Strategic Wealth Services for Financial Advisors  

With LPL Financial’s supported independence solution, Strategic Wealth Services, advisors like you get the feel of a full-service model with the autonomy of true independence.

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You own it. We run it — together.

Strategic Wealth Services is LPL’s breakaway solution for growth-oriented advisors who are looking for the best of both worlds — full independence and full support. You benefit from owning your business while a team of LPL experts run the day-to-day operations.

At every stage of your journey, your personalized service team will be there for you, from providing strategic insights to helping you stay true to your growth goals. Their seamless integration as an extension of your staff helps ensure coverage in every aspect of your business. 

Your Dedicated Support Teams

You are the focus of our advisory platform, tech stack, pricing structure, product offerings, and more. As you continue to stay agile and innovative to keep up with your clients, we're right there with you.

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Launch Team

Unique to LPL’s supported independence model, our experts manage your transition to LPL Financial and assist with critical real estate and startup tasks like sourcing and designing office space, negotiating lease terms, setting up benefits, establishing payroll, and driving brand development — all at no out-of-pocket-cost to you. 

Ongoing Strategy Team

Even after launch, you’ll continue receiving strategic support for the life of your business. LPL’s strategy team will help you develop and execute plans for acquisitions, hiring staff, expanding into new markets, streamlining your technology, reviewing profitability, increasing valuations, creating personalized marketing, and managing CFO duties. 

Service and Support Team

LPL Financial takes the operational parts of your business off your plate so you can focus on growth, culture, hiring, and wealth management. Whether you choose to leverage LPL’s RIA or have a hybrid RIA, your support team will work in concert with your staff to address day-to-day business needs such as operations, office administration, and technology. 

The Momentum Is Building

 

45

Teams*

 

 

$24B

Verified Assets Under Management*

 

90%

Expected AUM Captured Within 90 Days of License Transfer*

 

21

Number of States We Are Present in*

Strategic Wealth Resources

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Real Estate Look Book 

Spark inspiration to develop an office space that fits your vision with LPL’s customized real estate guide. 

Get the Guide
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Carnegie Private Wealth

Disover how Carnegie Private Wealth created an inviting luxury offic setting with support from LPL.

Read Their Story
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Tower 68 Advisors Team

Learn how Tower 68 Advisors found their ideal blend of independence and support at LPL. 

Read More

What Our Advisors Are Saying

Brian Lynn

Claritas Financial Partners

It’s a weight lifted off my shoulders to not be chasing production anymore. I’m chasing quality and it really does feel different. We’re all very happy to come in each day.

Read Brian Lynn's Story

Mike Ashworth

Ashworth Financial Group

People say all the time, ‘You just don’t know what you’ve been missing until you’ve done it.’ That’s certainly true. It’s been a breath of fresh air, for sure.

Read Mike Ashworth's Story

Marc DeCicco

North Bend Wealth Management

People didn’t just get us here. They’re still coming back to us, checking on us, following up with us. They’re still there. They’re present. And that’s appreciated.

Read Marc DeCicco's Story

LPL Advisor Paths

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from LPL Financial.

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Disclosures

*As of May 2024 disclosures

 

The views and opinions expressed by the 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. 

For Financial Professional Use Only