At Kupiec Investment Group, we offer our services in conjunction with Private Advisor Group and LPL Financial. We believe that utilizing the services that both companies have to offer can enhance our own capabilities and provide our clients with the strongest service possible.
Private Advisor Group is a Registered Investment Advisor providing support for Independent Advisors. Private Advisor Group ranked #4 on Barron's 2025 Top 100 RIA Firms list. Barron's "Top 100 RIA Firms" ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron's for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. This recognition is not indicative of future performance and may not reflect the experience of all clients. Our relationship with Private Advisor Group is one built by trust. Private Advisor Group provides compliance oversight and supervision of our advisory practice.
LPL Financial is the largest independent Broker/Dealer* in the United States and works with a network of over 19,000 financial professionals. We believe LPL’s unique technology and platform allow us to provide our clients with the best service possible. LPL Financial serves as our trusted custodian, which means it holds our clients’ securities and assets for security purposes.
By leveraging our relationship with Private Advisor Group and LPL Financial, we are capable of providing our clients with high quality services.
*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
