LPL Financial Welcomes Horizon Capital Advisors
LPL Financial (LPLA) has announced that Horizon Capital Advisors, a team of eight financial advisors previously with Osaic, has joined LPL's broker-dealer, RIA, and custodial platforms. The team, managing approximately $450 million in assets, is led by Partners Brett Deuth, J. Brock McClain, and Brian Watts.
Horizon Capital operates from multiple locations including Overland Park, Kansas, and offices in Clinton and Van Buren, Missouri. The team's transition to LPL was motivated by their search for enhanced service experiences, improved office efficiencies, and access to more robust technology platforms.
LPL Financial currently supports nearly 29,000 financial advisors and approximately 1,200 financial institutions, with about $1.7 trillion in brokerage and advisory assets under management on behalf of approximately 6 million Americans.
LPL Financial (LPLA) ha annunciato che Horizon Capital Advisors, un team di otto consulenti finanziari precedentemente con Osaic, è entrato a far parte delle piattaforme di broker-dealer, RIA e custodia di LPL. Il team, che gestisce circa 450 milioni di dollari in attivi, è guidato dai partner Brett Deuth, J. Brock McClain e Brian Watts.
Horizon Capital opera da più sedi, tra cui Overland Park, Kansas, e uffici a Clinton e Van Buren, Missouri. La transizione del team a LPL è stata motivata dalla ricerca di esperienze di servizio migliorate, maggiore efficienza negli uffici e accesso a piattaforme tecnologiche più robuste.
LPL Financial attualmente supporta quasi 29.000 consulenti finanziari e circa 1.200 istituzioni finanziarie, con circa 1,7 trilioni di dollari in attivi di intermediazione e consulenza gestiti per conto di circa 6 milioni di americani.
LPL Financial (LPLA) ha anunciado que Horizon Capital Advisors, un equipo de ocho asesores financieros que anteriormente trabajaban con Osaic, se ha unido a las plataformas de corredor-dealer, RIA y custodia de LPL. El equipo, que gestiona aproximadamente 450 millones de dólares en activos, está liderado por los socios Brett Deuth, J. Brock McClain y Brian Watts.
Horizon Capital opera desde múltiples ubicaciones, incluyendo Overland Park, Kansas, y oficinas en Clinton y Van Buren, Missouri. La transición del equipo a LPL fue motivada por su búsqueda de experiencias de servicio mejoradas, mayor eficiencia en las oficinas y acceso a plataformas tecnológicas más robustas.
LPL Financial actualmente apoya a casi 29,000 asesores financieros y aproximadamente 1,200 instituciones financieras, con alrededor de 1.7 trillones de dólares en activos de corretaje y asesoría bajo gestión en nombre de aproximadamente 6 millones de estadounidenses.
LPL Financial (LPLA)는 Horizon Capital Advisors, 이전에 Osaic에서 일했던 8명의 재무 상담사 팀이 LPL의 브로커-딜러, RIA 및 수탁 플랫폼에 합류했다고 발표했습니다. 이 팀은 약 4억 5천만 달러의 자산을 관리하고 있으며, 파트너인 Brett Deuth, J. Brock McClain 및 Brian Watts가 이끌고 있습니다.
Horizon Capital은 Kansas의 Overland Park를 포함하여 Missouri의 Clinton 및 Van Buren에 사무소를 두고 여러 위치에서 운영되고 있습니다. LPL로의 팀 전환은 향상된 서비스 경험, 사무실 효율성 개선 및 더 강력한 기술 플랫폼에 대한 접근을 찾기 위한 것이었습니다.
LPL Financial은 현재 거의 29,000명의 재무 상담사와 약 1,200개의 금융 기관을 지원하며, 약 1.7조 달러의 중개 및 자문 자산을 약 600만 미국인을 위해 관리하고 있습니다.
