Updated November 01, 2023
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LPL Financial

Investment Advisor Firm
Total assets under management$368B
Years in business35+

About LPL Financial

LPL Financial is a well-established and innovative financial services company with a rich history spanning over 30 years. It was born from the entrepreneurial vision of two pioneering firms, Linsco and Private Ledger, who recognized the changing landscape of the financial services industry.

Founded on the principles of supporting the best interests of advisors and their clients, LPL has grown into a Fortune 500 company. While it started with a focus on providing a wide range of mutual funds and securities to advisors, it has since expanded its services beyond investment management. LPL's evolution encompasses advancements in technology, operations, risk management, and business consulting, demonstrating its commitment to staying at the forefront of the industry.

LPL Financial's core mission remains to help individuals pursue their financial goals and aspirations. They emphasize the importance of having the right financial professional by your side to create a unique plan that forms the foundation for your future. LPL is the trusted partner behind many great financial professionals dedicated to helping clients on their path to financial success.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Asset Allocation

More about LPL Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
641325961

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than LPL Financial.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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