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Who is LPL Financial?

LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial is one of the United States’ largest organizations of independent financial advisors. LPL Financial currently maintains headquarters in Boston, San Diego, and Fort Mill, servicing more than 16,000 advisors in over 6,100 independently owned and operated offices nationwide.
LPL Financial is built on the premise that achieving your financial goals depends on objective financial advice, timely research, and easy access to the investments and services that address your specific needs.

Setting a Higher Standard for Financial Advice

LPL Financial has no proprietary products of its own, so LPL Financial advisors concentrate their energies on understanding your individual financial goals and offering objective solutions to address the challenges of wealth accumulation, management, and preservation.

Leveraging Independent Research

LPL Financial advisors receive guidance and recommendations from a team of seasoned investment professionals and enjoy instant access to leading information and resources. With no investment banking relationships, LPL Financial Research focuses on providing independent, client-centered analysis of the capital markets and their underlying securities.

Capitalizing on Technology

LPL Financial has revolutionized the way financial information is delivered and provides advisors with a solid, state-of-the-art technology platform dedicated to your success.
LPL Financial remains committed to leading the independent brokerage industry. We continue to set the highest standards in every aspect of supporting our advisors so they can help you realize a new standard for your financial future.

LPL Financial Key Facts

  • #1 independent broker/dealer in the nation*
  • Over $4.2 billion in revenue**
  • Over 16,000 affiliated financial advisors nationwide
  • Over 6,200 branch offices
  • Service to over 750 financial institutions
  • Over 4,100 staff with headquarters in San Diego, Boston, and Fort Mill
  • Over $681 billion in assets as the broker/dealer of record**
  • Over $306 billion in fee-based platform assets**
* As reported by Financial Planning magazine, June 1996–2018, based on total revenues.
** As of September 30, 2018.

LPL Resources

Weekly Market Commentary

Earnings growth was largely absent in 2019, but we expect it to pick up in 2020.
We discuss what the conflict with the Middle East might mean for stocks and assess ongoing risks.
2019 delivered a strong market performance, but we think additional market gains may be possible in 2020.
2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression. While our positive stock market outlook proved too conservative, we are pleased to report we got more right than wrong for 2019.
We expect stocks to appreciate in line with earnings growth next year, which justifies benchmark-like equity allocations in our view.

Financial Research Blog

LPL Financial makes it easy to stay informed of the latest market trends with their informative Research Blog.