LPL Financial Welcomes Resilient Wealth Management to Their Broker-Dealer, RIA and Custodial Platforms

Strategic Insights -

Resilient Wealth Management, a financial advisory firm based in Fresno, California, has joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The firm was founded in 2020 by financial advisor Brandon Dixon-James, CFP, who has reported serving approximately $250 million in advisory, brokerage, and retirement plan assets.

The team at Resilient Wealth Management, including Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens, takes a holistic approach to wealth management, offering high-touch, high-engagement service tailored to individual client goals and circumstances. Dixon-James aims to redefine financial relationships by promoting collaborative growth and helping clients navigate financial challenges and surprises.

Key Takeaways:

  • Resilient Wealth Management, led by financial advisor Brandon Dixon-James, CFP, has joined LPL Financial's broker-dealer, RIA, and custodial platforms.
  • The firm has approximately $250 million in advisory, brokerage, and retirement plan assets, as reported to LPL Media.
  • Resilient Wealth Management was founded in 2020 with the goal of providing personalized guidance and dedicated support to clients nearing or in retirement.
  • The firm's approach to wealth management involves a holistic, high-touch, and high-engagement service tailored to individual client goals and circumstances.
  • Dixon-James emphasizes the importance of inclusivity, clarity, and dedication in fostering collaborative growth and helping clients navigate financial challenges.
  • Resilient Wealth Management's team includes Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens.
  • The firm has been actively involved in giving back to the community, with Dixon-James volunteering in Fresno-area underserved communities and offering financial literacy courses to young people.

Statistics:

  • August 2025 - $250 million in advisory, brokerage, and retirement plan assets served by Resilient Wealth Management (as reported to LPL Media)
  • Over 29,000 financial advisors supported by LPL Financial
  • Approximately 7 million Americans have accounts managed or advised by LPL Financial
  • $1.8 trillion in brokerage and advisory assets serviced and custodied by LPL Financial
  • Resilient Wealth Management is a separate entity from LPL Financial

Sources:

  • GlobeNewswire (MIL-OSI): Press Release, "LPL Financial Welcomes Resilient Wealth Management to their Broker-Dealer, RIA and Custodial Platforms" (July 01, 2025)
  • LPL Financial Website: About LPL Financial
  • LPL Financial Website: Investor Relations