There are a number of reasons NVST Asset Management chose to partner with LPL Financial Holdings (Symbol: LPLA)
LPL is a Fortune 500 company and has resources to adapt to a rapidly changing technology landscape. LPL is one of the largest independent broker/dealers in the country1, and services and custodies nearly $1.8 trillion in advisory and brokerage assets and assists over 23,000 financial advisors2 and over 1,100+ institutions.3
Tools, technologies, cyber fraud guarantee, regulatory expertise, back-office support, and more. They’re all designed to simplify account management, boost efficiency, and free up my time so I can provide you even greater personalized service and focus more on client’s investment portfolios. LPL offers innovative tools, technologies and back-office support to enable enhanced operational effectiveness and reporting capabilities. LPL’s unique cyber fraud guarantee means your assets are 100% protected and LPL will reimburse for 100% of realized losses in your impacted accounts if impacted directly as a result of unauthorized access to an LPL system.4
Independent research and recommendations instead of proprietary products. LPL offers independent research and a wide range of investment and risk management options we can utilize in our process along with other third party research services.
LPL has a financial philosophy we share. They stand up for the right of investors to receive independent, comprehensive advice. LPL aims to remove the conflict of interest often found in large financial institutions by supporting independent, fiduciary-minded advisors with premium research and technology.
The LPL culture. We enjoy being aligned with an organization that values transparency, working ethically, and focusing on clients as much as we do, and am inspired by their commitment to continuous improvement.
1. Data as of September 30, 2025
2. 1,100 banks, credit unions and product manufacturers that partner with LPL
3. LPL ranked #340 on the Fortune 500 in 2025
4. LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. Please visit: go.lpl.com/cyber-fraud.html for terms and obligations.
