September 27, 2023

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Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021

CHARLOTTE, N.C., Sept. 28, 2021 (Globe NEWSWIRE) — LPL Monetary LLC right now introduced that three registered financial commitment advisor (RIA) companies operate by LPL-affiliated advisors have been provided on Barron’s record of Major one hundred RIA Corporations.

Corporations honored on this year’s record contain:

  • #seven Personal Advisor Team
  • #9 Wealth Enhancement Advisory Services
  • #26 Stratos Wealth Companions

“From all of us at LPL, we congratulate the management, advisors and help teams for every of these foremost RIAs,” explained Angela Xavier, LPL government vice president, Independent Advisor Services. “With a solid motivation to the RIAs we serve, we are thrilled to see these companies and their community of advisors excel on a countrywide scale. This prestigious industry recognition is a testament to every firm’s client-centric philosophy and demonstrates the price of the unbiased product to permit far more selection, overall flexibility and personalization. From the start, we’ve preferred our RIA entrepreneurs and advisors to know that we are far more than just a custodian – we’re right here to aid them as a genuine associate. We’re hunting ahead to continuing solid partnerships with these advisors and their RIA companies as they prosper and grow their firms.”

To qualify for the record, companies need to have at least $one billion in belongings underneath administration. They are also calculated by technological innovation investing, staff diversity, succession organizing and other metrics. In accordance to Barron’s, the objective for the rating is to shine a highlight on the nation’s most effective economical advisors, with an eye toward elevating specifications in the industry.

Study far more about LPL’s RIA choices.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the firm should operate for the advisor, and not the other way all-around. Today, LPL is a leader* in the markets we serve, supporting far more than 19,000 economical advisors, 800 institution-centered financial commitment packages and 450 unbiased RIA companies nationwide. We are steadfast in our motivation to the advisor-centered product and the belief that People deserve accessibility to objective guidance from a economical advisor. At LPL, independence signifies that advisors have the freedom they deserve to select the business product, companies, and technological innovation means that allow them to operate their great practice. And they have the freedom to control their client interactions, due to the fact they know their customers most effective. Just set, we take treatment of our advisors, so they can take treatment of their customers. 

* Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Independent Broker-Supplier in the U.S (Centered on overall revenues, Monetary Arranging journal June 1996-2020) No. one supplier of third-party brokerage companies to financial institutions and credit history unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report) Fortune 500 as of June 2021

Securities and advisory companies provided via LPL Monetary LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/SIPC.

In the course of this conversation, the terms “financial advisors” and “advisors” are employed to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” part of our web page.

LPL Monetary, Barron’s and the advisor companies detailed are all separate entities.

A full rationalization of the methodologies for these awards can be found here.

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Media Get hold of:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]