Dean Barry Wealth Management offers trust services through The Private Trust Company, a Cleveland based affiliate of LPL Financial. As the largest independent broker/dealer in the country*, LPL Financial has more than 10,000 advisors in over 3,800 locally owned or operated branch offices.
Headquartered in San Diego, LPL Financial's size and market presence — it manages more than $100 billion in assets—provides Dean Barry Wealth Management access to leading institutional money managers.
LPL Financial also has full-service custody and does not participate in investment banking, remaining focused on its advisors and their clients. For additional information on LPL Financial, visit lpl.com.