The custodian behind your account
Your assets are held at LPL Financial, the largest independent broker-dealer in the country.
Ranked #340 on the 2025 Fortune 500. The same infrastructure used by tens of thousands of advisors and institutional clients.
Assets serviced
$0.0trillion
In brokerage and advisory assets serviced or custodied.
Client accounts
0million
Individual client accounts in LPL's system.
Financial advisors
0+
Independent financial advisors served by LPL nationwide.
Institutional partners
0
Banks and credit unions partnering with LPL.
Source: LPL Financial
Figures as of September 30, 2025.