Join Us

We Listen
and this is what we hear from advisors at other firms:

I'm just a number
Fees keep rising, they nickel and dime me to death
Inexperienced staff, misinformation hurts my client relationships
Unsure about firm's direction
No real access to decision makers
Unclear payouts
Worried about firm's stability in a downturn
Not the same firm I joined

The LaSalle St. Partnership

Why partner with us?

We enjoy a longstanding, 25-year relationship with Fidelity Clearing & Custody.

We operate a World Class Bond Desk—clients gain access to the most competitive fixed-income yields available.

Our trading desk offers superior service, staffed with expert traders.

We have the most diligent compliance professionals and efficient processes to protect your success.

Feel at home with our Broker Services Team, averaging 15 years of experience. They will facilitate getting your accounts opened under the right registrations, moving assets timely and effectively, or just providing peace of mind that everything is moving along smoothly.

Leverage our talented Business Development Team, assisting in succession planning, staff recruiting and development, branding and marketing support.

Direct access to our seasoned Executive Team with over 100 years of industry experience.

“You’ve worked hard to build your practice, and you deserve a strong partner that can provide peace of mind for the future of your business.”

Mark Contey

How we compare

FeesLaSalle St.Other Firm AOther Firm B
Affiliation Fee$0$99/Month$125/Month
Technology Fee$0$199/Month$250/Month
E&O Insurance$1,500/Year*

*avg. across our Advisor base

$2,750/Year$3,000/Year
Advisory Platform Fee5 Basis Points12 Basis Points18 Basis Points

Click Here for a more in-depth comparison

“Couldn’t be happier to have found LaSalle St. They have truly given me the framework to run my business the way I have always wanted to. I couldn’t be more exited about the future of my business which I couldn’t say with my former firm.”

Jeff Talarico
Affiliated in 2019

Join LaSalle

Customize the Relationship

Working directly with our Executive Team we will discover your practice, charting a course with you, customizing the right relationship as it makes sense, creating a path for us to thrive together for many years to come.

Our average advisor tenure is 15+ years.

Thrive at LaSalle St.

The Premiere Wealthscape platform from Fidelity

Electronic account opening with Docusign eSignatures

Access to thousands of the top Equities, ETF’s, Mutual Funds

Performance Reporting

Planning solutions and CRM Integrations

As an independent firm, LaSalle St. has been able to grow as the industry continues to consolidate. With strong financials and a family culture our solid team of professionals have been gracefully overcoming challenges for 45+ years.

Sam Jacobs
“When it comes to the relationships and culture at LaSalle St., what you see is what you get. That’s what my clients expect of me, and that’s what I expect of my broker/dealer.”

Sam Jacobs
Registered Principal – Winter Park, FL
Joined LaSalle St. in 2004

Sam Jacobs - copy
“There aren't too many broker/dealers the size of LaSalle St. that can say, 'we have no debt.' You know you have a solid partner with LaSalle St. Securities.”

Ron Olson
Managing Partner - East Aurora, NY
Joined LaSalle St. in 1997

Craig Dunn
“LaSalle St. Securities is the perfect size. They’re big enough to serve my needs as a broker, and yet they’re small enough to know me.”

Craig Dunn
Registered Investment Advisor – Kokomo, IN
Joined LaSalle St. in 2002

Gene Welsh & Shaena Miller
“LaSalle St. has a lot of depth within their Home Office staff. We appreciated their partnership and transparency not only as we were evaluating them along with other firms but also their continued consistency since we joined.”

Gene Welsh & Shaena Miller
Aria Wealth Management
Affiliated in 2019

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Join Us at LaSalle St.

Ready for a discussion? Let’s Talk!
Contact Mark Contey directly, or fill out the form below.

Mark Contey
Chief Marketing Officer
mark@lasallest.com
630-600-0360