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New Advisor and Enterprise Partnerships

LPL Financial Welcomes Wealth Management and Legacy Planning Group
Traditional Independent | $260M
September 25, 2023
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Financial Advisor Aaron Cizon Joins Linsco by LPL Financial
Independent Employee | $175M
September 19, 2023
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The Francis Group at LPL Launches in California by Joining LPL Strategic Wealth Services
Strategic Wealth | $1.2B
September 18, 2023
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Father-Son Financial Advisors Michael and Wes Climer Join Linsco by LPL Financial
Independent Employee | $280M
September 11, 2023
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LPL Financial Welcomes Validus Financial Associates
Traditional Independent | $800M
September 6, 2023
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Financial Advisors Ed Winegar and Gregory Berg Join Linsco by LPL Financial
Independent Employee | $205M
September 5, 2023
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LPL Financial Welcomes Legacy Wealth Advisors, Inc.
Traditional Independent | $280M
August 31, 2023
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LPL Financial Welcomes Financial Advisors Steve Boeckmann and David Wyzgowski
Traditional Independent | $350M
August 30, 2023
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Woman-Led Revel Private Wealth Launches With Support From LPL Financial
Strategic Wealth | $325M
August 28, 2023
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Prudential Financial and LPL Financial Sign Strategic Relationship Agreement to Expand Retail Wealth Management Capabilities and Drive Growth
Enterprises | $50B
August 24, 2023
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Financial Advisor Matthew Holbrook Joins Linsco by LPL Financial
Independent Employee | $385M
August 22, 2023
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LPL Financial Welcomes Watermark Wealth Management
Traditional Independent | $1.5B
August 21, 2023
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LPL Financial Welcomes Financial Advisor Andrew Hayek
Traditional Independent | $165M
August 16, 2023
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Breakaway Wealth Management Launches with Support From LPL Financial
Strategic Wealth | $270M
August 15, 2023
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LPL Financial Welcomes Financial Advisors Colleen Schuler and John Gibson
Traditional Independent | $205M
August 14, 2023
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Financial Advisor Brendan Wood Joins Linsco by LPL Financial
Independent Employee | $130M
August 9, 2023
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Veritas Legacy Wealth Launches With Support From LPL Financial
Strategic Wealth | $320M
August 8, 2023
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LPL Financial Welcomes Return of Advisor Richard Donahue
Traditional Independent | $100M
August 2, 2023
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Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Strategic Wealth | $650M
July 31, 2023
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Pacific Legacy Wealth Partners Launches With Support From LPL Financial
Strategic Wealth | $425M
July 26, 2023
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Advisors John Thornton and Jake Mclean Join Linsco By LPL Financial
Independent Employee | $245M
July 20, 2023
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LPL Financial Welcomes Syracuse Wealth Management
Traditional Independent | $250M
July 19, 2023
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LPL Financial Welcomes Financial Advisor Laura Evans
Traditional Independent | $235M
July 17, 2023
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LPL Financial Welcomes Advanced Benefit Systems
Traditional Independent | $200M
July 13, 2023
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LPL Financial Welcomes Financial Advisor David W. Rodgers
Traditional Independent | $145M
July 12, 2023
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Financial Advisor Bart DeLuca Joins LPL Financial To Open Maryland Office With Intrua Fianancial
Traditional Independent | $165M
July 11, 2023
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LPL Financial Welcomes 509 Wealth Management
Traditional Independent | $400M
July 10, 2023
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LPL Financial Welcomes Sopher Financial Group
Traditional Independent | $200M
July 6, 2023
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LPL Financial Welcomes Financial Advisor Buddy Favor
Traditional Independent | $115M
July 3, 2023
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LPL Financial Welcomes Financial Advisors Scott Hartman And Adam Johnston
Traditional Independent | $375M
June 28, 2023
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Omnia Wealth Group Launches With Support From LPL Financial
Strategic Wealth | $400M
June 26, 2023
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LPL Financial Welcomes Blue Sky Wealth Management
Traditional Independent | $275M
June 22, 2023
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Advisor Christopher J. Coffin Joins Linsco By LPL Financial
Independent Employee | $325M
June 20, 2023
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LPL Financial Welcomes Financial Advisor Adam Legate
Traditional Independent | $230M
June 15, 2023
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LPL Financial Welcomes Forte Financial Planning
Traditional Independent | $150M
June 14, 2023
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LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management
Traditional Independent | $200M
June 12, 2023
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LPL Financial Welcomes Integrity Wealth Advisor Group
Traditional Independent | $310M
June 8, 2023
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LPL Financial Welcomes Hoff Bujnoch & Associates
