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Financial Independence On Your Terms

To help you and your clients unlock boundless potential, LPL Financial continues to invest in infrastructure improvements and provide industry-leading capabilities. Let’s power the future of advice – together.

#1

Independent broker dealer ranking for the past 25+ years.¹

Zero

Proprietary product selling requirements⁵

98%

Advisor retention rate⁴

$1.8T

in brokerage and advisory assets serviced or custodied.²

$500M

LPL's budgeted spend on its technology infrastructure and cybersecurity for 2024.⁶

29k+

LPL advisors²

7M

Client accounts served by LPL advisors and institutions²

1,200

Financial institutions³ that partner with LPL²

1. Based on total revenues, Financial Planning magazine, 1996-2024 2. Data as of March 31, 2025 3. 1200 banks, credit unions and product manufacturers that partner with LPL 4. As of Q1 2025 5. https://6519997.fs1.hubspotusercontent-na1.net/hubfs/6519997/LPL%20Research%20By%20The%20Numbers%20-%202023.pdf 6. Approved by Tracking #648260

Tracking #522462

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