Three LPL-Affiliated Advisor RIA Firms Named to Barron’s Top 100 RIA Firms List for 2021
CHARLOTTE, N.C., Sept. 28, 2021 (World NEWSWIRE) — LPL Money LLC nowadays announced that 3 registered investment decision advisor (RIA) companies operate by LPL-affiliated advisors have been provided on Barron’s record of Major a hundred RIA Firms.
Firms honored on this year’s record consist of:
- #7 Personal Advisor Team
- #nine Prosperity Enhancement Advisory Services
- #26 Stratos Prosperity Companions
“From all of us at LPL, we congratulate the leadership, advisors and assist teams for each of these foremost RIAs,” stated Angela Xavier, LPL govt vice president, Impartial Advisor Services. “With a robust determination to the RIAs we provide, we are thrilled to see these companies and their network of advisors excel on a nationwide scale. This prestigious sector recognition is a testomony to each firm’s customer-centric philosophy and demonstrates the worth of the impartial model to allow more selection, versatility and personalization. From the commence, we’ve wished our RIA proprietors and advisors to know that we are more than just a custodian – we’re listed here to assist them as a real lover. We’re on the lookout forward to continuing robust partnerships with these advisors and their RIA companies as they prosper and mature their organizations.”
To qualify for the record, companies must have at the very least $one billion in property less than administration. They are also calculated by technological know-how investing, personnel diversity, succession preparing and other metrics. According to Barron’s, the aim for the ranking is to shine a highlight on the nation’s greatest financial advisors, with an eye towards raising criteria in the sector.
Study more about LPL’s RIA offerings.
About LPL Money
LPL Money (Nasdaq: LPLA) was founded on the principle that the agency need to operate for the advisor, and not the other way all over. Currently, LPL is a chief* in the markets we provide, supporting more than 19,000 financial advisors, 800 establishment-centered investment decision packages and 450 impartial RIA companies nationwide. We are steadfast in our determination to the advisor-centered model and the perception that Americans ought to have access to objective assistance from a financial advisor. At LPL, independence means that advisors have the independence they ought to have to opt for the business model, companies, and technological know-how means that allow for them to operate their perfect apply. And they have the independence to handle their customer relationships, for the reason that they know their shoppers greatest. Simply just put, we take care of our advisors, so they can take care of their shoppers.
* Major RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. one Impartial Broker-Dealer in the U.S (Dependent on complete revenues, Money Arranging magazine June 1996-2020) No. one supplier of third-party brokerage companies to financial institutions and credit history unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune five hundred as of June 2021
Securities and advisory companies supplied through LPL Money LLC, an SEC- registered broker-vendor and investment decision advisor. Member FINRA/SIPC.
All through this interaction, the terms “financial advisors” and “advisors” are applied to refer to registered representatives and/or investment decision advisor representatives affiliated with LPL Money LLC. We routinely disclose information and facts that may well be significant to shareholders in the “Investor Relations” or “Press Releases” segment of our web site.
LPL Money, Barron’s and the advisor companies outlined are all different entities.
A comprehensive explanation of the methodologies for these awards can be found here.
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Lauren Hoyt-Williams
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