Who We Are

Independent, Future-Facing, Advisor-Centered

No matter the size of your practice or the scope of your vision, we support you through a partnership that’s as extensive as it is personal. Resources, technology, service, dedication – they all work together to make a positive difference:

For you

Our people come to work every day with a single mission, focused on making business simpler, more cost effective, and more personal at every turn.

For your clients

Your clients deserve objective advice, and you deserve the ability to choose the products, services, and operating model that best fits their needs.

For your business

Our scale and business model provide access to capital, innovative technology, and a robust product offering that help advisors grow.

Just as your business relies on your relationships with your clients, our business relies on our relationship with you. That’s why every one of our 4,600+ employees is committed to building on our more than 30-year heritage of supporting independent financial advice.

Whether you’re an individual advisor or part of a team, at LPL you’ll find the freedom to serve your clients and grow your practice, your way.

Mission and Values

Learn how our values support our mission of taking care of our advisors so they can take care of their clients.

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People and Culture

Innovation. Collaboration. Curiosity. Integrity. Meet the team that brings this culture to life every day.

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History

Find out how two veterans turned their pioneering vision of independence into today’s LPL Financial.

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Our strategy

From the growing need for investors to save across generations to the willingness of investors to pay for advice, LPL examines industry trends and how you can leverage them to grow your practice. Watch Executive Vice President of Corporate Strategy Aneri Jambusaria discuss our corporate strategy and the future of advice.