LPL Financial

Commonwealth Financial Network, founded in 1979 and headquartered in Waltham, Massachusetts, is a privately held independent broker/dealer and registered investment advisor. The firm specializes in a range of financial services, including practice management, advanced planning, research analysis, financial planning, retirement income planning, branding, estate planning, and business planning. Commonwealth aims to support financial professionals with comprehensive resources and expertise to enhance their practices and better serve their clients.

The Investment Center is a business that supports independent financial advisors across the United States. It offers a range of services, including back-office support, investment tools, and a wide variety of non-proprietary financial products. These services are designed to help advisors manage their businesses more efficiently and provide a broad range of investment options to their clients. The company operates as a broker-dealer and investment advisory firm, specializing in areas such as equities, mutual funds, fixed income, retirement products, and cash management services. Additionally, it provides client management tools and support in finance, marketing, technology, and practice management sectors to help advisors grow their businesses.

Crown Capital Securities is a financial services dealer established in 1999 and based in Orange, California. The company specializes in providing a wide array of services, including investment products, advisory services, estate planning, retirement accounts, insurance services, college financial planning, and corporate benefits. In addition to these offerings, Crown Capital Securities also operates as a placement agent, assisting clients in fundraising efforts. The firm aims to deliver comprehensive financial solutions tailored to the needs of individuals and businesses.

Atria Wealth Solutions is a wealth management solutions holding company that provides financial advisory and planning services for financial professionals, financial institutions, and advisory clients. Founded in 2017 by Doug Ketterer, Eugene Elias, and Kevin Beard, the firm focuses on technology-enabled, digitally connected wealth management to support advisors and their clients in a rapidly evolving financial environment.

AdvisoryWorld, Inc. is a technology company based in Sherman Oaks, California, founded in 1987. It specializes in providing a comprehensive suite of financial software solutions aimed at investment professionals, including registered investment advisors, wealth managers, and financial institutions. The company offers tools for asset allocation, portfolio modeling, investment analysis, and financial planning, enabling users to optimize portfolios, conduct risk assessments, and generate detailed investment proposals. Key offerings include its Integrated Capital Engine platform for portfolio management, Monte Carlo simulations for outcome probability analysis, and various plug-ins for in-depth security analysis and optimization. Additionally, AdvisoryWorld provides databases and research services covering asset classes and mutual funds, alongside customized solutions delivered through web services and professional services. In December 2018, AdvisoryWorld became a subsidiary of LPL Financial Holdings Inc.

Fortigent, LLC is a provider of wealth management solutions and consulting services, focusing on independent advisors, banks, and trust companies. The company specializes in offering tailored financial strategies and support to enhance the services its clients provide to their customers. Acquired by LPL Financial in 2012, Fortigent aims to empower financial professionals with the resources and expertise needed to navigate the complexities of wealth management. Through its comprehensive approach, Fortigent delivers insights and tools designed to optimize client outcomes in a competitive financial landscape.