CHARLOTTE, N.C., Sept. 28, 2021 (World NEWSWIRE) — LPL Financial LLC right now announced that three registered financial commitment advisor (RIA) corporations operate by LPL-affiliated advisors have been included on Barron’s record of Prime a hundred RIA Companies.
Companies honored on this year’s record involve:
- #7 Non-public Advisor Group
- #9 Prosperity Improvement Advisory Products and services
- #26 Stratos Prosperity Partners
“From all of us at LPL, we congratulate the leadership, advisors and aid groups for each individual of these top RIAs,” stated Angela Xavier, LPL government vice president, Unbiased Advisor Products and services. “With a sturdy commitment to the RIAs we serve, we are thrilled to see these corporations and their network of advisors excel on a nationwide scale. This prestigious marketplace recognition is a testomony to each individual firm’s customer-centric philosophy and demonstrates the price of the unbiased product to permit far more choice, versatility and personalization. From the commence, we have desired our RIA proprietors and advisors to know that we are far more than just a custodian – we’re right here to assistance them as a true associate. We’re seeking ahead to continuing sturdy partnerships with these advisors and their RIA corporations as they prosper and improve their businesses.”
To qualify for the record, corporations ought to have at the very least $one billion in belongings below administration. They are also calculated by technological innovation investing, personnel variety, succession arranging and other metrics. In accordance to Barron’s, the goal for the ranking is to shine a highlight on the nation’s finest money advisors, with an eye towards increasing expectations in the marketplace.
Study far more about LPL’s RIA offerings.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the organization really should operate for the advisor, and not the other way all over. Today, LPL is a leader* in the markets we serve, supporting far more than 19,000 money advisors, 800 institution-based financial commitment programs and 450 unbiased RIA corporations nationwide. We are steadfast in our commitment to the advisor-centered product and the perception that Americans ought to have entry to objective assistance from a money advisor. At LPL, independence usually means that advisors have the independence they ought to have to pick the business product, expert services, and technological innovation assets that allow them to operate their great observe. And they have the independence to control their customer relationships, simply because they know their customers finest. Just put, we get treatment of our advisors, so they can get treatment of their customers.
* Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Unbiased Broker-Dealer in the U.S (Dependent on total revenues, Financial Setting up journal June 1996-2020) No. one service provider of third-bash brokerage expert services to banking companies and credit rating unions (2020-2021 Kehrer Bielan Research & Consulting Yearly TPM Report) Fortune 500 as of June 2021
Securities and advisory expert services offered by way of LPL Financial LLC, an SEC- registered broker-seller and financial commitment advisor. Member FINRA/SIPC.
Through this conversation, the conditions “financial advisors” and “advisors” are used to refer to registered associates and/or financial commitment advisor associates affiliated with LPL Financial LLC. We routinely disclose data that might be important to shareholders in the “Investor Relations” or “Press Releases” part of our web-site.
LPL Financial, Barron’s and the advisor corporations listed are all separate entities.
A entire rationalization of the methodologies for these awards can be found here.
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