Broker Check

Our Strategic Alliance

We put the interests and needs of our clients first. We chose to partner with LPL Financial because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, client-focused service, and the financial planning and investment resources of a premier wealth services company.

While LPL Financial has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. Founded since 1989, LPL Financial has served more than +18,000 financial professionals, +800 financial institution partners, and is a Fortune 500 company. LPL Financial has served over +6 million client accounts, and services over $1 trillion in client investment assets while having zero proprietary products. As for protection, LPL Financial dedicates $40 million annually to invest in cybersecurity and date privacy to keep clients protected from cyberattacks with a team of +800 risk & compliance experts for oversight and +100 cybersecurity experts monitoring 24/7 for cyberthreats. 

The firm’s culture of independence allows us to work closely with you to create custom strategies to your dynamic financial challenges.

We’re honored to align with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values have helped LPL financial become one of the largest independent financial services firms in our industry, with impeccable track record of growth and sustainability. 

Data as of August 2, 2022

  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 1996-2022, 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, 2021 U.S. RIA Marketplace Report