Our Custodian, LPL Financial
LPL Financial has been a trusted name in the financial services industry since its founding in 1989. With home offices in Austin, Boston, Fort Mill, and San Diego, LPL supports financial professionals in all 50 states, ensuring that we have the resources and reach to serve our clients effectively.
Independent broker-dealer
in the U.S.1
In brokerage and advisory assets serviced or custodied2
Americans served by our financial advisors and institutions2
LPL’s budgeted spend on its technology infrastructure and cybersecurity for 2025
Financial institutions3 that partner with LPL2
Company strength
working for you4
This material was prepared by LPL Financial, LLC. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.
To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL Financial affiliate, please note LPL Financial makes no representation with respect to such entity.If your financial professional is located at a bank or credit union, please note that the bank/credit union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of the bank/credit union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union.
Securities and insurance offered through LPL or its affiliates are: not insured by FDIC/NCUA or any other government agency, not bank/credit union guaranteed, not bank/credit union deposits or obligations; may lose value.
- Based on total revenues, Financial Planning magazine, 1996-2025.
- Data as of March 31, 2026.
- Banks, credit unions and product manufacturers that partner with LPL.
- LPL ranked #340 on the Fortune 500 in 2025.
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