Our Strategic Partners
Rightirement aligns itself with strategic partners to expand its resources and provide an extensive and valuable combination of services and programs to our clients. We have access to five custodial platforms, LPL Financial, Fidelity, TD Ameritrade, Charles Schwab and Betterment.
LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly-traded company (NASDAQ: LPLA). The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide rely on the firm’s tools and resources (including proprietary technology, comprehensive clearing services, practice management programs and training, and extensive independent research) to help them provide financial guidance and recommendations to help meet their clients’ needs. Today, LPL Financial is the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors and over 700 financial institutions. The Company provides to more than LPL Financial and its affiliates have primary offices in Boston, Fort Mill, and San Diego. For more information, visit
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*Based on total revenues, Financial Planning magazine June 1996-2019.
Independent Advisor Alliance
Independent Advisor Alliance (IAA) is an SEC (Securities and Exchange Commission), multi-custodial, Registered Investment Adviser (RIA) and Office of Supervisory Jurisdiction (OSJ) headquartered in Charlotte, NC. Founded in 2013 by CEO, Robert Russo, the IAA advisor network consists of over 140 partner firms and 207 independent financial advisors across 21 states. IAA supervises $5,870,908,960 of Assets Under Management as of December 31, 2019.
Operating under a hybrid platform, IAA maintains its own identity and independence as an RIA and OSJ. This model enables IAA to proactively and continually address the ever-changing needs of advisors and their clients.
Working Together
Rightirement IAA, and LPL are three separate and independent entities working together within a highly regulated framework. Our securities are offered through LPL Financial, member FINRA/SIPC and our Investment Advice is offered through Independent Advisor Alliance, as Registered Investment Adviser with Rightirement Wealth Partners as the d/b/a. All three entities (Rightirement, IAA, and LPL) are interwoven through LPL’s hybrid platform, allowing us to tap into either business channel when deemed most appropriate.
