LPL Financial Holdings is the largest organization of independent financial advisors in the United States, established in 1989 through the merger of Linsco and Private Ledger. Headquartered in San Diego, with additional offices in Boston and Charlotte, LPL Financial provides a comprehensive suite of services to empower independent financial advisors and institutions. These services include technology solutions, brokerage platforms, compliance support, and consultative practice management. The firm employs approximately 2,900 staff members who support over 13,300 independent advisors, offering them tools to help clients achieve their investment goals through various financial products and services. Notably, LPL Financial does not create its own investment products, allowing its advisors to offer unbiased financial advice. Additionally, the firm is committed to corporate social responsibility, focusing on environmental sustainability, community involvement, and diversity and inclusion initiatives.
Commonwealth Financial Network is a privately held independent broker/dealer-RIA.
AdvisoryWorld
Acquisition in 2018
AdvisoryWorld, Inc. specializes in providing comprehensive financial software solutions for investment professionals, including Registered Investment Advisors, wealth managers, and banks. Founded in 1987 and based in Sherman Oaks, California, the company offers a range of tools for asset allocation, portfolio modeling, investment analysis, and proposal generation. Its flagship platform includes features such as Monte Carlo simulation, security screening, and optimization services, which allow users to manage portfolios effectively and assess risk using various performance metrics. Additionally, AdvisoryWorld provides databases covering different asset classes and mutual funds, along with research services that deliver fundamental information and insights on securities. The company's solutions can be accessed through customized software, web services, and professional services, making it a versatile choice for professionals in the wealth management industry.
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