Get Up to 2.5x Upfront Payout with Partial Book Sales*

Request your practice's book analysis and consultation to get started.

Shape your book of business to help you find balance

 

Create capacity and generate capital to align with your business strategy and refocus your time where it matters most with Partial Book Sales.

LPL advisors frequently conduct Partial Book Sales on a 2x1 cycle, so our guided, automated process makes client segmentation submissions simple. Strategically right-size your practice, grow with intention, and discover your earning potential. Did you know that LPL advisors receive an average payout of $23K+?1

Our ready-to-use client communication templates support the transfer to the LPL Wealth Advisors Group, providing you with a seamless transition so your former clients continue receiving trusted financial guidance.

Current payout amount

Deal AUM

  • Payout Amount

  • of trailing 12‑month
    recurring revenue*
Less than $3M 1.5x
$3M – $10M 2x
$10M+ 2.5x

* Payout increase may vary based on affiliation model. LPL Financial does not repackage and sell these assets for advisor purchase.

How it works

  1. Review your client segmentation report.
    • Identify client transition opportunities.
    • Consultants are available for personalized and complimentary reviews.
       
  2. Submit a list of transition accounts.
    • The transfer tool will guide you through the process in ClientWorks.
       
  3. Inform clients of the upcoming transition with a letter.
    • Within the first week after transfer, LPL's Wealth Advisors Group contacts clients to establish a relationship.
    • Clients get customized advice and support from LPL’s highly rated team, receiving consistent touchpoints regardless of asset value.

The process is completed in 7-20 days, with no service interruptions or lengthy negotiations.

Take the first step

Review your personalized segmentation report by requesting a consultation. We’ll give you insight into how to balance your book of business and make it work harder for you.

Want a sneak peek of your segmentation report? Watch this 3-minute video for more information about segmentation and payout estimates to help you make informed decisions about right-sizing your book. Ready to start today? Login to ClientWorks and head to Tools.

Watch Video

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Footnotes

  1. Partial Book Sales Annual 2025 Analysis, LPL Financial, January 2026.

 

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