LPL Financial traces its roots back to 1989, when two small brokerage firms Linsco (founded in 1968) and Private Ledger (founded in 1973) joined forces. Today, LPL stands as one of the largest independent broker-dealers in the United States.

With a network of more than 21,000 financial advisors, LPL oversees over a trillion dollars in brokerage and advisory assets, delivering objective financial guidance to individuals, families, and institutions nationwide.

Within this broad network, certain teams consistently distinguish themselves through exceptional service, specialized expertise, and a focus on client-first planning. Below are some of the largest and most notable advisor teams at LPL.

Cornerstone Wealth Services: 32 Advisors

Committed to Clarity

The independent advisors at Cornerstone Wealth Services operate as fiduciaries, dedicated to objective guidance and prioritizing client needs. Their approach builds relationships founded on trust and transparency, helping clients clearly chart a path toward their financial goals.

Tailored Financial Plans

Each client’s goals are distinct, and Cornerstone advisors work to understand these unique circumstances. They design customized plans to align financial resources with long-term aspirations, ensuring that all aspects of a client’s financial life work in harmony.

Central Investment Services: 31 Advisors

Personalized Investment Advice Every Step of the Way

Central Investment Services emphasizes exceptional client service and financial empowerment through personalized, comprehensive planning tailored to each client’s unique situation.

Financial Guidance for All Stages of Life

From new investors to experienced clients, Central advisors create customized strategies based on individual goals and needs.

Dedicated to Unique Financial Goals

Strategies evolve alongside client needs. Advisors maintain regular contact, adapting plans to ensure alignment with changing goals.

A Resource from the Start

From initial financial assessments to the creation and monitoring of long-term strategies, Central Investment Services provides guidance at every stage.

Bay Financial Associates: 27 Advisors

Building a Legacy Starts Here

Since 1951, Bay Financial Associates has helped clients and advisors achieve financial success. With expertise in accounting, finance, investments, insurance, retirement, and estate planning, Bay Financial delivers strategies designed to pursue client goals.

For Clients

Bay Financial’s advisors provide comprehensive planning and investment advice rooted in independence. Their approach is based on deep understanding of client circumstances and wealth philosophies.

For Advisors

Affiliation with LPL Financial provides Bay Financial with access to extensive planning, operational, and compliance resources. Advisors also benefit from LPL’s concierge-level services, elevating client service across the board.

Academy Financial, Inc.: 21 Advisors

Academy Financial, Inc. specializes in innovative wealth creation and preservation strategies. With more than 100 years of combined experience, the team includes planners, tax specialists, estate professionals, and a Chartered Financial Analyst (CFA).

The firm focuses on complex planning needs for business owners, executives, retirees, and affluent individuals. Its cross-disciplinary approach integrates legal, tax, investment, and retirement perspectives to deliver holistic solutions.

Academy Financial advisors maintain independence with LPL Financial as their broker-dealer, ensuring open-architecture wealth management options for clients.

Suncoast Investment Services: 19 Advisors

Capability Meets Confidence

Suncoast advisors emphasize respect and integrity while building strong client relationships. The team encourages clients to share their aspirations, enabling accurate assessments of financial potential.

The Active Advantage

Suncoast aligns investments and insurance strategies with each client’s full financial picture, creating personalized plans designed to increase the likelihood of long-term success.

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LPL Financial’s advisor network is vast, but standout teams such as Cornerstone, Central Investment Services, Bay Financial, Academy Financial, and Suncoast highlight the wide range of expertise and client-focused approaches found within the firm. These teams reflect the broader independent financial advisor landscape, where independence, planning depth, and a commitment to client-first values continue to drive industry growth.

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