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. 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 advisor Steve Schott, owner and CEO of Schott Financial Management in Prescott, Arizona, has joined its broker-dealer and RIA platform.
Schott reported approximately $240 million in client assets* and focuses on retirement planning through four stages of retirement.
LPL Financial (Nasdaq:LPLA) announced that CEO Rich Steinmeier will present at the William Blair Growth Stock Conference on June 3 at 9:40 a.m. ET.
A live audio webcast and replay will be available at investor.lpl.com for investors and interested parties.
LPL Financial (Nasdaq:LPLA) announced that advisors Michael Stevenson, David Johnson and Nikko Gronhovd of Soundview Wealth Management joined its broker-dealer and RIA platform. They reported serving about $600 million in advisory, brokerage and retirement plan assets and transitioned from D.A. Davidson.
The multigenerational practice chose LPL for its integrated technology, platform flexibility and transparent, client-first alignment. LPL supports more than 32,000 advisors, approximately 1,100 institutions and about $2.3 trillion in brokerage and advisory assets for roughly 8 million Americans.
LPL Financial (Nasdaq:LPLA) reported April 2026 monthly activity. Total client assets reached $2.48 trillion, up 6.1% from March and 38.6% year over year. Advisory assets were $1.48 trillion, representing 59.8% of total assets.
April organic net new assets were $3.1 billion, a 1.6% annualized growth rate. Total client cash balances were $55.5 billion, with $52.3 billion in bank sweep programs. Net buying in April totaled $12.9 billion.
LPL Financial (Nasdaq:LPLA) announced that the financial advisors of True Compass Advisors, previously affiliated with Kestra, have joined its broker-dealer and RIA platforms. The Southbury, Connecticut-based team services approximately $870 million in advisory, brokerage and retirement plan assets.*
Led by Jared White, with support from COO Karin Hubbard and additional advisors, the practice focuses on relationship-driven, comprehensive financial planning. Overall, LPL supports over 32,000 financial advisors and approximately $2.4 trillion in brokerage and advisory assets for about 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that Emerald Wealth Management, serving about $815 million in client assets*, has joined LPL’s broker-dealer and RIA platform from Northwestern Mutual.
Based in Seattle, Emerald Wealth serves tech professionals and pre-retirees, while LPL supports over 32,000 advisors and about $2.3 trillion in assets.
LPL Financial (Nasdaq:LPLA) announced that the advisors of Cebert Wealth Advisors have joined its broker-dealer and RIA platforms. Cebert Wealth reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and more than 1,700 clients, primarily retirees and pre-retirees in The Villages, Florida.
The team, led by founder Dale Cebert, chose LPL for its independent model, research capabilities, and broad investment and technology tools. LPL now supports over 32,000 financial advisors and about $2.3 trillion in brokerage and advisory assets across roughly 8 million Americans.
LPL Financial (Nasdaq:LPLA) announced that Davis Executive Wealth, a Norwell, MA-based team serving high-net-worth and ultra-high-net-worth clients, has joined the LPL Strategic Wealth supported independence model. The team, led by Timothy Davis, CFP, reported approximately $635 million in advisory assets* and previously affiliated with Steward Partners.
LPL Financial (Nasdaq:LPLA) received two 2026 American Business Awards Stevie honors for innovative artificial intelligence concepts in wealth management. The firm won for its prototype AccountView Next Gen web experience and for AccountView Next Gen Mobile, highlighting personalized, AI-powered digital platforms for advisors and investors.
The AI tools are concepts in prototype, emphasizing governance, security, explainability and compliance. LPL supports over 32,000 advisors and approximately $2.3 trillion in brokerage and advisory assets.
LPL Financial (Nasdaq:LPLA) announced that the advisors of Fifteen:22 Financial Partners, serving about $380 million in client assets*, have joined its broker-dealer and RIA platform from Nations Financial Group.
The Kansas-based team has six managing partners, over 120 years of combined experience, and serves multigenerational clients nationwide with a relationship-driven, values-based investing approach. According to LPL Financial, the firm supports more than 32,000 advisors and approximately $2.3 trillion in brokerage and advisory assets.