Best-in-State · rank 12 · Tucson, Arizona · listed firm: Blease Financial Services | LPL Financial
Identity & firm
- Firm — Blease Financial Services | LPL Financial (high)
- “Firm: Blease Financial Services | LPL Financial” — forbes_shook
- Parent company — LPL Financial (high)
- “Firm: Blease Financial Services | LPL Financial” — forbes_shook
- Firm type — ibd_rep (medium)
- “Blease Financial Services | LPL Financial” — forbes_shook
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Book of business
- Team AUM ($M) — 520 (high)
- “Team Assets (Custodied): $520M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 0.875 (high)
- “Typical Net Worth of Relationships: $750K-1M” — forbes_shook
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- Custodians — not_applicable (high)
- “Blease Financial Services | LPL Financial” — forbes_shook
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026, rank 12 (high)
- “Rank: 12, Year: 2026” — forbes_shook
Visual brand
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