The $2.3 trillion-asset independent broker-dealer’s chief wealth officer wants to make it easier for LPL’s 32,000 advisors to ...

SAN DIEGO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors, DJ Totland, CFP®, CIMA®, CPFA® and Christopher Meyer, CFP®, with support from Rob Tendler CFP®, CLU® and ...

LPL Financial has been treading water for the past six months, recording a small return of 3.4% while holding steady at ...

LPL Financial LLC announced the addition of financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to its platforms, having previously served around $275 million in advisory, brokerage, and ...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...

LPL Financial is testing how big an independent wealth management company can grow with a billion-dollar deal that's likely to push its headcount of financial advisors above 25,000 next year. "There ...

LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...

The exodus of financial advisors leaving Osaic for LPL Financial accelerated with two more advisory teams managing billions of dollars making the transition. LPL, the largest independent broker-dealer ...

LPL Financial's (LPLA) total advisory and brokerage assets at the end of November rose 0.5% M/M to $2.36T, compared with a ...

According to a filing last week with the Securities and Exchange Commission, LPL Financial in 2024 reported $2.14 billion in advisor loans, net, compared to the year earlier, when it reported $1.36 ...

Morgan Stanley lowered the firm’s price target on LPL Financial (LPLA) to $447 from $462 and keeps an Overweight rating on the shares. Healthy ...

US household net worth is at an all-time high and interest rates remain high; both factors are tailwinds for investment management firms. LPL Financial sports high earnings growth estimates as the ...