LPL Focus 2026

LPL Focus is LPL Financial’s flagship annual conference and one of the largest advisor gatherings in the industry. With thousands of LPL-affiliated advisors, firm leaders, home office executives, and technology partners in attendance, Focus is the central event for the LPL ecosystem — covering practice management, technology adoption, investment strategy, and the future of the LPL platform.

What to expect at LPL Focus 2026

Focus delivers multi-day programming across education, technology, and networking tracks. Sessions cover everything from practice growth and client acquisition to technology integration, regulatory updates, and operational efficiency. The technology pavilion showcases the tools and platforms that LPL advisors use every day, and structured networking events create opportunities to connect with peers across the LPL community.

As one of the largest broker-dealer and hybrid RIA platforms in the country, LPL’s advisor base represents a massive cross-section of the wealth management industry. Attendees include independent advisors, branch managers, enterprise leaders, and the operational teams responsible for technology decisions and implementation.

Why Our data infrastructure platform helps LPL-affiliated firms connect their data across LPL’s platform and the other systems they rely on — CRMs, portfolio management tools, financial planning software, compliance systems, and third-party applications.

At Focus, the Milemarker team will be discussing:

• How to unify data across LPL and your firm’s full technology stack into a single operational view

• Eliminating the manual work of reconciling data between LPL’s systems and third-party tools

• Building AI-ready data infrastructure on top of your existing LPL integration

• Real-time business intelligence for multi-advisor practices and enterprise firms

• Streamlining operations with Milemarker Automation — automated workflows that connect your systems

Who should connect with us

If you’re an LPL advisor or firm leader looking to get more value from your technology stack — whether that means reducing manual data work, building better reporting, or preparing for AI — Focus is a great place to have that conversation. Milemarker works with firms across the LPL platform to build connected data infrastructure that makes every system more valuable.

Attending LPL Focus? Schedule a meeting with Milemarker — we’ll connect in San Diego.