INDEPENDENT FINANCIAL ADVISORS


LPL Is #1 for a Reason — You

We are here to serve you. More advisors choose LPL Financial than any other independent broker-dealer because the solutions, technology, service, and leadership are all focused on a singular mission: Taking care of financial advisors so they can take care of their clients.

Your needs aren’t just met — they’re anticipated

Your broker-dealer affects your independent financial practice, from the technology you use every day to the compensation you receive, from the ease of placing trades to the helpfulness of the service center. Choosing the right broker-dealer can make your life smoother.

When you work with the nation’s #1 independent broker-dealer for 25 years running,  you benefit from the experience, wisdom, and scale of a market leader.

  • Experience transitioning and serving thousands of independent financial advisors like you
  • Wisdom to anticipate your needs and invest in solutions that make doing business easier
  • Scale to weather market changes and provide avenues for extraordinary growth

Our financial strength powers our investments in the key areas that will benefit advisors. We invest hundreds of millions in advisor-centric technology, service, and capital for advisors to run—and grow—their businesses. We’re committed to ensuring our clients are successful today, tomorrow, and well into the future.

Helping you build your perfect practice

With our commitment to innovation, we’ll keep evolving to serve you today and far into the future.

Your Complete Wealth Management Partner

To support every aspect of your business, think of LPL Financial as your back, middle, and front office partner, combining strategic solutions, services, and tools. No matter where you are in your career, or how you define independence, our approach to wealth management partnership is designed to create a seamless, more rewarding affiliation for you.

the number one icon

Nation’s leading independent broker-dealer

1.2 t dollars

Brokerage and advisory client assets, serviced or custodied [1]

nineteen thousand plus

Financial professionals serviced

fortune five hundred

Ranked no. 466 on the Fortune 500 List [2]

“LPL gave me the ability to build the practice I wanted. I was floored at how much support we actually had. In fact, LPL gives me more support than I’ve ever had at a wirehouse. The ability to get someone to answer and address any question or need is amazing to me.”

Eloy de la Garza, LPL Financial


How It Works: You’re Our Only Business

Helping independent financial advisors succeed is all we do. That means 100% of our energy and investments are focused on making your life easier.

No matter the size or makeup of your practice, you’ll have our complete support to run the practice you envision, on your terms. That includes:

  • Tools that work—and work together. Run your day from a single, integrated workstation. With one sign-on, access the best of LPL technology and a customized suite of third-party applications you define.
  • Fast, effective service. Great service starts with making everyday business easier. When you need to reach us, you’ll have multiple ways to get in touch with specially trained service professionals who are empowered to get you resolution.
  • Consultative support for the future of your practice. From growth strategies to succession plans, our wealth consultants can help steer your practice where you want it to go.
  • Experienced transition support. Your move will be as quick and smooth as possible with the guidance of experts who have helped thousands of advisors transition their books.


What Advisors Are Saying

LPL Financial Creative Graphic

“LPL was the right fit for me… I felt like I was going from the bus to the limousine. It was a whole new world of possibilities for me that it really just, like, took away the glass ceiling, right? I was just so excited to find LPL.”

Julia Carlson,
Financial Freedom Wealth Management Group

LPL Financial Creative Graphic

“LPL allows me to provide the best service, because of the money that they invest into us, the efficiencies, the technology, the research department, the trade floor, all the different pieces of the puzzle.”

Greg Solis,
Solis Wealth Management

LPL Financial Creative Graphic

“Any advisor looking to break into the business or make a transition should definitely consider LPL.  Their technology, their business model, their philosophy, the support people at the home office, are all the best in the industry.”

