Lpl Financial Stock Price, News & Analysis

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.

LPL Financial (Nasdaq: LPLA) announced that partners John Edgecomb and Robb Edgecomb of Edge Wealth Advisory Group joined LPL’s broker-dealer and RIA platforms effective Oct. 28, 2025. The team reports serving approximately $200 million in advisory, brokerage and retirement plan assets and relocated from Raymond James, operating near Austin, Texas (Granite Shoals and Gonzales).

The father-son team has a combined 65 years of experience and cited LPL’s independence, technology, AI planning tools and investment platform as reasons for the move.

Commonwealth Financial Network (Nasdaq: LPLA) held its National Conference in National Harbor, MD, October 19–22, 2025, drawing more than 2,000 attendees of advisors, home office staff, and partners under the theme “One Community. Unlimited Possibilities.”

The event was the first flagship conference since LPL Financial acquired Commonwealth on August 1, 2025, and featured joint sessions with LPL leadership, keynote speakers Lin-Manuel Miranda and Doris Kearns Goodwin, networking Hub experiences, a Next‑Gen preconference, Talent Exchange with four universities, and multiple give-back activities. Commonwealth said advisor onboarding to the LPL platform is expected to be completed in Q4 2026.

LPL Financial (Nasdaq: LPLA) announced that Shawn Gentle of Gentle Family Wealth Partners has joined LPL’s broker-dealer and corporate RIA platform effective Oct. 23, 2025.

Gentle is based in Birmingham, Ala., brings 37 years of experience and reported approximately $280 million in advisory, brokerage and retirement plan assets. He joins from Raymond James and serves clients across the Southeast, including retirees, business owners and charitable donors.

LPL highlighted its technology, cybersecurity focus, autonomy for advisors and succession resources. Firm metrics cited: over 29,000 advisors and approximately $1.9 trillion in assets custodied as of June 30, 2025.

LPL Financial (Nasdaq: LPLA) announced that advisors Stephen Carleton and Tom Niles have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Paddock and Pine Wealth Partners on Oct. 14, 2025.

The team reported serving approximately $330 million in advisory, brokerage and retirement plan assets and joined LPL from Janney. Based in Saratoga Springs, NY, they bring nearly 55 years of combined experience and have worked together for 10 years. They cited Linsco’s autonomy, integrated wealth-management platform, field support, and retail hybrid capabilities as reasons for the move.

LPL noted it supports over 29,000 advisors and custodys approximately $1.9 trillion in brokerage and advisory assets as of June 30, 2025.

LPL Financial (Nasdaq: LPLA) will report third quarter 2025 results after market close on Thursday, October 30, 2025 and will host a conference call the same day at 5:00 p.m. ET. The call will be accessible live and available for replay at investor.lpl.com/events. Contact emails for investor and media inquiries are provided.

The company reported advisor and asset metrics as of June 30, 2025: supporting over 29,000 financial advisors, servicing approximately 1,100 financial institutions, and custodying about $1.9 trillion in brokerage and advisory assets for roughly 7 million Americans.