18/10/2021

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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 Fiscal LLC these days declared that three registered investment decision advisor (RIA) corporations run by LPL-affiliated advisors have been incorporated on Barron’s listing of Top rated one hundred RIA Firms.

Firms honored on this year’s listing consist of:

  • #seven Personal Advisor Team
  • #9 Prosperity Enhancement Advisory Expert services
  • #26 Stratos Prosperity Partners

“From all of us at LPL, we congratulate the management, advisors and support groups for each individual of these major RIAs,” explained Angela Xavier, LPL executive vice president, Independent Advisor Expert services. “With a robust motivation to the RIAs we serve, we are thrilled to see these corporations and their community of advisors excel on a national scale. This prestigious industry recognition is a testomony to each individual firm’s consumer-centric philosophy and demonstrates the value of the independent model to help extra alternative, flexibility and personalization. From the start out, we’ve needed our RIA house owners and advisors to know that we are extra than just a custodian – we’re in this article to support them as a accurate lover. We’re seeking forward to continuing robust partnerships with these advisors and their RIA corporations as they prosper and mature their enterprises.”

To qualify for the listing, corporations will have to have at least $1 billion in belongings beneath management. They are also measured by technological innovation shelling out, employees variety, succession planning and other metrics. According to Barron’s, the target for the position is to shine a spotlight on the nation’s greatest financial advisors, with an eye toward raising expectations in the industry.

Learn extra about LPL’s RIA offerings.

About LPL Fiscal
LPL Fiscal (Nasdaq: LPLA) was started on the principle that the firm really should work for the advisor, and not the other way about. Today, LPL is a chief* in the marketplaces we serve, supporting extra than 19,000 financial advisors, 800 institution-centered investment decision packages and 450 independent RIA corporations nationwide. We are steadfast in our motivation to the advisor-centered model and the belief that People are worthy of access to objective assistance from a financial advisor. At LPL, independence implies that advisors have the freedom they are worthy of to pick the business enterprise model, services, and technological innovation assets that enable them to run their fantastic practice. And they have the freedom to control their consumer interactions, for the reason that they know their clientele greatest. Merely place, we get care of our advisors, so they can get care of their clientele. 

* Top rated RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Seller in the U.S (Primarily based on full revenues, Fiscal Organizing magazine June 1996-2020) No. 1 supplier of 3rd-bash brokerage services to banking institutions and credit score unions (2020-2021 Kehrer Bielan Analysis & Consulting Annual TPM Report) Fortune five hundred as of June 2021

Securities and advisory services made available by LPL Fiscal LLC, an SEC- registered broker-supplier and investment decision advisor. Member FINRA/SIPC.

Through this communication, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or investment decision advisor reps affiliated with LPL Fiscal LLC. We routinely disclose information that may perhaps be crucial to shareholders in the “Investor Relations” or “Press Releases” portion of our site.

LPL Fiscal, Barron’s and the advisor corporations mentioned are all separate entities.

A comprehensive 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]