multicomponents

Leading Competitor

Competitor 2

Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams. Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams. Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice. This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams.

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Advisors receive our commitment to work hard to earn their business every day and help them run a successful practice.

Enterprises receive custom solutions and dedicated support to help their firms thrive, including 1:1 consulting that seeks to reduce costs and grow profits to assistance attracting and retaining top talent.

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Network Competitor

One fee includes setting up your wealth management business for launch and running your ongoing operations.

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

Benefit from partnering with the nation’s leading independent broker-dealer and top  3 custodian.

One integrated platform. One Client Statement. One team to call.

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success stories

Ken Royster

CLU®, ChFC®, RICP®

President and CEO and Wealth Consultant at First Genesis of Virginia

What sealed the deal was the fact that they had confidence in me. Once I started the transition it was clear they wanted me on the LPL team and they still value me as part of the LPL family.

Read Ken’s story

Joe Accardi

RFC®, CWS®, AIF®

Founder and Chairman at Accardi Financial Group (AFG)

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 Joe’s story

Shane Kunz

CFP®, CIMA®

Founding Partner and Wealth 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.

Read Shane’s story

Denika Tokunaga

MBA, CFP®, CRPC®

President and Wealth Manager at Maven Wealth Management

As a sole practitioner, having the breadth and strength of all of LPL’s resources means everything to me… I needed to be able to build the business the way I wanted to, without having the organization tell me what types of products I needed to use for my clients.

Read Denika’s story

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 what’s on your mind. Reach out and start the conversation.

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Industry insights

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

NEWS AND INSIGHTS

The key to practice success: Choosing the right broker-dealer

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WEEKLY MARKET COMMENTARY

Who’s right: The Federal Reserve or financial markets?

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MARKET SIGNALS PODCAST

Ongoing bank stress and SVB's failure: Who’s to blame?

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