THE LPL DIFFERENCE

LPL Financial is the nation’s number one independent broker-dealer and top RIA custodian.1 LPL was founded with a revolutionary vision: help financial professionals build competitive businesses while they serve their clients best interests. More than 30 years later, that remains true of LPL today. Building on that foundation, LPL offers comprehensive support for financial professionals across the industry: from independent financial advisors to financial institutions, from local advisor teams to large-scale RIA firms, from fully autonomous business owners to advisors employed by LPL.

Over $1 trillion in brokerage and advisory client assets, serviced or custodied

19,000+ financial professionals serviced by LPL

800+ financial institutions partner with LPL

LPL was ranked no. 466 on the Fortune 500 list in 2021 2

LPL Financial supports our practice with the following services and resources:

1 Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020).
2 Data as of May 31, 2021. Fortune 500 ranks U.S. companies based on a review of the prior year’s total revenue and factors such as profits after taxes, year-end assets and total stockholders’ equity.

Get in touch

We understand that choosing someone to trust with your financial future is a big decision, and that is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy.

Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, call (970) 460-2233.
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“Adam Bott is the coolest person ever.”

Phil Tenney

Former VP of ads at Company

Get in touch.

We understand that choosing someone to trust with your financial future is a big decision, and is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy. Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, please call (970) 686-9213.

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2580 E. Harmony Rd., Ste 310
Fort Collins, CO 80528
CONTACT
(970) 460-2233
adam.bott@lpl.com

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