LPL Welcomes Moto Wealth Partners to Linsco

Rhea-AI Summary

LPL Financial (Nasdaq: LPLA) announced on January 27, 2026 that advisors Breanne Bovara, CPWA, and Derrick Petry, CFA, have joined Linsco by LPL to launch Moto Wealth Partners. The team joins from Fifth Third Private Bank and reported serving approximately $2 billion in advisory, brokerage and retirement plan assets for their prior firm. Based in Cincinnati and Dayton, Ohio, Moto Wealth Partners focuses on high-net-worth and ultra-high-net-worth families and emphasizes planning-first, boutique wealth advice. LPL highlighted its scale, technology and integrated planning resources as the rationale for the affiliation. LPL currently supports over 32,000 advisors and custodians approximately $2.3 trillion in assets.

Positive

• Team brings approximately $2.0 billion in client assets
• Expands LPL presence in Cincinnati and Dayton, Ohio
• Advisors have nearly 40 years combined industry experience

Negative

• None.

Key Figures

Moto prior assets: $2 billion Combined experience: Nearly 40 years Advisors supported: Over 32,000 +5 more

8 metrics

Moto prior assets $2 billion Advisory, brokerage and retirement plan assets at prior firm

Combined experience Nearly 40 years Industry exposure of Bovara and Petry

Advisors supported Over 32,000 Financial advisors supported by LPL

Institutions served Approximately 1,100 Financial institutions on LPL platform

Client assets Approximately $2.3 trillion Brokerage and advisory assets serviced and custodied

Clients served Approximately 8 million Americans with assets at LPL

Current price $358.99 Price before publication of Moto Wealth Partners news

52-week range $262.8341–$403.575 Pre-news 52-week low and high

Market Reality Check

Price: $365.05 Vol: Volume 706,577 vs 20-day ...

normal vol

$365.05 Last Close

Volume Volume 706,577 vs 20-day average 534,558, a relative volume of 1.32x ahead of this advisor news. normal

Technical Shares at $358.99 are trading just above the 200-day MA at $357.98, while sitting 11.05% below the 52-week high.

Peers on Argus

LPLA showed a -0.86% move while peers were mixed: TW up 3.23%, FUTU up 0.61%, SF...

LPLA showed a -0.86% move while peers were mixed: TW up 3.23%, FUTU up 0.61%, SF up 0.40%, and EVR/HLI down -1.58% and -1.85%, pointing to stock-specific dynamics rather than a clear sector trend.

Historical Context

5 past events · Latest: Jan 22 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 22	Advisor team addition	Positive	+2.0%	Wilson Peak Wealth Management joined LPL with about $150M in client assets.
Jan 14	Advisor team addition	Positive	+2.0%	Oak Bridge Financial joined LPL, bringing roughly $230M in client assets.
Jan 13	Leadership appointments	Positive	-0.3%	LPL named new EVPs for supervision and service to strengthen operations.
Jan 12	Strategy leadership hire	Positive	+1.5%	Appointment of an EVP for Corporate Strategy to guide long-term growth.
Jan 08	Earnings date set	Neutral	-0.7%	Announcement of Q4 and full-year 2025 earnings release date and call.

Pattern Detected

Recent advisor and leadership expansion headlines often coincided with positive next-day moves, though there are instances of divergence on management and scheduling news.

Recent Company History

Over the past month, LPLA has announced multiple growth and leadership initiatives. On Jan 22 and Jan 14, new advisor teams with $150 million and $230 million in assets joined the platform, and both days saw positive price reactions. Executive appointments on Jan 12 and Jan 13 and an earnings date announcement on Jan 8 drew mixed reactions. Today’s addition of Moto Wealth Partners with reported $2 billion in assets extends this advisor growth trajectory.

Market Pulse Summary

This announcement adds Moto Wealth Partners to LPL’s Linsco channel, with the team reporting about $...

Analysis

This announcement adds Moto Wealth Partners to LPL’s Linsco channel, with the team reporting about $2 billion in prior advisory, brokerage and retirement plan assets. It extends a series of advisor and leadership growth updates seen in January. LPL’s broader platform already supports over 32,000 advisors and roughly $2.3 trillion in client assets. Investors may watch how additional recruited assets translate into revenue and margin contributions over time.

Key Terms

cpwa, cfa, fiduciary, broker-dealer, +3 more

7 terms

cpwa financial

"wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®"

A CPWA (Certified Private Wealth Advisor) is a professional credential for financial advisors who specialize in managing complex, high-net-worth client finances. Think of it as an advanced certification that signals extra training in topics like tax-aware investing, estate planning and legacy strategies — similar to a specialist badge on a mechanic who works on luxury cars. For investors, seeing CPWA after an advisor’s name indicates additional expertise and a focus on preserving and transferring wealth over generations.

cfa financial

"Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco"

A CFA is a professional credential awarded to financial analysts and investment managers who pass a series of rigorous exams and meet experience and ethical standards. It signals that a person has demonstrated advanced knowledge of investing, portfolio management and financial analysis—think of it like a pilot’s license for someone who manages money. For investors, seeing a CFA can make it easier to judge a professional’s training and credibility, though it is not a guarantee of performance.

