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LPL Financial Holdings Inc. operates a wealth management platform for financial advisors, broker-dealer representatives, registered investment advisers and financial institutions. News about LPLA centers on advisor and team affiliations, broker-dealer and RIA platform growth, custody and advisory asset trends, and affiliation models such as Linsco and LPL Independent Advisor Network.
Company updates also cover quarterly financial results, organic and recruited asset flows, client cash balances, capital and liquidity measures, dividends, technology and practice-management services, investment solutions, and advisor support programs such as its military deployment practice continuation framework.
LPL Financial (Nasdaq:LPLA) welcomed advisor Wayne McCormick to its Linsco model to launch McCormick Private Wealth in Manchester, N.H. The team reported serving about $340 million in assets and focuses on planning-first, relationship-based advice for individuals, families and multigenerational clients.
LPL reports supporting over 32,000 advisors, about 1,100 financial institutions and approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans.
LPL Financial Holdings (Nasdaq:LPLA) announced that advisor Ronald White has launched independent practice NorthStar Wealth Advisors, supported by LPL-affiliated Good Life Companies. The El Paso, Texas team, including advisor Scott Draime, reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
LPL now supports more than 32,000 financial advisors, about 1,100 financial institutions and approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that Tribute Financial, led by Kevin Daniels, has joined LPL’s broker-dealer and RIA platform. Tribute Financial reported serving over $500 million in advisory, brokerage and retirement plan assets* and moved from United Planners Financial Services.
LPL now supports more than 32,000 financial advisors, about 1,100 financial institutions and approximately $2.3 trillion in brokerage and advisory assets for roughly 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that financial advisor Daniel Zacharias joined its broker-dealer and RIA platform, aligning with Decorum Wealth Management, an LPL Strategic Wealth firm.
Zacharias reported serving approximately $250 million in client assets* and brings nearly 20 years of multichannel financial services experience.
LPL Financial (Nasdaq:LPLA) reported May 2026 monthly activity with total client assets of $2.55 trillion, up 3.1% from April and 37.8% year over year. Advisory assets reached $1.54 trillion and represented 60.2% of total assets. Organic net new assets were $8.8 billion, and net buying totaled $13.7 billion. Total client cash balances were $54.8 billion, down 1.3% month over month but up 11.4% year over year.
LPL Financial (Nasdaq:LPLA) announced that the advisors of Spectrum Wealth Strategies have joined its broker-dealer and RIA platform. The Dallas-based team, formerly with MassMutual, reports serving about $1.5 billion in advisory, brokerage and retirement plan assets, with additional offices in Waco and Wilmington.
LPL Financial (Nasdaq:LPLA) announced that advisors Bassem Moez and James Darden of Fortress Financial Planning have joined its broker-dealer and RIA platforms from MassMutual.
The Detroit-area team reports serving approximately $150 million in advisory, brokerage and retirement plan assets* and focuses on independent, transparent, education-driven financial guidance.
LPL supports more than 32,000 advisors and about $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq:LPLA) announced that advisor Les Smith, CFP®, founder of Smith Complete Wealth in Spring Hill, Tennessee, has joined its broker-dealer and RIA platform.
Smith reported approximately $185 million in client assets* and moved from Edward Jones. LPL supports over 32,000 advisors and about $2.3 trillion in client assets.
LPL Financial (Nasdaq:LPLA) welcomed financial advisor Darren Colananni as he launches Allegia Wealth Management on LPL’s broker-dealer and RIA platform. Allegia, based near Washington, D.C., serves high-net-worth clients and brings approximately $230 million in advisory, brokerage and retirement plan assets*.
Colananni chose LPL for its scale, technology and advisor support. LPL supports more than 32,000 advisors, about 1,100 institutions, and services roughly $2.3 trillion in brokerage and advisory assets for around 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that advisors Scott Gilliam and Travis Blessing have launched Align Private Wealth, an independent practice affiliating with LPL’s broker-dealer and RIA platform. The Greenwood, Indiana-based team reported serving approximately $2 billion in advisory plan assets* and focuses on high-net-worth and ultra-high-net-worth clients.
LPL highlights its integrated wealth management platform, advanced planning tools and support for advisor independence. As of year-end 2025, LPL supported more than 32,000 advisors and approximately $2.3 trillion in brokerage and advisory assets for about 8 million Americans.