Our Partners

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 22,000 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.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); 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.

With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed.

Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible, and pursuing growth. Charles Schwab is a proud supporter of independent financial advisors across the nation.

Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives.

Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing operational efficiency, and delivering insights to help to drive confidence and clarity.

At Mercer Partners Wealth Management we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most—serving you, our valued clients.