LPL Financial

LPL Financial operates as a leading independent broker-dealer, empowering financial advisors and institutions across the United States. The firm focuses on supporting financial professionals by providing comprehensive resources and technology, helping them grow their businesses and serve their clients effectively. LPL's expansive network assists millions of Americans in reaching their financial goals, emphasizing its role as a key enabler in the financial planning landscape.

The company distinguishes itself by offering a robust platform that includes personalized investment advice, sophisticated wealth management tools, and comprehensive financial planning. Notably, LPL also facilitates access to "banking and lending solutions" through its network of advisors, enabling them to offer a broader range of financial services to their clients, alongside insurance and tax planning. This holistic approach provides advisors with the flexibility and support needed for independent practice and personalized client service.

With an impressive scale, servicing $1.8 trillion in brokerage and advisory client assets and supporting over 29,500 financial professionals as of March 2025, LPL Financial positions itself as a significant force in the financial services industry. Their commitment to leadership, size, and strength underpins their mission to help advisors transform wealth programs and ultimately bring client financial aspirations within reach.