About LPL Financial
“We take care of our advisors, so they can take care of their clients.”
Pursuit Wealth Management is proud to be affiliated with LPL Financial (Nasdaq: LPLA), a partner that shares our commitment to independent, client-first advice.
LPL provides the technology, research, clearing services, and practice-management support that allow us to focus on what matters most—serving you. Importantly, LPL offers no proprietary investment products, which supports our ability to give objective, fiduciary advice built entirely around your best interest.
The strength behind our practice
#1 Independent Broker-Dealer
LPL Financial is the nation’s largest independent broker-dealer.*
~22,000 Advisors
A nationwide network of financial professionals.
~800 Institution Programs
Serving banks, credit unions, and other institutions.
500 RIA Firms
Supporting registered investment advisor firms across the country.
*Based on total revenues, Financial Planning magazine, June 1996–2024.
Want to learn more?
See how our affiliation with LPL Financial benefits you.