CHARLOTTE, N.C., Sept. 28, 2021 (Globe NEWSWIRE) — LPL Financial LLC right now introduced that three registered financial investment advisor (RIA) firms run by LPL-affiliated advisors have been provided on Barron’s list of Leading 100 RIA Firms.
Firms honored on this year’s list consist of:
- #7 Private Advisor Team
- #nine Prosperity Improvement Advisory Providers
- #26 Stratos Prosperity Companions
“From all of us at LPL, we congratulate the management, advisors and assistance teams for just about every of these primary RIAs,” explained Angela Xavier, LPL govt vice president, Impartial Advisor Providers. “With a solid determination to the RIAs we serve, we are thrilled to see these firms and their community of advisors excel on a countrywide scale. This prestigious sector recognition is a testomony to just about every firm’s shopper-centric philosophy and demonstrates the value of the unbiased product to empower additional option, flexibility and personalization. From the get started, we’ve required our RIA house owners and advisors to know that we are additional than just a custodian – we’re listed here to assistance them as a accurate companion. We’re searching ahead to continuing solid partnerships with these advisors and their RIA firms as they thrive and grow their corporations.”
To qualify for the list, firms need to have at minimum $1 billion in belongings below management. They are also measured by technology shelling out, personnel diversity, succession organizing and other metrics. According to Barron’s, the purpose for the rating is to glow a spotlight on the nation’s very best money advisors, with an eye towards elevating expectations in the sector.
Study additional about LPL’s RIA choices.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was launched on the theory that the firm should really perform for the advisor, and not the other way about. Currently, LPL is a leader* in the markets we serve, supporting additional than 19,000 money advisors, 800 institution-primarily based financial investment applications and 450 unbiased RIA firms nationwide. We are steadfast in our determination to the advisor-centered product and the perception that People in america ought to have entry to goal advice from a money advisor. At LPL, independence indicates that advisors have the liberty they ought to have to decide on the organization product, products and services, and technology methods that make it possible for them to run their great follow. And they have the liberty to deal with their shopper relationships, simply because they know their purchasers very best. Basically set, we acquire treatment of our advisors, so they can acquire treatment of their purchasers.
* Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Impartial Broker-Seller in the U.S (Based on complete revenues, Financial Setting up journal June 1996-2020) No. 1 service provider of third-celebration brokerage products and services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021
Securities and advisory products and services available by LPL Financial LLC, an SEC- registered broker-seller and financial investment advisor. Member FINRA/SIPC.
Throughout this conversation, the phrases “financial advisors” and “advisors” are utilized to refer to registered representatives and/or financial investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose data that could be vital to shareholders in the “Investor Relations” or “Press Releases” part of our web page.
LPL Financial, Barron’s and the advisor firms outlined are all independent entities.
A finish clarification of the methodologies for these awards can be found here.
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Media Speak to:
Lauren Hoyt-Williams
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