Advantage Wealth Advisors, which provides financial planning services for mass affluent and high-net-worth clients in California and the Southwest, has joined the LPL broker-dealer and corporate RIA custodial platforms, LPL announced.
Advantage handles $205 million in client assets. Based in Alamo, Calif., with offices in Newport Beach and Corrales, N.M., Advantage has five financial advisors specializing in high-net-worth strategies, retirement planning, investment management, insurance and fixed income investing.
Since 2003, Advantage has expanded through 11 acquisitions and one carve-out of a book of business and has plans for continued growth, LPL says.