Lpl Financial Stock Price, News & Analysis

LPL Financial (NASDAQ:LPLA) has released its May 2025 activity report, showing strong growth in assets and client engagement. Total advisory and brokerage assets reached $1.85 trillion, marking a 3.7% increase from April 2025. The company reported $6.5 billion in total organic net new assets, representing a 4.4% annualized growth rate.

Notable metrics include $13.5 billion in net buying activity and total client cash balances of $49.2 billion. Advisory assets grew to $1.02 trillion (up 4.4% M/M), while brokerage assets reached $832.9 billion (up 2.9% M/M). The company experienced some planned separation from misaligned large OSJs, impacting $1.0 billion in assets.

LPL Financial announced that financial advisors Matthew Sweeney, John Folsom, and Tanner Carter have launched EverMark Investment Partners through LPL's Strategic Wealth Services (SW) affiliation model. The team, managing approximately $425 million in assets, joins from RBC and becomes the 50th team to join LPL's SW platform. Based in San Diego, the team brings extensive experience with Folsom and Sweeney's combined seven decades in the industry. EverMark will benefit from LPL's comprehensive supported independence solution, which includes wealth management platform access, dedicated support services, and integrated business operations support. The team serves a multigenerational client base, with nearly half of their clients being multigenerational relationships.

LPL Financial (LPLA) has announced that Runyan Capital, led by Jeff Runyan, has joined their broker-dealer, RIA, and custodial platforms. The Beverly Hills-based team, which manages approximately $330 million in assets, transitions from Wedbush Securities. Runyan Capital, founded in 2010, includes team members Connor Brumfield, Sam Aamot, and Jenni Runyan. The firm cited LPL's superior technology offerings, increased autonomy, and potential for enhanced client experience as key factors in their decision to switch. Jeff Runyan, with over 20 years of investment management experience, emphasizes a disciplined approach to portfolio building that incorporates behavioral economics research. LPL Financial, one of the fastest-growing wealth management firms in the U.S., currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management.

LPL Financial (LPLA) has announced that Loomis Wealth Management, managing approximately $180 million in assets, has joined LPL's broker-dealer, RIA and custodial platforms from L.M. Kohn & Company. The Harrisonburg, VA-based team consists of father-son duo Bill and Curt Loomis, who founded the firm in 2010, along with Justin Hitt, a former educator who joined in 2023. The team, with over 60 years of combined financial industry experience, chose LPL for its enhanced technology offerings, greater autonomy, and integrated platform capabilities. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management.

LPL Financial announced that financial advisors Christian Reuter, James Robinson and Michael Capeder have launched Arv Private Wealth through LPL Strategic Wealth Services, transitioning from RBC with approximately $330 million in managed assets. The San Diego-based team brings over 60 years of combined experience, with Reuter and Robinson collaborating since 2012. The new practice leverages LPL's comprehensive supported independence solution, which provides entrepreneurial freedom alongside business services and support. Through LPL Strategic Wealth Services, the team gains access to LPL's wealth management platform, dedicated operational support, and integrated services including Admin Solutions and ClientWorks technology. LPL Financial, a leading wealth management firm, currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in assets for around 7 million Americans.

LPL Financial (Nasdaq: LPLA) announced that President and CFO Matt Audette will present at the William Blair Growth Stock Conference on June 4 at 11 a.m. ET. The presentation will be available via live audio webcast at investor.lpl.com, with a replay option available afterward.

LPL Financial is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,200 financial institutions. The company services and maintains custody of approximately $1.8 trillion in brokerage and advisory assets for about 7 million Americans. LPL provides various advisor affiliation models, investment solutions, fintech tools, and practice management services.

LPL Financial (NASDAQ: LPLA) has announced that financial advisor Mai Park has joined their employee advisor channel, Linsco by LPL Financial, partnering with Pence Wealth Management to launch Mai Park Capital. Park, who transitions from Merrill Lynch, brings approximately $330 million in advisory, brokerage and retirement plan assets under management.

Based in Newport Beach, California, Park has over 20 years of industry experience, specializing in estate planning, investment management, retirement planning, tax planning, and wealth management. The move to LPL's Linsco model provides Park with independence in client relationship management while accessing LPL's integrated wealth management platform and business resources.

LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.

LPL Financial (LPLA) has announced that financial advisor Colin Beamish, CFP®, has joined their employee advisor channel, Linsco by LPL Financial, to launch Beamish Wealth Management. Beamish, who previously served at City National Securities (RBC subsidiary), brings approximately $445 million in advisory, brokerage and retirement plan assets to LPL.

With over 19 years of industry experience, Beamish chose LPL's Linsco model for its enhanced technology, greater autonomy, and integrated wealth management platform. The Linsco model provides advisors with independence while offering support through branch management, marketing consultants, and business resources.

LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in brokerage and advisory assets for approximately 7 million Americans.

LPL Financial (LPLA) reported its April 2025 activity, showing total advisory and brokerage assets of $1.79 trillion, a 0.4% decrease from March 2025. The company achieved $6.1 billion in total organic net new assets, representing a 4.1% annualized growth rate. This included $0.1 billion from Wintrust onboarding and $0.2 billion off-boarding from misaligned large OSJs. Total client cash balances decreased by $1.3 billion to $51.8 billion. Net buying activity was strong at $10.4 billion. Advisory assets reached $978.6 billion (up 26.2% Y/Y) while brokerage assets were $809.4 billion (up 27.0% Y/Y). The company demonstrated continued growth with net brokerage to advisory conversions of $1.7 billion.