Lpl Financial Stock Price, News & Analysis

LPL Financial (Nasdaq: LPLA) announced that financial advisor Melissa Mirabile has joined LPL’s employee advisor channel Linsco to launch Forest Lake Wealth Partners in Albany, New York, effective Dec. 11, 2025.

Mirabile joins from UBS and reported serving approximately $280 million in advisory, brokerage and retirement plan assets. The team includes Casey Mirabile and Lars Olson and focuses on tailored financial planning, estate planning and tax management while limiting client count to deepen relationships.

LPL said Linsco provides autonomy, dedicated support and technology; the firm supports over 32,000 advisors and services about $2.3 trillion in brokerage and advisory assets.

LPL Financial (Nasdaq: LPLA) released its 2026 Outlook: The Policy Engine on December 9, 2025, presenting a data-driven view of the economic and market landscape for 2026. LPL expects policy — fiscal and monetary — to be the primary market driver, with continued volatility and momentum-based moves dominating fundamentals. The report highlights AI investment and fiscal spending as growth supports, rising concentration in mega-cap tech as a valuation risk, and the need for diversification and noncorrelated alternatives. LPL reiterates patience, disciplined rebalancing, and selective additions on pullbacks. Company footprint cited: ~32,000 advisors, ~$2.3 trillion in brokerage and advisory assets.

LPL Financial (Nasdaq: LPLA) announced on Dec 5, 2025 that Matthew Morningstar has joined as group managing director and chief legal officer. He will join the Management Committee and lead the Legal, Policy and Community Impact teams.

Morningstar returns to LPL after previous leadership roles at the firm and most recently served as chief counsel of litigation and M&A legal at MetLife, where he led global strategy for transactions, litigation and regulatory enforcement matters. He also serves on SIFMA’s Compliance and Legal Society executive committee.

The appointment reinforces LPL’s legal and public policy capabilities as the firm supports over 32,000 advisors and services approximately $2.3 trillion in brokerage and advisory assets.

LPL Financial (Nasdaq: LPLA) will mark the 15th anniversary of its IPO with a Nasdaq bell-ringing ceremony on December 8, 2025 at 9:30 a.m. ET. The company highlights growth since its November 18, 2010 IPO: advisors served rose from ~12,000 to >32,000, brokerage and advisory client assets grew from ~$300 billion to ~$2.3 trillion (about a 15% CAGR), and stock price appreciation rose from $30 to >$360 (near a 20% CAGR). Executives and 15-year-tenured employees will attend; a livestream will be available via Nasdaq.

LPL Financial (Nasdaq: LPLA) said Chief Executive Officer Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9, 2025 at 8:00 a.m. ET.

A live audio webcast will be available at investor.lpl.com, with a replay posted after the presentation. The company supports over 32,000 financial advisors, services approximately $2.3 trillion in brokerage and advisory assets, and serves about 8 million clients through roughly 1,100 financial institutions.

LPL Financial (Nasdaq: LPLA) announced that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning joined LPL’s broker-dealer and RIA platform on Dec 2, 2025. Wallis reported serving approximately $145 million in advisory, brokerage, and retirement plan assets and joins LPL from Edward Jones. Kūpono is based in Mililani, Hawaiʻi, and serves Central Oahu and North Shore clients, including recent retirees, near-retirees, medical professionals, and small business owners.

The move cites a desire for greater autonomy, local decision-making, and access to LPL’s wide solution set and scale — LPL supports nearly 32,000 advisors and services about $2.3 trillion in brokerage and advisory assets.

LPL Financial (Nasdaq: LPLA) reported October 2025 monthly activity. Total advisory and brokerage assets reached $2.35 trillion, up $36.6 billion (+1.6% month-over-month) and 40.5% year-over-year. Total organic net new assets were $7.3 billion (3.8% annualized), including $0.7 billion from First Horizon onboarding and $0.5 billion off-boarded due to a planned separation.

Client cash balances ended at $54.9 billion (down $0.9 billion M/M); net buying in October was $14.3 billion. Key market drivers: S&P 500 6,840 (2.3% M/M).

Private Advisor Group (AUM $41.3 billion) announced that LPL Financial (Nasdaq: LPLA) acquired a minority ownership stake, strengthening a nearly three‑decade relationship and broadening the firm's ownership alongside Merchant Investment Management and six legacy shareholders.

Announced on November 20, 2025, the investment is positioned to support advisor growth, innovation, practice management, business continuity, succession planning, and operational excellence while Private Advisor Group continues to operate independently under its brand.

Private Advisor Group announced that LPL Financial (Nasdaq: LPLA) acquired a minority ownership stake in Private Advisor Group, joining Merchant Investment Management and legacy shareholders.

The agreement, which became effective Nov. 18, 2025, aims to deepen strategic alignment, expand practice management and succession planning resources, and accelerate advisor growth while Private Advisor Group continues to operate independently under its existing brand. Exact financial terms were not disclosed.