a tangible investment in his business so that he can turn around and help clients make purposeful financial decisions.

Getting back to what matters

Ken Van Leeuwen and his family have fostered a close connection with Eden Autism Services over the years. Ken tells the story of how LPL Financial empowered him to evolve his business and establish his own RIA, ultimately allowing his family to give back to this influential organization.

Disclosures

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.

Securities and advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA/SIPC.

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