RIA Your Way at LPL Financial

Advisors, whether you want to start your own RIA or are looking for a custodian, LPL can help you thrive.

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Freedom and Support — On Your Terms

With LPL’s RIA platform, advisors like you can run every aspect of your business — down to compliance and risk management — while maintaining access to LPL’s suite of business and growth solutions

As a top custodian,* LPL’s only business is helping advisors like you succeed. When you custody your RIA with us, you’ll receive concierge support, streamlined technology, and access to a suite of business-building resources to help you build the future you envision.

RIAs Get More at LPL

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Customize your clients’ experience to the fullest degree and maintain authority over your business decisions, technology, compliance program, product offerings, and planning tools.

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Hybrid Advantage

Combine brokerage and custody services to centralize and simplify your business, as well as expand your opportunities for growth beyond the fee-only space.

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Access LPL’s strategic support for high-net-worth consulting, M&A consulting, access to capital, independent expertise from LPL Research, and conferences and recognition events.


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Gain dedicated support. Every advisor that custodies their RIA with LPL — large or small — gets relationship management and a service team that knows your business and can support its needs.

RIA Resources

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RIA 101: Understanding the RIA Model

Explore the benefits of the RIA model, key differences between hybrid and fee-only RIAs, and what to consider before starting or joining an RIA.

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5 Factors to Consider When Joining an RIA

Learn key factors for advisors to consider when comparing RIA firms to join.

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Answers to FAQs about Starting an RIA

Learn key steps to starting an RIA, the average costs, and typical timeline for a successful launch.

LPL Advisor Paths

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.


* Cerulli Associates, 2023 U.S. RIA Marketplace Report

The views and opinions expressed by the 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.

For Financial Professional Use Only.