Charles Schwab LPL Financial TD Ameritrade Fidelity SEI
#1 Independent Broker Dealer#1 in Net Customer Loyalty$659 Billion in assets served$292 Billion in advisory assets 4,005 LPL Employees*See disclosure below for more information
Customized Equity & Bond SMAsDFAVanguardCapital Group BlackRock JP Morgan
*LPL Financial is the #1 independent broker/dealer as reported by Financial Planning magazine, June 1996-2018, based on total revenue. #1 in Net Customer Loyalty among 24 leading financial distributor firms, according to findings from Investor Brandscape®, a Cogent Reports™ study released by Market Strategies International. Approximately $659 billion in advisory and brokerage assets served, $292 billion in advisory assets and 4,005 LPL employees as of June 30th, 2018.
Pierre M. Movsessian, MBA, CFP, AIF