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 MountainTop Financial remains fully independent and privately owned, our relationship with LPL offers the resources of a large, well-established financial institution.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
