Support | Independence | Advocacy
An established branch may provide the perfect combination of autonomy and support.
Our goal is to provide our advisors access to the state-of-the art resources and payouts that can only result from significant economies of scale, while maintaining a local presence.
Whether you choose to affiliate with the Flagship Harbor Advisors Network as a representative of one of our local affiliated offices, or brand your practice under your own name, we make it possible to serve your clients your way.
As an independent advisor, the client relationships you develop belong to you and you alone. You’ll be free to build a substantial future for yourself and your family. With each new client relationship, you’ll be building equity in your own business—creating a tangible asset that you own and can pass along or sell when you’re ready to retire.
Why LPL Financial
We chose to partner with LPL Financial. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
* Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
