LPL Financial
$343B reported client assets across 356 advisory firms in FY2025 annual amendments
Reported client assets over time
$76.2B
$329B
2017
2025
Same-firm comparison: 315 firms that reported LPL Financial in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 105 cohort firms, FY2018: 138 cohort firms, FY2019: 152 cohort firms, FY2020: 180 cohort firms, FY2021: 210 cohort firms, FY2022: 243 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Equitable Advisors, Llc | $42.3B | $42.5B | 99.5% | 03/31/2026 |
| Private Advisor Group, Llc | $36.3B | $44.3B | 82.0% | 03/31/2026 |
| Independent Advisor Alliance, Llc | $16.1B | $17.2B | 93.2% | 03/24/2026 |
| Stratos Wealth Partners, Ltd | $12.9B | $18.6B | 69.1% | 03/31/2026 |
| Newedge Advisors, Llc | $11.7B | $43.2B | 27.2% | 03/31/2026 |
| Integrated Wealth Concepts Llc | $8.3B | $18.9B | 43.6% | 03/25/2026 |
| Global Retirement Partners Llc | $7.3B | $170B | 4.3% | 03/31/2026 |
| Mariner Independent Advisor Network, Llc | $6.9B | $9.6B | 72.6% | 03/27/2026 |
| Wcg Wealth Advisors, Llc | $5.6B | $6.3B | 89.1% | 03/31/2026 |
| Vestmark Advisory Solutions, Inc. | $5.1B | $49.9B | 10.1% | 03/30/2026 |
| Gladstone Institutional Advisory Llc | $5.0B | $5.7B | 87.4% | 03/31/2026 |
| Cornerstone Wealth Management, Llc | $4.9B | $4.9B | 99.8% | 03/30/2026 |
| Ifg Advisory, Llc | $4.7B | $4.8B | 98.9% | 03/18/2026 |
| Zhang Financial Llc | $4.5B | $8.4B | 53.5% | 03/31/2026 |
| Western Wealth Management Llc | $4.4B | $5.4B | 81.7% | 03/24/2026 |
| Great Valley Advisor Group, Llc | $4.0B | $10.6B | 37.8% | 03/27/2026 |
| Wealthcare Advisory Partners Llc | $3.9B | $8.3B | 47.0% | 03/24/2026 |
| Bleakley Financial Group, Llc | $3.8B | $15.1B | 24.9% | 03/30/2026 |
| Flagship Harbor Advisors, Llc | $3.4B | $3.4B | 100.0% | 01/28/2026 |
| Iht Wealth Management Llc | $3.3B | $9.8B | 33.8% | 03/30/2026 |
| Advisors Capital Management, Llc | $3.1B | $12.2B | 25.0% | 03/31/2026 |
| Winthrop Advisory Group, Llc | $3.0B | $3.1B | 97.2% | 03/31/2026 |
| Axxcess Wealth Management, Llc | $3.0B | $8.9B | 33.9% | 03/31/2026 |
| Highpoint Advisor Group, Llc | $3.0B | $4.8B | 61.8% | 03/27/2026 |
| Gerber Kawasaki, Inc. | $2.9B | $4.1B | 70.4% | 03/30/2026 |
| Advisor Resource Council | $2.7B | $3.5B | 77.3% | 03/31/2026 |
| Great Lakes Advisors, Llc | $2.5B | $16.2B | 15.3% | 03/30/2026 |
| Jacobi Capital Management, Llc | $2.4B | $2.6B | 92.4% | 03/30/2026 |
| Perennial Investment Advisors, Llc | $2.4B | $2.5B | 94.2% | 03/31/2026 |
| Capital Asset Advisory Services, Llc. | $2.2B | $4.6B | 48.1% | 03/26/2026 |
| Good Life Advisors, Llc | $2.2B | $4.4B | 49.6% | 03/31/2026 |
| Golden State Wealth Management, Llc | $2.1B | $2.2B | 96.1% | 03/25/2026 |
| Iag Wealth Partners, Llc | $1.9B | $1.9B | 99.6% | 03/27/2026 |
| Keystone Financial Group, Llc | $1.8B | $2.3B | 77.7% | 03/13/2026 |
| Bensler, Llc | $1.8B | $1.9B | 91.9% | 03/26/2026 |
| Wealthcare Capital Management Llc | $1.7B | $3.9B | 43.3% | 03/24/2026 |
| Gateway Wealth Partners, Llc | $1.6B | $2.3B | 72.4% | 03/26/2026 |
| Zacks Investment Management, Inc. | $1.6B | $12.4B | 13.1% | 05/29/2025 |
| Moneco Advisors, Llc | $1.6B | $2.3B | 68.2% | 03/31/2026 |
| Shepherd Financial Partners, Llc | $1.4B | $1.4B | 98.0% | 03/27/2026 |
| Strategic Wealth Group Registered Investment Advisor, Llc | $1.3B | $1.5B | 87.1% | 02/14/2026 |
| Northwest Financial Advisors Llc | $1.2B | $1.2B | 99.8% | 03/09/2026 |
| Kwb Wealth | $1.2B | $1.2B | 100.0% | 02/11/2026 |
| Cvfg Llc | $1.2B | $1.2B | 99.8% | 03/20/2026 |
| Trilogy Capital, Inc. | $1.1B | $3.2B | 35.0% | 03/09/2026 |
| Apollon Financial, Llc | $1.1B | $1.4B | 75.5% | 03/31/2026 |
| Kpp Advisory Services Llc | $1.1B | $1.2B | 88.1% | 03/20/2026 |
