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 Economic LLC these days declared that 3 registered investment advisor (RIA) corporations run by LPL-affiliated advisors have been provided on Barron’s checklist of Best 100 RIA Companies.

Companies honored on this year’s checklist include:

  • #seven Non-public Advisor Group
  • #9 Wealth Improvement Advisory Products and services
  • #26 Stratos Wealth Associates

“From all of us at LPL, we congratulate the management, advisors and guidance groups for each individual of these main RIAs,” said Angela Xavier, LPL government vice president, Independent Advisor Products and services. “With a sturdy determination to the RIAs we provide, we are thrilled to see these corporations and their network of advisors excel on a nationwide scale. This prestigious marketplace recognition is a testomony to each individual firm’s consumer-centric philosophy and demonstrates the benefit of the independent design to allow much more alternative, overall flexibility and personalization. From the start out, we have wished our RIA house owners and advisors to know that we are much more than just a custodian – we’re below to help them as a accurate spouse. We’re looking forward to continuing sturdy partnerships with these advisors and their RIA corporations as they prosper and increase their corporations.”

To qualify for the checklist, corporations should have at minimum $1 billion in assets beneath administration. They are also measured by technological innovation paying, staff variety, succession planning and other metrics. In accordance to Barron’s, the objective for the position is to shine a highlight on the nation’s greatest monetary advisors, with an eye toward increasing benchmarks in the marketplace.

Master much more about LPL’s RIA choices.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was founded on the theory that the organization should get the job done for the advisor, and not the other way all over. Today, LPL is a leader* in the marketplaces we provide, supporting much more than 19,000 monetary advisors, 800 establishment-based investment packages and 450 independent RIA corporations nationwide. We are steadfast in our determination to the advisor-centered design and the perception that People ought to have access to goal direction from a monetary advisor. At LPL, independence signifies that advisors have the liberty they ought to have to select the organization design, solutions, and technological innovation methods that allow for them to run their ideal exercise. And they have the liberty to manage their consumer interactions, mainly because they know their shoppers greatest. Only place, we consider treatment of our advisors, so they can consider treatment of their shoppers. 

* Best RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report) No. 1 Independent Broker-Dealer in the U.S (Centered on full revenues, Economic Organizing magazine June 1996-2020) No. 1 service provider of third-occasion brokerage solutions to banking companies and credit unions (2020-2021 Kehrer Bielan Investigate & Consulting Yearly TPM Report) Fortune 500 as of June 2021

Securities and advisory solutions provided by way of LPL Economic LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA/SIPC.

All over this interaction, the phrases “financial advisors” and “advisors” are utilized to refer to registered reps and/or investment advisor reps affiliated with LPL Economic LLC. We routinely disclose details that might be significant to shareholders in the “Investor Relations” or “Press Releases” portion of our web site.

LPL Economic, Barron’s and the advisor corporations detailed are all individual entities.

A complete rationalization of the methodologies for these awards can be found here.

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