LPL Financial CEO Rich Steinmeier on Industry Growth and Scale
Rich Steinmeier, CEO of LPL Financial, discusses the firm's growth to $2.6 trillion in client assets and its strategy of supporting independent financial advisors. He shares insights on leadership, the firm's cultural values, and the integration of large-scale acquisitions.
“He's CEO at LPL. They run $ 2. 6 trillion with a T, trillion dollars.”
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“Ultimately in the end, we are an independent broker dealer at heart who has expanded into a full service wealth manager.”
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Heard on Masters in Business — “The Future of Financial Advice: Masters in Business with Rich Steinmeier”, published Friday, October 30, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.