LPL Financial Welcomes Cebert Wealth Advisors

LPL Financial (Nasdaq:LPLA) announced that the advisors of Cebert Wealth Advisors have joined its broker-dealer and RIA platforms.

Rhea-AI Summary

LPL Financial (Nasdaq:LPLA) announced that the advisors of Cebert Wealth Advisors have joined its broker-dealer and RIA platforms. Cebert Wealth reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and more than 1,700 clients, primarily retirees and pre-retirees in The Villages, Florida.

The team, led by founder Dale Cebert, chose LPL for its independent model, research capabilities, and broad investment and technology tools. LPL now supports over 32,000 financial advisors and about $2.3 trillion in brokerage and advisory assets across roughly 8 million Americans.

Positive

• Cebert Wealth Advisors joins LPL with about $1 billion in client assets
• New team adds relationships with over 1,700 largely retirement-focused clients
• Move supports LPL’s independent model, research platform and technology positioning
• LPL network highlighted at 32,000 advisors and about $2.3 trillion in assets

Negative

• None.

Argus May 20 session

-1.23% close to close Open Argus

Details

News Market Reaction – LPLA

In the May 20 session, LPLA declined 1.23%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement adds another advisor group to LPL’s growing network, with Cebert Wealth Advisors b...

Analysis

This announcement adds another advisor group to LPL’s growing network, with Cebert Wealth Advisors bringing approximately $1 billion in client assets and more than 1,700 largely retiree-focused relationships. It reinforces earlier updates about new teams joining and LPL’s broader scale of 32,000 advisors and $2.3 trillion in assets. Investors may monitor how these ongoing recruitments influence reported asset levels, operating leverage, and any evolving trends in advisor productivity over time.

Key Figures

Cebert client assets: approximately $1 billion Clients served: more than 1,700 clients Advisors supported: more than 32,000 financial advisors +5 more

Cebert client assets

approximately $1 billion

Advisory, brokerage and retirement plan assets as of end of 2025

Clients served

more than 1,700 clients

Cebert Wealth Advisors client base, mainly retirees/pre-retirees

Advisors supported

more than 32,000 financial advisors

LPL advisor network size cited in release

Institutions supported

approximately 1,100 financial institutions

Wealth management practices supported by LPL

Client assets

approximately $2.3 trillion

Brokerage and advisory assets serviced and custodied by LPL

End investors

approximately 8 million Americans

End clients served through LPL’s platforms

Year reference

end of year 2025

Date of asset approximation for Cebert Wealth Advisors

Tracking number

1110514

Internal tracking number for this communication

Historical Context

5 past events · Latest: May 19

5 events

1. May 19

   Advisor recruitment

   24h Move

   -0.3%

   Davis Executive Wealth joined LPL Strategic Wealth with ~$635M advisory assets.

2. May 14

   AI recognition

   24h Move

   +0.5%

   Won two Stevie Awards for innovative AI wealth management concepts.

3. May 14

   Advisor recruitment

   24h Move

   -1.0%

   Fifteen:22 Financial Partners joined with about $380M in client assets.

4. May 14

   AI recognition

   24h Move

   -1.0%

   Additional Stevie awards for AccountView Next Gen AI applications.

5. May 7

   Advisor recruitment

   24h Move

   -4.7%

   Paxara Wealth Partners joined Linsco, bringing ~$330M in client assets.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

registered investment advisor (RIA), broker-dealer, chfc, casl, +3 more

7 terms

registered investment advisor (RIA) regulatory

"joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform."

A registered investment advisor (RIA) is a person or firm legally registered with regulators to provide investment advice and manage client portfolios for a fee. RIAs must put clients’ interests ahead of their own — a legal duty that helps reduce undisclosed conflicts, like a mechanic who must recommend only necessary repairs. Investors pay attention because an RIA’s fee model and duty of loyalty influence costs, trust, and how investment choices are made.

broker-dealer regulatory

"have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform."

A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.

chfc financial

"Led by founder and president Dale Cebert, ChFC®, CLU®, CASL®..."

A Chartered Financial Consultant (ChFC) is a professional credential for financial advisers who complete a series of advanced courses covering investments, tax planning, insurance, retirement and estate strategies. For investors, a ChFC is a signal that an adviser has broad, specialized training and ongoing education—like hiring a surgeon who has completed extra certification—helping you expect more structured, knowledgeable guidance when making financial decisions.

casl financial

"Led by founder and president Dale Cebert, ChFC®, CLU®, CASL®..."

Canadian Anti‑Spam Legislation (CASL) is a law that controls commercial electronic messages, like marketing emails, texts and certain automated online messages, by requiring clear consent and identifying information before sending them. For investors, CASL matters because breaches can lead to large fines, legal costs and damage to a company’s reputation—similar to a traffic ticket that escalates into a costly legal and insurance problem—so compliance affects a company’s expenses, risk profile and trust with customers.

crpc financial

"Catherine Harris, CRPC™, APMA®, Tom Romanac, APMA®, CRPC™..."

CRPC (castration-resistant prostate cancer) is an advanced form of prostate cancer that keeps growing even after hormone-lowering treatments that normally slow or stop tumor growth. It matters to investors because this stage is harder to treat and creates demand for new drugs, tests, and care pathways; successful therapies or approvals can substantially change a biotech or pharmaceutical company’s revenue prospects, similar to how a better tool for a persistent problem can increase a maker’s market value.

cfp financial

"Mark Dickerson, CFP®, ChFC®, CDFA®."

