“As advisory services become increasingly central to both advisors’ businesses and their clients’ portfolios, we’re harnessing our scale and capabilities to deliver platforms that set the industry standard.” - Aneri Jambusaria

“This is an ideal outcome for these advisors, enabling them to broaden their relationship with LPL while maintaining stability and continuity for the clients they serve.” - Marty Bicknell

Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice

“LPL has invested heavily into its technology platform, creating efficient processes and enhanced solutions.” – Chris Lubbers

“After considering all available options, we concluded that the needs of our clients and firm would be best served by partnering with LPL Financial.” - James Sheehan

“LPL stood out as an industry leader, giving us the independence we craved along with open architecture to build personalized plans in a cost-effective way.” Andrew Robson

“A complement to LPL’s client-centric culture, Commonwealth’s service philosophy enhances the value we’ll collectively bring to all Advisors across the LPL network.” - Rich Steinmeier

Firm to conduct nationwide search for new senior leader

LPL Financial’s acquisition of AdvisoryWorld accelerates the journey to delivering an end-to-end technology platform, supporting advisors’ ability to maximize the power of technology to drive their business forward.

“It became evident that LPL offered the support and structure to help us provide a higher level of value to our clients.” - Scott O’Mara