Barron's Ranks LPL Firms Among the Top Independents Nationwide

Last Edited by: LPL Financial

Last Updated: September 18, 2018

Barron's Top Firms

LPL Financial congratulates its advisors appearing on the recently announced Barron’s Top Independent Financial Advisors.

LPL advisors ranked on the 2018 list:

  • Charles Zhang, #6, Zhang Financial, Portage, Mich.
  • Susan Kaplan, #26, Kaplan Financial Services, Newton, Mass.
  • Laila Pence, #38, Pence Wealth Management, Newport Beach, Calif.

“On behalf of LPL, I applaud these outstanding clients for receiving this honor,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Susan, Laila and Charles have established exceptional businesses by building trusting relationships with their clients and setting a high bar for the service experience. To reach this level of success as independent advisors is truly remarkable, and we are proud to be a supporting partner to them and their firms.”

The ranking weighs qualitative and quantitative components, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms.

View the complete list of Top Independent Advisors at

Related links:

Read why Barron’s list maker Susan Kaplan tells women, “We need more bravado.”

Susan Kaplan and Laila Pence also appear among the top 20 in this year’s Barron’s Women Financial Advisors list.




According to Barron’s, its annual list highlights the nation’s top advisors based on data including: assets under management, revenue generated for the advisor’s firm, regulatory record, philanthropic work and the overall quality of the advisor’s practice.

LPL Financial and Barron's are not affiliated.

LPL Financial and the advisor firm referenced are separate entities.