LPL Financial Advisors Named to Barron’s 2023 List of Top 100 RIA Firms in America

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LPL Financial congratulates nine RIA firms for being recognized on Barron's Top 100 RIA Firms list

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• Nine RIA firms run by LPL clients have been recognized on Barron's Top 100 RIA Firms list.
• This recognition highlights the commitment of these firms to serving their clients and the value of independent advice.
• The firms on the list include Mariner Wealth Advisors, Wealth Enhancement Advisory Services, Private Advisor Group, NewEdge Capital Group, Stratos Wealth Partners, Merit Financial Advisors, Wealthcare, Prime Capital Investment Advisors, and Integrated Partners.

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CHARLOTTE, N.C., Oct. 11, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC is pleased to congratulate nine registered investment advisor (RIA) firms run by LPL clients for being recognized on Barron’s list of Top 100 RIA Firms.

Firms honored on this year’s list include:

#4 Mariner Wealth Advisors
#5 Wealth Enhancement Advisory Services
#8 Private Advisor Group
#13 NewEdge Capital Group
#29 Stratos Wealth Partners
#62 Merit Financial Advisors
#63 Wealthcare
#64 Prime Capital Investment Advisors
#71 Integrated Partners

“This prestigious industry recognition is a testament to the unwavering commitment of each firm to serve the best interests of their clients and underscores the value of the independent advice model in fostering investor confidence,” said Matt Enyedi, Managing Director of Client Success for LPL. “We extend our congratulations to the visionary leadership, dedicated advisors, and steadfast support teams of these leading RIA firms. As a strategic partner to RIAs, we are committed to empowering their success and are delighted to see this impressive group of trailblazers achieve national accolades for the work they do to help individuals and families achieve their financial goals.”

To qualify for the list, firms must have at least $1 billion in assets under management. They are also measured by technology spending, staff diversity, succession planning and other metrics. According to Barron’s, the goal for the ranking is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry.

See the full 2023 list here.

Learn more about LPL’s RIA offerings.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving nearly 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 550 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC ("LPL Financial"), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Barron’s and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the "Investor Relations" or "Press Releases" section of our website.

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FAQ

Which RIA firms were recognized on Barron's Top 100 RIA Firms list?

The RIA firms recognized on the list are Mariner Wealth Advisors, Wealth Enhancement Advisory Services, Private Advisor Group, NewEdge Capital Group, Stratos Wealth Partners, Merit Financial Advisors, Wealthcare, Prime Capital Investment Advisors, and Integrated Partners.

What are the criteria for firms to qualify for the list?

Firms must have at least $1 billion in assets under management and are also measured by technology spending, staff diversity, succession planning, and other metrics.

What is the goal of the ranking?

The goal of the ranking is to highlight the nation's best financial advisors and raise standards in the industry.

What is LPL's role in this recognition?

LPL Financial is a strategic partner to RIAs and is committed to empowering their success.

Where can I see the full 2023 list?

You can see the full 2023 list on Barron's website.