New Advisor & Institution Partnerships

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.