LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Larry Lytle and Zach Lytle have launched an independent practice, Wiser Advisor Group LLC, and joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.
The advisors reported having served approximately $130 million in advisory, brokerage and retirement plan assets and join LPL from RBC Wealth Management.
Based in Phoenix, Wiser Advisor was co-founded by managing partners Larry and son Zach. The father-son duo have worked together since 2018 and focus on three primary service areas including philanthropy and charitable giving, succession planning and individual wealth planning. By design, the team maintains a client base of approximately 200.
“We work with a range of clients, from families to non-profits,” Zach said. “We understand each individual has unique goals and challenges and deserves A-list treatment. It’s vital we give everyone the attention they deserve.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.