fiduciary financial

"Seeking independence and fiduciary flexibility, the team turned to LPL"

A fiduciary is a person or organization legally required to act in another party’s best financial interest when handling money or giving investment advice. Think of a fiduciary as a trusted guardian who must choose what benefits the client rather than what benefits themselves; for investors, this reduces conflicts of interest and gives stronger protection that decisions and recommendations prioritize the investor’s financial wellbeing.

broker-dealer regulatory

"a registered investment advisor and broker-dealer, member FINRA/SIPC"

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.

registered investment advisor regulatory

"LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer"

A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.

finra regulatory

"broker-dealer, member FINRA/SIPC"

FINRA is the U.S. self‑regulatory organization that oversees brokerage firms and individual brokers, setting and enforcing rules to protect investors and keep markets orderly. Think of it as a referee and rulebook keeper for the broker industry: it licenses brokers, monitors their behavior, enforces standards, and runs complaint and arbitration systems, so investors can check records and have a path to resolve disputes.

sipc regulatory

"broker-dealer, member FINRA/SIPC"

The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that helps customers recover cash and securities if a registered brokerage firm fails and assets are missing. Think of it like an insurance backstop for your brokerage account—it can replace missing holdings up to legal limits but does not protect against losses from market movements or bad investment choices.

AI-generated analysis. Not financial advice.

SAN DIEGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that wealth advisors Breanne Bovara, CPWA®, and Derrick Petry, CFA®, have joined Linsco by LPL Financial to launch Moto Wealth Partners. They reported serving approximately $2 billion for their prior firm in advisory, brokerage and retirement plan assets* and join LPL from Fifth Third Private Bank.

Located in Cincinnati and Dayton, Ohio, Moto Wealth Partners serves high-net-worth and ultra-high-net-worth families across the country, with a strong presence anchored in those markets. Bovara and Petry bring nearly 40 years of combined industry exposure, offering clients a boutique wealth advisory experience that blends human connection with institutional rigor.

“We believe wealth is multidimensional — it impacts family, values, purpose, and legacy,” said Bovara. “Your financial picture evolves with every decision, milestone and transition. That’s why our approach is dynamic and proactive. We support clients through periods of change, emotional challenges, and complex decisions — whether related to business transactions, inheritance, divorce, career transitions, and more. We start with planning, identifying goals, analyzing cash flow, developing tax strategies, and structuring estates — because investments are just one piece of the puzzle. Our goal is to simplify complexity, reduce friction and create clarity so clients can make confident decisions. By combining institutional rigor with human connection, we deliver a boutique experience that feels personal yet powerful with a goal to have every strategy align with what matters most to our clients.”

Bovara added, “The name ‘Moto’ reflects this philosophy — momentum matters. We remove friction and aim to help clients to move forward with clarity and confidence.”

Why Moto Wealth Partners Chose LPL

Seeking independence and fiduciary flexibility, the team turned to LPL for its scale, technology and resources.

“LPL provides the operational freedom and sophisticated tools we need to elevate the client experience,” said Bovara. “Their platform gives us access to cutting-edge technology, integrated planning resources and a robust client engagement ecosystem. This partnership means we can focus on what matters most: delivering highly personalized, planning first strategies for our clients. With LPL’s scale and support behind us, we can streamline operations, enhance efficiency, and dedicate more time to building meaningful relationships and solving complex financial challenges.”

Scott Posner, managing director of business development, said, “We are thrilled to welcome Breanne and Derrick to the Linsco community. Their client-first approach and commitment to innovation aligns with LPL’s mission to empower advisors with flexibility and technology to deliver exceptional value.”

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 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 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 # 852235

FAQ

Who launched Moto Wealth Partners and when did they join LPL (LPLA)?

Breanne Bovara, CPWA, and Derrick Petry, CFA, joined Linsco by LPL to launch Moto Wealth Partners on January 27, 2026.

How much in client assets did Moto Wealth Partners report bringing to LPL (LPLA)?

The team reported serving approximately $2 billion in advisory, brokerage and retirement plan assets for their prior firm.

What clients and markets will Moto Wealth Partners serve after joining LPL (LPLA)?

Moto Wealth Partners will serve high-net-worth and ultra-high-net-worth families nationwide, anchored in Cincinnati and Dayton, Ohio.

Why did Moto Wealth Partners choose LPL (LPLA) as their platform?

They cited LPL’s scale, technology, integrated planning resources and operational flexibility to support a planning-first, boutique client experience.

What experience do the Moto Wealth Partners advisors bring to LPL (LPLA)?

Bovara and Petry bring nearly 40 years of combined industry experience and a boutique wealth advisory approach.

How large is LPL Financial’s advisor and asset footprint (LPLA)?

LPL supports over 32,000 financial advisors and custodians approximately $2.3 trillion in brokerage and advisory assets.