Two advisor moves this week highlight how recruiting momentum continues to run in both directions between major wealth ...

A father-son team that previously managed about $285 million in client assets with LPL Financial has launched an independent practice with Osaic in Wenatchee, Wash. Meyers Wealth Management Group, ...

SAN DIEGO, Feb. 27, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jim Murray, Larry Bernstein, Abby Goldstein, CFP ®, Michael Kazmer, CFP ®, Brett Goldberg and ...

SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered ...

Q4 2025 Management View CEO Richard Steinmeier highlighted a milestone year, stating, "we delivered industry-leading organic ...

LPL currently has commitments in the low 80% range of Commonwealth assets, and those are larger, faster-growing teams.

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 ...

William and Andrew Bruen join LPL Financial, continuing a family legacy in wealth management with $1.3 billion in assets. LPL Financial LLC announced the joining of father and son financial advisors ...

LPL Financial LLC announced the addition of financial advisors Larry Hubbard, Craig Conner, and Jade Maasch to its platforms, having previously served around $275 million in advisory, brokerage, and ...