Experience Wealth Management Differently

When your financial institution partners with LPL Financial, you benefit from seamless, integrated experiences and the ability to configure every aspect of your business.

Optimizing Wealth Management

Setting the Stage for Growth

Outsourcing wealth management can help banks like yours streamline operations, focus on core strengths, and enhance compliance. LPL Financial’s guide offers four key strategies for outsourcing effectively, positioning your wealth program for long-term success.

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Enhance Your Institution’s Wealth Program

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Configurable Approach

Your institution’s wealth program is unique, and we listen closely to your leaders and advisors to tailor our approach with the right combination of experts, technology, and processes.

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Comprehensive Solutions

We have a range of solutions to help your institution transform your non-core activities (e.g., investing, tax, risk, compliance, finance) so you can confidently focus on your core business.

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Commitment to Service

Making it easier for you to do business is at the heart of our business. This enduring commitment to service means you’re able to deliver for your advisors – and your clients and members.

Simplify, with One Streamlined Platform

When it comes to your wealth management business, does it make sense to patchwork together a multitude of technology solutions? At LPL, we streamline your operations through a single, seamless platform, tailored just for your financial institution. Our integrated platform includes:

  • Advisory business
  • Brokerage business
  • Annuities
  • Advisor workstation
  • Financial planning tools
  • Customer relationship management
  • Investor portal
  • Performance reporting
  • Clearing and custody

Four Benefits of Partnering with LPL

Own Your Brand, Run Your Business Your Way

Our dynamic platform offers flexibility tailored to your advisors’ and your institution’s needs. We adapt to your institution, not the other way around.

Backed by Our Leadership, Size & Strength

Your institution will always receive the strength and guidance you need at LPL — we’re a top RIA custodian* in the U.S. and Fortune 500 company managing $1 trillion in assets**.

Attract Top Talent with Dedicated Recruiting Resources

We connect you with industry-leading advisors to fuel your firm's growth. Our experienced recruiting team understands your institution's goals and pairs you with advisors who share your values.

Count on Our Five-Star Service & Support

When assistance is required, we offer a mix of technology and human support for fast, effective resolution. And our experts are available to help you develop valuable strategies and solutions.

What Our Clients Are Saying

Julie Bates, Program Manager and Financial Planner at Delta Community Credit Union's wealth management business, spearheaded the decision to leverage LPL’s broker-dealer services after spending 20 years with the company’s former broker-dealer. Hear more about the transition process and how LPL helped this institution “connect with the next generation of investors.”


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.

*LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report

**Brokerage and advisory client assets, serviced or custodied

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