Ready for more?

More control, more flexibility, and more opportunities for
growth as a financial advisor.

To discover more about what we have to offer RIAs, download a copy of our RIA Custody brochure.

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The LPL Difference

When you custody with LPL Financial, you get more than just a custodian, you get a strategic partner. We’re committed to helping your RIA thrive and making it easier than ever to do business—on your terms. And unlike other leading custodians, we never compete for your clients. Ever. Our only business is helping financial advisors succeed.

All RIAs—regardless of size—receive concierge support from a dedicated RIA-focused team, integrated technology, and access to a variety of complementary and add-on services and solutions to help you improve efficiency and grow your business. From strategic planning to tactical execution, our experienced professionals can help you serve your clients with excellence.

Learn more about the following services below.

Brokerage Consulting

Explore LPL’s solutions for hybrid and advisory-only models to determine the right fit for your RIA.

Advisory Consulting

Receive in-depth analysis of your firm, platform and tool education, and point-of-sale support.

LPL Research

Stay informed with market and economic insights, manager and investment vehicle due diligence, strategic and tactical asset allocation guidance, and more.

High-Net-Worth Clients

Compete for, win, and retain high-net-worth clients with comprehensive wealth management guidance.

Wealth Consulting

Identify and serve additional assets among your existing clients and seek new avenues of growth.

Business Strategy

Gain executive insight to help you run your business more efficiently and profitably at all stages.

Mergers & Acquisitions

Leverage our expertise and turnkey solutions to ensure a successful transaction.

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. 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.