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Financial services

LPL Financial Welcomes Worley Monroe Advisors, Expands Presence in Southeast Missouri

Strategic Insights

— 1 min read

Worley Monroe Advisors, a new financial services firm, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team, led by advisors Benjamin Worley and Robert Monroe, brings approximately $400 million in advisory, brokerage, and retirement plan assets to LPL. With 36 years of combined experience, Worley and Monroe have served pre-retirees and retirees in Missouri and several other states. Their approach emphasizes gaining a deep understanding of clients' current situations and future goals, helping them envision their financial future and pursue their objectives.

Key Takeaways:

  • Worley Monroe Advisors, a new financial services firm, has joined LPL Financial's broker-dealer and RIA platform.
  • The team, led by advisors Benjamin Worley and Robert Monroe, brings approximately $400 million in advisory, brokerage, and retirement plan assets to LPL.
  • Worley and Monroe have 36 years of combined experience, with expertise in serving pre-retirees and retirees in Missouri and several other states.
  • Their approach to clients focuses on gaining a deep understanding of their current situations and future goals.
  • Worley Monroe Advisors chose LPL for its improved technology, autonomy, and flexibility, which will help them up-level their client service and grow their business.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.
  • The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.

Statistics:

  • Worley Monroe Advisors brings approximately $400 million in advisory, brokerage, and retirement plan assets to LPL.
  • The team has 36 years of combined experience in serving pre-retirees and retirees in Missouri and several other states.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions.
  • The firm has $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans.
  • Figures provided as of June 30, 2025.

Sources:

  • LPL Financial LLC
  • GlobeNewswire (MIL-OSI) SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE)
  • milnz.co.nz/mil-osi-aggregation
  • Contify.com

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