LPL Financial is a leading provider of investment and business solutions for independent financial advisors across the United States. It is considered the largest independent broker-dealer in the country, with over 17,500 financial advisors, more than $1 trillion in advisory and brokerage assets, and generating approximately $5.9 billion in annual revenue for the 2020 fiscal year.

LPL Financial offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 14,000 financial advisors and approximately 700 financial institutions. They also support more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology. LPL Financial serves as a back-office support and brokerage service for financial advisors, enabling them to offer a variety of benefits to their clients, including practice management programs and training, comprehensive clearing and compliance services, and access to independent research and financial products.

LPL Financial is a Registered Investment Advisor and a member of FINRA/SIPC. The firm provides advisory services to a wide range of clients, including individuals, businesses, and institutions. LPL Financial has entered into referral agreements with third-party investment advisors, and the firm and its advisors may earn fees from third-party advisors for the referral of clients.