New Advisor and Enterprise Partnerships
LPL Financial Welcomes Wealth Management and Legacy Planning Group
September 25, 2023
Financial Advisor Aaron Cizon Joins Linsco by LPL Financial
September 19, 2023
The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services
September 18, 2023
Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial
September 11, 2023
LPL Financial Welcomes Validus Financial Associates
September 6, 2023
Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial
September 5, 2023
LPL Financial Welcomes Legacy Wealth Advisors, Inc.
August 31, 2023
LPL Financial Welcomes Financial Advisors Steve Boeckmann and David Wyzgowski
August 30, 2023
Woman-Led Revel Private Wealth Launches With Support From LPL Financial
August 28, 2023
Prudential Financial and LPL Financial Sign Strategic Relationship Agreement to Expand Retail Wealth Management Capabilities and Drive Growth
August 24, 2023
Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
August 22, 2023
LPL Financial Welcomes Watermark Wealth Management
August 21, 2023
LPL Financial Welcomes Financial Advisor Andrew Hayek
August 16, 2023
Breakaway Wealth Management Launches with Support From LPL Financial
August 15, 2023
LPL Financial Welcomes Financial Advisors Colleen Schuler and John Gibson
August 14, 2023
Financial Advisor Brendan Wood Joins Linsco by LPL Financial
August 9, 2023
Veritas Legacy Wealth Launches With Support From LPL Financial
August 8, 2023
LPL Financial Welcomes Return of Advisor Richard Donahue
August 2, 2023
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
July 31, 2023
Pacific Legacy Wealth Partners Launches With Support From LPL Financial
July 26, 2023
Advisors John Thornton and Jake Mclean Join Linsco By LPL Financial
July 20, 2023
LPL Financial Welcomes Syracuse Wealth Management
July 19, 2023
LPL Financial Welcomes Financial Advisor Laura Evans
July 17, 2023
LPL Financial Welcomes Advanced Benefit Systems
July 13, 2023
LPL Financial Welcomes Financial Advisor David W. Rodgers
July 12, 2023
Financial Advisor Bart DeLuca Joins LPL Financial To Open Maryland Office With Intrua Fianancial
July 11, 2023
LPL Financial Welcomes 509 Wealth Management
July 10, 2023
LPL Financial Welcomes Sopher Financial Group
July 6, 2023
LPL Financial Welcomes Financial Advisor Buddy Favor
July 3, 2023
LPL Financial Welcomes Financial Advisors Scott Hartman And Adam Johnston
June 28, 2023
Omnia Wealth Group Launches With Support From LPL Financial
June 26, 2023
LPL Financial Welcomes Blue Sky Wealth Management
June 22, 2023
Advisor Christopher J. Coffin Joins Linsco By LPL Financial
June 20, 2023
LPL Financial Welcomes Financial Advisor Adam Legate
June 15, 2023
LPL Financial Welcomes Forte Financial Planning
June 14, 2023
LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management
June 12, 2023
LPL Financial Welcomes Integrity Wealth Advisor Group
June 8, 2023
LPL Financial Welcomes Hoff Bujnoch & Associates
June 6, 2023
Advisor Amy S. Lawrence Joins LPL Financial to Launch Independent Practice
June 5, 2023
LPL Financial Welcomes Return of Individual Financial Services
May 31, 2023
Father-Son Team Joins LPL Financial to Launch Wiser Advisor Group
May 30, 2023
Advisor Jonathan Kesselman Joins LPL Financial to Launch Independent Practice
May 24, 2023
Bridgewright Wealth Partners Launches With Support From LPL Strategic Wealth Services
May 22, 2023
LPL Financial, Bleakley Financial Group Welcome Amwell Ridge Wealth Management
May 18, 2023
LPL Financial Welcomes Hedberg Wealth Managment
May 16, 2023
LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform
May 15, 2023
LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
May 10, 2023
LPL Financial Welcomes New Father-Son Linsco Team
May 8, 2023
LPL Financial Welcomes Landmark Capital
May 4, 2023
LPL Financial Welcomes Financial Advisor Nate Carlon
May 3, 2023
LPL Financial Welcomes Financial Advisor Dustin Mac Brown and His Team
April 24, 2023
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
April 20, 2023
BCU and BCU Wealth Advisors, LLC, Partner with CUNA Mutual Group
April 19, 2023
LPL Financial Welcomes CG Advisor Network
April 18, 2023
LPL Financial Welcomes One2One Wealth Strategies
April 13, 2023
LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform
April 11, 2023
LPL Financial Welcomes Walker Alston Financial Group
April 5, 2023
Toledo-Based Financial Design Group Makes Move to LPL Financial Platform
April 3, 2023
Financial Advisor Kemp Cunningham Joins LPL to Launch Independent Practice
March 29, 2023
LPL Financial Welcomes SC Financial Group
March 27, 2023
Financial Advisor Joaquin Lopez Joins LPL Financial
March 22, 2023
Financial Advisors Ron Clark, George Brkljacic Join LPL Financial
March 20, 2023
Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management
March 15, 2023
LPL Financial Welcomes Advisor Nick Lalonde
March 13, 2023
LPL Financial Welcomes New Linsco Advisor in San Diego
March 9, 2023
Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services
March 6, 2023
LPL Financial Welcomes Lanier Wealth Management
March 2, 2023
Eric Gallinger Joins LPL Financial, Stratos Wealth to Launch Independent Firm
February 28, 2023
Maher Wealth Management Launches With Support of LPL Strategic Wealth Services
February 27, 2023
Legacy Financial Group Joins LPL Financial
February 13, 2023
LPL Financial Welcomes Advisor Jonathan Blakelock
January 30, 2023
LPL Financial Welcomes New Linsco Teams in Texas and Florida
January 23, 2023
LPL Financial Welcomes Fenton Wangler Financial
January 12, 2023
Financial Advisor David J. Dobrusin Joins LPL Financial
January 9, 2023
LPL Financial Welcomes Advisor Matt Irwin
January 3, 2023
*Based on prior business and represents assets that would have been custodied at LPL Financial, rather than third-party custodians. Reported assets and client numbers have not been independently and fully verified by LPL Financial.