Steven Budin,
The Budin Group


RECENT NEWS
Questions to Ask When It’s Time to Sell Your Practice
October 03, 2022 LPL Financial
As your business continues to grow and near its peak value it can be difficult to step away. Whether your business has outgrown you, you’re bored and ready for a change, or it’s simply time to consider retirement it may be best to strike while the iron is hot.
Addressing the Pain Points of Wirehouse Advisors
September 21, 2022 LPL Financial
Today’s advisors face new challenges when it comes to operating in big wirehouses. With a lack of flexibility in compensation and a lack of support, more advisors are seeking to break away from the wirehouse and seek a path to independence. Through LPL Financial’s services and business models, advisors can confidently step into their own path.
LPL in the News – August 2022
September 20, 2022 LPL Financial
Learn about how LPL Financial is boosting advisors’ value propositions to clients through technology and how the firm is accelerating its recruiting efforts.
Winning Combination of Freedom and Support for RIAs
September 07, 2022 LPL Financial
Entrepreneurs like Paul Cohen crave the freedom of running their own business. But that doesn’t mean they have to stand alone. With LPL, Cohen found a winning combination of freedom and support for his growing RIA.
Understanding Client Milestones
August 25, 2022 LPL Financial
Advisors can get a head start in helping clients analyze and prioritize their financial goals by understanding the common concerns of their clients’ age brackets. As their clients’ needs evolve, advisors can continue building rapport and trust and showing their value through more effective communication and more efficient client milestone meetings.
Evolution of Custody, Recruiting Milestones, New Hires
August 12, 2022 LPL Financial
Explore the evolution of custody with an LPL exec, read about recruiting milestones, and recent joins.
Financial Forecasts in LPL’s “Midyear Outlook 2022”
July 28, 2022 LPL Financial
This recently published report, “Midyear Outlook 2022: Navigating Turbulence,” gives advisors key insights on what the markets have shown in the first half of the year, and in-depth market forecasts around what LPL Research expects in the second half of the year.
Using Technology to Unlock Your Growth Potential
July 26, 2022
Technology has emerged as a clear and critical differentiator for advisors looking to retain investing clients and grow their practice for the future. Advisors and broker-dealers that prioritize the investment and utilization of technology have a significant strategic advantage in an increasingly digitally-savvy marketplace due to several key factors.
New Service, Plus Advisor, Exec. Interviews | LPL in the News
July 22, 2022 LPL Financial
Discover the new LPL Private Client Services Network, learn about new joins, and hear from LPL advisors and execs about industry and market trends.
Navigating the Transition Process and What to Expect
July 15, 2022 LPL Financial
Making the decision to transition your financial business can be stressful — so can choosing which firm to partner with for your practice’s future. With LPL Financial, advisors can feel supported and confident while navigating the transition process from start to finish as they build toward their vision of success, without the stress.
Gary Carrai Shares Tech Trends from the T3 Conference
June 29, 2022 LPL Financial
During a pandemic that altered how financial professionals interfaced with investors, LPL’s advisors had the technology to continue enriching and personalizing client experiences. Following his T3 Conference appearance, LPL Executive Vice President of Wealth Management Solutions, Gary Carrai, shared three tech trends advisors can expect.
LPL in the News
June 27, 2022 LPL Financial
Discover LPL’s recent growth, joins, and distinctions, highlighted by news that the firm topped 20,000 advisors in Q1 2022.
Build Trust in Volatility
June 16, 2022 LPL Financial
Drastic market fluctuations can cause stress for financial professionals and investors alike. For advisors, empathy is the key to effectively supporting, reassuring, and building trust with clients during unexpected and challenging moments in their investment journeys.
LPL in the News
May 24, 2022 LPL Financial
In April, LPL Financial and advisors associated with LPL sprinkled the headlines. There were success stories and features about recent joins, as well as news about LPL’s 2022 Sustainability Report and new paraplanning offering.
LPL Financial in the News
May 10, 2022 LPL Financial
Last month, LPL Financial garnered positive press for the many benefits of its Strategic Wealth model, as well as for recent joins, its transition experience, and the recognition of top LPL-affiliated advisors.
Why Advisors Are Moving Towards Credit Unions
April 26, 2022 LPL Financial
As credit unions expand and elevate their financial advice services offering, a unique opportunity is emerging for financial advisors who may be considering a change. In fact, many advisors associated with credit unions are growing their businesses at an accelerated pace.
