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LPL Financial Holdings Inc. operates a wealth management platform for financial advisors, broker-dealer representatives, registered investment advisers and financial institutions. News about LPLA centers on advisor and team affiliations, broker-dealer and RIA platform growth, custody and advisory asset trends, and affiliation models such as Linsco and LPL Independent Advisor Network.
Company updates also cover quarterly financial results, organic and recruited asset flows, client cash balances, capital and liquidity measures, dividends, technology and practice-management services, investment solutions, and advisor support programs such as its military deployment practice continuation framework.
LPL Financial (Nasdaq:LPLA) reported April 2026 monthly activity. Total client assets reached $2.48 trillion, up 6.1% from March and 38.6% year over year. Advisory assets were $1.48 trillion, representing 59.8% of total assets.
April organic net new assets were $3.1 billion, a 1.6% annualized growth rate. Total client cash balances were $55.5 billion, with $52.3 billion in bank sweep programs. Net buying in April totaled $12.9 billion.
LPL Financial (Nasdaq:LPLA) announced that the financial advisors of True Compass Advisors, previously affiliated with Kestra, have joined its broker-dealer and RIA platforms. The Southbury, Connecticut-based team services approximately $870 million in advisory, brokerage and retirement plan assets.*
Led by Jared White, with support from COO Karin Hubbard and additional advisors, the practice focuses on relationship-driven, comprehensive financial planning. Overall, LPL supports over 32,000 financial advisors and approximately $2.4 trillion in brokerage and advisory assets for about 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that Emerald Wealth Management, serving about $815 million in client assets*, has joined LPL’s broker-dealer and RIA platform from Northwestern Mutual.
Based in Seattle, Emerald Wealth serves tech professionals and pre-retirees, while LPL supports over 32,000 advisors and about $2.3 trillion in assets.
LPL Financial (Nasdaq:LPLA) announced that the advisors of Cebert Wealth Advisors have joined its broker-dealer and RIA platforms. Cebert Wealth reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and more than 1,700 clients, primarily retirees and pre-retirees in The Villages, Florida.
The team, led by founder Dale Cebert, chose LPL for its independent model, research capabilities, and broad investment and technology tools. LPL now supports over 32,000 financial advisors and about $2.3 trillion in brokerage and advisory assets across roughly 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that Davis Executive Wealth, a Norwell, MA-based team serving high-net-worth and ultra-high-net-worth clients, has joined the LPL Strategic Wealth supported independence model. The team, led by Timothy Davis, CFP, reported approximately $635 million in advisory assets* and previously affiliated with Steward Partners.
LPL Financial (Nasdaq:LPLA) received two 2026 American Business Awards Stevie honors for innovative artificial intelligence concepts in wealth management. The firm won for its prototype AccountView Next Gen web experience and for AccountView Next Gen Mobile, highlighting personalized, AI-powered digital platforms for advisors and investors.
The AI tools are concepts in prototype, emphasizing governance, security, explainability and compliance. LPL supports over 32,000 advisors and approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq:LPLA) announced that the advisors of Fifteen:22 Financial Partners, serving about $380 million in client assets*, have joined its broker-dealer and RIA platform from Nations Financial Group.
The Kansas-based team has six managing partners, over 120 years of combined experience, and serves multigenerational clients nationwide with a relationship-driven, values-based investing approach. According to LPL Financial, the firm supports more than 32,000 advisors and approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq:LPLA) won two 2026 American Business Awards Stevie honors for innovation in artificial intelligence. The firm received awards for Achievement in the Use of AI for AccountView Next Gen web and Best Use of Generative AI Technology for AccountView Next Gen Mobile.
LPL highlights secure, enterprise-scale AI delivering personalized insights, portfolio intelligence and intelligent agents, supporting millions of investor accounts. According to LPL, the firm serves over 32,000 advisors, 1,100 institutions and oversees about $2.3 trillion in brokerage and advisory assets for 8 million Americans.
LPL Financial (Nasdaq: LPLA) announced on May 7, 2026 that advisors Conley Thornhill, Doug Rathbun, Nikki Rathbun and team launched Paxara Wealth Partners on Linsco by LPL, bringing approximately $330 million in advisory, brokerage and retirement plan assets from UBS. Paxara is based in Winter Haven, Fla.
The team cited LPL’s technology, advisor independence and broad resources as reasons for the move. LPL supports more than 32,000 advisors and custodians approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq: LPLA) announced that advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services joined LPL’s broker-dealer and RIA platform on May 5, 2026.
The team brings approximately $775 million in advisory, brokerage and retirement plan assets and joins LPL from Raymond James. Capital Investment Services is based in LaGrange, Ga., and Lumpkin has been named to Forbes Best-in-State Wealth Advisors for 2024–2026. LPL reported it supports more than 32,000 advisors and services approximately $2.3 trillion in brokerage and advisory assets.