The annual list highlights the nation’s top 100 independent financial advisors based on data including assets under management, revenue generated for the firm and the overall quality of the advisor’s practice.
LPL advisors recognized on the list include:
- Robert Fragasso, Fragasso Financial Advisors, Pittsburgh
- Susan Kaplan, Kaplan Financial Services, Newton, Mass.
- Laila Pence, Pence Wealth Management, Newport Beach, Calif.
- Charles Zhang, Zhang Financial, Portage, Mass.
“On behalf of LPL, I congratulate the Robert, Susan, Laila and Charles for being recognized on this elite industry list,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “The independent model is increasingly more attractive to advisors and investors alike because it maintains choice and promotes transparency in the delivery of financial advice. LPL is proud of these advisors’ commitment to independence and for the opportunity to support them in their work to serve American investors.”
The full 2017 Barron's Top 100 Financial Advisors list can be found at Barrons.com.
LPL Financial and Barron's are not affiliated.
LPL Financial and the advisor firm referenced are separate entities.