Independent Advice Backed by Institutional Strength
What this means for you is simple. You receive the personal attention and independent judgment of a boutique investment services firm, supported by the infrastructure, technology, and resources of one of the largest platforms in the industry.
Our work is centered on helping clients make thoughtful, well-structured financial decisions that shape their lives, their businesses, and their long-term legacy. Delivering that level of guidance requires more than advice alone. It requires a custodial partner with the scale, stability, and full range of capabilities necessary to support sophisticated planning, investment implementation, and retirement plan oversight.
Origins Private Wealth operates as an independent investment services practice. To support the scope of services we provide, we partner with LPL Financial for custody, clearing, and technology infrastructure.
LPL Financial is one of the nation's largest independent broker-dealers*, supporting more than 32,000 financial professionals and approximately 8 million client accounts, with over $2.3 trillion in brokerage and advisory assets and relationships with more than 1,100 financial institutions.
This relationship allows us to operate independently while providing our clients access to institutional-level investment platforms, operational support, and the technical resources necessary to implement sophisticated financial strategies. *As reported by Financial Planning magazine, 1996-2025, based on total revenue.
The LPL Research Team
Leadership is a team affair at LPL Research. We believe the advice we provide leads to better outcomes when the insights across all aspects of investing are united. That’s why everything LPL Research does runs through the leadership team—from the models they create and manage to the research and commentary they provide.
