LPL Financial Welcomes Edge Wealth Advisory Group
LPL Financial (Nasdaq: LPLA) announced that partners John Edgecomb and Robb Edgecomb of Edge Wealth Advisory Group joined LPL’s broker-dealer and RIA platforms effective Oct. 28, 2025. The team reports serving approximately $200 million in advisory, brokerage and retirement plan assets and relocated from Raymond James, operating near Austin, Texas (Granite Shoals and Gonzales).
The father-son team has a combined 65 years of experience and cited LPL’s independence, technology, AI planning tools and investment platform as reasons for the move.
LPL Financial (Nasdaq: LPLA) ha annunciato che i soci John Edgecomb e Robb Edgecomb di Edge Wealth Advisory Group si sono uniti alle piattaforme di broker-dealer e RIA di LPL a partire dal 28 ottobre 2025. Il team riferisce di gestire circa $200 million in asset di consulenza, brokerage e piani pensionistici e si è trasferito da Raymond James, operando vicino ad Austin, in Texas (Granite Shoals e Gonzales).
Il team padre-figlio vanta una esperienza combinata di 65 years e ha citato l’indipendenza di LPL, la tecnologia, gli strumenti di pianificazione basati su IA e la piattaforma di investimenti come motivi del trasferimento.
LPL Financial (Nasdaq: LPLA) anunció que los socios John Edgecomb y Robb Edgecomb de Edge Wealth Advisory Group se unieron a las plataformas de broker-dealer y RIA de LPL con efecto a partir del 28 de octubre de 2025. El equipo reporta atender aproximadamente $200 millones en activos de asesoría, corretaje y planes de jubilación y se trasladaron desde Raymond James, operando cerca de Austin, Texas (Granite Shoals y Gonzales).
El equipo padre-hijo tiene una experiencia combinada de 65 años y citó la independencia de LPL, su tecnología, las herramientas de planificación de IA y la plataforma de inversiones como razones para el cambio.
LPL Financial (Nasdaq: LPLA)는 Edge Wealth Advisory Group의 파트너 존 에지콤과 롭 에지콤이 2025년 10월 28일부로 LPL의 브로커-딜러 및 RIA 플랫폼에 합류했다고 발표했습니다. 이 팀은 약 $200 million의 자문, 중개 및 은퇴 계획 자산을 보유하고 Raymond James에서 이전했으며 텍사스주 오스틴 인근(Granite Shoals 및 Gonzales)에서 운영하고 있습니다.
아버지-아들 팀은 누적 65년의 경력을 가지고 있으며 LPL의 독립성, 기술, AI 계획 도구 및 투자 플랫폼을 이직의 이유로 꼽았습니다.
LPL Financial (Nasdaq: LPLA) a annoncé que les partenaires John Edgecomb et Robb Edgecomb du Edge Wealth Advisory Group ont rejoint les plateformes de courtier-négociant et de RIA de LPL à partir du 28 octobre 2025. L'équipe indique gérer environ $200 millions d'actifs de conseil, de courtage et de plans de retraite et a déménagé depuis Raymond James, opérant près d'Austin, au Texas (Granite Shoals et Gonzales).
L'équipe père-fils cumule 65 ans d'expérience et a cité l'indépendance de LPL, sa technologie, les outils de planification IA et la plateforme d'investissement comme raisons de ce déplacement.
LPL Financial (Nasdaq: LPLA) gab bekannt, dass die Partner John Edgecomb und Robb Edgecomb von Edge Wealth Advisory Group ab dem 28. Oktober 2025 in die Broker-Dealer- und RIA-Plattformen von LPL aufgenommen wurden. Das Team meldet, etwa $200 million an Advisory-, Brokerage- und Altersvorsorgevermögen zu betreuen und zog von Raymond James, operierend in der Nähe von Austin, Texas (Granite Shoals und Gonzales).
Das Vater-Sohn-Team verfügt über eine kumulative 65 Jahre Erfahrung und nannte LPLs Unabhängigkeit, Technologie, AI-Planungstools und Investitionsplattform als Gründe für den Wechsel.
