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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 Economic LLC now announced that 3 registered investment advisor (RIA) firms operate by LPL-affiliated advisors have been included on Barron’s record of Prime one hundred RIA Companies.

Companies honored on this year’s record incorporate:

  • #seven Non-public Advisor Team
  • #nine Wealth Enhancement Advisory Companies
  • #26 Stratos Wealth Partners

“From all of us at LPL, we congratulate the management, advisors and assist groups for every of these top RIAs,” said Angela Xavier, LPL govt vice president, Impartial Advisor Companies. “With a sturdy determination to the RIAs we serve, we are thrilled to see these firms and their community of advisors excel on a national scale. This prestigious field recognition is a testomony to every firm’s client-centric philosophy and demonstrates the worth of the independent design to enable far more decision, flexibility and personalization. From the start out, we’ve wanted our RIA homeowners and advisors to know that we are far more than just a custodian – we’re in this article to support them as a accurate associate. We’re hunting ahead to continuing sturdy partnerships with these advisors and their RIA firms as they thrive and increase their organizations.”

To qualify for the record, firms must have at least $1 billion in property beneath administration. They are also measured by know-how paying, personnel variety, succession scheduling and other metrics. According to Barron’s, the intention for the ranking is to shine a highlight on the nation’s best financial advisors, with an eye towards increasing benchmarks in the field.

Learn far more about LPL’s RIA offerings.

About LPL Economic
LPL Economic (Nasdaq: LPLA) was started on the theory that the firm ought to do the job for the advisor, and not the other way all over. Today, LPL is a chief* in the markets we serve, supporting far more than 19,000 financial advisors, 800 institution-primarily based investment courses and 450 independent RIA firms nationwide. We are steadfast in our determination to the advisor-centered design and the belief that Us citizens should have entry to objective guidance from a financial advisor. At LPL, independence signifies that advisors have the independence they should have to pick the business design, solutions, and know-how resources that permit them to operate their great practice. And they have the independence to regulate their client interactions, simply because they know their clientele best. Only put, we choose care of our advisors, so they can choose care of their clientele. 

* Prime RIA custodian (Cerulli Associates, 2019 U.S. RIA Market Report) No. 1 Impartial Broker-Supplier in the U.S (Centered on total revenues, Economic Preparing magazine June 1996-2020) No. 1 service provider of 3rd-social gathering brokerage solutions to financial institutions and credit rating unions (2020-2021 Kehrer Bielan Investigation & Consulting Yearly TPM Report) Fortune 500 as of June 2021

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

All over this communication, the terms “financial advisors” and “advisors” are utilised to refer to registered reps and/or investment advisor reps affiliated with LPL Economic LLC. We routinely disclose facts that could be important to shareholders in the “Investor Relations” or “Press Releases” section of our web page.

LPL Economic, Barron’s and the advisor firms mentioned are all separate entities.

A full 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]