Broker Check

NPA Overview

More than 50 years serving the needs of advisors and their clients Northeast Planning Associates, Inc. encompasses more than 75 financial Advisors and a growing number of integrated partners including certified public accountants, attorneys and financial institutions.

Established in 1958, our firm has offices throughout New England, providing our advisors with regional scope and expanded resources that allow them to better serve their clients. We are defined by our integrity, longevity, and commitment to act in the best interests of our advisors and their clients.

NPA believes in building lasting relationships

From our financial advisors who have built thriving practices within our organization to their loyal clients, NPA focuses on building lasting relationships at all levels.

NPA At-a-Glance

  • Founding firm established in 1958
  • Over 30 offices throughout New England
  • More than 75 Advisors
  • Brokerage and Advisory Assets: $2.2 billion (held with LPL Financial, as of 1/31/18)
  • Registered Investment Adviser (RIA)
  • Broker/dealer: LPL Financial
  • Subsidiary Company: Pension Design Services, Inc. (separate entity from LPL)

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