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 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 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. |
Private Advisor Group
Private Advisor Group comprises a group of specialized business, investment, and compliance professionals dedicated to serving the needs of independent financial advisors. Our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies, and seamless succession plans. With an advisor-first mindset, we provide the tools and support you need to achieve your goals and deliver exceptional service to your clients.
Our service model includes the resources that independent advisors need to build and support a successful and thriving business. We support advisors at every stage of their journey- from getting established to scaling a mature practice.
Our advisors have widely varied personal goals, business objectives and definitions of success. What they find at Private Advisor Group is a team of experienced professionals who work diligently to support the growth and management of their practices.