reports
LPL Welcomes Gibson Financial Group to Linsco
LPL Welcomes Gibson Financial Group to Linsco SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Kelly Lawrence and Vin Sbano have joined to launch . The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management. Based in Boston, Gibson Financial Group serves a diverse client base across professions and life stages. The team is supported by David MacDonald, MBA, Senior LPL Registered Client Service Associate, who plays a significant role in the group’s day-to-day o...
LPL Financial Welcomes Consilium Wealth
LPL Financial Welcomes Consilium Wealth SAN DIEGO, March 17, 2026 (GLOBE NEWSWIRE) -- announced today that advisors Stephen Horvath, CHFC®, CLU®, CEP®, AIF®, Brady Doe, AIF® and David Hermann have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform to form Consilium Wealth. The team reported serving over $250 million in advisory, brokerage and retirement plan assets.* Horvath and Doe join LPL from Cambridge Investment and Hermann joins from First Heartland Capital. Located in Tucson, Ariz., the team has nearly 60 years of combined experience and speci...
Legacy Ridge Private Wealth Joins LPL Strategic Wealth
Legacy Ridge Private Wealth Joins LPL Strategic Wealth SAN DIEGO, March 12, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Frank Boley, CFA®, CFP®, CIMA® and Susie Garber-Johnson, CWS® have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson. Based in Sheridan, Wyo., Boley and Garber-Johnson have 50 years of experience and are both sixth generation Wyomingites. Boley and Garber-Jo...
LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Di...
LPL Financial Promotes Kirby Horan-Adams and Joe Lanser to Managing Director SAN DIEGO, March 04, 2026 (GLOBE NEWSWIRE) -- today announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. “Kirby and Joe each bring a combination of deep institutional knowledge and disciplined leadership that has shaped how LPL operates and evolves,” said . “Their perspectives, judgment and ability to connect strategy with execution continue to be critical as we support the growth o...
LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Plann...
LPL and Private Advisor Group Welcomes Robert Woodend to Memphis Planning and Wealth SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisor Robert Woodend, CRPC®, has joined LPL Financial’s broker-dealer and will be leveraging the Private Advisor Group (PAG) Registered Investment Advisor (RIA) platform and infrastructure as part of his transition to , an established LPL and PAG aligned practice. Woodend reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise. Based in Memphis, Tenn., Wooden...
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth
LPL Welcomes Michael Dworetsky to Lighthouse Private Wealth SAN DIEGO, Feb. 26, 2026 (GLOBE NEWSWIRE) -- announced today that veteran financial advisor Michael Dworetsky, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA), aligned with , an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from StoneX. Dworetsky brings 45 years of industry experience, beginning his career in accounting before transitioning into wealth management. His practice centers o...
LPL Financial Reports Monthly Activity for January 2026
LPL Financial Reports Monthly Activity for January 2026 SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized growth rate. Total client ...
LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team
LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with , an existing firm supported by (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS. Based outside New Haven, Conn. in Branford, the Thimble Island team is made up of experienced advisors who share a commitment to providing personalize...
LPL Financial Welcomes Shoreline Private Wealth Management
LPL Financial Welcomes Shoreline Private Wealth Management SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- announced today that Jason Mochi of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined ...
LPL Financial Welcomes Sound Wealth
LPL Financial Welcomes Sound Wealth SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex...
LPL Financial Welcomes Wealth Innovations
LPL Financial Welcomes Wealth Innovations SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. Th...
LPL Financial Announces Fourth Quarter and Full Year 2025 Results
LPL Financial Announces Fourth Quarter and Full Year 2025 Results Fourth Quarter 2025Key Financial Results: Net income was $301 million, translating to diluted earnings per share ("EPS") of $3.74, up 4% from a year ago Adjusted EPS* increased 23% year-over-year to $5.23 Gross profit* increased 26% year-over-year to $1,542 millionCore G&A* increased 27% year-over-year to $536 millionAdjusted pre-tax income* increased 36% year-over-year to $559 million Key Business Results: Total advisory and brokerage assets increased 36% year-over-year to $2.4 trillion Advisory assets increased 46% year...
LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Adviso...
LPL Financial Celebrates Industry-Leading Milestone: Over 6,000 Advisors Achieve CFP® Certification Milestone highlights LPL’s enduring commitment to financial planning innovation and leadership SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that 6,200 LPL-affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025 — the most of any firm in the industry. This achievement reflects LPL’s continued investment in the technology, services and infrastructure that define the modern advi...
LPL Welcomes Moto Wealth Partners to Linsco
LPL Welcomes Moto Wealth Partners to Linsco SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined to launch . They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank. Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of co...
LPL and Private Advisor Group Welcome Wilson Peak Wealth Management
LPL and Private Advisor Group Welcome Wilson Peak Wealth Management SAN DIEGO, Jan. 22, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Jeffrey J. Wilson, CFP®, and Michael Sadowski, CFP®, of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform and will be leveraging Private Advisor Group’s infrastructure for the next stage of their growth. They reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo Advisors. Located in Upper Saddle River, New Jersey, within the ...
LPL Financial Welcomes Oak Bridge Financial, LLC
LPL Financial Welcomes Oak Bridge Financial, LLC SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- announced today that the financial advisors of have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based in Houston, Oak Bridge is led by industry veterans Peter Goudeau Jr. LUTCF®, CLU®, ChFC®, RICP®, APMA®, and Larry Boyd MBA, APMA®, LUTCF®, who bring a combined 45 years’ experience and founded the firm in 2007. The firm ser...
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Fina...
Wealth Management Leaders Suzanne Elovic and Mike Murphy Join LPL Financial to Strengthen Advisor and Client Service SAN DIEGO, Jan. 13, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service. Both leaders will be based in the firm’s New York office, reporting to John O’Neill, executive vice president and head of Service & Supervision. Suzanne Elovic: Driving Modernization in Supervision Elovic will lead efforts to enhanc...
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Co...
LPL Financial Appoints Ilan Davidovici as Executive Vice President, Corporate Strategy SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- , a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL’s Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success. Davidovici brings more than 20 years of experience driving transformation and growth across...
LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Rel...
LPL Financial Announces Fourth Quarter and Full Year 2025 Earnings Release Date and Conference Call SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), the parent corporation of LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. 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 Ho...
Somesh Khanna Elected to LPL Financial Board of Directors
Somesh Khanna Elected to LPL Financial Board of Directors SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company’s board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions. He also serves on the boards of KeyCorp and Persado. Khanna brings more than three decades of leadership experienc...
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