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One Platform

At LPL Financial, You Define Independence on Your Terms:

  • An integrated platform for your entire practice
  • The resources and infrastructure to help you grow
  • The flexibility to evolve with your business

LPL Financial provides independent advisors with a single, integrated platform that can serve the needs of Registered Investment Advisors (RIA) and Hybrid RIA advisors.

Demand More from Your Practice with LPL Financial.

"I want the freedom to serve my clients my way."

Independence provides the freedom and flexibility to serve clients in the manner you deem best. From client service to portfolio structuring, you make the decisions, free from sales pressure, model portfolio requirements and "approved" lists. As a Hybrid RIA, you can accommodate the complete range of your client's investment and long-term planning needs. From fee-based portfolio management, to annuities and commission-based securities trading, our integrated platform serves the needs of both independent Registered Investment Advisors (RIA) and Hybrid RIA advisors.

"I want to run my business according to my game plan."

As a professional, you have developed your own philosophy of how to run the kind of business that best capitalizes on your strengths. As an independent RIA working with LPL Financial as your custodian, you can create a practice that allows you to implement that philosophy—not only to set your own standards for client service, but to develop a client base that matches your interests, talents and network. You can specialize or be a generalist, act as an investment strategist and a wealth planner. In short, you can build a business that is a true reflection of you and your goals.