| Intrua Financial Llc | $1.1B | $1.7B | 61.9% | 03/31/2026 |
| Horizon Wealth Management, Llc | $1.1B | $1.1B | 100.0% | 02/05/2026 |
| Tennessee Valley Asset Management Partners, Llc | $1.0B | $1.2B | 88.0% | 03/18/2026 |
| The Pinnacle Financial Group | $1.0B | $1.4B | 74.9% | 03/27/2026 |
| Petersen Hastings Wealth Advisors, Inc. | $1.0B | $1.6B | 65.2% | 03/26/2026 |
| Navigation Group Llc | $1.0B | $1.0B | 100.0% | 03/26/2026 |
| Tsfg, Llc | $997M | $997M | 100.0% | 02/17/2026 |
| Symphony Financial, Ltd. Co. | $964M | $1.4B | 71.1% | 03/24/2026 |
| Ibex Wealth Advisors, Llc | $963M | $1.3B | 75.0% | 03/30/2026 |
| Pcg Wealth Advisors, Llc | $931M | $931M | 100.0% | 02/18/2026 |
| Flaharty Asset Management, Llc | $891M | $902M | 98.8% | 03/06/2026 |
| Independence Square Holdings, Llc | $884M | $1.8B | 48.2% | 03/06/2026 |
| Convergence Financial, Llc | $877M | $904M | 97.0% | 03/31/2026 |
| Riverpoint Wealth Management Holdings, Llc | $869M | $906M | 95.9% | 03/27/2026 |
| Atlas Private Wealth Advisors, Llc | $860M | $860M | 100.0% | 03/25/2026 |
| Forge Financial Services, Llc | $854M | $1.5B | 58.6% | 03/30/2026 |
| Walsh & Associates, Llc | $828M | $828M | 100.0% | 03/10/2026 |
| Eldridge Investment Advisors Inc | $814M | $814M | 100.0% | 03/26/2026 |
| Kraft, Davis & Associates, Llc | $768M | $768M | 100.0% | 03/13/2026 |
| Founders Financial Alliance, Llc | $760M | $1.2B | 64.1% | 03/10/2026 |
| Flynn Zito Capital Management, Llc | $757M | $774M | 97.8% | 02/25/2026 |
| Summit Investment Advisory Services, Llc | $746M | $746M | 100.0% | 02/17/2026 |
| Psi Advisors, Llc | $742M | $801M | 92.6% | 03/20/2026 |
| Westside Investment Management, Llc | $741M | $889M | 83.4% | 02/25/2026 |
| Sfg Wealth Management, Llc | $730M | $760M | 96.0% | 03/16/2026 |
| The Baldwin Group Wealth Advisors, Llc | $730M | $27.3B | 2.7% | 03/25/2026 |
| Dodds Wealth, Llc | $706M | $706M | 100.0% | 03/02/2026 |
| Leelyn Smith, Llc | $700M | $852M | 82.2% | 03/20/2026 |
| Seamount Financial Group Inc | $681M | $745M | 91.4% | 03/25/2026 |
| Rockline Wealth Management Llc | $670M | $750M | 89.4% | 02/20/2026 |
| Dsg Capital Advisors, Llc | $667M | $780M | 85.5% | 03/25/2026 |
| Tanglewood Legacy Advisors, Llc | $665M | $809M | 82.3% | 03/26/2026 |
| Lwm Advisory Services, Llc | $662M | $1.1B | 60.7% | 03/05/2026 |
| Alta Wealth Advisors Llc | $662M | $665M | 99.5% | 03/03/2026 |
| Bcu Wealth Advisors, Llc | $654M | $654M | 100.0% | 02/03/2026 |
| Vision Retirement, Llc | $633M | $634M | 99.9% | 03/02/2026 |
| 360 Financial, Inc. | $626M | $701M | 89.3% | 03/11/2026 |
| Red Oak Financial Group, Llc | $611M | $1.0B | 58.7% | 03/06/2026 |
| Synergy Investment Management Llc | $582M | $681M | 85.4% | 03/11/2026 |
| Wellspring Wealth Management Llc | $582M | $585M | 99.5% | 03/27/2026 |
| Tlwm, Llc | $577M | $605M | 95.3% | 03/23/2026 |
| Sanchez Wealth Management Group, Llc | $571M | $571M | 100.0% | 02/20/2026 |
| Winch Advisory Services, Llc | $571M | $580M | 98.4% | 03/03/2026 |
| Potentia Ria, Llc | $569M | $569M | 100.0% | 03/31/2026 |
| Vertex Planning Partners, Llc | $569M | $1.0B | 56.2% | 03/30/2026 |
| Clearview Financial Partners, Llc | $565M | $1.1B | 53.4% | 02/27/2026 |
| Van Leeuwen & Associates, Inc. | $559M | $559M | 100.0% | 03/19/2026 |
| Abner Herrman & Brock, Llc | $557M | $2.7B | 20.4% | 03/06/2026 |
| Byrne Financial Freedom, Llc | $546M | $546M | 100.0% | 03/27/2026 |
| Snider Retirement Strategies, Inc. | $543M | $550M | 98.9% | 03/30/2026 |
| Jacksonville Wealth Management, Llc | $534M | $534M | 100.0% | 02/24/2026 |
| Denver Wealth Management, Inc. | $530M | $530M | 100.0% | 03/06/2026 |
| Benedict Financial Advisors, Inc. | $529M | $529M | 100.0% | 03/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.