New Advisor and Institution Partnerships
LPL Financial Welcomes Hickory Ridge Wealth Partners
April 25, 2024
LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
April 23, 2024
Heritage Private Wealth launches with support from LPL Strategic Wealth Services
April 22, 2024
LPL Financial Welcomes Spotlight Financial
April 18, 2024
LPL Financial Welcomes Legacy Retirement Planning
April 17, 2024
LPL Financial Welcomes Advisor Philip Nation
April 15, 2024
LPL Financial Welcomes Strategic Insights Financial Planning Group
April 11, 2024
LPL Financial Welcomes Somnio Wealth
April 10, 2024
MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
April 4, 2024
LPL Financial Welcomes Advisor Matthew Edwards
April 2, 2024
LPL Financial Welcomes Windward Wealth Advisors
March 28, 2024
Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
March 25, 2024
LPL Financial Welcomes Advisor Nolan Venable
March 21, 2024
LPL Financial Welcomes McAnally Investment Group
March 20, 2024
LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
March 14, 2024
LPL Financial Welcomes Advisor Brian Pflaum
March 12, 2024
LPL Financial Welcomes Aero Capital
March 6, 2024
LPL Financial Welcomes RFS Financial Services
March 4, 2024
LPL Financial Welcomes Endeavor Wealth Strategies
February 29, 2024
Continuity Private Wealth launches with support from LPL Strategic Wealth Services
February 27, 2024
Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
February 23, 2024
LPL Financial Welcomes Bice Wealth Management
February 21, 2024
LPL Financial Welcomes CoastPoint Financial, LLC
February 15, 2024
LPL Financial Welcomes Financial Advisor Blair Waller
February 7, 2024
LPL Financial Welcomes Equity Design Group
February 6, 2024
Financial Advisors Jonathan Maloney and Niki Davis Join LPL
January 31, 2024
Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
January 30, 2024
LPL Financial Welcomes Latus Group, Ltd.
January 29, 2024
LPL Financial Welcomes Advisor Andrew Kutanovski
January 25, 2024
LPL Financial Welcomes Maier & Associates Financial Group, Inc.
January 22, 2024
LPL Financial Welcomes Goldman Group, Inc.
January 11, 2024
LPL Financial Welcomes Helmsman Financial Strategies
January 9, 2024
LPL Financial Welcomes Financial Advisor Zachary Fiandt
January 3, 2024
*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.