LPL Financial (Nasdaq: LPLA) أعلنت أن الشركاء جون إيدجكوم وروب إيدجكوم من Edge Wealth Advisory Group انضموا إلى منصّتي الوساطة وRIA لدى LPL اعتباراً من 28 أكتوبر 2025. الفريق يُبلغ عن خدمة حوالي $200 million من أصول الاستشارة والوساطة وخطط التقاعد ونقلوا من Raymond James، ويعملون قرب أوستن، تكساس (Granite Shoals و Gonzales).
الفريق الأب-الابن يمتلك خبرة مجتمعة تبلغ 65 years من الخبرة وذكر استقلال LPL وتكنولوجيتها وأدوات التخطيط بالذكاء الاصطناعي ومنصة الاستثمار كأسباب للانتقال.
LPL Financial (Nasdaq: LPLA) 宣布， Edge Wealth Advisory Group 的合伙人 John Edgecomb 与 Robb Edgecomb 已于 2025 年 10 月 28 日起加入 LPL 的经纪自营商与注册投资顾问平台。该团队报告在咨询、经纪以及退休计划资产方面大约拥有 $200 million，并从 Raymond James 迁至，位于德克萨斯州奥斯汀附近（Granite Shoals 与 Gonzales）运营。
这对父子团队合计拥有 65 years 的经验，并将 LPL 的独立性、技术、人工智能规划工具和投资平台列为此次迁移的原因。
- None.
- None.
Insights
LPL adds a two‑partner team with ~
LPL gains a father‑son duo moving from Raymond James, bringing approximately
Key dependencies and risks include client retention through the transition, smooth integration of practice technology, and the team’s ability to scale beyond current assets. The disclosed asset figure is approximate and dated to
Watch for client retention metrics and any announced growth milestones over the next 6–12 months, adoption of LPL’s planning and AI tools by the team, and whether the practice reports measurable asset growth or new hires by
SAN DIEGO, Oct. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Edge Wealth Advisory Group have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
With offices located near the Austin, Texas area in Granite Shoals and Gonzales, the team consists of father-son duo John Edgecomb and Robb Edgecomb, CFP®, CRPC. They have a combined 65 years of experience. Their clients include business owners, retirees, those transitioning from working to retirement and clients who are just starting on their financial journey.
"At the end of the day, we strive to take the least amount of risk necessary to help our clients work towards their goals. I make it a priority to understand each client's entire financial situation, diving deep into their money psychology,” said Robb Edgecomb. “We factor in every asset, lifestyle need and aspiration, considering future goals and potential purchases. Our approach involves a comprehensive analysis of 'what if' and worst-case scenarios, thinking outside the box to ensure our clients are well prepared.”
Why Edge Wealth Advisory Group Chose LPL
Looking for greater independence, flexibility and access to advanced technology for their clients, the team turned to LPL.
"LPL’s financial philosophy closely aligns with ours at Edge Wealth Advisory — they champion investors' rights to independent, comprehensive advice. We’re proud to be part of an organization whose culture values transparency, diversity, ethical practices and a client-first mindset,” said Robb Edgecomb. “My father is excited about the investment management and research platform, which will help him further enhance his portfolios, while I’m eager to utilize the advanced planning software I previewed — especially the opportunity to integrate AI into every aspect of our business. We are also excited about being backed by a large corporate RIA like LPL as we look to expand in Texas and the surrounding states.”
Scott Posner, Managing Director, Business Development, said, “We welcome John and Robb to LPL and congratulate them on this milestone in the evolution of their practice. Just as the Edge Wealth Advisory team prioritizes their clients, everything we do at LPL revolves around empowering advisors to run thriving practices and provide an elevated client experience. We look forward to a long-lasting relationship with Edge Wealth Advisory Group.”
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 over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Edge Wealth Advisory Group 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, 2024.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #815792
FAQ
What did LPL Financial announce about Edge Wealth Advisory Group on October 28, 2025 (LPLA)?
How much in assets did Edge Wealth Advisory Group report when joining LPL (LPLA)?
Where are Edge Wealth Advisory Group’s offices located after joining LPL (LPLA)?
Why did Edge Wealth Advisory Group choose LPL Financial (LPLA)?
Who are the advisors joining LPL from Edge Wealth Advisory Group and what is their experience (LPLA)?
Does LPL disclose how this move affects its total assets under custody (LPLA)?
