Gain Professional Support. Focus On Your Financial Future.

LPL Financial offers innovative tools and technology for advisors, plus objective financial advice for investors, so they can grow towards their long-term goals.

Let’s personalize your LPL experience with customized offerings that match your needs.

Gain Professional Support. Focus On Your Financial Future.

LPL Financial offers innovative tools and technology for advisors, plus objective financial advice for investors, so they can grow towards their long-term goals.

Let’s personalize your LPL experience with customized offerings that match your needs.

Learn more

Financial

Advisors

Choose a level of support that suits your needs and adapts along with your financial practice as you evolve.

Start your future

Institutions

Address investor needs, support your financial advisors, and strengthen the foundation of your enterprise or financial institution.

Scale your future

Investors

Build your financial future with wealth management tips and find the LPL advisor who can help you prepare for it.

Plan for your future

success stories

Shane Kunz

CFP®, CIMA,

Advisor at Outcome Private Wealth

Our clients are our No. 1 priority. After learning about all the additional resources from LPL—everything from trading capabilities to client management software to additional tax-based financial planning tools—we wanted to bring more to the table.

Read Shane’s story

Julia Carlson

Financial Freedom Wealth Management Group

LPL was the right fit for me… I felt like I was going from the bus to the limousine. It was a whole new world of possibilities for me that it really just,..

Read Shane’s story

Joe Accardi

RFC®, CWS®, AIF®,

Advisor at Outcome Private Wealth

We chose to move to LPL to cement a relationship and to be more efficient and flexible in how we run our practice. We believe LPL’s size, scale and commitment to innovation will provides our clients access to enhanced technology, simplified statements and enhanced service experiences.

Read Shane’s story

Charles Zhang

CFP®, MBA, MSFS, ChFC®, CLU

Founder and President of Zhang Financial

I can sincerely say that the service we receive from LPL is truly superior and, I believe, second to none.

Read Shane’s story

How LPL Financial Stacks Up

LPL’s experience can make a difference for you.

Independent Broker  Dealer in the U.S.1

RIA Custodian in the U.S.2

Provider of 3rd Party Investment Services3

Company4

Advisory Experience

Leading Competitor

One sign-on and one client portal for advisors

Learn More

Design investment strategies for clients of any size on our open-architecture platform

80% of advisor support calls are answered within 30 seconds

Open 99.5% of common account types online, including most advisory accounts

Industry insights

Making sense of the financial landscape with LPL Research. Stay informed with the latest trends and topics impacting the financial world.

LPL RESEARCH

Can Bonds Be Boring Again?

August 31, 2023 | LPL Financial

NEWS & INSIGHT

5 Ways To Attract More Prospects

LPL Financial

NEWS & INSIGHT

Case Study: The View from Tower 68 Advisors

LPL Financial

Are you ready to take the next step?

If you’re an advisor, a leader at a financial institution, or an investor looking for more information, we’re happy to talk through whatever’s on your mind. Reach out and start the conversation—it’d be great to work together.

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