Strategic Wealth for Financial Advisors

With LPL Financial’s supported independence solution, Strategic Wealth, advisors get a full-service experience with the control of true independence.

seated smiling older businessman with glasses

You own it. We run it — together.

Strategic Wealth is LPL’s breakaway solution for sophisticated, growth-oriented advisors who are looking for the best of both worlds — full independence and full support. You benefit from owning your business while a team of LPL specialists support you in running the day-to-day operations.

You’ll belong to a community of like-minded advisors who value diversity, growth, and collaboration. Our professional coaching programs, study groups, and exclusive Strategic Wealth growth symposiums help foster this collaborative culture and will inspire your commitment to continuous improvement, innovation, and service excellence.

Your Dedicated Strategic Wealth Support Teams

At every stage of your journey, we’ll be there with you providing strategic insights and helping you stay true to your growth goals. Our integrated approach as an extension of your staff helps ensure coverage in every aspect of your business.

sleek meeting room with leather chairs and coffee table, boardroom table and chairs three business people meeting around a laptop support specialist with headset working on a computer business woman and business man talking on a couch

Launch Team

Unique to LPL’s supported independence model, our experts manage your transition to LPL Financial and assist with critical real estate and startup tasks like sourcing and designing office space, negotiating lease terms, setting up benefits, establishing payroll, and driving brand development — all at no out-of-pocket-cost to you. Explore LPL's Startup Solutions.

Ongoing Strategy Team

Even after launch, you’ll continue receiving strategic support for the life of your business. LPL’s strategy team will help you develop and execute plans for acquisitions, hiring staff, expanding into new markets, streamlining your technology, reviewing profitability, increasing valuations, and creating personalized marketing.

Service and Support Team

LPL Financial minimizes the operational parts of your business so you can focus on growth, culture, hiring, and wealth management. Your support team will work in concert with your staff to address day-to-day business needs such as operations, office administration, and technology.

Business Strategist

Our professional coaching programs, study groups, and regional growth forums will equip you to think innovatively and will help you uncover new opportunities for organic and inorganic growth, professional development, and increased efficiency. 

The Momentum Is Building

48

Strategic Wealth Teams*

$26.2B

Strategic Wealth recruited assets under management*

30%

Women-Owned Businesses, nearly double industry average of 18%*

What Our Advisors Are Saying

Brian Lynn

Claritas Financial Partners

It’s a weight lifted off my shoulders to not be chasing production anymore. I’m chasing quality and it really does feel different. We’re all very happy to come in each day.

Read Brian Lynn's Story

Mike Ashworth

Ashworth Financial Group

People say all the time, ‘You just don’t know what you’ve been missing until you’ve done it.’ That’s certainly true. It’s been a breath of fresh air, for sure.

Read Mike Ashworth's Story

Marc DeCicco

North Bend Wealth Management

People didn’t just get us here. They’re still coming back to us, checking on us, following up with us. They’re still there. They’re present. And that’s appreciated.

Read Marc DeCicco's Story

Strategic Wealth Resources

desk with books and ornaments on it

Real Estate Services

 

Strategic Wealth advisors receive vital real estate support to manage lease negotiations, construction details, interior design, and infrastructure.

Learn More
fancy office space with white and beige furniture with round coffee table

Be Independent — With Support

Advisors Tad Wilson & Marc DeCicco wanted to leave the wirehouse without losing support. They found something better: LPL’s Strategic Wealth. 

Read Their Story
five Tower 68 financal advisors

Tower 68 Advisors Team

Learn how Tower 68 Advisors found their ideal blend of independence and support at LPL. 

Read More

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.

younger and older businessmen walking in hallway

Benefits of Hiring and Mentoring Junior Financial Advisors

| LPL Financial

businessman in 3 piece suit talking on cell phone, standing in front of a window

Frequently Asked Questions about Starting an RIA - Answered

| LPL Financial

middle-aged african american woman looking to side sitting at table hands clasped

Navigating the Transition Process | What to Expect

| LPL Financial

standing businessman in suit, phone in hand, smiling

The Path to Becoming an Independent Financial Advisor

| LPL Financial

two smiling business women standing, each holding a laptop, one open

January's LPL Roadmap: Top 4 Tech Enhancements from 2024

| LPL Financial

middle age caucasian woman sitting on bench in front of laptop

Top 5 Reasons Financial Advisors Choose to Go Independent

| LPL Financial

aerial view, man walking through orange gold couch section

Investment Research for Advisors: 2025 Outlook, Unveiled

| LPL Financial

View More

Disclosures

Based on press releases of announced joins as of December 2024.

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.

For Financial Professional Use Only