LPL Financial Welcomes Resilient Wealth Management
Rhea-AI Summary
LPL Financial (NASDAQ:LPLA) has announced that financial advisor Brandon Dixon-James, CFP®, has joined their platform to launch Resilient Wealth Management. Dixon-James, who previously served at Osaic, brings approximately $250 million in advisory, brokerage and retirement plan assets to LPL Financial.
Based in Fresno, California, Resilient Wealth Management was founded in 2020 and focuses on clients nearing or in retirement. The firm's team includes Director of Client Events Nicole James, Operations Associate Edith Corrales, and Front Office Representative Amelia Kitchens. Dixon-James cited LPL's integrated technology, self-clearing capabilities, and commitment to advisor inclusion programs as key factors in his decision to transition.
LPL Financial 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 on behalf of approximately 7 million Americans.
Positive
- Addition of significant assets with $250 million in managed assets joining platform
- Expansion of advisor network demonstrating continued growth in wealth management business
- Strong total AUM of $1.8 trillion and large client base of 7 million Americans showing substantial market presence
Negative
- None.
News Market Reaction
On the day this news was published, LPLA declined 0.51%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
SAN DIEGO, July 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brandon Dixon-James, CFP®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms to launch Resilient Wealth Management. He reported serving approximately
Based in Fresno, Calif., Dixon-James founded Resilient Wealth Management in 2020 with the goal of providing his clients, who are mostly nearing or in retirement, with personalized support and dedicated guidance to help them pursue their fiscal goals. Supported by his team — Director of Client Events and Dixon-James’ wife Nicole James, Operations Associate Edith Corrales and Front Office Representative Amelia Kitchens — Dixon-James takes a holistic approach to wealth management. Through high-touch, high-engagement service, he offers personalized, strategic and empathetic advice tailored to his clients’ individual goals and circumstances.
“Our team seeks to redefine financial relationships by fostering an environment where inclusivity, clarity and dedication promote collaborative growth and help enable financial success,” Dixon-James said. “Just as the name of our firm represents, we believe in walking in lockstep with our clients, helping them navigate financial challenges and surprises and ultimately strengthening their financial well-being and ability to recover from unexpected events.”
Looking for improved technology and the opportunity to provide an elevated client experience, Dixon-James embarked on an extensive due diligence process that led him and his team to LPL.
“Making the move to LPL is an incredible opportunity for me to create the best version of my business,” Dixon-James said. “From LPL’s integrated and streamlined technology to the fact that they are self-clearing, everything LPL offers is with advisors in mind. But what solidified my decision to move to LPL is their commitment to the communities they serve and the fact they offer various Financial Advisor Inclusion programs, like the Black Financial Advisor Community.”
Outside of the office, Dixon-James enjoys spending time with his wife and two children. Together, they are active in their church and enjoy spending time supporting their children’s interests and sports. Dixon-James also shares a passion for giving back to his surrounding community. He’s an active volunteer in Fresno-area underserved communities and regularly offers financial literacy courses to young people. He is a member of Kappa Alpha Psi Fraternity, Inc., and volunteers for the CFP Board Center for Financial Planning.
Scott Posner, LPL Managing Director, Business Development, said, “We welcome Brandon, Nicole, Edith and Amelia to LPL and congratulate them on this next chapter of their business. 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 Resilient 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 29,000 financial advisors and the wealth management practices of approximately 1,200 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. Resilient Wealth Management 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 as reported to LPL
Media Contact:
Media.relations@LPLFinancial.com
Tracking #758218
FAQ
How much in assets did Brandon Dixon-James bring to LPL Financial (NASDAQ:LPLA)?
What is the current size of LPL Financial's (NASDAQ:LPLA) wealth management business?
Why did Brandon Dixon-James choose to join LPL Financial (NASDAQ:LPLA)?
When was Resilient Wealth Management founded and what is their focus?
