The Power of Affiliation

Build the practice you want, just the way you want it—with a broad range of financial management products, dedicated support teams, and a range of business models for financial advisors and financial planners.

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Why Choose LPL?

Advisor-Centric Model

Our focus is on helping you establish and build your practice, your way.

Independent and Unbiased

We offer access to a non-proprietary slate of products and impartial investment recommendations.

Flexible Affiliation Options

Whatever your vision of the future, LPL offers an affiliation option to fit your individual needs.

Establishing Your Business

Business Model Options

Realize your vision. LPL’s extensive affiliation options allow you to customize your practice.

Your Recruiter

Call on our recruiting team for the know-how and resources to help you find the right fit for your practice and your clients’ needs.

Payouts and Pricing

Take advantage of the potential to improve your profitability with our competitive payouts and charges.

Transitioning Your Practice

Rely on our experienced team to help you plan a smooth transition.

Your Recruiter

Call on our recruiting team for the know-how and resources to help you find the right fit for your practice and your clients’ needs.

Managing Your Business

Services and Support

Access tools, resources, and support to help your practice thrive. When you join LPL, our entire team becomes your dedicated partner, invested in your success.

Products and Platforms

Find impartial information about a broad range of products, and recommend turnkey platform solutions that address your clients’ goals, whatever business model you choose.

Technical Offerings

Simplify your account management, boost practice efficiency, create scalability, and improve client experience with LPL’s portfolio and practice management solutions.

Retirement Partners

Add value for plan sponsors at every step and set yourself apart with our comprehensive suite of tools that help you differentiate your practice.

Products and Platforms

Find impartial information about a broad range of products, and recommend turnkey platform solutions that address your clients’ goals, whatever business model you choose.

Growing Your Business

Consulting

Build your practice and support your clients’ goals with support from our experienced consulting teams.

Learning

Keep up to date with the ever-changing financial landscape with LPL’s learning and conference options.

Financial Growth

Grow your practice with LPL’s support through access to business capital and resources, or assistance with buying an existing practice.