Shawn Mihal and Financial Institution Evolution
April 25, 2022 LPL Financial
WealthManagement.com speaks with LPL Financial’s Shawn Mihal about LPL’s strategy to further help financial institutions grow their investment programs in today’s evolving environment, while continuing to support the financial advisors who work at these banks and credit unions.
Case Study: ApplewhiteTyll Retirement Planners
April 21, 2022 LPL Financial
“We get the feel of independence. We own our own business. But we have the support of everyone in the background making it happen. We’re independent advisors who have healthcare and a 401(k).”
Mindy Diamond and Kimberly Sanders Discuss Independence
April 21, 2022 LPL Financial
LPL Financial’s Kimberly Sanders joined Mindy and Louis Diamond to discuss the trend for advisor independence — and how LPL’s Strategic Wealth Services model is meeting their needs. This supported independence model enables advisors to run independent practices while they benefit from a suite of services and support of dedicated LPL teams.
A Perspective on the Mood of the Financial Industry
April 21, 2022 LPL Financial
LPL Financial leader Shawn Mihal spoke with the Bank Insurance and Securities Association (BISA) on the growth opportunities for financial advisors and institutions, outlining how LPL is adapting to provide banks and credit unions the resources they need to meet the demands of their customers seeking personal wealth management guidance.
20th Advisor Team Joins LPL Strategic Wealth Services
April 07, 2022 LPL Financial
The Walker Covey Wealth Advisor team boasts over 20 years of financial guidance experience and is committed to supporting clients at every step of their financial journey. “We are excited to build a practice where can provide our clients with high-touch service to help relieve some of their financial worries,” Walker said.
LPL Financial in the News
April 06, 2022 LPL Financial
LPL Financial continues growing as advisors seek flexible business models and enhanced capabilities that help them stand out in the market. On the investment management front, LPL is recognized for its access to sustainable investing options, while the Research team pursues more data on diversity and inclusion in the managers they cover.
Financial Advice and Advisors Move Home
March 28, 2022 LPL Financial
Financial advisors working remotely during the COVID-19 pandemic were able to preview life outside the office of the traditional wirehouse and boutique financial firms, and they liked what they saw.
Deborah Danielson and Advisor Independence
March 28, 2022 LPL Financial
“I dwell in possibility.” The opening line of Emily Dickinson’s poem on the power of writing can also serve as the anthem for how financial advisors serve their clients—and the philosophy of Women’s History Month.
Case Study: Finding a Philosophical Match in LPL
March 11, 2022 LPL Financial
When the SmithSandlin partners joined Linsco by LPL Financial, the firm’s new employee model, it provided a comprehensive level of support they had enjoyed as W-2 employees. They also found they would own their own book and be allowed to market themselves under their own brand.
Structuring the Deal: Buying & Selling Your Practice
March 03, 2022 LPL Financial
For prospective buyers, or those planning to sell a financial advisor practice, the acquisition process can seem overwhelming. It’s important that advisors are familiar with common methods and deal terms so they can be prepared to transition the ownership of a practice or book of business. Advisors, learn about the three most common deal structures to help you buy or sell a practice.
What Advisors Can Get Wrong About Their Technology
February 28, 2022 LPL Financial
“In the last 10 years, you've had dramatic change and innovation, which has been wonderful. But it's created an issue where either advisors don't know what to use, or if they are choosing different technologies that are disparate and not connected to each other, and it creates efficiency issues.”
Going Independent at LPL Just Got Easier
February 22, 2022 LPL Financial
Leaving a wirehouse to go independent can be met with trepidation. Advisor Mike Ashworth wished he’d made the move sooner. “I’ve heard, it sounds sort of cliché. If you’d known what it was going to be like to be independent, you’d have done it a lot sooner.” Learn what he has to say about that journey with LPL.
LPL Financial Moves Forward in Growth Spurt
February 18, 2022 LPL Financial
LPL Financial continues growing as more advisors seek flexible business models, such as Linsco by LPL Financial, that offer independence and opportunities to capitalize on their own authenticity in the face of massive industry consolidation. As LPL celebrates its past through present milestones, analysts offer insights to the future 2022 may bring for advisors and their clients.
Build A Connection with Your Advisor Value Proposition
February 07, 2022 LPL Financial
