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

Elvera Bartels

CHARLOTTE, N.C., Sept. 28, 2021 (Globe NEWSWIRE) — LPL Monetary LLC now declared that three registered investment advisor (RIA) companies operate by LPL-affiliated advisors have been included on Barron’s record of Top rated a hundred RIA Companies.

Companies honored on this year’s record contain:

  • #7 Non-public Advisor Group
  • #nine Wealth Improvement Advisory Services
  • #26 Stratos Wealth Companions

“From all of us at LPL, we congratulate the management, advisors and support groups for every of these major RIAs,” mentioned Angela Xavier, LPL executive vice president, Impartial Advisor Services. “With a potent dedication to the RIAs we provide, we are thrilled to see these companies and their network of advisors excel on a national scale. This prestigious field recognition is a testomony to every firm’s customer-centric philosophy and demonstrates the worth of the impartial model to help extra alternative, flexibility and personalization. From the begin, we have desired our RIA homeowners and advisors to know that we are extra than just a custodian – we’re below to aid them as a legitimate partner. We’re looking ahead to continuing potent partnerships with these advisors and their RIA companies as they prosper and increase their corporations.”

To qualify for the record, companies will have to have at minimum $one billion in assets under management. They are also calculated by technologies investing, personnel range, succession organizing and other metrics. In accordance to Barron’s, the objective for the position is to shine a spotlight on the nation’s best fiscal advisors, with an eye towards increasing expectations in the field.

Master extra about LPL’s RIA offerings.

About LPL Monetary
LPL Monetary (Nasdaq: LPLA) was launched on the theory that the agency should really function for the advisor, and not the other way all around. Today, LPL is a chief* in the markets we provide, supporting extra than 19,000 fiscal advisors, 800 institution-primarily based investment courses and 450 impartial RIA companies nationwide. We are steadfast in our dedication to the advisor-centered model and the perception that Us residents have earned entry to aim steering from a fiscal advisor. At LPL, independence means that advisors have the liberty they have earned to decide on the organization model, companies, and technologies sources that enable them to operate their great practice. And they have the liberty to take care of their customer interactions, mainly because they know their purchasers best. Just place, we acquire care of our advisors, so they can acquire care of their purchasers. 

* Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Dealer in the U.S (Dependent on full revenues, Monetary Organizing journal June 1996-2020) No. one supplier of third-party brokerage companies to financial institutions and credit score unions (2020-2021 Kehrer Bielan Research & Consulting Once-a-year TPM Report) Fortune five hundred as of June 2021

Securities and advisory companies presented by way of LPL Monetary LLC, an SEC- registered broker-supplier and investment advisor. Member FINRA/SIPC.

During this conversation, the conditions “financial advisors” and “advisors” are employed to refer to registered associates and/or investment advisor associates affiliated with LPL Monetary LLC. We routinely disclose information and facts that may well be important to shareholders in the “Investor Relations” or “Press Releases” section of our internet site.

LPL Monetary, Barron’s and the advisor companies detailed are all different entities.

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

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Media Make contact with:
Lauren Hoyt-Williams
(980) 321-1232
[email protected]

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