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New Advisor and Institution Partnerships

Financial Advisor Randall Pickett Joins Linsco by LPL Financial
Independent Employee | $180M
May 19, 2022
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Carmack Capital Management Joins LPL to Launch Independent Practice
Traditional Independent | $510M
May 10, 2022
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LPL Financial Welcomes People’s United to Its Institution Services Platform
Financial Institutions | $6B
April 27, 2022
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Financial Advisor Michael Gavett Joins Linsco by LPL Financial
Independent Employee | $265M
April 26, 2022
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The R. B. Mitchell Team Joins Linsco by LPL Financial
Independent Employee | $425M
April 21, 2022
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Platte River Private Wealth Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $380M
April 20, 2022
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LPL Financial, Professional Wealth Advisors Welcome Mother-Son Team
Traditional Independent | $175M
April 14, 2022
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LPL Financial Welcomes Father-Daughter Team, Northern Lakes Financial Group
Traditional Independent | $120M
April 11, 2022
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Beltway Wealth Management Joins Linsco by LPL Financial
Independent Employee | $360M
April 6, 2022
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Financial Advisor Lisa Tesar Joins Linsco By LPL Financial
Independent Employee | $260M
April 4, 2022
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Alcove Private Wealth Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $265M
March 28, 2022
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LPL Financial Welcomes Floe Financial Partners
Traditional Independent | $345M
March 22, 2022
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LPL Financial, The Network Welcome Ascend Wealth Management
Traditional Independent | $210M
March 14, 2022
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Brothers Blake and Drew Turner Join Linsco by LPL Financial
Independent Employee | $210M
March 9, 2022
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Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $280M
March 7, 2022
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LPL Financial, Inc Advisors Welcome First Hope Wealth Management
Financial Institutions | $195M
March 2, 2022
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Financial Advisor Mark Ross Joins Linsco by LPL Financial
Independent Employee | $100M
February 22, 2022
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Advisors Join LPL Financial, Stratos to Launch Independent Firm, Outcome Private Wealth
Traditional Independent | $1B
February 17, 2022
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LPL Financial, Synergy Wealth Alliance Welcome Two New Financial Advisors
Traditional Independent | $320M
February 15, 2022
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LPL Financial, Cornerstone Wealth Management Welcome Planify Group
Traditional Independent | $550M
February 8, 2022
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LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Traditional Independent | $200M
February 2, 2022
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LPL Financial Welcomes Family Team, Accardi Financial Group
Traditional Independent | $150M
January 31, 2022
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Clifford-Lewis Private Wealth Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $275M
January 25, 2022
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Walker Covey Wealth Advisors Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $350M
January 24, 2022
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LPL Financial, Gladstone Welcome Father-Daughter Team
Traditional Independent | $250M
January 18, 2022
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Lau Financial Group Launches With Support of LPL Strategic Wealth Services
Strategic Wealth | $750M
January 13, 2022
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LPL Financial, Gladstone Welcome Mclaughlin Asset Management
Traditional Independent | $600M
January 10, 2022
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LPL Financial Welcomes Financial Advisor Corey Phillips
Traditional Independent | $115M
January 6, 2022
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LPL Financial Welcomes Elite Financial Network
Traditional Independent | $1B
January 5, 2022
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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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