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Why LPL Financial RIA

Discover the difference LPL Financial can make for your practice's success

Align your interests with those of your clients

As an independent RIA or hybrid RIA, you're under no pressure to steer clients toward specific products or put them into a particular model portfolio or program. You can decide what is most important for your clients, and you can tie your compensation directly to your client's success.

And since you are working with LPL Financial, you can be confident that any research, portfolio recommendations or analysis we provide is completely objective, because at LPL Financial, we do not manage or distribute proprietary products.

Seamless integration

One platform.  One statement.  One performance report.

Because our integrated platform makes it easier for RIAs and hybrid advisors to serve clients, it also makes it easier to satisfy them. Rather than receiving separate statements and reports on their commission-based accounts and fee-based accounts, your clients will receive a single consolidated statement, making it easier to track changes in holdings and monitor performance.

Our integrated platform for RIAs and hybrid advisors also makes it simpler for you to monitor asset allocation and performance for each client, and to answer client questions based on a holistic view of the client's holdings and overall relationship.

Your choice
Be a generalist or a specialist, a strategist or a wealth planner

Your platform
One that will stay current with your business model

Your way
A scalable system that will accommodate your growth

Only LPL Financial provides the freedom, flexibility and scalability to grow with your business.