Greensboro, NC: May 10, 2018 — Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron’s. The leading financial magazine published its fourth annual Top 50 Institutional Consultants list that are among the best in the nation in guiding institutional investing, including foundations, endowments, pensions and defined-contribution plans. Compass Financial Partners, is supported by LPL Financial LLC, the nation’s largest independent broker-dealer*, an RIA custodian, and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA).
Barron's evaluated a range of criteria to compile the list, including institutional investment assets overseen by each team, revenue generated by those assets, the number of clients served by the team, the number of team members and their regulatory records as well as advanced professional designations and accomplishments represented on the team. The list was published in both Barron's and The Wall Street Journal this week.
A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh and Charlotte. For more information, visit www.CompassFP.com.
About LPL Financial
LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to approximately $575 billion in brokerage and advisory assets as of Nov. 30, 2017. LPL is one of the fastest growing RIA custodians and the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2017), and the firm and its financial advisors were ranked No. 1 in net customer loyalty in a 2016 Cogent Reports™ study. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and over 700 financial institutions as of Sept. 30, 2017, enabling them to provide a range of financial services including wealth management, retirement planning, financial planning and other investment services to help their clients turn life’s aspirations into financial realities. As of Sept. 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 41,000 retirement plans with an estimated $137 billion in retirement plan assets. Additionally, LPL supports approximately 3,700 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,500 employees with primary offices in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com.
LPL Financial and Barron’s Magazine are not affiliated entities.
*Compass Financial Partners Advisory Team, 2014 NAPA 401(k) Advisor Leadership Award winner. Nominated by industry peers and selected by a NAPA judging committee based on leadership, innovation and contributions to the retirement plan industry.
Compass Financial Partners
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A nationally recognized firm*, Compass Financial Partners combines a talented, experienced team; scale and leverage with our partners; and unmatched passion for retirement plan consulting. From recordkeeper search and selection assistance and vendor fee benchmarking; to investment due diligence and employee communications, Compass Financial Partners’ process-driven suite of fiduciary services provides the resources necessary to help employers work towards successful retirement plan programs. Founded with a vision to offer high-quality consulting services independent of the service provider, Compass Financial Partners is headquartered in Greensboro, N.C. with offices in Raleigh and Charlotte. For more information, visit www.CompassFP.com.