Arv Private Wealth Launches with Support from LPL Strategic Wealth

Rhea-AI Summary

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.

Positive

• New team brings substantial $330 million in assets under management to LPL platform
• Experienced advisors with over 60 years combined industry experience
• Access to LPL's comprehensive wealth management platform and support services
• Strategic expansion of LPL's advisor network contributing to its growth

Negative

• None.

SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, Arv Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC.  

Based in San Diego, Reuter and Robinson have been collaborating since 2012 and bring a combined six decades of financial industry experience to the practice. Capeder, who entered the financial industry in 2018, completes the team. Together, they aim to create an independent practice focused on helping clients work towards a more secure financial future. The firm’s name is a nod to the Danish word for “legacy” and “heritage,” serving as a guidepost for providing a holistic and integrated experience for their clients.

“Clients face a myriad of situations throughout their lives — both good and bad — and it’s our responsibility to be there for them,” Reuter said. “Not just as financial advisors, but as trusted confidants, friends and someone they can turn to for guidance. For us, it’s not just about managing their wealth; it’s about being there for our clients when they need us most.”

Why they made the move to LPL
The team chose to affiliate via LPL’s comprehensive supported independence solution, LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically. In addition to having access to LPL’s innovative wealth management platform and sophisticated resources, SW advisors benefit from a truly integrated service that includes simplified pricing, technology and dedicated support to launch their practice. Then, after the transition is complete, SW teams receive ongoing operations support managed by their team of experienced professionals including a business strategist, marketing partner, CFO and administrative assistant. Advisors have one point of contact, a dedicated team and priority access to advocacy and project management for complex business issues, ultimately allowing them to stay focused on the enduring needs of their clients and the culture and evolution of their practice.

“From our first meeting, it was clear that everything LPL offers is designed with the advisor in mind,” Reuter said. “From LPL’s Admin Solutions which will allow our clients to schedule appointments quickly and easily, to ClientWorks, where they can access all their accounts with a single sign on, we will be able to create our ideal independent practice and deliver a next-level client experience.”

Scott Posner, LPL Managing Director, Business Development, said, “We welcome the Arv Private Wealth team and congratulate them on going independent with LPL Strategic Wealth. At LPL, we believe in providing the strategic support and innovative resources advisors can use to deliver differentiated client experiences. We look forward to supporting this team for years to come.”

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About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

*Value approximated based on asset and holding details provided to LPL from end of year, 2024.

Media Contact: 
Media.relations@LPLFinancial.com 

Tracking #743659

FAQ

How much in assets did Arv Private Wealth bring to LPL Financial (LPLA)?

Arv Private Wealth brought approximately $330 million in advisory, brokerage and retirement plan assets to LPL Financial.

What services does LPL Strategic Wealth Services provide to Arv Private Wealth?

LPL Strategic Wealth Services provides comprehensive support including business services, dedicated operational support, wealth management platform access, Admin Solutions, and ClientWorks technology.

How many financial advisors does LPL Financial (LPLA) currently support?

LPL Financial supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in assets.

Who are the founding members of Arv Private Wealth?

Arv Private Wealth was founded by financial advisors Christian Reuter, James 'Scott' Robinson, and Michael Capeder, who previously worked at RBC.

What is the significance of the name Arv Private Wealth?

The name 'Arv' comes from the Danish word for 'legacy' and 'heritage,' reflecting the firm's commitment to providing holistic and integrated financial services.