Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is a wealth management and investment advice company that operates in the financial advisor–mediated marketplace. Through LPL Financial LLC and related entities, the firm supports tens of thousands of financial advisors and the wealth management programs of numerous financial institutions, servicing and custodying brokerage and advisory assets for millions of Americans.
This news page highlights LPLA-related developments, reflecting how the company grows and manages its platform. Readers can find coverage of advisor teams and firms choosing to join LPL’s broker-dealer and Registered Investment Advisor platform or its employee advisor channel, including practices such as Oak Bridge Financial, Rand, Williams & Associates and Forest Lake Wealth Partners. These stories illustrate why advisors transition to LPL, often citing autonomy, technology capabilities, operational flexibility and support.
News items also include leadership and governance updates, such as appointments of senior executives in areas like supervision, service, legal and corporate strategy, as well as the election of independent directors to the board. In addition, LPL issues releases on its earnings release schedule, monthly activity metrics and research publications like the firm’s 2026 Outlook, which provides a data-driven view of the economic and market environment.
Investors, advisors and other interested readers can use this page to follow recurring themes in LPL’s news flow, including advisor recruitment, corporate strategy, board composition, regulatory and legal leadership, and platform growth indicators. By reviewing these updates over time, users gain insight into how LPL manages its wealth management platform and supports the advisors and institutions that rely on its services.
LPL Financial (Nasdaq: LPLA) announced that the advisors of Wealth Innovations, LLC have joined LPL’s broker-dealer and RIA platform effective February 3, 2026. The Richmond, Va. team reported serving approximately $200 million in advisory, brokerage and retirement plan assets and joins LPL from Osaic.
The team focuses on retirement planning for clients near retirement and will use LPL’s integrated technology, planning tools and compliance support to maintain independence and scale their advisory practice.
LPL Financial (Nasdaq: LPLA) reported strong 4Q25 and full-year 2025 results, driven by asset growth and margin improvement. 4Q25 adjusted EPS rose 23% to $5.23 and gross profit was $1.54B (+26%). Total assets reached $2.4T (+36% YoY) with organic net new assets of $23B in the quarter and $147B for the year.
Full-year adjusted EPS rose 22% to $20.09 while GAAP net income fell 22% to $863M. Board declared a $0.30 per-share dividend payable March 24, 2026.
LPL Financial (Nasdaq: LPLA) announced that 6,200 LPL-affiliated advisors have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as of December 31, 2025, the most of any firm in the industry. The milestone highlights LPL’s emphasis on planning-led advice and its investments in integrated planning technology, paraplanning and high-net-worth services that connect into its ClientWorks advisor platform. The firm supports over 32,000 advisors and custodying approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) announced on January 27, 2026 that advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL to launch Moto Wealth Partners. The team joins from Fifth Third Private Bank and reported serving approximately $2 billion in advisory, brokerage and retirement plan assets for their prior firm. Based in Cincinnati and Dayton, Ohio, Moto Wealth Partners focuses on high-net-worth and ultra-high-net-worth families and emphasizes planning-first, boutique wealth advice. LPL highlighted its scale, technology and integrated planning resources as the rationale for the affiliation. LPL currently supports over 32,000 advisors and custodians approximately $2.3 trillion in assets.
LPL Financial (Nasdaq: LPLA) announced that advisors Jeffrey J. Wilson, CFP, and Michael Sadowski, CFP, of Wilson Peak Wealth Management have joined LPL’s broker-dealer and RIA platforms and will leverage Private Advisor Group infrastructure. The Upper Saddle River, NJ team reported serving approximately $150 million in advisory, brokerage and retirement plan assets and joined from Wells Fargo Advisors. The team offers tax and estate planning, comprehensive financial planning, and will operate with greater autonomy and technology access at LPL.
LPL Financial (Nasdaq: LPLA) announced that the advisors of Oak Bridge Financial, LLC have joined LPL’s broker-dealer and RIA platform effective Jan. 14, 2026. Oak Bridge, based in Houston and founded in 2007 by Peter Goudeau Jr. and Larry Boyd, reported approximately $230 million in advisory, brokerage and retirement plan assets and transitioned from Ameriprise. The team serves clients nationwide and emphasizes independence, in-house portfolio management, and data-driven advice. LPL highlighted its open-architecture technology and infrastructure as key reasons Oak Bridge chose the platform. LPL reported supporting over 32,000 advisors and custodying ~$2.3 trillion in client assets.
LPL Financial (Nasdaq: LPLA) announced on January 13, 2026 the appointments of Suzanne Elovic as executive vice president, head of supervision, and Mike Murphy as executive vice president, head of service, both based in New York and reporting to John O’Neill.
Elovic brings more than 30 years of financial services experience and legal/compliance leadership; Murphy brings senior operations and client-service experience. LPL serves over 32,000 financial advisors, ~1,100 institutions and custodys ~$2.3 trillion in brokerage and advisory assets for ~8 million Americans.
LPL Financial (Nasdaq: LPLA) announced on January 12, 2026 that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role he will lead corporate strategy, shape long-term vision, evaluate growth opportunities and partner across the organization to advance enterprise priorities.
Davidovici brings 20+ years of experience including senior roles at Edward Jones, Salesforce and Deloitte, and earlier co-founding Citadel Trust Advisors. He is based in LPL’s New York office. The company supports ~32,000 financial advisors, ~1,100 institutions and custodians approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans.
LPL Financial (Nasdaq: LPLA) will report fourth quarter and full year 2025 financial results after market close on Thursday, January 29, 2026 and will host a conference call to discuss results at 5:00 p.m. ET the same day.
The call will be accessible and available for replay at investor.lpl.com/events. LPL supports over 32,000 financial advisors, services approximately 1,100 financial institutions, and custodies about $2.3 trillion in brokerage and advisory assets for roughly 8 million Americans.
LPL Financial (Nasdaq: LPLA) announced on January 8, 2026 that Somesh Khanna was elected to its board of directors as an independent director. Khanna is a senior advisor at McKinsey & Company, executive co-chair of Apexon, and a board member of KeyCorp and Persado. He brings 30+ years of experience in consulting and financial services with expertise in digital transformation, AI, data strategy and organizational productivity. The announcement highlights Khanna's background in banking, McKinsey Digital leadership, and prior CEO role at a digital business partnered with J.P. Morgan.
FAQ
What is the current stock price of Lpl Financial (LPLA)?
What is the market cap of Lpl Financial (LPLA)?
