Menu
Advisors Moving to LPL
If you (and your licensed staff members) are moving to LPL, use the link below to access your Transition Portal. You can track your transition progress, and will find valuable resources to help you every step of the way.
Current LPL Advisors
Follow “GO” to access ClientWorks, LPL’s business process platform. Open accounts, use trading tools, and take advantage of the LPL Advisor Resource Center—all designed to help you manage your business more efficiently.
Clients of LPL Advisors
To sign in to your personal account, follow the link below to LPL’s Account View. Get real-time clarity into your portfolios, transactions, and more. Available 24/7, it can also be accessed from any device, anywhere.
- InvestmentNews: Honoring Innovation: LPL Financial recognized for its innovative approach to the opportunities and challenges facing the financial advice profession
By Vanessa Drucker and Ellie Zhu, May 11, 2019
- WealthManagement.com: LPL Revamps Account Opening Process
By Diana Britton, May 7, 2019
- Financial Planning: Higher Offers and Revamped Recruiting Yield Record Results for LPL
By Tobias Salinger, May 3, 2019
- ThinkAdvisor: Want to Connect Better? Try Dan Arnold's Technique
By Jon Henschen, Feb. 22, 2019
- Financial Planning: How Can Advisors Tap Underserved Communities? LPL Wants to Know
By Tobias Salinger, Feb. 19, 2019
- Barron's: How LPL Financial Is Walking Tall
By Ross Snel, Feb. 13, 2019
- InvestmentNews: Ramped Up Tech Spending Has Helped LPL Recruit Advisors
By Bruce Kelly, Feb. 12, 2019
- ThinkAdvisor: Women in WealthTech: Kirby Horan-Adams of LPL Financial
By Janet Levaux, Jan. 31, 2019
- WealthManagement.com: LPL Advisors Gain Access to AdvisoryWorld's Proposal Tool
By Michael Thrasher, Jan. 31, 2019
- WealthManagement.com: LPL on the Rebound
By Samuel Steinberger, Jan. 31, 2019
- WealthManagement.com: LPL Moves to Protect Future Trail Commissions on Variable Annuities
By Diana Britton, Jan. 24, 2019
- Blueprint: Sara Nomellini – LPL Financial: Building Much More Than Just a Space
By Taryn Plumb
- Financial Advisor: Tech Wars Roil Custodian Landscape
By Karen Demasters, Jan. 2, 2019
- Barron's: LPL's Dan Arnold: Tech Will Fuel Our Growth
By Steve Garmhausen, Dec. 21, 2018
- WealthManagement.com: The Ten to Watch in 2019: Dimple Shah, LPL Financial
Nov. 6, 2018
- PlanAdviser: DISRUPTION: Talking Adviser Recruiting with LPL Leadership
By John Manganaro, June 27, 2018
- Asset TV: Broker Dealer MASTERCLASS: State of the Industry
March 27, 2018
- Bank Investment Consultant: Why Post-Fiduciary Calls for Smaller Books are Right
By Lee Conrad, March 12, 2018
- Financial Planning: Webster Bank Rolls Out LPL-Backed Digital Advice Platform
By Margarida Correia, Feb. 13 2018
- RIABiz: All-LPL M&A Deal Yields One $875-Million Firm in which Black Diamond, Schwab and Vanguard are Named Factors
By Brooke Southall, Nov. 29, 2017
- Bank Investment Consultant: Banks Face Unique Opportunity to Grow Programs Through Acquisition
By Arthur Osman, Oct. 31, 2017
- InvestmentNews: LPL Retains $2 Billion Firm Affiliated with NPC
By Bruce Kelly, Oct. 19, 2017
- Bank Investment & Securities Association Magazine: LPL's Arthur Osman: Views on the Regulatory Revolution and Industry Evolution
By Gina Lauer, Oct. 4, 2017
- Financial Planning: With Millions of Dollars at Stake, LPL Courts NPH Advisors
By Tobias Salinger, Sept. 18, 2017
- Inc.: Can Tax Policy Make More Americans Save for Retirement?
By Steve Mendelsohn, Sept. 12, 2017
- Bank Investment Consultant: Segmenting a Book Can Lead to Better Teamwork
By Lee Conrad, Aug. 30, 2017
- Financial Planning: LPL Buys National Planning Holdings with Eye Toward 17,000-Advisor Firm
By Tobias Salinger, Aug. 15, 2017
- Financial Advisor: LPL Moves Technology Needle
By Joel Bruckenstein, Aug. 8, 2017
- ThinkAdvisor: A Look Inside LPL's DOL Fiduciary Strategy
By Emily Zulz, Aug. 3, 2017
- Financial Planning: How LPL is Jump-Starting HNW Growth
By Charles Paikert, Aug. 1, 2017
- Financial Planning: LPL: We're Ready to Double Down on Core Business
By Charles Paikert and Scott Wenger, Aug. 1, 2017
- InvestmentNews: LPL's Dan Arnold: 'Uberization' is Coming to Advisers' Offices
By Bruce Kelly, July 31, 2017
- Financial Planning: 5 Strategies to Boost Your RIA's Valuation
By Charles Paikert, July 19, 2017
- InvestmentNews: $470M Retirement-Focused RIA Joins LPL
By Greg Iacurci, June 13, 2017
- InvestmentNews: How Financial Advisers Can Drive More Value Into Their Business
By Jeremy Holly, May 25, 2017
- InvestmentNews: Cambridge Loses $120 Million Team to LPL
May 22, 2017
- Bank Investment Consultant: Segmenting a Book Under a Fiduciary Standard
May 22, 2017
- InvestmentNews: LPL Leads a Big Quarter for Broker-Dealer Moves
By Jeff Benjamin, May 17, 2017
- Financial Planning: LPL Grabs Merrill Lynch Breakaways in Sign of Fiduciary 'Disruption'
By Tobias Salinger, May 9, 2017
- Employee Benefit News: Can Architectual Wellness Slash Employers' Costs?
By Amanda Eisenberg, May 1, 2017
- ThinkAdvisor: Frontrunners: The 2017 IA 25
May 1, 2017
- Bank Investment Consultant: LPL Snatches Bell Bank from Cetera
By Margarida Correia, March 16, 2017
- 401K Specialist: Why Choice is Champion in The New 401k Fiduciary World
By John Sullivan, March 8, 2017
- InvestmentNews: Banks, Credit Unions Could Start Buying Advisory Practices
By Jeff Benjamin, February 1, 2017
- Financial Advisor: DOL Rule Sparks Changes Even While Rule is in Limbo
By Karen Demasters, January 27, 2017
- LA Times: A Strong Market for Financial Advisors
By Mike Freeman, August 25, 2016
- Financial Planning: What LPL Wants from Robo Advice
By Suleman Din, June 29, 2016
- BISA Magazine: Disruption is Just Part of the Way We Live Today
By Andrew Singer, May, 2016
- Financial Advisor: LPL Looks to High-Net-Worth Market
By Tom Kostigen, May 4, 2016
- Money: Why Florida is Losing Its Grip on Retirees
By Dan Kadlex, April 4, 2016
- Financial Planning: LPL Grabs Merrill Lynch Breakaways in Sign of Fiduciary 'Disruption'
By Tobias Salinger, May 9, 2017
- Employee Benefit News: Can Architectual Wellness Slash Employers' Costs?
By Amanda Eisenberg, May 1, 2017
All-LPL M&A deal yields one $875-million firm in which Black Diamond, Schwab and Vanguard are named factors