Strategic Wealth Services for Financial Advisors  

With LPL Financial’s supported independence solution, Strategic Wealth Services, advisors like you get the feel of a full-service model with the autonomy of true independence.

older businessman with glasses talking with women

You own it. We run it — together.

Strategic Wealth Services is LPL’s breakaway solution for 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 experts run the day-to-day operations.

At every stage of your journey, your personalized service team will be there for you, from providing strategic insights to helping you stay true to your growth goals. Their seamless integration as an extension of your staff helps ensure coverage in every aspect of your business. 

The Momentum Is Building

 

46

Teams*

 

 

$25B

Verified Assets Under Management*

 

90%

Expected AUM Captured Within 90 Days of License Transfer*

 

21

Number of States We Are Present in*

Strategic Wealth Resources

desk with books and ornaments on it

Real Estate Look Book 

Spark inspiration to develop an office space that fits your vision with LPL’s customized real estate guide. 

Fancy living room

Carnegie Private Wealth

Disover how Carnegie Private Wealth created an inviting luxury offic setting with support from LPL.

five business people in a meeting

Tower 68 Advisors Team

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

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.


Disclosures

Based on press releases of announced joins as of June 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