Build Your Business on a Foundation of Community

As an advisor, what if you could own your practice, be part of a collaborative community of financial advisors, and   be mentored by coaches with over 200 years of business-building experience? That’s the heart of LPL Independent Advisor Network. 

A Culture of Support and Collaboration

The magic boils down to three key ingredients: 

  • Community: Win together with a culture of purposeful sharing that helps each advisor pursue their goals.
  • Growth coaching: Accelerate your progress with guidance from mentors who know you by name — not by rep number.
  • Personalized consulting: Leverage unlimited access to specialists in advisory solutions, financial planning, marketing, succession planning, and technology. 
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A Team of Solvers at Your Fingertips

LPL Independent Advisor Network brings our vast resources directly to your doorstep through dedicated regional support teams. This integrated approach saves you valuable time and money by streamlining your vendor management into a single LPL relationship with professionals who understand the unique nuances of your business. 


Service team: Operational items and inquiries
 

Regional supervisory advocate: Compliance questions and escalations
 

Regional administrative team: Training and overflow support


Technology partner: Consulting to optimize tech and workflows
 

Start-up solutions: Office sourcing and setup, branding, HR, payroll, FinTech, etc.
 

Transition support: LPL trainings and hands-on assistance moving client accounts

LPL Independent Advisor Network Coaches

Meet the Mentors 

Joe Ruzycki, American Group

 

Joe Ruzycki

“We’re stronger together.”
 

AG, America Group Retirement Strategy Centers logo in text
Joe Donovan, Bay Financial Associates

 

Joe Donovan

“We help advisors grow and build value in their practice.”

Bay Financial Associates established 1951, all caps, sailboat with 3 sails on left
Jonathan French, Crown Capital

 

Jonathan French

“We live by the motto, ‘Where service reigns’.”

Crown Heritage Group logo in box logo, crown heritage group by lpl financial text
Angela Vlach, Financial Advocates

 

Angela Vlach

“Advisors define what success means — we help them achieve it.”

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Rich Dragotta, INC Advisors

 

Rich Dragotta

“For over 30 years, advisors have been our 'why'.”

Inc Advisors Unified Independence logo text, all caps, with partial layered box
Chad Renner, Investment Center Advisor Group

 

Chad Renner

“We support advisors’ independence and vision for their practice.”

Investment Center Advisor Group Better Together logo, all caps, buffalo at top
Mike Brumo, Investment Center

 

Mike Bruno

“We’re defined by our family culture and collaboration.”

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From your peers

"My business is stronger today because of getting to work with others instead of in a silo. We push each other forward and help each other win."

Chris Disler

Financial Advisor, Grabill Financial

Considering a Move to LPL Financial?

Explore what business with us looks like, including our payouts and pricing, flexible affiliation models, and transition support.

Discover our Business Models

Frictionless, Integrated Technology

One hub, one sign-on — all you need to service accounts, transact business, and streamline communications with your clients and staff.

Explore LPL's Intuitive Tech

Investment Platforms & Products 

Every client is unique. That's why we offer advisors access to a broad range of non-proprietary products and tailored investment platforms. 

Learn More

Disclosures

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC

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