Guided Wealth Management (GWM) is not a standalone company but a proprietary investment platform offered by LPL Financial, one of the largest independent broker-dealers in the United States. Launched to empower LPL's network of financial advisors, GWM combines the efficiency of a digital, algorithm-based investment service (robo-advisor) with the essential oversight and personalization of a human financial advisor. The platform is designed for advisors to serve their clients by offering managed portfolios, automated rebalancing, and digital onboarding, while the advisor maintains control over the client relationship and provides holistic financial planning. LPL Financial was formed in 1989 and has since grown to be a leading retail financial advice provider.

Founded in

United States