LPL Financial releases first-of-its-kind Advisor Growth Study with AI insights.

LPL Financial LLC released the Advisor Growth Study (AGS), a comprehensive research study analyzing data from over 14,000 advisors across various business models, geographies, and growth stages. The study identifies behaviors that consistently drive strategic growth and provides insights into industry trends that drive growth for financial advisors and institutions. The Advisor Growth Index (AGI) is an early-stage diagnostic tool based on the study's findings.

LPL Financial LLC has released the Advisor Growth Study (AGS), a comprehensive research study that analyzes data from over 14,000 advisors across various business models, geographies, and growth stages. The study aims to identify behaviors that consistently drive strategic growth and provide insights into industry trends that benefit financial advisors and institutions. The Advisor Growth Index (AGI) is an early-stage diagnostic tool based on the study's findings.

The AGS offers valuable insights into the factors that contribute to the success of financial advisors. By examining data from a diverse group of advisors, the study highlights the importance of certain practices and strategies in driving growth. The findings can help advisors refine their approaches and institutions develop more effective support systems.

The study also provides a glimpse into industry trends, such as the impact of technology on advisory practices and the changing preferences of clients. These trends can help financial institutions anticipate future needs and adapt their services accordingly.

The release of the AGS comes at a critical time for the financial services industry, as it continues to evolve in response to technological advancements and shifting market conditions. The study's findings can serve as a roadmap for advisors and institutions looking to navigate these changes and achieve sustainable growth.

For more information on the Advisor Growth Study, please refer to the following sources:
First Hawaiian Bank Has $1.47 Million Position in LPL Financial Holdings Inc. $LPLA^[1] https://www.marketbeat.com/instant-alerts/filing-first-hawaiian-bank-has-147-million-position-in-lpl-financial-holdings-inc-lpla-2025-09-14/
LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says^[2] https://www.investmentnews.com/independent-broker-dealers/lpl-financial-on-target-to-retain-90-of-commonwealth-financial-advisors-wolfe-research-analyst-says/261850