A Steady Partner for Independent Advisors
For 51 years, LaSalle St. has helped advisors build thriving practices with direct access, personal service, and long-term commitment.
Our Purpose
We strive every day to be the industry’s most exceptional affiliation option for independent financial advisors. With more than five decades of experience, we align our people, culture, technology, and operations to support advisor success.
Our purpose comes to life through three core values:
- Partnership
- Integrity
- Excellence
Our Values
Partnership
We’ve developed a firm-wide culture that recognizes the financial advisor as our client, creating long-lasting relationships built on partnership and trust. We respect the decisions our advisors make on behalf of their clients, knowing they hold the same core values as us while servicing their clients. Our unique equity ownership program has strengthened our relationships with our advisors, allowing them to receive additional firm benefits, assisting us in our long-term planning and committing us to staying a privately owned independent firm.
Integrity
Maintaining open communications and being clear and honest in our business dealings is core to how we conduct business. Our 50 years of experience has given us the advantage to develop a firm that recognizes the importance of being fiduciaries for and accountable to our financial advisors.
Excellence
We are proud that we have been able to sustain our reputation of delivering high quality service. Customizing our service around the advisor’s practice while offering low fully transparent costs has served us well over our firm’s history. We maintain a commitment to be compliant and fiscally responsible, weighing the impact of every short and long-term decision we make and action we take on behalf of our firm.
Why Advisors Choose LaSalle St.
Why others have joined us:
- A personal relationship with the firm’s executive committee
- Private ownership with a plan for an independent future
- Direct access to institutional-level investment expertise from our Office of the CIO
- A boutique experience with elite support
- Longstanding Fidelity clearing and custody relationship of 30+ years
A Team You Can Reliably Reach
LaSalle St. is powered by professionals who understand independent practices. Our lean structure gives advisors direct access to decision-makers and subject-matter experts — not call queues or ticket systems.
From compliance and operations to advisory support and growth strategy, our team responds quickly and thoughtfully because your business doesn’t slow down, and neither should your support.
A Legacy of Independence
Since our inception, LaSalle St. has built a legacy of innovation and independence.
Looking Ahead
LaSalle St. is dedicated to helping independent advisors build lasting businesses with practical technology, personal support, and long-term stability. Our goal is for advisors to build enduring businesses with confidence.