Standing out from the competition is crucial for financial advisors, especially as the industry continues to see growth. Advisors, learn how to create and evaluate your value proposition to effectively connect with prospective clients — and set your practice apart from the competition.
LPL Grows in Advisors & Diversity Across the Firm
January 18, 2022 LPL Financial
LPL Financial is seeing growth in asset management as new, diverse advisors bring their vision for success and join through LPL’s affiliations and business models that offer the support independent advisors and institutions are craving.
Choosing a Broker-Dealer: What Advisors Need to Know
December 22, 2021 LPL Financial
Is it time for a new broker-dealer? Deciding to affiliate with a different broker-dealer is one of the most pivotal decisions you can make. By comprehensively comparing how potential partners stack up, you can gain the clarity you need to move forward with an affiliated broker-dealer. See how independence is better with the right partner.
LPL’s Mission to Close the Advisor Diversity Gap
December 17, 2021 LPL Financial
LPL Financial remains focused and intentional when it comes to building communities of support, while offering the tools and services needed for independent advisors to continue connecting with diverse investors’ values and evolving interests.
LPL’s RIA Offerings Gain Appeal with Advisors
December 15, 2021 LPL Financial
Trends reveal Registered Investment Advisors’ need for dynamic support available through LPL Financial’s RIA offerings. Meanwhile, insights shared by LPL leaders at InvestmentNews RIA Summit, further reflect LPL’s capabilities to help RIAs capitalize on industry boom.
LPL Platforms & Progress: Our Month in Headlines
December 06, 2021 LPL Financial
Read the latest headlines featuring LPL, along with a few noteworthy announcements from the LPL team.
7 Tips For Advisors When Talking to their Clients
November 23, 2021 LPL Financial
Today’s investors want more from their financial professionals than investment returns and advice—they want to be understood. When clients’ feel they are heard, they’re more likely to trust their advisor to build an investment path that helps them reach their financial goals. Check out these tips for asking better questions and building trust with your clients.
6 Steps to Building Your Advisor Marketing Plan
November 09, 2021 LPL Financial
A defined advisor marketing plan can help you communicate your brand and your value to prospective clients to grow your business. LPL Financial can help by providing consulting, automation, content, and other services and tools that save you time while maximizing your visibility.
LPL’s Award-Worthy Growth: LPL’s Month in Headlines
October 28, 2021 LPL Financial
Read the latest headlines featuring LPL, along with a few noteworthy announcements from the LPL team.
Women Find Success at LPL Financial
October 14, 2021 LPL Financial
Women-led firms continue to find success at LPL and choose LPL Financial as their home. At LPL Financial, more women advisors are finding what they need to thrive and providing women investors the financial advisors they prefer.
Taking Care of Advisors Leads to LPL’s $1 Trillion in Assets
September 09, 2021 LPL Financial
As of June 2021, the firm officially holds over $1 trillion in brokerage and advisory assets. With an increase of over 2000 advisors in a year over year comparison, it seems LPL’s appeal is growing with financial professionals across the industry—including larger firms.
Advisor Ron Davidson Finds Successor at LPL
August 23, 2021 LPL Financial
After 35 years, Ron Davidson started considering a well-earned retirement. Ron’s number one goal for his over 600 clients was to ensure they would be taken care of with a rock-solid transition plan. After meeting with LPL Diversity and Inclusion’s Lauren Taylor Riley and Rutledge Financial Partners Nick Miles, CFP®, the wheels were set in motion.
LPL Financial Thrives Despite Pandemic
August 20, 2021 LPL Financial
In a recent episode of “The Playbook,” hosted by David Meltzer, Dan Arnold shares more on his career, LPL’s future, and how LPL unknowingly found itself in the perfect position to successfully pivot in a challenging year.
LPL Financial’s Strategic Wealth Services Sees Momentum
July 29, 2021 LPL Financial
At its heart, LPL Strategic Wealth Services is a breakaway solution to help wirehouse advisors go independent. But it’s so much more—it’s a team of LPL partners who run advisor businesses on their behalf. Strategic Wealth Services offers the opportunity to realize the benefits of independence without the headaches of entrepreneurship.
LPL Fee-Only RIA Support
July 07, 2021 LPL Financial
LPL's Registered Investment Advisor business model has evolved to meet RIA advisors needs. Now LPL will serve broker-dealers & fiduciary-based advisors. Read what Marc Cohen, Executive Vice President of Advisor Business, had to say to Wealth Management.
Platinum Wealth Management Goes Independent
June 03, 2021 LPL Financial
Platinum Wealth Management’s Gena Barbato and Beth Woodward are taking steps in building their vision of success. By partnering with LPL Financial, Gena and Beth join an increasing demographic of women advisors looking to grow their business their way through the opportunities LPL’s independent model provides.