Traditional Independent | $150M
June 6, 2023
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Advisor Amy S. Lawrence Joins LPL Financial to Launch Independent Practice
Traditional Independent | $475M
June 5, 2023
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LPL Financial Welcomes Return of Individual Financial Services
Traditional Independent | $400M
May 31, 2023
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Father-Son Team Joins LPL Financial to Launch Wiser Advisor Group
Traditional Independent | $130M
May 30, 2023
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Advisor Jonathan Kesselman Joins LPL Financial to Launch Independent Practice
Traditional Independent | $220M
May 24, 2023
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Bridgewright Wealth Partners Launches With Support From LPL Strategic Wealth Services
Strategic Wealth | $240M
May 22, 2023
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LPL Financial, Bleakley Financial Group Welcome Amwell Ridge Wealth Management
Traditional Independent | $180M
May 18, 2023
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LPL Financial Welcomes Hedberg Wealth Managment
Traditional Independent | $150M
May 16, 2023
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LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform
Traditional Enterprise | $365M
May 15, 2023
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LPL Financial Welcomes Financial Advisor Michelle Brennan Hall
Traditional Independent | $220M
May 10, 2023
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LPL Financial Welcomes New Father-Son Linsco Team
Independent Employee | $210M
May 8, 2023
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LPL Financial Welcomes Landmark Capital
Traditional Independent | $400M
May 4, 2023
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LPL Financial Welcomes Financial Advisor Nate Carlon
Traditional Independent | $300M
May 3, 2023
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LPL Financial Welcomes Financial Advisor Dustin Mac Brown and His Team
Traditional Independent | $190M
April 24, 2023
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Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Strategic Wealth | $450M
April 20, 2023
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BCU and BCU Wealth Advisors, LLC, Partner with CUNA Mutual Group
Enterprises | $395M
April 19, 2023
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LPL Financial Welcomes CG Advisor Network
Enhanced RIA | $3.1B
April 18, 2023
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LPL Financial Welcomes One2One Wealth Strategies
Traditional Independent | $400M
April 13, 2023
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LPL Financial Welcomes C&N Wealth Management to Its Institution Services Platform
Enterprises | $475M
April 11, 2023
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LPL Financial Welcomes Walker Alston Financial Group
Traditional Independent | $200M
April 5, 2023
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Toledo-Based Financial Design Group Makes Move to LPL Financial Platform
Traditional Independent | $850M
April 3, 2023
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Financial Advisor Kemp Cunningham Joins LPL to Launch Independent Practice
Traditional Independent | $125M
March 29, 2023
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LPL Financial Welcomes SC Financial Group
Traditional Independent | $220M
March 27, 2023
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Financial Advisor Joaquin Lopez Joins LPL Financial
Traditional Independent | $130M
March 22, 2023
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Financial Advisors Ron Clark, George Brkljacic Join LPL Financial
Traditional Independent | $250M
March 20, 2023
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Advisors Lucas Mijares and Jesse Ettlin Join LPL Financial to Launch Zion Capital Wealth Management
Traditional Independent | $185M
March 15, 2023
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LPL Financial Welcomes Advisor Nick Lalonde
Traditional Independent | $200M
March 13, 2023
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LPL Financial Welcomes New Linsco Advisor in San Diego
Independent Employee | $120M
March 9, 2023
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Carnegie Private Wealth Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $1.45B
March 6, 2023
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LPL Financial Welcomes Lanier Wealth Management
Traditional Independent | $300M
March 2, 2023
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Eric Gallinger Joins LPL Financial, Stratos Wealth to Launch Independent Firm
Traditional Independent | $300M
February 28, 2023
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Maher Wealth Management Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $440M
February 27, 2023
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Legacy Financial Group Joins LPL Financial
Traditional Independent | $225M
February 13, 2023
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LPL Financial Welcomes Advisor Jonathan Blakelock
Traditional Independent | $180M
January 30, 2023
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LPL Financial Welcomes New Linsco Teams in Texas and Florida
Independent Employee | $275M
January 23, 2023
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LPL Financial Welcomes Fenton Wangler Financial
Traditional Independent | $300M
January 12, 2023
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Financial Advisor David J. Dobrusin Joins LPL Financial
Traditional Independent | $200M
January 9, 2023
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LPL Financial Welcomes Advisor Matt Irwin
Traditional Independent | $160M
January 3, 2023
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*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.
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