Strategic Partners

LPL Financial

LPL Financial is the nation’s leading independent broker-dealer*.  LPL offers us an integrated platform of proprietary technology, brokerage, and investment management services to help us serve our clients.

  1. LPL Snapshot as of December 31, 2021
  2. Total Advisory & Brokerage Assets - $1,206B
  3. Total Advisory Assets - $643B
  4. Financial Professionals – 19,800+


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Private Advisor Group

Private Advisor Group is one of the top RIA firms in the US.  PAG offers us an environment to help us with Practice Management, Compliance, and Technology. 

  1. Private Advisor Group Snapshot as of June 30, 2021
  2. Total Advisory & Brokerage Assets ($ Billions) - $30B
  3. Financial Professionals – 700+


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