LPL Financial is a prominent name in the financial services industry and the nation’s largest independent broker/dealer.* For more than 40 years, the firm has partnered with financial advisors by providing resources designed to strengthen their businesses and support the clients they serve.

LPL’s mission is to simplify the day-to-day demands of operating a financial practice—helping advisors spend more time doing what matters most: guiding clients toward financial confidence, long-term goals, and the future they envision.

With major offices on both the East and West Coasts, LPL Financial equips advisors with a broad range of tools and support, including:

  • Dynamic technology solutions
  • Clearing services and compliance support
  • Coaching, training, and practice management programs
  • Independent research and insights

Across the country, thousands of advisors rely on LPL Financial to help deliver personalized guidance. Using the firm’s capabilities, advisors can better understand what clients value most, build strategies that evolve through every life stage, and recommend strategies aligned with each client’s unique goals.

To learn more, visit www.lpl.com.

*As reported in Financial Planning magazine (1996–2025), based on total revenues.