AdvisorHub’s Meet the Custodian with LPL
April 22, 2021 LPL Financial
AdvisorHub Magazine’s “Meet the Custodian” invited Marc Cohen to share what sets LPL Financial apart for providing RIAs custodian services and support.
LPL Reinvented – The Mindy Diamond Podcast
April 14, 2021 LPL Financial
LPL Financial is evolving to serve advisors a custodian, clearing firm, technology provider, back-office support, & business partner. Mindy Diamond talks with LPL’s Rich Steinmeier & Marc Cohen about this evolution and what’s still ahead.
Going Indie with LPL’s Strategic Wealth Services
April 14, 2021 LPL Financial
Wirehouse advisors fantasize about owning a business without having to run it. AdvisorHub shares how LPL’s Strategic Wealth Services helps advisors enjoy the benefits of independence without the distractions of running a business.
AdvisorHub on How LPL Helped Great Valley RIA Grow
April 14, 2021 LPL Financial
RIAs that want to grow often look to private equity funding – which can result in the loss of control. AdvisorHub Magazine profiles how Great Valley leaned on their custodian, LPL Financial, for options.
LPL Provides Wealth Management to PSECU Members
March 16, 2021 LPL Financial
LPL Financial’s Institutional Services' dedication to growing wealth management programs located at credit unions may help PSECU members pursue their financial goals.
WWK’s Leaving Schwab Spotlights LPL’s Support
March 03, 2021 LPL Financial
LPL Financial’s commitment to 100% advisor support allowed WWK Investments to make a bold move.
Break Free with LPL
February 03, 2021 LPL Financial
Wirehouse advisors have new options for breaking away and into independence. With supported models, you can be an independent financial advisor without having to run a small business alone.
InvestmentNews Highlights LPL
February 03, 2021 LPL Financial
In this interview, LPL Financial's Jeremy Holly discusses the current trends for RIA valuations & how advisors are setting up their practices for success.
Finding More Time
November 10, 2020 LPL Financial
In an interview with InvestmentNews, LPL Financial Managing Director Burt White discusses how technology can help free up a critical resource for advisors.
Podcast: LPL’s New Employee Model
August 14, 2020 LPL Financial
LPL Financial’s new independent employee advisor model is shaking up the financial services industry with greater freedom and competitive advantages for advisors.
Growing Your Financial Advisory Practice Now
August 06, 2020 LPL Financial
Tips advisors can use now to drive business growth
3 Strategies for Staying in Touch with Clients in Turbulent Times
July 21, 2020 LPL Financial
Tools, technology, and materials advisors can use to connect with clients and thrive
How to Manage Remote Work and Returning to Work
July 06, 2020 LPL Financial
Tips and solutions to keep your business moving forward and growing in the current world.
How to Thrive Today
June 22, 2020 LPL Financial
If you can start thinking of yourself as a thrivalist—someone who rises above and emerges from a difficult time stronger than they were before—you may find exciting opportunities in your financial practice and even, perhaps, your life as a whole.
Success Story: Intellectual Capital Group
August 01, 2019 LPL Financial
The team ICG agreed that to grow the business the way they intended, they’d need to find a way to scale. They began the search for a partner that would support them in the growth they wanted while providing them the support they needed to make ICG the independent firm they all envisioned—and found their perfect partner in LPL.
Success Story: Patriot Wealth Management
April 04, 2019 LPL Financial
Patriot Wealth Management returns to LPL after nearly a decade away, citing modern technology, rich resources, and most importantly, company culture as driving forces.
Success Story: 228Main.com
April 04, 2019 LPL Financial
Mark Leibman shares why he has partnered with LPL since 1994 and the many changes he’s seen as both companies have grown. Working with LPL, Leibman has embraced digital marketing and is a big fan of SAM, giving his investors access to a wide variety of investments.
Case Study: FPD
March 19, 2019
Financial Planning Department partnered with LPL and were impressed by the technology, the in-house research department and, most of all, the people. The team has found their new partners at LPL understand the support they need as advisors and are committed to their success.
Case Study: Premier Investments
December 21, 2018 LPL Financial
The advisors at Premier Investments take a leap to increase efficiency, knowledge and service.
Case Study: BMG Advisors
December 14, 2018 LPL Financial
Independent Financial Advisors Make a Move to Increase Client Offerings
What Drives Practice Value
June 21, 2018 LPL Financial
Whether you’re looking to grow organically or through acquisition, it’s critical to understand what drives your value. Learn what activities drive long-term practice value, when it makes sense to outsource non-core functions, and how to access the broad resources and specialized support you need to pursue your growth goals.
