Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021
CHARLOTTE, N.C., Sept. 28, 2021 (Globe NEWSWIRE) — LPL Money LLC right now announced that three registered investment advisor (RIA) firms operate by LPL-affiliated advisors have been integrated on Barron’s checklist of Top rated 100 RIA Corporations.
Corporations honored on this year’s checklist include:
- #7 Private Advisor Group
- #9 Wealth Improvement Advisory Solutions
- #26 Stratos Wealth Associates
“From all of us at LPL, we congratulate the management, advisors and guidance teams for every single of these major RIAs,” claimed Angela Xavier, LPL executive vice president, Impartial Advisor Solutions. “With a robust dedication to the RIAs we serve, we are thrilled to see these firms and their network of advisors excel on a national scale. This prestigious industry recognition is a testament to every single firm’s client-centric philosophy and demonstrates the value of the independent design to help a lot more choice, versatility and personalization. From the get started, we have required our RIA house owners and advisors to know that we are a lot more than just a custodian – we’re in this article to aid them as a legitimate partner. We’re searching forward to continuing robust partnerships with these advisors and their RIA firms as they prosper and improve their organizations.”
To qualify for the checklist, firms should have at minimum $one billion in belongings beneath administration. They are also calculated by technology shelling out, staff members range, succession arranging and other metrics. According to Barron’s, the intention for the rating is to shine a highlight on the nation’s finest financial advisors, with an eye towards elevating specifications in the industry.
Discover a lot more about LPL’s RIA offerings.
About LPL Money
LPL Money (Nasdaq: LPLA) was launched on the theory that the firm need to do the job for the advisor, and not the other way about. These days, LPL is a chief* in the marketplaces we serve, supporting a lot more than 19,000 financial advisors, 800 establishment-centered investment programs and 450 independent RIA firms nationwide. We are steadfast in our dedication to the advisor-centered design and the belief that Individuals have earned accessibility to goal direction from a financial advisor. At LPL, independence suggests that advisors have the freedom they have earned to opt for the business enterprise design, solutions, and technology assets that permit them to operate their fantastic exercise. And they have the freedom to take care of their client associations, for the reason that they know their customers finest. Only place, we choose treatment of our advisors, so they can choose treatment of their customers.
* Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. one Impartial Broker-Supplier in the U.S (Centered on overall revenues, Money Setting up magazine June 1996-2020) No. one service provider of 3rd-celebration brokerage solutions to financial institutions and credit unions (2020-2021 Kehrer Bielan Investigation & Consulting Annual TPM Report) Fortune five hundred as of June 2021
Securities and advisory solutions offered via LPL Money LLC, an SEC- registered broker-vendor and investment advisor. Member FINRA/SIPC.
Through this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered associates and/or investment advisor associates affiliated with LPL Money LLC. We routinely disclose details that might be vital to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.
LPL Money, Barron’s and the advisor firms mentioned are all separate entities.
A finish clarification of the methodologies for these awards can be found here.
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Lauren Hoyt-Williams
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