LPL Financial is the largest independent broker-dealer in the US, building a wealth management platform, research and relationship tools for over 32,000 independent financial advisors.
LPL Financial is the largest independent broker-dealer in the United States, founded in 1989 and headquartered in San Diego. The firm provides a wealth management platform offering tools, insights and resources to more than 32,000 financial advisors, who together serve some 8 million families. It employs approximately 9,000 people across offices in San Diego, Fort Mill, Austin and Boston.
The platform supports advisors operating under several affiliation models: as W2 employees, through registered investment advisors (RIA), or in supported independent businesses. Engineering and product work spans wealth management technology platforms, financial research and relationship management tools.
LPL Financial operates in the financial services, wealth management, brokerage and RIA sectors. The company states that its mission is rooted in a belief that independence empowers financial advisors to better serve their clients, with commitments to innovation and accessibility. It describes its work as sitting at the intersection of technology, research and relationship-building.
