Sign in Subscribe
Financial services

Worley Monroe Advisors Joins LPL Financial

Strategic Insights

— 1 min read

Worley Monroe Advisors, a team of experienced financial advisors with 36 years of experience, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Led by advisors Benjamin Worley, AAMS(R), and Robert Monroe, CFP(R), the team serves approximately $400 million in advisory, brokerage, and retirement plan assets. The team, based in southeast Missouri, brings a unique approach to clients, focusing on gaining a deep understanding of their current situation and future goals. This personalized approach has earned them a reputation as the "puzzle people," helping clients configure their financial situation and goals to achieve their objectives.

Key Takeaways:

  • Worley Monroe Advisors is a team of experienced financial advisors with 36 years of experience, serving approximately $400 million in advisory, brokerage, and retirement plan assets.
  • The team, led by Benjamin Worley, AAMS(R), and Robert Monroe, CFP(R), has joined LPL Financial's broker-dealer and RIA platform.
  • Worley Monroe Advisors offers a personalized approach to clients, focusing on gaining a deep understanding of their current situation and future goals.
  • The team uses a "puzzle people" approach to help clients configure their financial situation and goals to achieve their objectives.
  • LPL Financial provides improved technology, autonomy, and flexibility for Worley Monroe Advisors, allowing them to focus on client needs and offer quality products.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets.

Statistics:

  • Worley Monroe Advisors serves approximately $400 million in advisory, brokerage, and retirement plan assets.
  • The team has 36 years of combined experience.
  • LPL Financial supports over 29,000 financial advisors.
  • LPL Financial serves approximately 7 million Americans.
  • The firm provides a range of advisor affiliation models, investment solutions, fintech tools, and practice management services.
  • Figures provided as of June 30, 2025.

Sources:

  • Globe Newswire (September 18, 2025)
  • LPL Financial (About LPL Financial)
  • LPL Financial (LPL Financial Holdings Inc.)

Read more