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LPL Financial

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Planning for your future

Planning for your future

Planning for your future is one of the most important steps you can take toward lasting independence and confidence. This guide is designed to give you a clear understanding of how we work, the values that guide us, and the resources available to support your goals. Our focus is on building trust, creating personalized strategies, and giving you the confidence that comes from having a strong, experienced partner by your side as you move forward in your financial journey.

LPL By The Numbers

LPL By The Numbers

Behind every financial plan is the need for strength, stability, and trust. LPL by the Numbers highlights the scale and resources that stand behind your advisor—showing the depth of support, security, and independence available to you as a client. From industry-leading technology to strong safeguards for your assets, these numbers reflect LPL’s commitment to helping you and your advisor focus on what matters most: your financial future.