Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021

CHARLOTTE, N.C., Sept. 28, 2021 (World NEWSWIRE) — LPL Financial LLC nowadays announced that a few registered financial commitment advisor (RIA) firms operate by LPL-affiliated advisors have been included on Barron’s list of Major 100 RIA Corporations.

Companies honored on this year’s listing consist of:

  • #7 Private Advisor Group
  • #9 Prosperity Improvement Advisory Expert services
  • #26 Stratos Prosperity Partners

“From all of us at LPL, we congratulate the management, advisors and guidance teams for every of these foremost RIAs,” stated Angela Xavier, LPL executive vice president, Impartial Advisor Companies. “With a powerful commitment to the RIAs we provide, 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 every single firm’s client-centric philosophy and demonstrates the price of the independent product to allow a lot more 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 here to help them as a accurate spouse. We’re hunting forward to continuing solid partnerships with these advisors and their RIA firms as they thrive and improve their businesses.”

To qualify for the checklist, corporations need to have at minimum $1 billion in assets beneath management. They are also calculated by technological know-how investing, personnel diversity, succession setting up and other metrics. In accordance to Barron’s, the goal for the position is to shine a spotlight on the nation’s most effective money advisors, with an eye towards increasing specifications in the marketplace.

Discover more about LPL’s RIA choices.

About LPL Economic
LPL Money (Nasdaq: LPLA) was established on the basic principle that the company should perform for the advisor, and not the other way around. Today, LPL is a chief* in the marketplaces we provide, supporting far more than 19,000 economical advisors, 800 institution-dependent expense programs and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that Americans have earned access to objective steering from a money advisor. At LPL, independence suggests that advisors have the liberty they are entitled to to choose the company model, companies, and know-how means that make it possible for them to operate their best follow. And they have the freedom to manage their client associations, mainly because they know their customers finest. Basically set, we just take treatment of our advisors, so they can just take care of their shoppers. 

* Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Independent Broker-Dealer in the U.S (Centered on full revenues, Money Scheduling journal June 1996-2020) No. 1 company of 3rd-celebration brokerage providers to financial institutions and credit unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory providers offered through LPL Economic LLC, an SEC- registered broker-seller and expenditure advisor. Member FINRA/SIPC.

All through this interaction, the conditions “financial advisors” and “advisors” are utilised to refer to registered representatives and/or expense advisor representatives affiliated with LPL Economical LLC. We routinely disclose details that might be essential to shareholders in the “Investor Relations” or “Press Releases” segment of our internet site.

LPL Financial, Barron’s and the advisor firms outlined are all different entities.

A full clarification of the methodologies for these awards can be found here.

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]