New Advisor & Institution Partnerships

LPL Welcomes Allegia Wealth Management
Traditional Independent | $230M
Jun 09, 2026
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LPL Financial Welcomes Align Private Wealth
Traditional Independent | $2B
Jun 04, 2026
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LPL Welcomes Schott Financial Management
Traditional Independent | $240M
May 28, 2026
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LPL Financial Welcomes Soundview Wealth Management, LLC
Traditional Independent | $600M
May 27, 2026
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LPL Financial Welcomes True Compass Advisors
Traditional Independent | $870M
May 21, 2026
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LPL Financial Welcomes Emerald Wealth Management
Traditional Independent | $815M
May 21, 2026
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LPL Financial Welcomes Cebert Wealth Advisors
Traditional Independent | $1B
May 20, 2026
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Davis Executive Wealth Joins LPL Strategic Wealth
Strategic Wealth | $635M
May 19, 2026
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LPL Financial Welcomes Fifteen:22 Financial Partners
Traditional Independent | $380M
May 14, 2026
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LPL Welcomes Paxara Wealth Partners to Linsco
Independent Employee | $330M
May 07, 2026
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LPL Financial Welcomes Capital Investment Services
Traditional Independent | $775M
May 05, 2026
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LPL Financial Welcomes Advisor Greg Selg
Traditional Independent | $260M
Apr 28, 2026
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LPL Welcomes Courtney Walker to Spring Line Wealth Partners
Traditional Independent | $180M
Apr 21, 2026
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Texas Wealth Solutions Joins LPL’s Independent Advisor Network
Traditional Independent | $235M
Apr 15, 2026
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LPL Welcomes Emerald Legacy Advisors
Traditional Independent | $140M
Apr 07, 2026
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LPL Financial Welcomes Advisor Trey Pope
Traditional Independent | $160M
Apr 02, 2026
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LPL Financial Welcomes Five Star Wealth Planning
Traditional Independent | $185M
Mar 31, 2026
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LPL Welcomes Gibson Financial Group to Linsco
Independent Employee | $180M
Mar 24, 2026
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LPL Financial Welcomes Consilium Wealth
Traditional Independent | $250M
Mar 17, 2026
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Legacy Ridge Private Wealth Joins LPL Strategic Wealth
Strategic Wealth | $600M
Mar 12, 2026
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LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth
Traditional Independent | $150M
Mar 03, 2026
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LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth
Traditional Independent | $200M
Feb 26, 2026
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LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team
Strategic Wealth | $300M
Feb 19, 2026
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LPL Financial Welcomes Shoreline Private Wealth Management
Traditional Independent | $275M
Feb 17, 2026
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LPL Financial Welcomes Sound Wealth
Traditional Independent | $420M
Feb 12, 2026
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LPL Financial Welcomes Wealth Innovations

Traditional Independent | $200M

Feb 03, 2026
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LPL Welcomes Moto Wealth Partners to Linsco

Independent Employee | $2B

Jan 27, 2026
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LPL and Private Advisor Group Welcome Wilson Peak Wealth Management

Traditional Independent | $150M

Jan 22, 2026
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LPL Financial Welcomes Oak Bridge Financial, LLC

Traditional Independent | $230M

Jan 14, 2026
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LPL Financial Welcomes Rand, Williams & Associates, LLC

Traditional Independent | $260M

Jan 08, 2026
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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.