Business Relationship with LPL

LPL by the Numbers

An Industry Leader


LPL was founded in 1989.


Financial professionals serviced


Financial institution partners

Fortune 500

Ranked no. 466 on the Fortune 500 list1

Wynn Point Financial

#1 Independent Broker/Dealer

In the United States2

#1 Provider Of

3rd-party investment services to banks and credit unions3

#3 RIA Custodian

In the United States4

LPL Across America

LPL has home offices in Austin, Boston, Fort Mill, and San Diego and financial professionals located in all 50 states.

Service, Technology, and Protection


Client accounts served


Brokerage and advisory client assets, serviced, or custodied


Access to your account information via our mobile app and portal

Investment Options To Address Your Needs

Wynn Point Financial

Zero Proprietary Products With Thousands of Investment Options

Access to a breadth of investment solutions—from mutual funds to bonds to alternative investments—and fee-based investment programs that your financial professional can leverage to craft your customized portfolio.

Data as of May 31, 2021

  1. Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets, and total stockholders' equity
  2. As reported by Financial Planning magazine, June 1996-2020, based on total revenue
  3. 2020/2021 Kehrer Bielan TPM Survey. Based on financial institution market share
  4. Cerulli Associates, 2019 U.S. RIA Marketplace Report

Sustainable Investing With LPL

Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.


Sustainable mutual fund options


Sustainable exchange-traded fund options

Protection You Can Rely On


Dedicated Annual Budget

We invest in cybersecurity and data privacy to keep you and your clients protected from cyberattacks.


Risk and compliance experts provide you with guidance and oversight


Cybersecurity experts to keep you and your clients protected

Wynn Point Financial

Giving Back to Our Communities


In charitable donations in 2020: The LPL Financial Foundation provides direct financial support to charitable organizations, offers matching gifts for LPL financial professional and employee contributions, and coordinates ongoing employee giving and volunteer activities.