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The only complete partner

LPL Strategic Wealth Services is the only fully integrated solution designed to help you with every step of the move to independence, from real estate to IT to marketing. Once you’ve transitioned to independence, you will be partnered with a seasoned management team to help you continue to thrive. Hands-on services and proactive support built upon and integrated with LPL’s all-inclusive custody and clearing platform, so you can focus on what you do best – and what you really love: taking care of clients.


Strength behind the support

LPL’s commitment to your success is grounded in our multi-tiered approach to support. Throughout your partnership, you benefit from our investment in advisor-centric care, technology, innovation, and service. By combining these approaches with dedicated and customized resources and personalized support, you experience the elevated caliber of care that will help you thrive.

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Holistic transition services

Your tenured transition partner takes care of getting your business up and running to your exacting specifications, with additional onboarding support to make it easy for your clients to transition with you.

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Dedicated client experience team

A dedicated relationship manager serves as your thought-partner and advocate, aligning the right partners and resources to support the evolution your business.

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Specialized business solutions

Once you’ve transitioned to independence, we partner you with a seasoned management team that provides 360-degree, hands-on services and proactive support in:

  • Marketing
  • CFO Consultant
  • Technology Support
  • Administrative Staff

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Wealth management consulting

Experienced wealth management and private client consultants help enable wealth advisors deliver on the demanding expectations of their clients.

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Non-proprietary advisory investment options

Enjoy the freedom to choose the advisory platform that best meets your needs. Our extensive investment and planning platforms enable you to create highly customized programs tailored to your clients’ goals.

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Integrated custody and brokerage

LPL brings together the three elements most critical to business – broker-dealer, custody, and clearing – all in one place, delivering increased efficiency and the freedom to choose the best products for clients.

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Curated advisor-focused technology

LPL enhances advisor-client relationships through technology, with a curated choice of products and platforms, so advisors can better provide in-depth asset management and custom planning.

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Comprehensive compliance and risk management

LPL’s business risk management team proactively helps advisors maintain a compliant practice in an efficient, productive and cost-effective way.

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Transparent economic structure

You benefit from the strength of LPL’s relationships, expertise, tools, services, and end-to-end support all for a single service fee. Additionally, LPL offers a full range of capital support to facilitate your transition with no out of pocket costs.

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Connect with Your Consultant

Connect in confidence with one of our experienced consultants today to learn how LPL Strategic Wealth services can equip you to take your practice to the next level, deliver an elevated client experience, take home more revenue, build business equity, and leave a lasting legacy.

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