Independence & Ownership That Lasts
Carnegie Private Wealth is permanently independent and advisor-owned. While much of the industry has turned to private equity and outside funding, we made a deliberate choice to build something with staying power. You are joining a firm designed to be here in 30 years, not sold in five.
For advisors who grow with us, a defined path to equity ownership is part of the opportunity.
Your Practice Stays With You
You own your book from day one, with full control of your clients and your practice. How you manage assets is your call, whether that’s utilizing our customized approach, LPL's institutional platform, or a blend of both. We offer options and flexible relationship models that let you serve business owners, executives with concentrated equity, and rising high earners long before they bring a full asset base.
A Platform Built Around Your Clients
Your clients need an advisor who sees the whole picture and thinks like their chief financial officer. Carnegie Private Wealth provides access to the full depth of LPL's platform, a disciplined investment process, and technology that carries the administrative weight. The result is more time with clients and a practice that sets you apart.
Support That Scales With You
You gain a real partner in growing your business, from marketing and business development to the resources behind your outreach. An integrated team handles operations, planning, and follow-through, so you stay focused on relationships. And if you already have people you trust, they come with you.
A Move You Can Make With Confidence
Moving your practice is a major decision, and we treat it that way. Over the past three years, we have transitioned more than $1.5 billion across nine separate books of business. We work hand in hand with LPL's transition team at every step, so you get back to your clients quickly.