In the May 28 session, LPLA declined 2.06%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Market Context
This announcement highlights LPL’s participation in the William Blair Growth Stock Conference, offer...
Analysis
This announcement highlights LPL’s participation in the William Blair Growth Stock Conference, offering investors another forum to hear management discuss strategy and recent business trends. It comes after strong reported client assets of $2.48 trillion in April and several sizable advisor team additions. Investors may focus on updated commentary about organic growth, advisor recruiting, and capital priorities, while monitoring how these themes connect to prior expansion milestones.
Key Figures
Financial advisors:32,000Financial institutions:1,100Client assets:$2.3 trillion+5 more
Financial advisors
32,000
Number of financial advisors supported by LPL
Financial institutions
1,100
Wealth management practices of financial institutions supported
Client assets
$2.3 trillion
Brokerage and advisory assets serviced and custodied
End clients
8 million
Americans served through LPL platform
Presentation date
June 3
Date of William Blair Growth Stock Conference presentation
"a registered investment advisor and broker-dealer. Member FINRA/SIPC."
A registered investment advisor is a professional or firm that provides financial advice and manages investments for clients, operating under regulations that require them to act in their clients' best interests. This designation helps investors identify trustworthy advisors who are legally committed to providing transparent and fair guidance, much like a licensed doctor is bound to prioritize patient well-being.
broker-dealerfinancial
"a registered investment advisor and broker-dealer. Member FINRA/SIPC."
A broker-dealer is a licensed firm or individual that both executes trades on behalf of clients (acting as a broker) and buys or sells securities for its own account (acting as a dealer). Investors care because broker-dealers provide the plumbing of markets — they place orders, hold or move cash and securities, offer research or advice, and their stability and fees directly affect trade execution, costs, and the safety of client funds; think of them as a combined travel agent and taxi for your investments.
finraregulatory
"a registered investment advisor and broker-dealer. Member FINRA/SIPC."
FINRA is the U.S. self‑regulatory organization that oversees brokerage firms and individual brokers, setting and enforcing rules to protect investors and keep markets orderly. Think of it as a referee and rulebook keeper for the broker industry: it licenses brokers, monitors their behavior, enforces standards, and runs complaint and arbitration systems, so investors can check records and have a path to resolve disputes.
"a registered investment advisor and broker-dealer. Member FINRA/SIPC."
The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that helps customers recover cash and securities if a registered brokerage firm fails and assets are missing. Think of it like an insurance backstop for your brokerage account—it can replace missing holdings up to legal limits but does not protect against losses from market movements or bad investment choices.
SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that Rich Steinmeier, Chief Executive Officer, will present at the William Blair Growth Stock Conference on June 3.
The presentation takes place at 9:40 a.m. ET. A live audio webcast of the presentation will be accessible at investor.lpl.com, with a replay available on the website after the presentation.
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer. Member FINRA/SIPC.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
When will LPL Financial (LPLA) present at the William Blair Growth Stock Conference?
LPL Financial CEO Rich Steinmeier will present on June 3 at 9:40 a.m. ET. According to LPL Financial, the session is part of the William Blair Growth Stock Conference and will be accessible via live webcast for investors.
How can investors listen to LPL Financial’s June 3, 2026 William Blair conference presentation?
Investors can listen through a live audio webcast at investor.lpl.com. According to LPL Financial, a replay of the William Blair Growth Stock Conference presentation will also be available on the investor relations website after the event.
Who will represent LPL Financial (LPLA) at the William Blair Growth Stock Conference?
Chief Executive Officer Rich Steinmeier will represent LPL Financial at the conference. According to LPL Financial, he will deliver the company’s presentation on June 3 at 9:40 a.m. ET, with audio access provided online to investors.
Where will the replay of LPL Financial’s William Blair Growth Stock Conference webcast be available?
The replay will be available on LPL Financial’s investor relations website at investor.lpl.com. According to LPL Financial, the replay will be posted after the June 3 presentation for investors who cannot join the live webcast.
How many advisors and assets does LPL Financial (LPLA) support as of this conference announcement?
LPL Financial supports more than 32,000 financial advisors and about 1,100 financial institutions. According to LPL Financial, the firm services and custodies approximately $2.3 trillion in brokerage and advisory assets on behalf of around 8 million Americans.
