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 more than 22,000 financial advisors, has more than 1,000 financial institution partners and ranked no. 440 on the Fortune 500 List.  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.

 

*1 Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and   factors such as profits after taxes, year-end assets and total stockholders' equity.

2 As reported by Financial Planning magazine, June 1996-2023, based on total revenue.

3 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share   of AUM, revenue, and advisors.

4 Cerulli Associates, 2022 U.S. RIA Marketplace Report

For more information about LPL Financial, visit www.lpl.com.

LPL AT - A - GLANCE