LPL Financial Welcomes Longstreet Wealth Management
Rhea-AI Summary
LPL Financial (Nasdaq: LPLA) announced on November 19, 2025 that partners of Longstreet Wealth Management — Taylor Graves and Wayne Pierson — joined LPL’s broker-dealer and RIA platform, transferring from Raymond James.
Longstreet serves approximately $175 million in advisory, brokerage and retirement plan assets and operates near Lubbock, Texas, with offices in Amarillo and Hereford. The team cited greater flexibility, seamless CRM integration, AI meeting-management compatibility, and broader alternative investment options as reasons for choosing LPL. LPL said it supports over 32,000 advisors and services approximately $2.3 trillion in brokerage and advisory assets.
Positive
- $175 million in advisory, brokerage and retirement plan assets joined LPL
- Team brings nearly four decades of combined advisor experience
- Selection driven by CRM and AI meeting-tool integration for efficiency
- Access to LPL alternative investments expanded for Longstreet clients
Negative
- None.
News Market Reaction
On the day this news was published, LPLA gained 0.22%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
SAN DIEGO, Nov. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the partners of Longstreet Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
Located near Lubbock, Texas, with offices in Amarillo and Hereford, the team is comprised of Taylor Graves, CFP®, and Wayne Pierson. Together, they bring nearly four decades of combined experience and serve a diverse client base — including retired individuals, small business owners who are seeking guidance on succession planning, farmers, ranchers and entrepreneurs. Despite operating from different towns, the team enjoys collaborating and values the fresh perspectives each member brings, believing that sharing ideas leads to new opportunities.
"We like to spend a lot of time with our clients, offering a personal touch and embracing genuine empathy. Our goal is to help clients navigate their uncertainties and fears, and to let them know that we truly understand what they're going through,” said Pierson. “Clients look to us for confirmation and guidance, and we strive to keep their expectations balanced. By intentionally serving fewer clients, we’re able to build deeper relationships and have the capacity to take care of each one thoughtfully. Our business is built on purpose and intention."
Graves continued, “We feel we’re distinct in the way we approach our client relationships. We obviously want good financial outcomes for all of our clients, but we also truly care about them and their families and want to be there to celebrate the good times and offer guidance when times get tough.”
Why Longstreet Wealth Management Chose LPL
Looking for greater flexibility and access to advanced technology for their clients, the team — which also includes Client Relationship Manager Rosanne Klein and Sales Assistant Megan Pierson — turned to LPL.
“We decided to align with LPL primarily because their technology platform works seamlessly with our customer relationship management (CRM) software and other tools we utilize in our practice. Building integrations with our CRM and our AI meeting management tool will add efficiency and capacity to our practice while delivering a sophisticated client experience,” said Graves.
Pierson said, "In addition to advanced technology, there will be more robust options available within the alternative investments space."
Scott Posner, Managing Director, Business Development, said, “We welcome Taylor and Wayne to the LPL community. LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Longstreet Wealth Management 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 32,000 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 adviser and broker-dealer. Member FINRA/SIPC. Longstreet Wealth Management and LPL Financial are separate entities.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #825236
FAQ
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