We believe our clients deserve both independent advice and the security of a robust financial infrastructure. That’s why we’ve chosen to align with LPL Financial, the nation’s largest independent broker-dealer*.
As our broker-dealer and custodian, LPL provides the platform, research, compliance oversight, and operational support that allows us to focus on what matters most – your next move in wealth. While Crew Wealth Management remains fully independent and privately owned, our relationship with LPL offers the resources of a large, well-established financial institution.
*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.