LPL Financial
LPL Financial, founded in 1989, is the largest independent broker-dealer in the United States, providing a wealth management platform, technology and research to over 32,000 independent financial advisors.
LPL Financial is the largest independent broker-dealer in the United States. Founded in 1989, the firm provides a wealth management platform, together with technology, research, tools and resources, to independent financial advisors. It supports more than 32,000 advisors and serves 8 million families, employing some 9,000 people.
The platform is built at the intersection of technology, research and relationship-building, with technical work spanning financial technology, wealth management platforms and investment research. Advisors are supported across several affiliation models: as W2 employees, through registered investment advisors (RIA), or within supported independent businesses.
Headquartered in San Diego, LPL Financial also operates offices in Fort Mill, Austin and Boston. The firm's stated mission rests on the belief that independence allows advisors to serve their clients more effectively, and it identifies a commitment to innovation and accessibility in financial services as a guiding principle.