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Greater Choice. Flexible Growth.


lpl financial ria white paper

The LPL Financial fully integrated RIA platform lets you define independence on your terms. Our integrated platform is a revolutionary step forward for RIAs doing fee-based and commission-based business. Until now, a hybrid RIA had to conduct business on two separate platforms to accommodate client needs, resulting in separate client statements, performance reports and bills — hardly an optimal way to serve clients! Learn how our integrated business platform can help you better define and grow your independent practice through:

  • Consolidated client statements and reporting 
  • Aggregate account view 
  • Single sign-on access to client accounts, trading capabilities, research, training and more 
  • RIA and dually registered advisor compliance expertise
  • Dedicated support services 
  • Business building resources and expertise

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