What if you could have the greener grass on your side?

Being an advisor should come with more support, more freedom, and more "you can."

What if you could have the greener grass on your side?

Being an advisor should come with more support, more freedom, and more "you can."

Get the Treasure. 
Skip the Hunt.

There’s no shortage of great ideas about how to run your financial business and reach your goals. But how do you find the ones that will be most impactful to you and your practice? 

At LPL, we’ve curated the best of the best for you. 

Our library of strategic insights, best practices, and tools is designed around four advisor mindsets — the priorities that drive key decisions for your business. In just five questions you can get tailored resources to fuel your goals.

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Clearing the Path to Success

 

Nothing should hold you back from achieving your goals. That’s why we give you plenty of breathing room to run your business your way and focus on what matters most to you.

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Own Your Independence

Whatever path you choose — from maximum support to maximum autonomy — your practice, client relationships, and brand belong to you.

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Maximize Your Profitability

Control what you make and how you evolve with our competitive payouts at every service level, low pricing and fees, and capital to invest in your business.

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Do Business with Ease

Leverage innovative technology development, seasoned employees to support your business, and resources that reduce friction in your workload.

If I Could, I Would...

For Joe Mazzucco of Stonebrook Wealth Partners, the answer is simple: help other advisors thrive in independence. Because the grass really is greener when you have full ownership of your business and the flexibility, resources, and support to run it your way. Advisors like Joe are thriving at LPL Financial. And you can, too.

Leadership, Size, and Strength

#1

Independent Broker Dealer in the U.S. 1  and #1 Mega RIA *

#4

RIA Custodian in the U.S. 2

$2.3T

Total advisory and brokerage assets serviced and custodied 3

8M

Investors supported by LPL advisors and institutions throughout the U.S. 3

LPL Advisor Insights

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.


Disclosures

1. As reported by Financial Planning magazine, June 1996-2024, based on total revenue.
2. Cerulli Associates, 2024 U.S. RIA Marketplace Report
3. As of September 2025

*As of September 2025. Barron’s 2025 Top 100 RIA Firms – #1 Mega RIA Firm

*LPL Financial was ranked #1 of 9 Mega Registered Investment Advisor (RIA) firms with over $90 billion in assets and 1000+ staff collectively representing nearly half the assets of all 109 ranked Top RIA firms. Results based on data submitted by 238 pre-qualified firms to Barron’s as of June 30, 2025 involving a combination of quantitative and qualitative metrics – including size, growth, service quality, technology, succession planning, advisors’ experience, client retention, diversity, charitable work and compliance record. The ranking was issued September 12, 2025 and did not require a fee to participate. This recognition is not an endorsement nor is it indicative of any one client’s experience with LPL Financial, past investment performance or future returns.

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