Effective wealth management is enhanced by the right partner. In the same way you benefit from the knowledge and guidance of your financial advisor, your advisor benefits from the insights and oversight of LPL Financial.
By affliating with us, your advisor has chosen to strengthen and elevate the services they provide to help guide you toward your financial goals.
As the nation's largest independent broker/dealer,1 an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions,2 we back the wisdom and experience of your advisor with an enormous catalog of services and resources, such as:
1Based on total revenues, Financial Planning magazine 1996–2016
- Objective market research
- Compliance oversight
- Innovative technology
- Ongoing practice consulting and training
22016/2017 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
History of Excellence
Advisor autonomy has been a core tenet of our business from the start.
Formed in 1989 through the merger of Linsco and Private Ledger (founded in 1968 and 1973, respectively), LPL was built on the belief that objective financial guidance benefits everyone—and advisors are best able to serve clients when they have access to innovative tools and solutions that work for them. Remaining strong in this conviction, we formed a political action committee to lobby Washington on behalf of advisors and their clients, helping keep the right to objective advice a constant in our industry.
As we continue to grow, we regularly update our service offerings, including new platforms and opinions to ensure advisors, banks, and credit unions have the right tools to meet your needs. Our continued investments in technology and creating efficiencies have helped us become a leader in the industry and a trusted partner for your advisor.
Today, we provide comprehensive support and a broad range of innovative business solutions to a network of more than 14,000 financial advisors. We’ve built a reputation for customized service and personal attention, and our research and conferences, which provide your advisor with educational and training opportunities, are renowned throughout the financial industry. As we grow and evolve, we remain committed to the philosophy of objective guidance that has propelled our success and will continue to shape our future.