27/10/2021

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Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021

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CHARLOTTE, N.C., Sept. 28, 2021 (Globe NEWSWIRE) — LPL Financial LLC these days introduced that 3 registered investment decision advisor (RIA) companies operate by LPL-affiliated advisors have been incorporated on Barron’s list of Prime 100 RIA Corporations.

Corporations honored on this year’s list consist of:

  • #7 Non-public Advisor Group
  • #9 Prosperity Enhancement Advisory Companies
  • #26 Stratos Prosperity Companions

“From all of us at LPL, we congratulate the leadership, advisors and aid groups for each of these leading RIAs,” claimed Angela Xavier, LPL govt vice president, Impartial Advisor Solutions. “With a solid commitment to the RIAs we provide, we are thrilled to see these companies and their network of advisors excel on a nationwide scale. This prestigious field recognition is a testament to every firm’s customer-centric philosophy and demonstrates the value of the unbiased design to help extra choice, adaptability and personalization. From the commence, we’ve required our RIA house owners and advisors to know that we are extra than just a custodian – we’re here to assistance them as a correct associate. We’re wanting ahead to continuing strong partnerships with these advisors and their RIA firms as they prosper and increase their companies.”

To qualify for the list, companies ought to have at least $1 billion in assets under administration. They are also measured by technological innovation investing, employees diversity, succession preparing and other metrics. According to Barron’s, the purpose for the position is to shine a spotlight on the nation’s finest monetary advisors, with an eye toward elevating expectations in the business.

Understand more about LPL’s RIA offerings.

About LPL Economical
LPL Monetary (Nasdaq: LPLA) was started on the basic principle that the organization should function for the advisor, and not the other way all over. These days, LPL is a chief* in the marketplaces we provide, supporting a lot more than 19,000 economic advisors, 800 institution-dependent expenditure courses and 450 unbiased RIA companies nationwide. We are steadfast in our dedication to the advisor-centered product and the belief that Americans should have accessibility to goal assistance from a economic advisor. At LPL, independence signifies that advisors have the independence they have earned to decide on the business model, providers, and know-how assets that allow for them to run their perfect observe. And they have the flexibility to handle their client relationships, due to the fact they know their clients best. Only place, we get treatment of our advisors, so they can consider care of their consumers. 

* Leading RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Centered on total revenues, Money Arranging journal June 1996-2020) No. 1 provider of 3rd-bash brokerage expert services to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Once-a-year TPM Report) Fortune 500 as of June 2021

Securities and advisory expert services available by means of LPL Financial LLC, an SEC- registered broker-seller and expense advisor. Member FINRA/SIPC.

All over this conversation, the conditions “financial advisors” and “advisors” are utilised to refer to registered reps and/or financial investment advisor representatives affiliated with LPL Fiscal LLC. We routinely disclose data that could be crucial to shareholders in the “Investor Relations” or “Press Releases” section of our website.

LPL Financial, Barron’s and the advisor corporations detailed are all different entities.

A total clarification of the methodologies for these awards can be found here.

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Lauren Hoyt-Williams
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