What if you could elevate your wealth management business?

Let’s remove the barriers and realize the full potential of your business.

What if you could elevate your wealth management business?

Let’s remove the barriers and realize the full potential of your business.

Banks

Harness the synergy of seamless integration and sophisticated wealth management solutions.

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Credit Unions

Deliver sophisticated service experiences to your members with quality wealth management programs.

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Insurance

Become the one-stop solution clients are looking for to enhance their financial wellbeing.

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Positioning Your Institution for Success

Green Light on Growth

At LPL, you’ll load up on customization and integrated technology at scale, while offloading burdens like compliance and complexity.

The result is a tailored path to improve efficiency, mitigate risk, and advance your goals — a successful outcome that starts from simply asking “What If You Could?”

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Innovate, Integrate, and Accelerate Your Wealth Program

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100% Configurable Approach

Knowing no two programs are alike, you’ll outline the success factors for your institution. We’ll then craft an approach aligned with the right mix of experts, technology, and processes.

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Unified Operations

All technology runs through a single platform. From leading advisor workstation and advisory capabilities to investor portal, clearing and custody, and more, we’re set up to meet practically every need.

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Expert Team

Deep bench strength means you’ll have the industry’s best of the best at your service — people who understand your pain points and are masters at navigating to implementable solutions

Four Benefits of Partnering with LPL

Own Your Brand, Run Your Business Your Way

Our dynamic platform offers flexibility tailored to your advisors’ and your institution’s needs. We adapt to your institution, not the other way around.

Backed by Our Leadership, Size & Strength

Your institution will always receive the strength and guidance you need at LPL — we’re a top RIA custodian* in the U.S. and Fortune 500 company managing $1.9 trillion in total advisory and brokerage assets serviced and custodied.**

Attract Top Talent with Dedicated Recruiting Resources

We connect you with industry-leading advisors to fuel your firm's growth. Our experienced recruiting team understands your institution's goals and pairs you with advisors who share your values.

Count on Our Five-Star Service & Support

When assistance is required, we offer a mix of technology and human support for fast, effective resolution. And our experts are available to help you develop valuable strategies and solutions.

If I Could, I Would…

Never have to recruit from outside investment firms ever again. Todd Shobert’s vision is to train the next generation of great financial advisors within his credit union, WSECU Investment Services. And LPL Financial has the tools and resources to help him do it.

Institution Insights

seated financial advisor in front of laptop talking with client

How Credit Unions Drive Wealth Management via Referrals

| Tom Hubert

Yandro Valdez, SVP, Institution Client Success, LPL Financial

LPL’s Client Success Managers Empower Institutions

| LPL Financial

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De-Risking Wealth with Smart Outsourcing Strategies

| LPL Financial

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Transforming Your Wealth Program — LPL Focus 2025 Insights

| LPL Financial

View More Institution Insights

Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

*2023 U.S. RIA Marketplace Report

**As of June 2025

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