Financial Advisor Diversity and Inclusion

LPL Financial’s Advisor Diversity and Inclusion program is committed to cultivating a diverse and inclusive financial advisor community, dedicated to meeting the dynamic needs of an evolving investor community and supporting the growth of underrepresented advisors. 

Nurturing the Growing Diversity of Our Advisors

Our financial advisors are at the center of everything we do. At LPL, your personalized experience enables you to run a thriving practice your way and empowers your clients to plan for financially sound futures.

To deliver one-to-one financial advice to a growing number of diverse American investors, you need to build your business in a way that’s most meaningful to you. As you consider the best way to serve your clients and broaden your reach, you’ll have access to the business solutions, technology, and tools you need to cultivate inclusive practices and engage diverse investor markets.

Working alongside you, LPL’s Community specialists bring together industry experience, demographic insights, and business development guidance to deliver the support and perspectives you need to build your perfect business.

financial advisor planning investment with couple

The Driving Power of Community

At LPL Financial, our goals remain consistent: To build and sustain community and drive growth in our underrepresented advisor segments. 


Shape Your Future

Build your practice your way. Intentionally designed experiences, training, and resources create opportunities for you and the next generation of diverse financial advisors to expand the difference you make in your practice, in your communities, and in the lives of your underserved clients. 

 

Build Your Network

Add your voice and perspective online and in person, build relationships, and have meaningful conversations with a community of financial professionals who come from similar backgrounds and experiences. All voices are needed to gain unique, value-driven insights and learn best practices for taking care of your clients and business growth. 

 

Differentiate Your Business

Expand the conversations you’re having to meet the unique needs of your clients. Keep growing your outreach and capabilities while expanding and deepening engagement with clients through sales, marketing, and educational materials designed specifically for diverse and underserved investor groups. 

Connect. Share. Grow.

All advisors should be able to enjoy a sense of community with others in their profession. Our Advisor Communities provide spaces for underrepresented advisors to leverage tailored opportunities, network with like-minded peers, and gain insights to further develop and customize their business. 

Asian American Pacific Islander (AAPI) Advisor Community

Drive progress by becoming part of the expanding community of Asian American Pacific Islander advisors at LPL.

Learn More

Hispanic & Latino Advisor Community

Effect change by becoming part of the expanding community of Hispanic and Latino advisors at LPL.

Learn More

Black Advisor Community

 

Influence outcomes by becoming part of the expanding community of Black advisors at LPL.

 

Learn More

Pride LGBTQ+ Advisor Community

 

Create an impact by becoming part of the expanding community of LGBTQ+ advisors at LPL. 

Learn More

Women Advisor Community

Contribute positively by becoming part of the expanding community of women advisors at LPL. 

Learn More

Diversity and Inclusion Highlights

2024

Human Rights Campaign (HRC) Foundation’s Equality 100 Award: Leader in LGBTQ+ Workplace Inclusion, for the fifth consecutive year 1

2024

Ranked in the Forbes America’s Best Employers for Women 2024 list 2

2022

2022 Wealthies WealthManagement.com Award for Outstanding Achievement In Diversity, Equity, and Inclusion 3

2020

2020 Women on Boards Winning “W” Company in 2019 for having 20% or more of its board seats represented by women

Inclusive Support Systems

Together, our advisor communities foster inspiration, deepen advocacy, and accelerate professional growth.

Advisor Inclusion Council

This diverse group of representatives from financial advisor firms and institutions partner with LPL Home Office leaders to share their voice through thoughtful feedback and insights to enhance program initiatives. They devote their time and passion to help make progress towards LPL's vision to be the most inclusive firm in the industry. 

LPL Community Hub

The LPL Community Hub builds connection between advisors, admins, and office support staff by bringing them together for networking and learning opportunities. Throughout the virtual community, members ask questions, find answers, and engage with and support each other to achieve goals and pursue their interests.

 

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.

young African American business woman sitting, pen to face, in front of laptop image

How Financial Advisors Can Choose the Right Broker-Dealer

| LPL Financial

Marest Capital Chairman and CEO Paul Cohen image

Paul Cohen, Marest Capital: From Startup to Major League RIA

| LPL Financial

Tad Wilson and Marc DeCicco, advisors, North Bend Wealth Management

Go Independent without Losing Support

| LPL Financial

Adam Goldstein, advisor, Adara Wealth Management

Strategic Wealth: Elevated Service & Support for Advisors

| LPL Financial

Tower 68 advisors Peter Jones, Rich Dougherty, Ken South, Spencer South, Steve Arcos

Navigating Market Volatility with LPL’s Strategic Wealth

| LPL Financial

young businessman sitting at desk looking at laptop screen

Advisor Webinar: What Do Rate Cuts Mean for Stocks & Bonds?

| LPL Financial

financial advisors Pat McQuilling and Mike Ashworth image

Supported Independence for Financial Advisors

| LPL Financial

View More

Disclosures

1. The full 2023-2024 CEI report is available online at Human Rights Campaign Corporate Equality Index.

2. Forbes and Statista surveyed more than 150,000 women working at companies with at least 1,000 employees in the U.S. Questions asked included: how likely are you to recommend current and former employers, how likely to recommend employers through their industry, family and friends. Participants rated their current employers on working environment, pay equity, parental leave, and the company’s handling of sexual misconduct and discrimination. To calculate each company’s ranking, the survey responses were combined into a scoring system.

3. WealthManagement.com. Award is selected by a panel of independent judges made up of top names in the industry, the Winners of the "Wealthies" represent the individuals and organizations that stand above the rest when it comes to supporting financial advisor success.

For Financial and Professional Use Only