Gain Support.
Focus on Your 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 Support.
Focus on Your 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.

Begin Assessment

Financial

Advisors

Focus in on personalized offerings and discover which of our business models works best for you.

Start your future

Institutions

& Networks

Address investor needs and strengthen the foundation of your enterprise or institution.

Scale your future
Investors

Prepare for investing with insightful articles and find the LPL advisor who can help grow your money.

Plan for your future

Global Title

Harry Sherdil4

Harry Sherdil42

Founder at Humanity Wealth Advisors four

I always believed that LPL was in a class of its own in the independent space and we look forward to the added layer of local support from the network. four

Harry Sherdil4

Harry Sherdil1

Harry Sherdil1

Founder at Humanity Wealth Advisors one

The Strategic Wealth Services channel offered us a great way to better serve our clients.

Harry Sherdil1

Harry Sherdil3

Harry Sherdil32

Founder at Humanity Wealth Advisors three

I always believed that LPL was in a class of its own in the independent space and we look forward to the added layer of local support from the network. three

Harry Sherdil3

Harry Sherdil2

Harry Sherdil22

Founder at Humanity Wealth Advisors two

I always believed that LPL was in a class of its own in the independent space and we look forward to the added layer of local support from the network. two

Harry Sherdil2

HOW WE STACK UP

Here's how LPL can make a difference for you.

#1

INDEPENDENT BROKER DEALER  IN THE U.S.

#3

RIA CUSTODIAN IN THE U.S. 

#1

PROVIDER OF 3RD PARTY INVESTMENT SERVICES*

Why Breakaway Advisors Choose this Model

Unlike competitors, our Supported Independence Model is packaged with our integrated custody and broker-dealer solutions. One fee gets you the full experience, and we’re ready to scale as you do. These are just some of the benefits of partnering with the nation’s leading independent broker-dealer when thinking about leaving your wirehouse.

Advisory Experience
logo logo
Competitor 1
Competitor 2

One sign-on and one client portal to call

Design investment stratigies for clients of any size on our flexible, open arhitecture

80% of calls are answered with in 30seconds

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

Explore other business models

Industry insights

Stay informed with the latest trends and topics impacting the financial world.

Alt text

news & Insights

7 Tips Advisors Can Use to Effectively Talk with Clients

LPL Financial

sdas

Insider

Strategic Asset Management Platform hits 30th anniversary

LPL Financial

asdas

Market signal podcast

Omicron is here: What that could mean for market recovery

LPL Financial

View more insights
aa

Ready for the next step?

If you're an advisor or investor looking for more information , we're happy to talk through whatever's on your mind. Reach out and start and conversation -we can't wait to meet you.