1989
+
Financial
Professional
serviced
1K
7.9M
24/7
Data as of October 30, 2023
1 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.
2 As reported by Financial Planning magazine, 1996-2023, based on total revenue.
3 2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
4 LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report
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