reports
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...
LPL Financial Welcomes Rand, Williams & Associates, LLC
LPL Financial Welcomes Rand, Williams & Associates, LLC SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Located on the Central Coast of California in Monterey, Williams and Rand each have over 20 years of experience and have been partners since 2012. ...
LPL Financial Reports Monthly Activity for November 2025
LPL Financial Reports Monthly Activity for November 2025 SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025. Total organic net new assets for November were $6.7 billion, translating to a 3.4% annualized growth rate. This included $0.1 billion of assets from First Horizon Bank that onboarded in November, and $0.3 billion of assets tha...
LPL Welcomes Forest Lake Wealth Partners to Linsco
LPL Welcomes Forest Lake Wealth Partners to Linsco SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel to launch . She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS. Located in Albany, N.Y., Forest Lake Wealth Partners serves a wide range of clients across the country, including families, business owners, and trade unions. This diverse client base highlights the firm’s commitment to addressing a broad spectrum of financial ...
LPL Financial Holdings Inc: 2 directors
Two Directors at LPL Financial Holdings Inc sold/gave away 6,083 shares at between 0.000USD and 370.993USD. The significance rating of the trade was 72/100. 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...
LPL Research Team Releases 2026 Outlook: The Policy Engine
LPL Research Team Releases 2026 Outlook: The Policy Engine Annual report delivers a data-driven perspective on the economic and market landscape, outlining actionable insights for investors to navigate policy-driven trends and volatility SAN DIEGO, Dec. 09, 2025 (GLOBE NEWSWIRE) -- today released its 2026 Outlook: The Policy Engine. Reflecting on the second half of 2025 and looking ahead to the new year, offers a comprehensive analysis of the economic and market environment, highlighting potential implications for investors and their portfolios in 2026. The 2026 Outlook provides a g...
Matthew Morningstar Joins LPL as Chief Legal Officer
Matthew Morningstar Joins LPL as Chief Legal Officer SAN DIEGO, Dec. 05, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), a leading wealth management firm, today announced the appointment of Matthew Morningstar as group managing director and chief legal officer. In this role, Morningstar joins the firm’s Management Committee and oversees the Legal, Policy and Community Impact teams, driving strategic legal guidance, public policy engagement and community initiatives across the enterprise. Morningstar previously served at LPL in leadership roles across advisory and commercial law, litigation and...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell...
LPL Financial Celebrates 15 Years as a Public Company with Nasdaq Bell Ringing Ceremony From IPO to Industry Leader: LPL’s Steadfast Commitment to Financial Advisors Powers $2.3 Trillion in Client Assets, Driving Transformative Growth and Innovation SAN DIEGO, Dec. 04, 2025 (GLOBE NEWSWIRE) -- (Nasdaq: LPLA), one of the fastest-growing wealth management firms in the U.S. and the parent corporation of LPL Financial LLC, will commemorate the 15th anniversary of its initial public offering (IPO) on Monday, December 8, 2025 at 9:30 a.m. Chief Executive Officer Rich Steinmeier will be joine...
LPL Financial to Present at the Goldman Sachs Financial Services Confe...
LPL Financial to Present at the Goldman Sachs Financial Services Conference SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the Goldman Sachs Financial Services Conference on December 9. The presentation takes place at 8 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth managem...
LPL Financial Welcomes Kūpono Wealth Planning
LPL Financial Welcomes Kūpono Wealth Planning SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- announced today that Brandon Wallis, CFP®, CRPS™, of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. He reported serving approximately $145 million in advisory, brokerage, and retirement plan assets* and joins LPL from Edward Jones. Kūpono Wealth Planning is based in Mililani, Hawaiʻi, just 20 miles from Honolulu, and proudly serves the Central Oahu and North Shore communities. With two decades of industry experience, Brandon has called Hawaiʻi home sin...
LPL Financial Reports Monthly Activity for October 2025
LPL Financial Reports Monthly Activity for October 2025 SAN DIEGO, Nov. 20, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for October 2025. Total advisory and brokerage assets at the end of October were $2.35 trillion, an increase of $36.6 billion, or 1.6%, compared to the end of September 2025. Total organic net new assets for October were $7.3 billion, translating to a 3.8% annualized growth rate. This included $0.7 billion of assets from First Horizon Bank that onboarded in October, and $0.5 billion of assets that ...
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