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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) announced that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL‑aligned wealth management firm, using LPL’s broker-dealer and RIA platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.
Based in Deerfield, Illinois, Feutz focuses on individuals and families approaching or in retirement, emphasizing comprehensive planning, tax-aware strategies and legacy planning. According to LPL Financial, the move combines Genesis Wealth’s environment with LPL’s scale, stability and platform capabilities. LPL supports more than 32,000 advisors and services about $2.3 trillion in client assets.
LPL Financial (Nasdaq: LPLA) announced that the financial advisors of Buell Wealth Management, previously with Buell Securities Corporation, have joined LPL’s broker-dealer and RIA platform. The Glastonbury, Connecticut-based team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* as of end 2025.
Buell Wealth Management is led by CEO Chris Berris, who has over 40 years of industry experience. Its five advisors, with 187 years of combined tenure, serve high-net-worth individuals, retirees and business owners across 21 states. They chose LPL for its technology, compliance and back-office support, aiming to streamline operations and focus more on client service. LPL highlighted Buell’s century-long legacy and emphasized its own scale of more than 32,000 advisors and about $2.3 trillion in client assets.
LPL Financial (Nasdaq: LPLA) announced that the advisors of HighWater Wealth have joined LPL’s broker-dealer and RIA platform, aligning with Quotient Advisor Partners, a firm supporting LPL-affiliated advisors. The San Diego-based team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank.
HighWater Wealth focuses on multi-generational planning for high-net-worth families, offering trust and estate review, balance sheet analysis and customized investment strategies. LPL highlighted its scale, open-architecture platform, research capabilities and advanced planning resources, while noting it now supports more than 32,000 financial advisors and approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq:LPLA) will release its second quarter 2026 financial results after the market closes on Thursday, July 30. A conference call to discuss results is scheduled for 5:00 p.m. ET the same day, with live and replay access at investor.lpl.com/events.
LPL Financial (Nasdaq:LPLA) announced that Commonwealth Financial Network and LPL Financial LLC ranked #1 and #2 in the JD Power 2026 U.S. Financial Advisor Satisfaction Study for independent firms. Commonwealth, acquired by LPL in 2025, earned its 13th consecutive #1 ranking, while LPL advanced to #2.
The study evaluates advisor satisfaction across compensation, leadership and culture, professional development, products and marketing, operational support and technology. LPL is described as supporting more than 32,000 advisors, about 1,100 institutions and approximately $2.3 trillion in brokerage and advisory assets for roughly 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that advisor Brian Lubel and his firm Cypress Point Wealth Partners have joined the LPL Independent Advisor Network.
Lubel reported serving about $175 million in client assets* and joins from MML Investors Services, expanding LPL’s supported independence platform.
LPL Financial (Nasdaq:LPLA) released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks, detailing expectations for the second half of 2026.
The report highlights policy-driven markets, AI’s shift from buildout to monetization, modest but positive U.S. growth, range-bound Treasury yields and the importance of diversified, balanced portfolios.
LPL Financial (Nasdaq:LPLA) announced that advisor David Logsdon, founder of Summit Ridge Financial Advisors, has joined its broker-dealer and RIA platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and brings 30 years of wealth management experience.
Based in Sun Valley, Idaho, his practice serves sophisticated clients across more than a dozen states, using a comprehensive, full balance sheet approach. LPL highlighted its scale, open-architecture platform, and technology, supporting over 32,000 advisors and about $2.3 trillion in assets.
LPL Financial Holdings (Nasdaq:LPLA) announced that Doug and Jenny Haskin have launched Haskin Private Wealth Advisors on the LPL Independent Advisor Network. The Sacramento-based team, joining from Wells Fargo, oversees about $170 million in advisory, brokerage and retirement plan assets* and plans to expand its services and staffing.
LPL Financial (Nasdaq:LPLA) welcomed advisor Wayne McCormick to its Linsco model to launch McCormick Private Wealth in Manchester, N.H. The team reported serving about $340 million in assets and focuses on planning-first, relationship-based advice for individuals, families and multigenerational clients.
LPL reports supporting over 32,000 advisors, about 1,100 financial institutions and approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans.