Our LPL Partnership

Our Partnership with LPL Financial

3P Wealth Advisors has chosen to partner with LPL Financial, the nation's largest independent broker-dealer*. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. LPL is committed to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. Our independence means that 3P Wealth Advisors has the freedom to choose the business model, services, and technology resources that serve our clients best.

$1.4T

LPL services or custodies nearly $1.4 trillion in brokerage and advisory client assets¹

8M+

Client accounts served by LPL advisors and institutions¹

23K+

Financial Professionals serviced¹

1,100+

Financial institutions² that partner with LPL¹

Fortune
500

Your financial advisor is armed with the resources of a Fortune 500⁴firm with an entrepreneurial spirit

100%

Our cyber fraud guarantee means your assets are 100% protected³

99%

LPL currently retains 99% of advisors, who appreciate the autonomy, flexibility, and support they receive

Zero

Your advisor is never pushed to sell proprietary products

LPL By The Numbers

1. Data as of May 2024

2. Banks and credit unions

3. If you incur losses in your LPL accounts as a result of unauthorized access to an LPL system, your losses are 100% reimbursed. LPL financial is a member of the Securities Investor Protection Corporation (SIPC) which provides account protection up to a maximum of $500,000 per customer.

4. LPL ranked #392 on the Fortune 500 in 2024

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); *As reported by Financial Planning magazine, June 1996-2025, based on total revenue.; No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)