New Advisor & Institution Partnerships

LPL Financial Welcomes Strata Financial Group

Traditional Independent | $350M

Nov 20, 2024
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LPL Financial Welcomes Prosperity Investment Management

Traditional Independent | $140M

Nov 14, 2024
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LPL Financial Welcomes Financial Advisors Ryan Kirby, Michael Alvarez

Strategic Wealth | $540M

Nov 13, 2024
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LPL Financial Welcomes Nexus Wealth Partners

Traditional Independent | $410M

Nov 11, 2024
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LPL Financial Welcomes S&G Wealth Partners

Traditional Independent | $165M

Nov 07, 2024
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LPL Financial Welcomes GWC Financial Advisors to Linsco Channel

Independent Employee | $165M

Nov 05, 2024
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LPL Financial Welcomes Goodwin Petrilli Financial

Traditional Independent | $205M

Oct 29, 2024
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LPL Financial Welcomes Dougherty, Tedesco & Associates

Traditional Independent | $800M

Oct 24, 2024
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LPL Financial Welcomes Financial Advisor William Fenwick

Traditional Independent | $210M

Oct 22, 2024
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LPL Financial Welcomes Eight Financial Advisors in Florida

Traditional Independent | $450M

Oct 16, 2024
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LPL Financial Welcomes Financial Advisor Ashton Medina

Traditional Independent | $155M

Oct 14, 2024
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Air Capital Wealth Management Launches with LPL Financial

Strategic Wealth | $685M

Oct 09, 2024
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LPL Financial Welcomes Morristown Wealth Management

Traditional Independent | $340M

Oct 07, 2024
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LPL Financial Welcomes The Noble Group

Traditional Independent | $2.1B

Oct 03, 2024
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LPL Financial Welcomes GreenPoint Wealth Management

Traditional Independent | $150M

Sep 26, 2024
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LPL Financial Welcomes 57th Street Wealth Advisors to Linsco Channel

Independent Employee | $400M

Sep 24, 2024
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LPL Financial Welcomes Bury Financial Group

Traditional Independent | $655M

Sep 19, 2024
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LPL Financial Welcomes The Bindra Group to Linsco Channel

Independent Employee | $300M

Sep 16, 2024
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LPL Financial Welcomes Apex Private Wealth Advisors

Traditional Independent | $650M

Sep 11, 2024
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BrookBridge Private Wealth Joins LPL Private Wealth Management

Independent Employee | $700M

Sep 10, 2024
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LPL Financial Welcomes Northern Plains Financial

