Winston Wealth Advisors has formed a strategic partnership with LPL Financial, one of the nation’s leading retail investment advisory firms and independent broker-dealers.
This collaboration allows Winston Wealth Advisors to tap into LPL Financial’s robust resources, technology, and comprehensive services. By leveraging LPL’s vast investment platforms and operational support, Winston Wealth Advisors can focus on what they do best, providing tailored financial advice, helping to Identify solutions, and creating wealth management strategies for their clients. This synergistic relationship underscores Winston Wealth Advisors’ commitment to maintaining its client-first approach while benefiting from the scale and efficiency that LPL Financial offers.
LPL Research
About 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 they serve1, supporting more than 29,500 financial advisors, 1200 institution-based investment programs and over 7 million investors2.
LPL is steadfast in its 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 preferred practice. And they have the freedom to manage their client relationships, because they know their clients best.
Simply put, LPL supports your advisor, so they can help you pursue your dreams.
1. LPL is the number one independent brokerage, as reported by Financial Planning magazine, June 1996 – May 2024, based on total revenue.
2. Data as of March 31, 2025.
