LPL Releases Inaugural Advisor Growth Study

09:00am, Wednesday, 17'th Sep 2025
SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, today announced the release of the first-of-its-kind annual Advisor Growth Study (AGS).
SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP® and Michael S.

LPL Financial Welcomes The Capitol Bay Group

09:00am, Tuesday, 09'th Sep 2025
SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-af
SAN DIEGO, Sept. 04, 2025 (GLOBE NEWSWIRE) -- More than three-quarters of financial advisors (78%) surveyed at LPL Financial LLC's flagship annual conference are already leveraging or plan to use AI t
SAN DIEGO, Aug. 28, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Concentric Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advis
LPL and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.

LPL Financial Welcomes Skyward Financial

08:55am, Tuesday, 26'th Aug 2025
SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) pl

LPL Financial: 4 Reasons Why The Stock Is A Buy

05:20am, Tuesday, 26'th Aug 2025
LPL Financial has outperformed the S&P 500, delivering a 911% total return over the past decade, driven by strong earnings and M&A growth. LPLA boasts a high-quality, diversified business mix, with re
LPLA's brokerage and advisory assets hit $1.94T in July, rising 1.1% from June and surging nearly 27% year over year.
SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), today released its

LPL Financial Welcomes Women-Led Chloey Wealth

08:55am, Thursday, 21'st Aug 2025
SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial's broker-deal

LPL Financial Welcomes Zarra Wealth Management

08:55am, Tuesday, 19'th Aug 2025
SAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (R
President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients
SAN DIEGO, Aug. 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, convened more than 10,000 attendees, including 6,000 financial advisors from across the country, for i
SAN DIEGO, Aug. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, last night opened its annual flagship conference, Focus 2025, welcoming more than 10,000 financial pro
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