Traditional Independent | $225M

Sep 09, 2024
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LPL Financial welcomes advisor Kelly Compton
Traditional Independent | $150M
Aug 26, 2024
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LPL Financial Welcomes Academy Financial and PFG Advisors
Traditional Independent | $4B
Aug 21, 2024
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4Point Wealth Management Joins LPL Strategic Wealth Services
Strategic Wealth | $375M
Aug 19, 2024
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LPL Financial Welcomes Wealthstead Financial Advisors
Traditional Independent | $615M
Aug 15, 2024
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LPL Financial Welcomes Return of Harbor Lights Financial Group
Traditional Independent | $535M
Aug 08, 2024
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LPL Financial Welcomes Rockview Private Wealth
Independent Employee | $725M
Aug 07, 2024
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LPL Financial Welcomes SoundWay Financial
Traditional Independent | $180M
Aug 05, 2024
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LPL Financial Welcomes Englert Financial
Traditional Independent | $170M
Jul 31, 2024
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LPL Financial Welcomes Rizza Financial Services
Traditional Independent | $250M
Jul 29, 2024
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LPL Financial Welcomes Investment Advisors Financial Group
Traditional Independent | $1B
Jul 24, 2024
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LPL Financial Welcomes Stable Wealth
Traditional Independent |$170M
Jul 18, 2024
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LPL Financial Welcomes Summit Planning Group
Traditional Independent | $750M
Jul 15, 2024
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LPL Financial Welcomes Integrity Financial Group
Traditional Independent | $475M
Jul 10, 2024
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Father-daughter advisors join LPL Financial to launch Countiss Wealth Management
Traditional Independent | $200M
Jul 08, 2024
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Father, Daughter Advisors Join Linsco by LPL Financial
Independent Employee | $290M
Jul 01, 2024
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LPL Financial Welcomes First Summit Capital Management
Traditional Independent | $380M
Jun 27, 2024
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Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
Traditional Independent | $160M
Jun 25, 2024
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LPL Financial Welcomes James River Private Wealth
Traditional Independent | $160M
Jun 20, 2024
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LPL Financial Welcomes Russell Wealth Partners
Independent Employee | $250M
Jun 17, 2024
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Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management
Traditional Independent | $300M
Jun 13, 2024
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Highway One Capital Launches With Support From LPL Strategic Wealth Services
Strategic Wealth | $500M
Jun 11, 2024
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LPL Financial Welcomes Lifetime Legacy Wealth Solutions
Traditional Independent | $275M
Jun 10, 2024
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LPL Financial Welcomes Cousino Wealth Advisors
Independent Employee | $265M
Jun 05, 2024
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LPL Financial Welcomes Generational Asset Planning
Traditional Independent | $265M
Jun 04, 2024
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LPL Financial Welcomes Highland Partners
Traditional Independent | $400M
May 30, 2024
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LPL Financial Welcomes FSI Wealth Management
Traditional Independent | $215M
May 29, 2024
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LPL Financial Welcomes Frank Financial Concepts
Traditional Independent | $200M
May 28, 2024
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LPL Financial Welcomes Auctus Legacy Private Wealth Management
Independent Employee | $705M
May 21, 2024
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LPL Financial Welcomes Cornerstone Financial Advisers
Traditional Independent | $225M
May 20, 2024
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LPL Financial Welcomes Financial Advisor Tara Blair
Traditional Independent | $215M
May 15, 2024
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LPL Financial Welcomes Noble Traditions Wealth
Traditional Independent | $280M
May 13, 2024
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LPL Financial Welcomes Advisor Chris Kitaeff
Strategic Wealth | $385M
May 09, 2024
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Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
Strategic Wealth | $830M
May 07, 2024
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Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
Strategic Wealth | $275M
May 06, 2024
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LPL Financial Welcomes Guardian Partners Wealth Management
Traditional Independent | $240M
May 02, 2024
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LPL Financial Welcomes Journey Financial
Traditional Independent | $200M
May 01, 2024
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LPL Financial Welcomes Strategic Wealth Partners
Traditional Independent | $860M
Apr 29, 2024
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LPL Financial Welcomes Hickory Ridge Wealth Partners
Traditional Independent | $190M
Apr 25, 2024
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LPL and Momentum Wealth Partners Welcome Sussex Wealth Partners
Traditional Independent | $415M
Apr 23, 2024
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Heritage Private Wealth launches with support from LPL Strategic Wealth Services
Strategic Wealth | $820M
Apr 22, 2024
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LPL Financial Welcomes Spotlight Financial
Traditional Independent | $200M
Apr 18, 2024
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LPL Financial Welcomes Legacy Retirement Planning
Traditional Independent | $170M
Apr 17, 2024
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LPL Financial Welcomes Advisor Philip Nation
Traditional Independent | $170M
Apr 15, 2024
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LPL Financial Welcomes Strategic Insights Financial Planning Group
Traditional Independent | $500M
Apr 11, 2024
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LPL Financial Welcomes Somnio Wealth
Traditional Independent | $300M
Apr 10, 2024
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MG Partners Private Wealth launches with support from LPL Strategic Wealth Services
Strategic Wealth | $435M
Apr 04, 2024
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LPL Financial Welcomes Advisor Matthew Edwards
Traditional Independent | $210M
Apr 02, 2024
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LPL Financial Welcomes Windward Wealth Advisors
Traditional Independent | $250M
Mar 28, 2024
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Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services
Strategic Wealth | $850M
Mar 25, 2024
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LPL Financial Welcomes Advisor Nolan Venable
Traditional Independent | $150M
Mar 21, 2024
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LPL Financial Welcomes McAnally Investment Group
Traditional Independent | $250M
Mar 20, 2024
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LPL Financial Welcomes Five Independent Teams With $700 Million of AUM
Traditional Independent | $700M
Mar 14, 2024
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LPL Financial Welcomes Advisor Brian Pflaum
Traditional Independent | $345M
Mar 12, 2024
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LPL Financial Welcomes Aero Capital
Traditional Independent | $150M
Mar 06, 2024
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LPL Financial Welcomes RFS Financial Services
Traditional Independent | $140M
Mar 04, 2024
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LPL Financial Welcomes Endeavor Wealth Strategies
Traditional Independent | $515M
Feb 29, 2024
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Continuity Private Wealth launches with support from LPL Strategic Wealth Services
Strategic Wealth | $1B
Feb 27, 2024
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Wintrust Financial Corporation and LPL Financial Announce Strategic Relationship
Institutions | $16B
Feb 23, 2024
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LPL Financial Welcomes Bice Wealth Management
Traditional Independent | $130M
Feb 21, 2024
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LPL Financial Welcomes CoastPoint Financial, LLC
Traditional Independent | $150M
Feb 15, 2024
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LPL Financial Welcomes Financial Advisor Blair Waller
Traditional Independent | $150M
Feb 07, 2024
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LPL Financial Welcomes Equity Design Group
Traditional Independent | $520M
Feb 06, 2024
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Financial Advisors Jonathan Maloney and Niki Davis Join LPL
Independent Employee | $175M
Jan 31, 2024
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Community Resource Credit Union, CRCU Retirement and Investment Services, Partner With Trustage™
Institutions | $175M
Jan 30, 2024
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LPL Financial Welcomes Latus Group, Ltd.
Traditional Independent | $320M
Jan 29, 2024
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LPL Financial Welcomes Advisor Andrew Kutanovski
Traditional Independent | $160M
Jan 25, 2024
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LPL Financial Welcomes Maier & Associates Financial Group, Inc.
Traditional Independent | $615M
Jan 22, 2024
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LPL Financial Welcomes Goldman Group, Inc.
Traditional Independent | $120M
Jan 11, 2024
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LPL Financial Welcomes Helmsman Financial Strategies
Traditional Independent | $175M
Jan 09, 2024
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LPL Financial Welcomes Financial Advisor Zachary Fiandt
Traditional Independent | $260M
Jan 03, 2024
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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.