The wealth management company said total client assets jumped 30% year over year to $2.3 trillion.

For LPL Financial, it's the big deals like its purchase of Commonwealth Financial Network that often grab the most attention. Processing Content But its position as the largest independent ...

Independent financial services firm LPL Financial (NASDAQ:LPLA) in Q1 CY2026, but sales rose 34.6% year on year to $4.94 ...

SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting ...

SAN DIEGO, June 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and ...

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SAN DIEGO, May 20, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Lance Dumas, AIF®, ChFC®, and Darryl Carter CPA, have joined LPL Financial’s broker-dealer, RIA ...

SAN DIEGO, March 18, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Larry Hubbard, APMA™, Craig Conner, CFP®, APMA™, ChFC®, BFA™, and Jade Maasch, CFP®, BFA™, APMA™ ...

LPL Financial LLC announced today that Greg Selg, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Selg reported serving approximately $260 million in ...

LPL Financial LLC announced that Beacon Financial has joined its broker-dealer, Registered Investment Advisor (RIA), and custodial platforms, partnering with Momentum Wealth Partners. The Toledo, Ohio ...

Two weeks after it was sued for a program in which it makes money on parked client cash, LPL has been sued again by another client for the same reason. These accounts, known as cash sweeps, have ...

SAN DIEGO, April 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Capital Partners, Inc. and LPL Financial LLC, “LPL” or “LPL ...