iaa custodians independent advisor alliance lpl financial
iaa custodians independent advisor alliance fidelity
iaa custodians independent advisor alliance charles schwab
iaa custodians independent advisor alliance ameritrade

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 and nationally supports:
  • 19,000+ financial advisors

  • 800 institution-based investment programs

  • 450 independent RIA firms

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 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, 2019 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 as of June 2021

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve.

Providing investment solutions to drive growth for:
  • 38 million+ people investing their savings

  • 22,000 businesses managing employee benefit programs

  • 13,500+ wealth management firms

With assets under administration of $11.1 trillion, including discretionary assets of $4.2 trillion as of September 30, 2021, we focus on meeting the unique needs of a diverse set of customers. Privately held for 75 years, Fidelity employs more than 52,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit fidelity.com.

Fidelity Institutional® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services.

  • 32.7 million active brokerage accounts

  • 2.2 million corporate retirement plan participants

  • 1.6 million banking accounts

  • Approximately $7.61 trillion in client assets

Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiaries, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., (members SIPC, sipc.org), and their affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at aboutschwab.com.

TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly-owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

LET’S WORK TOGETHER