LPL Financial (LPLA) a annoncé que Horizon Capital Advisors, une équipe de huit conseillers financiers précédemment chez Osaic, a rejoint les plateformes de courtage, RIA et de garde de LPL. L'équipe, qui gère environ 450 millions de dollars d'actifs, est dirigée par les partenaires Brett Deuth, J. Brock McClain et Brian Watts.
Horizon Capital opère depuis plusieurs emplacements, y compris Overland Park, Kansas, et des bureaux à Clinton et Van Buren, Missouri. La transition de l'équipe vers LPL a été motivée par leur recherche d'expériences de service améliorées, d'une efficacité accrue des bureaux et d'un accès à des plateformes technologiques plus robustes.
LPL Financial soutient actuellement près de 29 000 conseillers financiers et environ 1 200 institutions financières, avec environ 1,7 trillion de dollars d'actifs de courtage et de conseil sous gestion au nom d'environ 6 millions d'Américains.
LPL Financial (LPLA) hat angekündigt, dass Horizon Capital Advisors, ein Team von acht Finanzberatern, das zuvor bei Osaic tätig war, den Broker-Dealer-, RIA- und Verwahrplattformen von LPL beigetreten ist. Das Team, das etwa 450 Millionen Dollar an Vermögenswerten verwaltet, wird von den Partnern Brett Deuth, J. Brock McClain und Brian Watts geleitet.
Horizon Capital operiert von mehreren Standorten, darunter Overland Park, Kansas, sowie Büros in Clinton und Van Buren, Missouri. Der Übergang des Teams zu LPL wurde durch die Suche nach verbesserten Serviceerlebnissen, gesteigerter Büroeffizienz und Zugang zu robusteren Technologieplattformen motiviert.
LPL Financial unterstützt derzeit fast 29.000 Finanzberater und etwa 1.200 Finanzinstitute, mit rund 1,7 Billionen Dollar an Brokerage- und Beratungsvermögen, die im Auftrag von etwa 6 Millionen Amerikanern verwaltet werden.
- Addition of $450 million in managed assets to LPL's portfolio
- Expansion of advisor network with 8 new experienced financial advisors
- Strategic growth in multiple geographic locations across Kansas and Missouri
- None.
SAN DIEGO, April 02, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately
Led by Partners Brett Deuth, CRPC®, J. Brock McClain, CFP®, and Brian Watts, CFP®, Horizon Capital’s roots date back more than 50 years. The ensemble practice is headquartered in Overland Park, Kan., with additional offices in Clinton and Van Buren, Mo., and Baxter Springs, Kan., and includes fellow financial advisors Brian Perley, CFP®, Bennett Long, CIMA®, AIF®, CRPS®, Cindy Gettel, Melissa Proffitt and Michael Sisson.
“Our team is unified by a shared vision and synergy,” Deuth said. “We take a holistic approach to providing goals-based proactive wealth management with clear direction. We work with families, business owners and executives to create personalized financial plans and disciplined investment strategies to help clients work toward their financial goals.”
The move to LPL was driven by the Horizon team’s desire for enhanced service experiences, office efficiencies and a more robust technology platform.
“LPL has the right tools to add new services and create more value with our clients, as well as the stability we were looking for from a Fortune 500 company,” Watts said. “LPL invests heavily in industry-leading capabilities and strategic business resources that will create streamlined experiences for both our team and our clients.”
McClain added, “We also appreciate LPL’s client-centric mission and forward thinking. LPL is driven by advisor feedback, making the business much more intuitive. We are excited about the future as we grow our team and evolve the practice.”
Scott Posner, LPL Executive Vice President, Business Development, said, “We welcome the entire team at Horizon Capital Advisors. As a leading wealth management firm, LPL is committed to delivering innovative technology and comprehensive business solutions to help advisors differentiate their practices and increase value for their clients. We look forward to supporting Horizon for years to come.”
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About LPL Financial
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 nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
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. Horizon Capital Advisors and LPL Financial are separate entities.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
Media Contact:
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