Welcome to our dedicated page for Lpl Financial news (Ticker: LPLA), a resource for investors and traders seeking the latest updates and insights on Lpl Financial stock.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is a wealth management and investment advice company that operates in the financial advisor–mediated marketplace. Through LPL Financial LLC and related entities, the firm supports tens of thousands of financial advisors and the wealth management programs of numerous financial institutions, servicing and custodying brokerage and advisory assets for millions of Americans.
This news page highlights LPLA-related developments, reflecting how the company grows and manages its platform. Readers can find coverage of advisor teams and firms choosing to join LPL’s broker-dealer and Registered Investment Advisor platform or its employee advisor channel, including practices such as Oak Bridge Financial, Rand, Williams & Associates and Forest Lake Wealth Partners. These stories illustrate why advisors transition to LPL, often citing autonomy, technology capabilities, operational flexibility and support.
News items also include leadership and governance updates, such as appointments of senior executives in areas like supervision, service, legal and corporate strategy, as well as the election of independent directors to the board. In addition, LPL issues releases on its earnings release schedule, monthly activity metrics and research publications like the firm’s 2026 Outlook, which provides a data-driven view of the economic and market environment.
Investors, advisors and other interested readers can use this page to follow recurring themes in LPL’s news flow, including advisor recruitment, corporate strategy, board composition, regulatory and legal leadership, and platform growth indicators. By reviewing these updates over time, users gain insight into how LPL manages its wealth management platform and supports the advisors and institutions that rely on its services.
LPL Financial LLC (Nasdaq: LPLA) has welcomed father-and-son financial advisors Steve and Jeremy Friedman to its network, joining through Silverleaf Wealth Management. This team previously managed around $200 million in assets, focusing on personalized financial strategies for diverse clients. With over 60 years of combined experience, they seek a flexible business model to enhance client services. The Friedman team aims to leverage LPL's resources and innovative technology to meet comprehensive financial needs, ensuring exceptional client care.
LPL Financial announced that Accardi Financial Group has joined its platforms, reporting approximately $150 million in advisory, brokerage, and retirement plan assets. Founded in 1990, AFG focuses on personalized investment strategies. The firm, led by founder Joe Accardi and his family, aims for efficient operations through its partnership with Lucia Capital Group (LCG), gaining access to enhanced services and growth opportunities. LPL's commitment to innovation and advisor support is emphasized by their executive vice president.
LPL Financial announced the launch of Clifford-Lewis Private Wealth, an independent practice by advisors Pat Clifford and Tyler Lewis, managing approximately $275 million in assets. They transitioned from Wells Fargo Advisors to LPL to better serve their clients with more autonomy and tailored services.
The team, which includes experienced members like Karen Vaughan and Sherryl Miles, emphasizes a client-focused approach. LPL's Strategic Wealth Services offers comprehensive support for their practice's growth, allowing the advisors to enhance their financial planning services.
LPL Financial (Nasdaq:LPLA) has welcomed financial advisors Andy Walker and Christian Covey, who launched Walker Covey Wealth Advisors in affiliation with LPL Strategic Wealth Services. Previously managing around $350 million in assets, the advisors aim to enhance client financial understanding through principle-based investing. They value LPL's integrated platform and personalized support, which allows them to focus on client needs while receiving comprehensive operational assistance. LPL executives praised the new partnership, emphasizing their commitment to advisor-led financial guidance.
LPL Financial LLC announced that advisors John and Jennifer Tarantino have joined its platforms, aligning with Gladstone Wealth Partners. They manage around $250 million in advisory and brokerage assets and have transitioned from Morgan Stanley to provide a family-oriented, independent advisory approach. With an emphasis on personalized financial planning, their move aims to better serve clients' evolving needs. Richard Frick, CEO of Gladstone, expressed confidence in their adaptation to independence, while LPL executives highlighted support for enhanced client experiences and robust resources.
LPL Financial announced the launch of Lau Financial Group by advisor Hugh Lau, who oversees approximately $750 million in assets. Lau's transition to an independent practice is supported by LPL’s Strategic Wealth Services, offering tailored investment strategies for multi-generational wealth. Lau and his team seek autonomy while leveraging LPL’s technology and resources to enhance their client service. The firm aims to grow its client base and brand presence in the community, backed by LPL's operational support.
LPL Financial (Nasdaq: LPLA) announced that McLaughlin Asset Management has joined its platform, bringing approximately $600 million in advisory assets. McLaughlin, based in Haddonfield, N.J., focuses on comprehensive wealth management, serving high-net-worth clients. The team aims to enhance client service by transitioning to an independent hybrid RIA model, leveraging LPL and Gladstone's resources. LPL's technology and advisory capabilities are expected to support continued growth for McLaughlin Asset Management.
LPL Financial (Nasdaq: LPLA) has welcomed financial advisor Corey Phillips to its platform, bringing approximately $115 million in advisory, brokerage, and retirement assets. Previously affiliated with Park Avenue Securities, Phillips plans to partner with Alex Kastrinakis at LPL, launching a new brand later this year. Phillips emphasized LPL's industry-leading tools which enhance client investment experiences and support fiduciary practices. LPL aims to empower advisors with independence and innovative services, showcasing its commitment to supporting financial advisors nationwide.
LPL Financial (Nasdaq: LPLA) welcomes Elite Financial Network to its platforms. The firm manages around $1 billion in advisory, brokerage, and retirement plan assets, transitioning from Securities America. Founded in 1992 and led by CEO Dan Cairo, Elite Financial Network emphasizes holistic financial services. Cairo cites LPL's advisor-centric culture and innovative solutions as key reasons for the move, anticipating significant growth and expansion. LPL aims to support advisors through robust digital platforms and quality solutions, solidifying its position in the independent financial advisory market.
LPL Financial Holdings Inc. (LPLA) will announce its fourth quarter financial results after market close on February 3, 2022. A conference call to discuss these results is scheduled for 5 p.m. ET the same day, accessible via phone and webcast. LPL Financial, a leader in the advisor-centric financial services market, supports over 19,000 advisors and is recognized as the top RIA custodian. The investor relations section will provide further details relevant to shareholders. A replay of the call will be available until February 24, 2022.