Barron's Magazine Names Compass Financial Partners Among Best In It's Industry
Greensboro, NC - April 23, 2015 — Compass Financial Partners, Greensboro, North Carolina was recently named a Top Institutional Consultant by Barron's. The leading financial magazine published its inaugural list of 30 teams 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.
“On behalf of LPL, I congratulate Compass Financial Partners on being included in this prestigious list,” said David Reich, executive vice president and head of Retirement Partners, LPL Financial. "It has become increasingly important for investors to have guidance in the retirement space, and Compass Financial Partners does it exceedingly well. We are proud to support them and to help contribute to their ongoing success.”
About Compass Financial Partners, LLC
Compass Financial Partners provides independent, objective retirement plan consulting and investment advisory services to plan sponsors across the United States. From recordkeeper search and selection 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 based in Greensboro, N.C. For more information, visit www.CompassFP.com. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2015), a top RIA custodian and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 13,400 financial advisors and approximately 700 financial institutions. In addition, LPL Financial supports more than 4,600 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial nd its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
LPL Financial and Barron's Magazine are not affiliated entities.
*Based on total revenues, Financial Planning magazine, June 1996-2015