Hometown Heart, Big Bank Capabilities

What if you could elevate your community bank's profitability while deepening your local impact? LPL Financial can help. Leverage our scale and sophisticated wealth management solutions to reach new levels of success.

 EXPANSION AND GROWTH

Room to Grow: How Community Banks Can Find Untapped Potential in Wealth Management

Amid increasing competition and regulatory pressures, LPL is helping community banks find significant growth opportunities by expanding their wealth management and advisory services.

By leveraging their existing foundation of trust and local relationships while embracing comprehensive wealth management capabilities, community banks can create sustainable revenue streams and strengthen their competitive position against larger institutions. 

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The Benefits of Working With LPL

LPL’s technology, expertise, and sophisticated solutions help you compete at scale while staying true to your community roots.

Turn Business Banking into Wealth Opportunities

Leverage your commercial lending relationships with LPL’s wealth solutions and retirement plan expertise to strengthen ties with business owners and meet their personal wealth needs.

Generate Recurring, Non-Interest Income Streams

LPL’s comprehensive platform and support helps you create sustainable and diversified advisory revenue streams that aimed to grow year-over-year to provide more stability through economic cycles.

Compete with Scale While Staying Local

Access LPL’s $500M annual technology investment and institutional knowledge to offer sophisticated wealth services that rival large banks without losing your community focus.

Win Advisor Talent with Top Recruitment Support

Attract and retain top advisors with LPL’s industry-leading recruiting capabilities and comprehensive support, bringing your customers the professional wealth guidance they deserve.

An Industry Leader in Wealth Management Transformation

$1.9T

Total advisory and brokerage assets services and custodied*

#1

In market share among 3rd-party providers of brokerage services to banks and credit unions**

1100

Financial Insitutions*

7M

Investors supported by LPL advisors and institutions throughout the United States*

Let’s build something great. Together.

As your complete wealth management partner, we’re here to help your financial institution succeed and scale in a competitive market.

LPL supports a range of financial institution functions, with tools, advice, and expertise on:

  • Investing in and scaling technology solutions
  • Business strategies and new operational practices
  • Expanding product offerings and wallet share
  • Compliance and risk management
  • Financial advisor recruitment and retention

Trust LPL Financial to help you pave the right path for your institution’s success.

Institution Insights

LPL Financial Office Sign

Bank & Credit Union Mergers: Practical Advice for Executives

| LPL Financial

Anne Marie Hamilton, SVP, Wealth Management, Orange County’s Credit Union

Complex Needs & Expectations of Financial Services Clients

| LPL Financial

Illustration of a person in a suit running up an inclined arrow, balanced on a fulcrum, with a finger stabilizing it below

Outsourced Wealth Management for Insurance Companies

| LPL Financial

wide shot of 3 business people sitting at table talking

Why Insurers Should Consolidate Wealth Management Providers

| Joanna Kanakis, SVP, Institution Insurance Lead

Disclosures & Sources

*Data as of June 2025

**2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.