Financial Advisory Services for Business Success

As one of the best financial advisor firms to work for, LPL Financial offers its advisors affiliated with FDG access to a dedicated 360 support team available from 8 a.m. to 8 p.m. This includes discounted pricing on custody and clearing services, which can help reduce client costs and improve the profitability of your practice. Additionally, when you join LPL, FDG is here to assist you during your financial advisor transition, helping you navigate LPL and leverage our team to maximize the strength of the platform. This support enables you to move to an independent firm with confidence and thrive in your supported independence.

LPL invests over $500 million into technology every year for their advisors, making it one of the best financial advisor firms to work for. However, having access to technology isn't enough; we help you integrate it into your practice and day-to-day workflows. By utilizing industry-leading AI tools and CRM systems, we support your financial advisor transition, allowing our affiliated advisors to build out automated workflows without needing to be 'tech experts.' If you're looking to move to an independent firm, consider joining LPL, where we prioritize supported independence.

Our advisors typically experience: 

Housed advisors at the best financial advisor firms to work for see 20–40% higher net profitability compared to direct-to-BD models (according to LPL M&A stats). We offer guaranteed buyout options for both planned and unplanned exits, allowing for a seamless financial advisor transition. You will never lose practice ownership—you always own your client data and book. Our enterprise pricing provides custody and clearing services that are below what most advisors would pay directly to LPL, making it easier to move to an independent firm. 

We’re not here to just take a cut of your practice—we’re here to help you grow it and support your independence.

Our marketing and sales professionals will assist you in developing and implementing effective marketing strategies that can help you thrive as one of the best financial advisor firms to work for. Whether you're looking to make a financial advisor transition or join LPL, our 'done for you' and 'done with you' tools are designed to support your independence. We help you grow your practice, leverage social media, and nurture your clients and prospects as you move to an independent firm.

We offer white-glove transition assistance, including financial and logistical support, and will even come onsite to run our transition playbook. Our experienced team ensures your financial advisor transition to an independent firm is smooth, efficient, and profitable from day one. As one of the best financial advisor firms to work for, we provide Service360 Concierge Support through LPL, custom economic analysis to highlight profitability, and hands-on practice management coaching. 

“With FDG, you’re not alone—you’re part of a team that runs the business so you can focus on running your practice and supported independence.”

We offer custom succession planning and guaranteed buyouts so you can join LPL and ensure a smooth financial advisor transition. This allows you to exit on your terms, protect your legacy, and maximize enterprise value while ensuring continuity for your clients as you move to an independent firm supported independence.

We’ve been where you are, and as one of the best financial advisor firms to work for, we understand the challenges of running a financial practice. That’s why FDG is structured to eliminate friction and support your transition as you consider a move to an independent firm. We deliver: Customized operational support, technology and compliance solutions, a turnkey back-office infrastructure, and the freedom to focus on clients—not admin. Whether you’re looking to join LPL or seeking supported independence, we are here to help.

Our team will help you develop a clear and concise strategic plan that aligns with your business goals and objectives. Whether you’re looking to join LPL, grow through recruiting and practice acquisition, prepare for an exit, or simply reduce your day-to-day headaches to focus on what matters most, we are here to assist you in building and executing a plan. If you're considering a transition to an independent firm or exploring the best financial advisor firms to work for, we’ll guide you every step of the way to ensure your supported independence.

Whether you are looking for full support or just to leverage our systems, infrastructure, and enterprise pricing, we offer a full spectrum of affiliation options that can help you find the best financial advisor firms to work for. You can brand as FDG or operate under your own brand, adjusting your affiliation option as your needs change or your business grows. We provide everything from a fully turnkey solution—covering everything from real estate to full admin and branding—to ala carte options that allow you to mix and match services as you need them. If you're considering a financial advisor transition or want to join LPL, we want to meet you where you are and support your independence as you move to an independent firm and get you where you want to go.

We utilize a 4-part framework to assess whether alignment with FDG is beneficial, especially for those seeking the best financial advisor firms to work for. 

Compatibility – Are our values, vision, personalities, and business approach compatible? 

Value Delivery – Can we improve your client outcomes and assist you in overcoming the challenges you face in your practice during your financial advisor transition? 

Economic Impact – We aim to understand the impact on your clients and your Economics—your dollars and your time—while you consider a move to an independent firm. 

Long-Term Alignment – Can we support your independence and help you achieve your goals—both now and in the future? 

“We don’t just want anyone—we want the right people who are ready to join LPL.”