Build Trust in Volatility
May 18, 2018 LPL Financial
Times of market volatility can raise sensitivity for advisors and clients alike. Advisors who use empathy to navigate these waters carefully can decrease client sensitivity, provide reassurance, and build long-term trust.
3 Steps to Show Value
April 24, 2018 LPL Financial
Many advisors think investment management is their primary value, but some prospects may be looking for something else: someone they can trust, who understands their unique circumstances, and who is focused on their goals. Learn the three simple steps you can take to demonstrate to today’s investors that you offer the value they seek.
8 Strategies for Client Referrals
February 08, 2018 LPL Financial
To build a quality referral pipeline, start with a clear value proposition that outlines the clients you serve and the solutions and benefits you offer them. Share it with your best clients so they understand your approach. Profile your ideal prospects and target specific individuals. Insist on an introduction and thank your sources.
Year of the Independent Advisor
January 16, 2018 LPL Financial
With an environment of growing opportunity in investor attitudes, the tools available to establish and run your business, and the urgency created by firms leaving Broker Protocol, we’re calling it: 2018 is the year of the independent advisor.
Attract Clients of All Ages
January 10, 2018 LPL Financial
Millennials, generation X and baby boomers present their own unique preferences and challenges to advisors. These generations do share a few things in common, as each is comfortable with technology and social media while desiring to be treated as an individual. However, there are significant differences that must be taken into account.
Exceeding Client Expectations
December 15, 2017 LPL Financial
As consumers demand more from their financial advisors, how do you grow your business while still offering personalized client service? The right approach, resources and service model can allow you to cater to individual investor needs and creating an exceptional client experience.
Growing Big by Thinking Small
December 12, 2017 LPL Financial
LPL Financial has consistently maintained its guiding principles in support of individual advisors, their aspirations, independence and client needs. It has grown by thinking small—never forgetting that its business centers on building individual relationships, rather than catering to groups or collectives.
5 Ways to Pull in Prospects
November 16, 2017 LPL Financial
Just as the financial advice industry has evolved through technology and changing demographics, so has prospecting for clients. LPL Financial can support your efforts with technology, consulting, and content that will save you time and help communicate your value. Learn new methods that can make prospecting more effective and efficient.
5 Steps for Managing Change
October 06, 2017 LPL Financial
Even when you know it’s time for a change, working your way through it can be daunting, requiring perseverance and teamwork. If you’re transitioning to a new partner firm or considering doing so, your journey can be made easier with a coherent internal process and knowing what to look for in a partner.
What Investors Value in Advice
September 18, 2017 LPL Financial
The value you provide to clients can’t be measured only by the bottom line on your clients’ investments. Your holistic approach to their financial well-being includes financial education, an accessible sounding board, and someone to monitor market and life changes to ensure they’re on the path to their goals.
Working with Junior Advisors
September 05, 2017 LPL Financial
One way to address the aging advisor conundrum is to mentor junior advisors. Tech and social media savvy, they can relate to younger clients, free up valuable time, contribute to a succession plan, and help to grow a practice. Try recruiting raw and enthusiastic talent that reflects your ethics and values helping guide the future of your practice.
Improve Your Market Value
June 05, 2017 LPL Financial
You never want to sell yourself, or your book of business, short. To better prepare for selling your book and to improve its potential market value, it would be prudent to learn the three key factors LPL’s Business Valuations team consider when assessing an advisor’s book. Making a few simple changes to your book could significantly increase its attractiveness and value.
Planning for the Future
May 29, 2017 LPL Financial
Take control of the clock—make the most of the time you have available by developing repeatable workflows for practice management. Creating a standardized process for financial planning and service can help you save time and focus more on the activities that drive value for your practice and clients.

As of 12/31/21

Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.

Disclaimer

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.

*Based on total revenues, Financial Planning magazine June 1996-2021