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."

Welcome to Yes

Your Business, 
Your Way

At LPL Financial, we believe your business belongs in your hands. Choose your preferred level of autonomy and support, and we’ll help you customize the business structure best suited to your needs.

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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

#4

RIA Custodian in the U.S. 2

$1.8T

Total advisory and brokerage assets serviced and custodied 3

7M

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, 2022 U.S. RIA Marketplace Report
3. As of March 2025

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