Even though LPL Financial is a top three custodian, our RIA custody business may be the best kept secret in the industry. AdvisorHub let the cat out of the bag in their new RIA magazine with a “Meet the Custodian” column featuring LPL’s Marc Cohen. Marc has been instrumental in moving LPL’s RIA custody business forward, and in this short Q&A, he articulates what makes us different than any other leading custodian.
“We’re the only leading custodian that’s 100% advisor-focused. We don’t compete with RIAs for clients. Ever. And regardless of the size of the business or the scope of its vision, we support RIAs through a partnership that’s as extensive as it is personal.”
– Marc Cohen, Executive Vice President of Advisor Businesses at LPL Financial, AdvisorHub Meet the Custodian
Supporting Your RIA
Every RIA on our platform is partnered with a dedicated relationship manager who helps you optimize the resources available to you though LPL.
You have options when it comes to custodians. Find out which are truly on your side—and how they show up for your RIA and its clients.