Lpl Financial Stock Price, News & Analysis

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.

LPL Financial (NASDAQ: LPLA), one of the fastest-growing U.S. wealth management firms, has appointed Mike Holtschlag as Executive Vice President of Banking and Lending. In his new role, Holtschlag will lead the company's banking and lending initiatives, focusing on cash management accounts, credit cards, and secured credit lending solutions.

Holtschlag brings over 25 years of financial services experience, including 17 years at Fidelity Investments where he served as Senior Vice President for the Saving, Spending, and Lending Business. At Fidelity, he led a global team of 150 associates managing various financial solutions. He holds degrees from Harvard University and the Wharton School.

LPL Financial currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing approximately $1.8 trillion in brokerage and advisory assets for around 7 million Americans.

LPL Financial (NASDAQ:LPLA) announced that financial advisor Jason Wyatt has joined their platform from Wells Fargo Advisors to launch Wyatt Wealth Management. Wyatt brings approximately $180 million in advisory, brokerage and retirement plan assets to LPL's broker-dealer, RIA and custodial platforms.

Based in Bryan, Texas, Wyatt has over 30 years of financial industry experience and specializes in serving clients near or in retirement. The move to LPL Financial was driven by his desire for greater independence, flexibility, and access to non-proprietary investment products. As part of the transition, Wyatt plans to expand staff and office space to enhance client service capabilities.

LPL Financial (NASDAQ:LPLA) announced that financial advisors Mike Trudeau, Matt Merrick, Ben Ollila, and Ben Prchal have joined LPL Financial's broker-dealer and RIA platforms, partnering with Strategic Wealth Group. The team, which previously served at Thrivent Investment Management, manages approximately $220 million in advisory, brokerage and retirement plan assets.

Based near Minneapolis, the team specializes in retirement planning and brings three decades of combined industry experience. The move to LPL and Strategic Wealth Group enables them to operate independently, free from corporate mandates and proprietary investments, while gaining access to LPL's technology and integrated capabilities, including Strategic Tax Group's in-house tax professionals.

LPL Financial (NASDAQ:LPLA) has released its May 2025 activity report, showing strong growth in assets and client engagement. Total advisory and brokerage assets reached $1.85 trillion, marking a 3.7% increase from April 2025. The company reported $6.5 billion in total organic net new assets, representing a 4.4% annualized growth rate.

Notable metrics include $13.5 billion in net buying activity and total client cash balances of $49.2 billion. Advisory assets grew to $1.02 trillion (up 4.4% M/M), while brokerage assets reached $832.9 billion (up 2.9% M/M). The company experienced some planned separation from misaligned large OSJs, impacting $1.0 billion in assets.

LPL Financial announced that financial advisors Matthew Sweeney, John Folsom, and Tanner Carter have launched EverMark Investment Partners through LPL's Strategic Wealth Services (SW) affiliation model. The team, managing approximately $425 million in assets, joins from RBC and becomes the 50th team to join LPL's SW platform. Based in San Diego, the team brings extensive experience with Folsom and Sweeney's combined seven decades in the industry. EverMark will benefit from LPL's comprehensive supported independence solution, which includes wealth management platform access, dedicated support services, and integrated business operations support. The team serves a multigenerational client base, with nearly half of their clients being multigenerational relationships.

LPL Financial (LPLA) has announced that Runyan Capital, led by Jeff Runyan, has joined their broker-dealer, RIA, and custodial platforms. The Beverly Hills-based team, which manages approximately $330 million in assets, transitions from Wedbush Securities. Runyan Capital, founded in 2010, includes team members Connor Brumfield, Sam Aamot, and Jenni Runyan. The firm cited LPL's superior technology offerings, increased autonomy, and potential for enhanced client experience as key factors in their decision to switch. Jeff Runyan, with over 20 years of investment management experience, emphasizes a disciplined approach to portfolio building that incorporates behavioral economics research. LPL Financial, one of the fastest-growing wealth management firms in the U.S., 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.

LPL Financial (LPLA) has announced that Loomis Wealth Management, managing approximately $180 million in assets, has joined LPL's broker-dealer, RIA and custodial platforms from L.M. Kohn & Company. The Harrisonburg, VA-based team consists of father-son duo Bill and Curt Loomis, who founded the firm in 2010, along with Justin Hitt, a former educator who joined in 2023. The team, with over 60 years of combined financial industry experience, chose LPL for its enhanced technology offerings, greater autonomy, and integrated platform capabilities. LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with approximately $1.8 trillion in brokerage and advisory assets under management.

LPL Financial announced that financial advisors Christian Reuter, James Robinson and Michael Capeder have launched Arv Private Wealth through LPL Strategic Wealth Services, transitioning from RBC with approximately $330 million in managed assets. The San Diego-based team brings over 60 years of combined experience, with Reuter and Robinson collaborating since 2012. The new practice leverages LPL's comprehensive supported independence solution, which provides entrepreneurial freedom alongside business services and support. Through LPL Strategic Wealth Services, the team gains access to LPL's wealth management platform, dedicated operational support, and integrated services including Admin Solutions and ClientWorks technology. LPL Financial, a leading wealth management firm, currently supports over 29,000 financial advisors and approximately 1,200 financial institutions, managing about $1.8 trillion in assets for around 7 million Americans.