reports
LPL Financial Announces Third Quarter 2025 Earnings Release Date and C...
LPL Financial Announces Third Quarter 2025 Earnings Release Date and Conference Call SAN DIEGO, Oct. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report third quarter financial results after the market closes on Thursday, October 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.The conference call will be accessible and available for replay at . Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is ...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Cha...
LPL Financial Welcomes Flowers-Bradley Wealth Management to Linsco Channel SAN DIEGO, Oct. 07, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Justin Flowers and Wally Bradley have joined LPL’s employee advisor channel, to launch . They reported serving approximately $320 million in advisory, brokerage and retirement plan assets* and join LPL from Truist. Based in the Atlanta Metro Area, the team offers nearly 40 years of combined experience and has worked together for seven years. Most clients are nearing retirement or just beginning financial planning. The team aim...
LPL Financial Welcomes Lighthouse Private Wealth
LPL Financial Welcomes Lighthouse Private Wealth SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and the team – an existing firm supporting LPL-affiliated advisors - have come together to form . The practice joins LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $1.1 billion in advisory, brokerage and retirement plan assets* and join LPL from RBC. Located in Red Bank, New Jersey, within the m...
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...
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...
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...
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...
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...
LPL Financial Holdings Inc: 1 director
A director at LPL Financial Holdings Inc sold 1,500 shares at 338.208USD and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
LPL Financial Welcomes The Capitol Bay Group
LPL Financial Welcomes The Capitol Bay Group SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined , an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA®, and Manish Mukhi, APMA™. The duo brings 70 years of experience and focuses on high-net-worth clients, business owners and retirees. They offer holistic planning, including retir...
Decorum Wealth Management Launches with Support from LPL Strategic Wea...
Decorum Wealth Management Launches with Support from LPL Strategic Wealth SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS®, Brian Gudgel, CFP® and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA® have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $1.8 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS. Located near Sacramento, Calif. in Merced, Ewing...
LPL Financial Advisors Embrace AI’s Potential for Business Growth, Inc...
LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds LPL advisors attending the firm’s flagship conference, Focus 2025, expressed enthusiasm for new technologies and expanding their offerings SAN DIEGO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC’s flagship annual conference are already leveraging or plan to use AI tools to create capacity in their businesses this year. AI enables advisors to improve capacity and personalize client experience As the firm continues t...
LPL Financial Welcomes Concentric Wealth Management
LPL Financial Welcomes Concentric Wealth Management SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of Concentric Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera. Based in Cincinnati, Ohio, the team is led by Patrick Burke, CPA® and Matt Tarka, AAMS®, CRPS®. The company started as an accounting firm over 40 years ago and expanded to wealth management 15 years ago. The advis...
LPL Financial Completes Onboarding of First Horizon Advisors to Instit...
LPL Financial Completes Onboarding of First Horizon Advisors to Institution Services Platform First Horizon Advisors, Inc., includes approximately 125 advisors serving approximately $18B in assets* SAN DIEGO, Aug. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of LPL Financial LLC, today announced that First Horizon Bank, the banking subsidiary of First Horizon Corporation (NYSE: FHN), has transitioned support of the bank’s broker-dealer and investment advisory services program, First Horizon Advisors, Inc., to LPL and its institution ser...
LPL Financial Welcomes Skyward Financial
LPL Financial Welcomes Skyward Financial SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities. Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combined experience and takes a collaborative approach to helping clients establis...
LPL Financial Reports Monthly Activity for July 2025
LPL Financial Reports Monthly Activity for July 2025 SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for July 2025. Total advisory and brokerage assets at the end of July were $1.94 trillion, an increase of $20.2 billion, or 1.1%, compared to the end of June 2025. Total organic net new assets for July were $5.4 billion, translating to a 3.4% annualized growth rate. This included $1.8 billion of assets that off-boarded as part of the previously disc...
LPL Financial Welcomes Women-Led Chloey Wealth
LPL Financial Welcomes Women-Led Chloey Wealth SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* Vitosh joins LPL from Edward Jones and Paige from New York Life. Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige starte...
LPL Financial Welcomes Zarra Wealth Management
LPL Financial Welcomes Zarra Wealth Management SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- announced today that the advisors of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based on Long Island, in Westbury, NY, the team consists of Christopher Zarra, CFP®, CHFC®, CFS®, James Kelly CFP®, APMA™ and Michele Welch, CFP®. They bring 48 years of collective financial industry experience focusing on families, pre-retiree...
LPL Financial Showcases Innovation, Investment and Inspiration at Focu...
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale A surprise guest challenges the world’s largest gathering of financial advisors to ask, “What if you could?” SAN DIEGO, Aug. 13, 2025 (GLOBE NEWSWIRE) -- At the third and final day of Focus 2025, , a leading wealth management firm, highlighted its bold new brand platform, anchored by the question “What if you could?,” signaling a transformative shift in how the firm supports advisors and positions itself within the broader wealth management industry. The morning kicked off with President and Chief Finan...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advis...
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025 LPL outlines its roadmap for transforming the wealth management industry and delivering long-term value to financial advisors and the clients they serve SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- , a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for its flagship annual conference Focus 2025 at the San Diego Convention Center. Monday’s event began with a keynote address from LPL Financial CEO Rich Steinmeier, who spok...
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