LPL Finanial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. For more information about LPL Financial, visit www.lpl.com.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)
Fidelity Investments
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024, [4] Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.[5]
Interactive Brokers
Now in its 46th year, Interactive Brokers is one of the premier securities firms, with over $13.3 billion in equity capital*. IBKR conducts its broker/dealer business on over 150 market destinations worldwide. In its broker dealer agency business, IBKR provides direct access (“online”) trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, currencies, bonds, gold, and funds worldwide. Interactive Brokers Group and its affiliates execute approximately 1,907,000 trades per day. For more information about Interactive Brokers, visit www.ibkr.com.
Charles Schwab
Charles Schwab (NYSE: SCHW) champions the belief that advisors should chart their professional journey. As a prominent figure* in the financial landscape, Charles Schwab provides support to over 20,000 advisors, collaborates with 900 institution-based programs, and partners with 500 independent Registered Investment Advisor (RIA) firms nationwide. Their commitment revolves around empowering advisors with the freedom to shape their business model, access tailored services, and leverage cutting-edge technology to deliver personalized client guidance. For further insights into Charles Schwab's offerings and services, visit www.schwab.com.
*Disclaimer: Charles Schwab is recognized as a prominent figure in certain markets based on industry assessments and internal metrics.