A CFP is a Certified Financial Planner, a professional credential awarded to individuals who have completed education, passed a comprehensive exam, and met ethical and experience requirements in personal financial planning. For investors, a CFP signals that an advisor is trained to create and coordinate plans for saving, investing, taxes, insurance and retirement—think of them as a trusted architect who helps design a practical roadmap for your financial goals.

cdfa financial

"Mark Dickerson, CFP®, ChFC®, CDFA®."

The CDFA is the California Department of Food and Agriculture, the state agency that oversees farming, food safety, plant and animal health, and agricultural regulations. For investors, CDFA actions—such as pest quarantines, safety inspections, grants, or changes in rules—can affect crop yields, production costs, supply chains and market access much like a building inspector’s orders can change a contractor’s schedule and expenses.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SAN DIEGO, May 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cebert Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

Based in Central Florida, Cebert Wealth Advisors focuses on serving the specialized financial needs of individuals and families living in The Villages, one of the nation’s largest and fastest-growing retirement communities. The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

Led by founder and president Dale Cebert, ChFC®, CLU®, CASL®, the Cebert team includes Alec Thomas, Catherine Harris, CRPC™, APMA®, Tom Romanac, APMA®, CRPC™, Stephen Peterson, APMA®, David DeSantis, APMA® and Mark Dickerson, CFP®, ChFC®, CDFA®. Together, the advisors support more than 1,700 clients, the vast majority of whom are retired or nearing retirement.

“The Villages is a community filled with people who have worked hard, built meaningful careers and are now focused on enjoying retirement while protecting what they’ve built,” said Cebert. “Our role is to help clients navigate that transition with confidence by providing thoughtful, personalized strategies that support sustainable income, long-term financial freedom and legacy planning.”

Cebert Wealth Advisors differentiates itself through a collaborative, team-based approach in which multiple professionals work together on client relationships. This structure provides broader expertise, continuity of service and more comprehensive planning — creating a stable and consistent advisory experience over time.

“We emphasize long-term relationships over transactions,” Cebert added. “Many of our clients introduce their children to our firm, allowing us to support multiple generations within the same family. It’s incredibly meaningful work, and it’s central to who we are as a practice.”

Why Cebert Wealth Advisors Chose LPL

The Cebert Wealth team selected LPL Financial for its independence, robust research capabilities and access to a broad range of investment tools and technology designed to enhance advisor efficiency and client outcomes. The advisor team is supported by Amanda Christensen, Briana Scovack, Martha Moss, Heather Widmann, Justin Rosasco, Julie Thomas, Amanda Griffor, Angela Blansett, Shelby Cebert, Debbie Jordan and Tori Thomas.

“Joining LPL gives us the flexibility to remain independent while expanding the resources we can deliver to our clients,” Cebert said. “Access to broader investment solutions, research and technology allows us to continue providing sophisticated, personalized advice tailored to the unique goals of each family we serve.”

Marc Cohen, chief growth officer at LPL Financial, said, “We’re pleased to welcome Cebert Wealth Advisors to LPL. Dale and his team have built a deeply valued practice rooted in long-term relationships, local expertise and a strong understanding of retirees’ needs. Their collaborative culture and commitment to personalized planning align well with our purpose to empower advisors with the independence, technology and support they need to serve clients with confidence.”

Related

Advisors, learn how LPL Financial can help take your business to the next level.

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 more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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 adviser and broker-dealer. Member FINRA/SIPC. Cebert Wealth Advisors and LPL Financial are separate entities.

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, 2025.

Media Contact: 
Media.relations@LPLFinancial.com 

Tracking #1110514

FAQ

Who is Cebert Wealth Advisors and what did they announce with LPL Financial (Nasdaq:LPLA)?

Cebert Wealth Advisors is a Central Florida wealth management team that joined LPL Financial’s broker-dealer and RIA platforms. According to LPL Financial, the team serves retirees and multigenerational families, primarily in The Villages retirement community, with a collaborative, planning-focused advisory model.

How much client assets does Cebert Wealth Advisors bring to LPL Financial (LPLA)?

Cebert Wealth Advisors reported approximately $1 billion in advisory, brokerage and retirement plan assets. According to LPL Financial, this value is approximated from asset and holding details provided as of year-end 2025, reflecting the team’s established client base and scale.

Why did Cebert Wealth Advisors choose to affiliate with LPL Financial (LPLA)?

Cebert Wealth Advisors chose LPL for its independence, research capabilities and broad investment and technology tools. According to LPL Financial, the move aims to expand available resources while allowing the practice to deliver sophisticated, personalized advice tailored to each client family’s goals.

What type of clients does Cebert Wealth Advisors serve after joining LPL Financial (LPLA)?

Cebert Wealth Advisors primarily serves retirees, pre-retirees and multigenerational families, especially residents of The Villages. According to LPL Financial, the team focuses on income strategies, long-term financial freedom and legacy planning for more than 1,700 largely retirement-focused clients.

How does Cebert Wealth Advisors’ team-based model fit with LPL Financial’s (LPLA) strategy?

Cebert Wealth Advisors uses a collaborative, team-based service model designed to provide continuity and broad expertise. According to LPL Financial, this approach aligns with its focus on empowering advisors with independence, technology and support to deliver consistent, personalized planning over time.

What is LPL Financial’s overall scale after adding Cebert Wealth Advisors (LPLA)?

LPL Financial reports supporting more than 32,000 financial advisors and about $2.3 trillion in brokerage and advisory assets. According to LPL Financial, these advisors and institutions collectively serve approximately 8 million Americans across diverse wealth management practices.