LPL Financial Holdings

Commonwealth Financial Network, founded in 1979 and headquartered in Waltham, Massachusetts, is a privately held independent broker/dealer and registered investment advisor. The firm specializes in a range of financial services, including practice management, advanced planning, research analysis, financial planning, retirement income planning, branding, estate planning, and business planning. Commonwealth aims to support financial professionals with comprehensive resources and expertise to enhance their practices and better serve their clients.

The Investment Center is a business that supports independent financial advisors across the United States. It offers a range of services, including back-office support, investment tools, and a wide variety of non-proprietary financial products. These services are designed to help advisors manage their businesses more efficiently and provide their clients with a broad range of investment options. The company operates as both a broker-dealer and an investment advisory firm, specializing in areas such as equities, mutual funds, fixed income, retirement products, and cash management services. Additionally, it provides client management tools and resources to help advisors grow their practices.

Crown Capital Securities, founded in 1999 and based in Orange, California, operates as a financial services dealer and placement agent. The firm specializes in fundraising and offers a comprehensive range of services, including investment products, advisory services, estate planning, retirement accounts, insurance services, college financial planning, and corporate benefits. Additionally, Crown Capital Securities provides full-service brokerage and access to alternative investments, catering to various financial needs for individuals and businesses.

Atria Wealth Solutions is a wealth management solutions holding company established in 2017 by experienced executives Doug Ketterer, Eugene Elias, and Kevin Beard, with support from Lee Equity Partners. The firm specializes in providing wealth management advisory services tailored for financial professionals, institutions, and advisory clients. Atria offers a range of financial advisory and planning services, helping clients navigate and thrive in a digitally connected and ever-changing financial landscape.

AdvisoryWorld, Inc. specializes in providing comprehensive financial software solutions for investment professionals, including Registered Investment Advisors, wealth managers, and banks. Founded in 1987 and based in Sherman Oaks, California, the company offers a range of tools for asset allocation, portfolio modeling, investment analysis, and proposal generation. Its flagship platform includes features such as Monte Carlo simulation, security screening, and optimization services, which allow users to manage portfolios effectively and assess risk using various performance metrics. Additionally, AdvisoryWorld provides databases covering different asset classes and mutual funds, along with research services that deliver fundamental information and insights on securities. The company's solutions can be accessed through customized software, web services, and professional services, making it a versatile choice for professionals in the wealth management industry.

Fortigent, LLC is a provider of wealth management solutions and consulting services, catering to independent advisors, banks, and trust companies. Acquired by LPL Financial in 2012, Fortigent specializes in delivering comprehensive wealth management strategies and expert consulting, enabling its clients to enhance their service offerings and operational efficiency. The company's focus on tailored solutions helps financial institutions meet the diverse needs of their clients in an evolving market.