LPL Financial Named No. 1 Mega RIA on Barron’s 2026 Top 100 RIA Ranking for Second Consecutive Year

"Being named the No. 1 Mega RIA for the second consecutive year is an incredible honor and a reflection of the trust our advisors place in LPL every day.” – Marc Cohen

Last Edited by: LPL Financial

Last Updated: October 06, 2026

LPL Financial ‘NO.1 AGAIN. Mega RIA on Barron’s 2026 Top 100 RIA Ranking’ text

SAN DIEGO – October 6, 2026 – LPL Financial LLC, a leading wealth management firm, has been named the No. 1 Mega RIA* on Barron’s 2026 Top 100 RIA Ranking, marking the second consecutive year the firm has earned the top ranking.

Barron’s evaluates and ranks the nation’s top registered investment advisors (RIAs) using a comprehensive methodology that includes factors such as assets under management, growth, client retention and the strength of each firm’s practices. The rankings highlight excellence among firms of varying scale and service models. LPL Financial ranked first in the Mega RIA category, which recognizes the nation’s largest independent advisory firms.

The recognition reflects LPL’s continued momentum in the RIA marketplace and its longstanding commitment to providing advisors and institutions with the flexibility, resources and support they need to build thriving businesses while helping clients pursue their financial goals.

"Being named the No. 1 Mega RIA for the second consecutive year is an incredible honor and a reflection of the trust our advisors place in LPL every day,” said Marc Cohen, chief growth officer at LPL Financial. “The independent marketplace continues to evolve, and advisors increasingly want both flexibility and support. They want the freedom to choose the business model that best aligns with their vision, backed by the capabilities, resources and expertise needed to grow. LPL is uniquely positioned to meet those needs, providing advisors with multiple paths to independence on a common platform designed to help them serve clients, scale their practices and build long-term value."

As the wealth management industry continues to evolve, LPL remains focused on delivering an advisor-centered experience through its integrated wealth management platform, business solutions, technology capabilities and broad range of affiliation models. The firm’s continued growth in the RIA space reflects its dedication to helping advisors operate with greater flexibility, scale their businesses and create differentiated experiences for clients. This ranking is the latest in a series of industry recognitions for LPL in 2026, including top advisor satisfaction rankings from J.D. Power.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

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*LPL Financial was ranked #1 of 9 Mega RIA firms with over $120 billion in assets and 1000+ staff collectively representing nearly half the assets of all 109 ranked Top RIA firms. Results based on data submitted by 233 pre-qualified firms to Barron’s as of June 30, 2026 involving a combination of quantitative and qualitative metrics – including size, growth, service quality, technology, succession planning, advisors’ experience, client retention, diversity, charitable work and compliance record. The ranking was issued September 11, 2026 and did not require a fee to participate. This recognition is not an endorsement nor is it indicative of any one client’s experience with LPL Financial, past investment performance or future returns.