Lpl Financial Stock Price, News & Analysis

LPL Financial (Nasdaq: LPLA) said Chief Executive Officer Rich Steinmeier will present at the Goldman Sachs Financial Services Conference on December 9, 2025 at 8:00 a.m. ET.

A live audio webcast will be available at investor.lpl.com, with a replay posted after the presentation. The company supports over 32,000 financial advisors, services approximately $2.3 trillion in brokerage and advisory assets, and serves about 8 million clients through roughly 1,100 financial institutions.

LPL Financial (Nasdaq: LPLA) announced that Brandon Wallis, CFP®, CRPS™, of Kūpono Wealth Planning joined LPL’s broker-dealer and RIA platform on Dec 2, 2025. Wallis reported serving approximately $145 million in advisory, brokerage, and retirement plan assets and joins LPL from Edward Jones. Kūpono is based in Mililani, Hawaiʻi, and serves Central Oahu and North Shore clients, including recent retirees, near-retirees, medical professionals, and small business owners.

The move cites a desire for greater autonomy, local decision-making, and access to LPL’s wide solution set and scale — LPL supports nearly 32,000 advisors and services about $2.3 trillion in brokerage and advisory assets.

LPL Financial (Nasdaq: LPLA) reported October 2025 monthly activity. Total advisory and brokerage assets reached $2.35 trillion, up $36.6 billion (+1.6% month-over-month) and 40.5% year-over-year. Total organic net new assets were $7.3 billion (3.8% annualized), including $0.7 billion from First Horizon onboarding and $0.5 billion off-boarded due to a planned separation.

Client cash balances ended at $54.9 billion (down $0.9 billion M/M); net buying in October was $14.3 billion. Key market drivers: S&P 500 6,840 (2.3% M/M).

Private Advisor Group (AUM $41.3 billion) announced that LPL Financial (Nasdaq: LPLA) acquired a minority ownership stake, strengthening a nearly three‑decade relationship and broadening the firm's ownership alongside Merchant Investment Management and six legacy shareholders.

Announced on November 20, 2025, the investment is positioned to support advisor growth, innovation, practice management, business continuity, succession planning, and operational excellence while Private Advisor Group continues to operate independently under its brand.

Private Advisor Group announced that LPL Financial (Nasdaq: LPLA) acquired a minority ownership stake in Private Advisor Group, joining Merchant Investment Management and legacy shareholders.

The agreement, which became effective Nov. 18, 2025, aims to deepen strategic alignment, expand practice management and succession planning resources, and accelerate advisor growth while Private Advisor Group continues to operate independently under its existing brand. Exact financial terms were not disclosed.

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.

LPL Financial (Nasdaq:LPLA) launched a new Cash Management Account (CMA) on November 12, 2025 to integrate banking and investing within its Account View platform. The CMA offers dual functionality with modern banking tools (direct deposit, mobile check deposit, debit card, bill pay, check writing, digital payments) plus investment readiness.

The account provides enhanced FDIC protection through LPL’s Insured Cash Sweep Programs: up to $2.5 million for individual accounts and $5 million for joint accounts. LPL supports this product with its advisor and platform scale: over 32,000 advisors, ~1,100 institutions, and ~$2.3 trillion in custody and advisory assets.

LPL Financial (Nasdaq: LPLA) announced on Oct 31, 2025 a fee reduction and simplified pricing across its advisory platforms, effective July 1, 2026. Key changes include: SAM administrative fees reduced for advisors managing ≥$75M with fees waived at $250M (previously $500M); MWP advisor-paid pricing cut by up to 40% for $100k–$500k accounts; and GWP client platform fee lowered from 35bp to 25bp. The company cites nearly 80% of organic net new assets flowing into advisory solutions and said it has returned nearly $50M in savings to advisors and clients over two years. LPL supports ~32,000 advisors and custodying ~$2.3T in assets.

LPL Financial (Nasdaq: LPLA) reported Q3 2025 results for the quarter ended September 30, 2025, showing a net loss of $30 million (diluted loss per share $0.37) that included $419 million of one-time acquisition costs related to the Commonwealth transaction. Adjusted EPS rose 25% YoY to $5.20 and adjusted pre-tax income increased 35% YoY to $569 million. Gross profit increased 31% YoY to $1,479 million.

Business growth was strong: total advisory and brokerage assets reached $2.3 trillion (+45% YoY), advisory assets were $1.3 trillion (+51% YoY), and total net new assets were $308 billion (including $275 billion acquired from Commonwealth). Organic net new assets were $33 billion (7% annualized). The board declared a $0.30 per share dividend payable Dec 1, 2025. Corporate cash: $568 million; leverage ratio: 2.04x. Core G&A rose to $477 million, and 2025 Core G&A outlook was lowered to $1,860–1,880 million.