About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 29,000 financial advisors, including advisors at approximately 1,200 institutions and at approximately 580 registered investment advisor (“RIA”) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Unparalleled Support For Your Financial Future
What if you could achieve financial freedom?
When you work with an advisor backed by LPL Financial, they’ll have the tools, technology, and support to deliver personalized advice designed around what matters to you.
1.8T $ In brokerage and advisory assets serviced or custodied1
7M Client accounts served by LPL advisors and institutions1
29K LPL advisors
1,200 Financial institutions2 that partner with LPL1
Fortune 500 Company strength working for your advisor and you4
100% Cyber Fraud Guarantee fully protects your assets3
98% Advisor retention rate, advisors value the autonomy flexibility, and support LPL provides5
ZERO Your advisor is never pushed to sell proprietary products
1 Data as of March 31, 2025 2. 1200 banks, credit unions and product manufacturers that partner with LPL. 3. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. 4. LPL ranked #392 on the Fortune 500 in 2025 5. Based on Q12025