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One Platform

At LPL Financial, you define independence on your terms

  • Build the business that's right for you and your clients
  • 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 advisors.


Demand more from your practice with LPL Financial

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

Being independent gives you the freedom and flexibility to serve clients in the way you deem best. From client service to portfolio structuring, you make the decisions, free from sales pressure, model portfolio requirements and "approved" lists. And as a hybrid RIA, you can deal with a complete range of the client's investment and long-term planning needs, from fee-based portfolio management, to annuities and commission-based securities trading - all on a single integrated platform serving independent Registered Investment Advisors (RIA) and hybrid 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, 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.

The resources and infrastructure to help you grow
Build the business that's right for you and your clients
An integrated platform for your entire practice
Meeting the hybrid challenge
Discover our universal platform
The flexibility to evolve your business