LPL

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling supporter, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients manage their financial goals and pursue their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2020, based on total revenues.

 

Private Advisor Group

As a registered investment advisor, The Private Advisor Group (PAG) mission is to help advisors grow their business by providing a suite of services that enables them to stay focused on their clients. In 2019, PAG was ranked #3 on Barron’s Top 50 RIA firms and named as one of the fastest-growing firms by WealthManagement.com. In 2020, they were once again named to the Financial Times 300.

Founded by advisors John Hyland and Pat Sullivan, PAG has quickly become an industry standard for advisors seeking independence. The firm has grown to over $21 billion in assets under management (AUM), while supporting more than 650 advisors as of December 31, 2019. For more information, visit www.privateadvisorgroup.com.