LPL Focus 2026

August 9-12, 2026 · San Diego, CA

Focus is LPL Financial's annual conference for its affiliated advisors, and by attendee count it is one of the largest advisor gatherings in the industry. LPL supports more than 20,000 advisors across a wide range of affiliation models, and Focus is where the firm sets out its platform roadmap for the year ahead.

Who attends LPL Focus

LPL-affiliated advisors across every model the firm supports — independent contractors, employee advisors, hybrid RIAs, bank and credit union programs and enterprise institutions — along with LPL home-office leadership and the technology and asset management partners integrated with the platform.

What's on the agenda

• LPL platform and technology roadmap

• Practice management and organic growth strategy

• Affiliation model options and transitions between them

• Investment platform, advisory programs and product

• Compliance, supervision and regulatory updates

Why the integration question keeps coming up at Focus

Advisors on a large broker-dealer platform live with a particular version of the data problem. The corporate platform provides some systems and not others, hybrid RIAs run their own stack alongside it, and advisors who joined through an acquisition often carry a third set of tools. The result is a practice whose client data is split across LPL systems and independently chosen ones, with no single place to see it all — a gap that widens for any advisor operating in more than one affiliation model.

Milemarker is the data infrastructure layer for wealth management. It connects broker-dealer platform data alongside 130+ other systems, giving a practice one operational view regardless of how its affiliation is structured.

Talk to us about your firm's data layer