LPL Financial Wins Two Stevie Awards for Innovation in Artificial Intelligence

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LPL Financial (Nasdaq:LPLA) won two 2026 American Business Awards Stevie honors for innovation in artificial intelligence. The firm received awards for Achievement in the Use of AI for AccountView Next Gen web and Best Use of Generative AI Technology for AccountView Next Gen Mobile.

LPL highlights secure, enterprise-scale AI delivering personalized insights, portfolio intelligence and intelligent agents, supporting millions of investor accounts. According to LPL, the firm serves over 32,000 advisors, 1,100 institutions and oversees about $2.3 trillion in brokerage and advisory assets for 8 million Americans.

AI-generated analysis. Not financial advice.

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SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that it has been recognized with two Stevie® Awards in the 2026 American Business Awards®, honoring the firm’s leadership in applying artificial intelligence (AI) to transform the advisor and investor experience. LPL Financial earned a Stevie Award for Achievement in the Use of AI for its AccountView Next Gen web experience, which delivers a personalized, AI-powered digital wealth platform for advisors and investors. The firm also received a Stevie Award for Best Use of Generative AI Technology for AccountView Next Gen Mobile, recognizing one of the most comprehensive deployments of generative AI in wealth management on a mobile platform.

AI at Enterprise Scale

The AccountView Next Gen web platform was honored for embedding secure, enterprise-grade AI directly into the digital wealth experience, enabling personalized investment insights, portfolio intelligence and real-time market context. The platform combines applied AI, cloud-native architecture and disciplined governance to support millions of investor accounts, while helping advisors work more efficiently and engage clients more effectively.

The AccountView Next Gen Mobile experience was recognized for its end-to-end use of generative AI, from AI-augmented software development to investor-facing intelligent agents operating at scale. Purpose-built AI agents deliver personalized investment research, natural language portfolio construction, fraud monitoring and market intelligence — demonstrating how generative AI can be responsibly deployed in a regulated financial services environment.

Together, the two awards highlight LPL Financial’s ability to operationalize AI across platforms while maintaining strong standards for governance, security, explainability and compliance.

“These awards validate our belief that AI delivers the greatest impact when it is thoughtfully designed, responsibly governed and deeply embedded into how advisors and investors actually work,” said LPL Chief Technology and Information Officer Greg Gates. “Across both web and mobile, LPL has moved beyond experimentation to real-world outcomes — using AI to accelerate innovation, enhance trust and deliver more personalized, intuitive experiences at scale for advisors.”

The American Business Awards®, known as the Stevies, are among the most respected business awards programs in the U.S., recognizing excellence in innovation, technology and performance across industries. LPL Financial’s wins underscore the firm’s continued investment in AI-driven platforms that elevate the advisor and investor experience while setting new standards for responsible innovation in wealth management.

The program recognizes new initiatives, programs, or enhancements to an existing platform that help advisors be more efficient and enhance the advisor and client experience through technology. This award was self-nominated and nominees paid no fee to participate. Nominees were considered from approximately 1,500 nominations from 35 nations for the year 2025.

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 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.

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.

Media Contact:
Media.relations@LPLFinancial.com
(402) 740-2047

Tracking #: 1107868

FAQ

What Stevie Awards did LPL Financial (Nasdaq:LPLA) win for artificial intelligence in 2026?

LPL Financial won two Stevie Awards for AI in the 2026 American Business Awards. According to LPL, the firm was honored for Achievement in the Use of AI for AccountView Next Gen web and Best Use of Generative AI Technology for AccountView Next Gen Mobile.

How does LPL Financial's AccountView Next Gen web platform (LPLA) use AI for investors and advisors?

AccountView Next Gen web uses embedded, secure AI to personalize the digital wealth experience. According to LPL, it delivers investment insights, portfolio intelligence and real-time market context at enterprise scale, helping advisors work more efficiently while supporting millions of investor accounts through applied AI and cloud-native architecture.

What is LPL Financial's AccountView Next Gen Mobile and how does it use generative AI (LPLA)?

AccountView Next Gen Mobile is LPL Financial's mobile wealth platform built around generative AI. According to LPL, purpose-built AI agents provide personalized research, natural language portfolio construction, fraud monitoring and market intelligence, showcasing end-to-end generative AI from software development to investor-facing intelligent agents in a regulated setting.

How many financial advisors and assets does LPL Financial (LPLA) support as of this announcement?

LPL Financial reports supporting more than 32,000 financial advisors and about $2.3 trillion in assets. According to LPL, it also serves approximately 1,100 financial institutions and about 8 million Americans through brokerage and advisory platforms, fintech tools and multiple advisor affiliation models.

What do the 2026 Stevie Awards mean for LPL Financial's AI strategy and governance (LPLA)?

The awards highlight LPL Financial's emphasis on operationalizing AI with strong governance and compliance. According to LPL, its AI initiatives focus on responsible deployment, security, explainability and embedded workflows, aiming to create more personalized, intuitive advisor and investor experiences across web and mobile platforms.

How competitive were the 2026 American Business Awards where LPL Financial (LPLA) received AI honors?

The 2026 American Business Awards considered about 1,500 nominations from 35 nations for 2025. According to LPL, the program recognizes new initiatives and technology enhancements that improve advisor efficiency and client experience, and LPL’s AI entries were self-nominated with no fee required to participate.