Business Model Options

However you choose to define business success, LPL Financial offers an affiliation option tailored to your needs and objectives that can help you effectively build the practice, program, or team you’ve envisioned.

Strategic Wealth Services

A fully integrated breakaway solution that supports financial professionals in their transition and ongoing success.

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Independent Advisor

As an independent advisor you can pursue the freedom and rewards that come from building your own business.

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Large Enterprises

LPL Financial provides the tools necessary for large RIAs and OSJs to sustain and accelerate practice growth.

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Financial Institutions

LPL offers financial institutions the support, tools, and resources needed to build and sustain client relationships and grow their investment programs.

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Independent Advisor Institute

Become an independent financial advisor with the help of LPL’s Independent Advisor Institute program.

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Hybrid RIA Advisor

LPL Financial’s Hybrid RIA model offers the choice and flexibility of operating a fee- or commission-based business.

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Sell Your Business

LPL Financial can partner with you in the valuation and sale of your business. Let us show you how!

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Broker/Dealers

A partnership with LPL will provide you with resources to address our continuously evolving industry and allow you to spend more time servicing clients.

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Retirement Plan Advisor

LPL helps retirement plan advisors deliver value by helping improve participant outcomes while managing fiduciary risk.

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Join a Financial Institution

Advisors transitioning to a bank or credit union can count on LPL’s support and advanced tools to ease the conversion and help build their business.

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Join an Existing Practice

LPL Financial can assist advisors in finding the right practice that fits their own values, goals, and aspirations.

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