Step Into Greener Grass

Advisors have the freedom to grow at LPL Financial.

Step Into Greener Grass

Advisors have the freedom to grow at LPL Financial.

We've Curated the Best for You

Find the ideas and strategies that will be most impactful to you and your practice. Our library of strategic insights, best practices, and tools is designed around four advisor mindsets — the priorities that drive key decisions for your business. Take our 5-question quiz to discover your advisor mindset and get tailored resources to amplify your impact.

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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.

From Dreams to Legacies

What's your dream? Jasmine Bell of Bamboo Financial Partners would make financial planning accessible to all investors so every generation has the opportunity to build wealth. Advisors like Jasmine are dreaming big at LPL Financial. And you can, too.1

Leadership, Size, and Strength

#1

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

#4

RIA Custodian in the U.S. 3

$2.3T

Total advisory and brokerage assets serviced and custodied 4

8M

Investors supported by LPL advisors and institutions throughout the U.S. 4

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.

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Competing on Trust: Brand Strategies for Advisors

| Kimberly Sanders, Head of Business Solutions Strategy & Growth, LPL Financial

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5 Ways Advisors Can Build Client Confidence in Investing

| Tara Popernik, CFA®, CFP®


Disclosures

1. Advisor firms mentioned and LPL Financial are separate entities.

2. As reported by Financial Planning magazine, June 1996-2025, based on total revenue.

3. Cerulli Associates, 2024 U.S. RIA Marketplace Report

4. As of March 2026

*As of March 2026. 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 December 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.

The views and opinions expressed by the Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success.   Advisor firms mentioned and LPL Financial are separate entities.

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