LPL Welcomes Pilot Financial

Core Insights - LPL Financial has welcomed Pilot Financial, a network of 105 advisors managing approximately $4.6 billion in advisory and brokerage assets, to its platforms [1][2][3] Group 1: Company Overview - LPL Financial is a Fortune 500 company and a leading wealth management firm, serving nearly 23,000 financial advisors across approximately 1,100 institutions and 570 registered investment advisor firms nationwide [6] - Pilot Financial, founded in 2001, supports independent advisors with strategic planning, coaching, compliance, and administrative assistance [2][3] Group 2: Strategic Partnership - The partnership with LPL Financial is expected to enhance Pilot Financial's service capabilities, providing more convenience and personalized financial strategies for clients [2][4] - Pilot Financial's leadership conducted due diligence and found LPL to meet their needs for strategic resources, marketing capabilities, and customer service [3][4] Group 3: Future Growth Plans - Pilot Financial aims to expand its national footprint and attract quality advisors through its collaboration with LPL [3][4] - LPL Financial plans to continue investing in its platform to support Pilot Financial's growth and success [4]