New Advisor and Institution Partnerships
LPL Financial Welcomes Investment Advisors Financial Group
July 24, 2024
LPL Financial Welcomes Stable Wealth
July 18, 2024
LPL Financial Welcomes Summit Planning Group
July 15, 2024
LPL Financial Welcomes Integrity Financial Group
July 10, 2024
Father-daughter advisors join LPL Financial to launch Countiss Wealth Management
July 8, 2024
Father, Daughter Advisors Join Linsco by LPL Financial
July 1, 2024
LPL Financial Welcomes First Summit Capital Management
June 27, 2024
Financial Advisor Danielle Qualls Joins LPL Financial and Women-led Bergkamp Financial
June 25, 2024
LPL Financial Welcomes James River Private Wealth
June 20, 2024
LPL Financial Welcomes Russell Wealth Partners
June 17, 2024
Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management
June 13, 2024
Highway One Capital Launches With Support From LPL Strategic Wealth Services
June 11, 2024
LPL Financial Welcomes Lifetime Legacy Wealth Solutions
June 10, 2024
LPL Financial Welcomes Cousino Wealth Advisors
June 5, 2024
LPL Financial Welcomes Generational Asset Planning
June 4, 2024
LPL Financial Welcomes Highland Partners
May 30, 2024
LPL Financial Welcomes FSI Wealth Management
May 29, 2024
LPL Financial Welcomes Frank Financial Concepts
May 28, 2024
LPL Welcomes Pilot Financial
May 22, 2024
LPL Financial Welcomes Auctus Legacy Private Wealth Management
May 21, 2024
LPL Financial Welcomes Cornerstone Financial Advisers
May 20, 2024
LPL Financial Welcomes Financial Advisor Tara Blair
May 15, 2024
LPL Financial Welcomes Noble Traditions Wealth
May 13, 2024
LPL Financial Welcomes Advisor Chris Kitaeff
May 9, 2024
Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services
May 7, 2024
Burlwood Wealth Launches With Support From LPL Strategic Wealth Services
May 6, 2024
LPL Financial Welcomes Guardian Partners Wealth Management
May 2, 2024
LPL Financial Welcomes Journey Financial
May 1, 2024
LPL Financial Welcomes Strategic Wealth Partners
April 29, 2024
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.