About GVA

As the nation’s largest independent broker-dealer*, LPL Financial is focused on providing the independent advisors of The Financial Services Network with services, tools, resources and training to help them manage the complexities of running their own practices. In turn, our advisors are able to focus on the needs and goals of their clients rather than logistics.

LPL Financial’s open product architecture and innovative fee-based programs, coupled with industry-leading research, provides our advisors with the tools and flexibility they need to develop investment programs best suited for their clients.

*As reported in Financial Planning magazine, June 1996-2016, based on total revenues.

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 their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.

Under the umbrella of Fidelity Institutional are several distinct business units with $2.6 trillion in assets under administration (AUA).

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 achieving growth.

Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.

SEI is a leading global provider of institutional and private client wealth management solutions, including asset management, investment processing, and investment operations. We help professional wealth managers, institutional investors and private investors create and manage wealth — and enable their long-term success by providing solutions that are both comprehensive and innovative.

Going beyond tightly integrated custody and technology capabilities, SEI provides a connected experience that allows advisors to do their best work. They built their offerings around these principles of independence so every RIA gets an experience that simplifies their practice, supports their needs, and elevates their client relationships.