Explore LPL Financial’s Customizable Business Models

Through LPL’s Advisor Fit process, we help financial advisors like you determine the right affiliation model and then tailor it to your needs so you can effectively build the financial practice, program, or team you envision.

Business Models Overview

Advisor Fit begins with us listening and learning about your vision for your perfect financial practice. We’ll talk about what’s driving you to consider making a move and which aspects of your business you wish you could change. As we uncover your needs and goals, your perfect fit will start coming into focus.

Liquidity & Succession

Liquidity & Succession provides a full-liquidity solution to advisors who could benefit from a market-competitive monetization event for the purpose of either exiting their business or optimizing it.


As your business evolves, this experience creates an opportunity for you to gain capital and achieve the next goal for your business, whether you’re looking to build your legacy or hone in on serving your clients.

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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.

The Advisor firms listed and LPL Financial are separate entities.

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

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