Women Financial Advisor Community

The Women Advisor Community at LPL Financial provides a tailored space for networking, collaboration, and expanding your practice management skills. This allows you to take care of your clients and manage your business in a way that’s meaningful to you, while also creating community.

two young business women standing in corner of office talking while looking at report

Focused on You, the Female Advisor

Did you know LPL Financial has the highest number of women financial advisors among wealth management firms in the industry? Join the more than 4,000 women financial advisors who benefit from the support, flexibility, and independence at LPL.1

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. 


Connect

Collaborate with peers and exchange insights to enhance your business.

  • Join in-person and virtual events to connect with, learn from, and share your voice with other successful female advisors
  • Attend sponsored conferences to network with like-minded financial advisors and leaders across the industry

Grow

Achieve sustained growth through industry-leading initiatives and training.

  • Access sales, marketing, and educational materials to connect with minority and underserved investors
  • Continuously improve through professional development opportunities, including women advisor community events and workshops 

Attract

To support you and your business, we’re thoughtfully growing our diverse advisor communities. You’ll find us:

  • Addressing evolving demographics by aligning financial advisors with America's diverse investor base
  • Collaborating firm-wide to strategically expand our advisor community, preparing to meet future client needs

Committed to Women's Success

Foster connections through inclusive communities of advisors.

two diverse business people looking and working on a laptop

Advisor Inclusion Council

Leverage the advocacy of this diverse group of representatives from financial advisor firms and institutions. With a strong representation of female members sharing their voice, the Advisor Inclusion Council engages with LPL Home Office leaders on topics of representation, current events, and business support needs.

 

Representing a broad range of diversity dimensions, as well as business size, career length, location, and LPL business models, they devote their time and passion to make progress towards LPL's vision to be the most inclusive firm in the industry for women financial advisors. 

group of diverse business people chatting while standing

LPL Community Hub

Maximize peer networks to build relationships, discover opportunities, and achieve goals. The LPL Community Hub brings together advisors, admins, and office support staff to network, share best practices, and learn.

 

Members have shared the powerful connections of these groups and how they contribute to long-term business outcomes for women advisors. 

 

 

 

"I’m proud to say that LPL has given me a solid foundation to build my success as an independent female financial advisor. When you become independent, you don’t know what you don’t know. LPL helped me figure it out."

Sandra Cho

Founder & President, Pointwealth Capital Management

Women Advisor Community Events

Learn from successful women advisors like you.

Focus on Women

An event open to all women financial advisors focused on professional development, best practices, and networking opportunities.

Women Celebration Lunches

Hosted at various LPL conferences to build professional networks and share, learn, and grow together.

Achieve

An invitation-only women’s leadership forum for top LPL women financial advisors focused on business strategies, practice management, and overall growth.

Women Advisor Events & Study Groups

Opportunities to network and learn keys to success and best practices from fellow advisors.

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.

Adam Goldstein, advisor, Adara Wealth Management

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Disclosures

1. Cerulli 2024

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. 

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Advisor firms mentioned and LPL Financial are seperate entities.

For Financial Professional Use Only