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LPL Financial is the nation’s leading independent broker-dealer[1] and holds over $1 trillion[2] in brokerage and advisory assets.

  1. As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
  2. Cerulli Associates, 2019 U.S. RIA Marketplace Report.
  3. 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
  4. 2021 Fortune 500.

The financial consultants at WealthOne Advisors are registered representatives with and offer securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial Planning offered through WealthOne Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, IL, OH, WA, NM

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