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LPL Financial Advisors Named to Barron’s 2023 List of Top 100 RIA Firms in America

Written by Customer Service on . Posted in Public Companies.

CHARLOTTE, N.C., Oct. 11, 2023 (GLOBE NEWSWIRE) — LPL Financial LLC is pleased to congratulate nine registered investment advisor (RIA) firms run by LPL clients for being recognized on Barron’s list of Top 100 RIA Firms.

Firms honored on this year’s list include:

#4 Mariner Wealth Advisors
#5 Wealth Enhancement Advisory Services
#8 Private Advisor Group
#13 NewEdge Capital Group
#29 Stratos Wealth Partners
#62 Merit Financial Advisors
#63 Wealthcare
#64 Prime Capital Investment Advisors
#71 Integrated Partners

“This prestigious industry recognition is a testament to the unwavering commitment of each firm to serve the best interests of their clients and underscores the value of the independent advice model in fostering investor confidence,” said Matt Enyedi, Managing Director of Client Success for LPL. “We extend our congratulations to the visionary leadership, dedicated advisors, and steadfast support teams of these leading RIA firms. As a strategic partner to RIAs, we are committed to empowering their success and are delighted to see this impressive group of trailblazers achieve national accolades for the work they do to help individuals and families achieve their financial goals.”

To qualify for the list, firms must have at least $1 billion in assets under management. They are also measured by technology spending, staff diversity, succession planning and other metrics. According to Barron’s, the goal for the ranking is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry.

See the full 2023 list here.

Learn more about LPL’s RIA offerings.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Barron’s and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

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