LPLA LPL Financial Holdings Inc.

LPL Financial Selected as Finalist for MMI’s Wealth Manager Platform of the Year Award

LPL Financial Selected as Finalist for MMI’s Wealth Manager Platform of the Year Award
EN
13/10/2020

Underlying

LPLALPL Financial Holdings Inc.

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Tennant Financial

LPL Financial Welcomes Tennant Financial SAN DIEGO, Sept. 25, 2025 (GLOBE NEWSWIRE) -- announced today that the partners of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from Northwestern Mutual. Based in Ballston Lake, near Saratoga Springs, N.Y., the team led by Steven Tennant, CFP®, Jeremy Berry, CPA and Ryan Wade, MBA, CFA®, provides financial services to clients throughout New England and nationwide. The three have collaborat...

10h / 18m 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Reports Monthly Activity for August 2025

LPL Financial Reports Monthly Activity for August 2025 SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for August 2025. Total advisory and brokerage assets at the end of August were $2.26 trillion, an increase of $324.1 billion, or 16.7%, compared to the end of July 2025. Total net new assets for August were $292.8 billion, which included $275.0 billion of acquired net new assets resulting from the acquisition of Commonwealth Financial Network ("C...

September 18, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Financial Welcomes Worley Monroe Advisors

LPL Financial Welcomes Worley Monroe Advisors SAN DIEGO, Sept. 18, 2025 (GLOBE NEWSWIRE) --  announced today that advisors, Benjamin Worley, AAMS®, and Robert Monroe, CFP®, have come together to form and join LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Edward Jones. Based in southeast Missouri in the town of Dexter, the team has 36 years of experience. Worley's interest in finance was sparked at a young age when he began investing in t...

September 18, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

LPL Releases Inaugural Advisor Growth Study

LPL Releases Inaugural Advisor Growth Study Comprehensive, data-driven and advisor-informed research reveals sustainable growth trends in the wealth management industry, empowering advisors and institutions to grow with purpose SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS). The comprehensive research study pulls from six years of structured data (2018–2024) from over 14,000 financial advisors across business models, geographies and growth stages to identify behavior...

September 17, 2025 1 EN
 PRESS RELEASE
Free
LPLA LPL Financial H...

Ox Road Capital Joins LPL Strategic Wealth Services

Ox Road Capital Joins LPL Strategic Wealth Services SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) --  announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S. Lee, CEPA® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $1.25 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Based in Greenville, S.C., Allen, Armaly, Blackburn and Lee joined forces in 2016 and collectively have clo...

September 16, 2025 1 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch