LPL Financial Holdings Inc (LPLA)

SAN DIEGO, May 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Steve Schott, MBA, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Schott reported serving approximately $240 million in advisory, brokerage and retirement plan assets* and joins LPL from Cambridge Investment.

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.

SAN DIEGO, May 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Michael Stevenson, David Johnson and Nikko Gronhovd, CFP® of Soundview Wealth Management, LLC, have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from D.A. Davidson.

SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for April 2026.

SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of True Compass Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team was previously affiliated with Kestra, where they serviced approximately $870 million in advisory, brokerage and retirement plan assets.*

SAN DIEGO, May 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Emerald Wealth Management have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reports serving approximately $815 million in advisory, brokerage, insurance and retirement plan assets* and joins LPL from Northwestern Mutual.

SAN DIEGO, May 20, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cebert Wealth Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Ameriprise.

SAN DIEGO, May 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Davis Executive Wealth have joined LPL Financial’s supported independence model, LPL Strategic Wealth. The team reported serving approximately $635 million in advisory assets* and joins LPL from Steward Partners.

SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) -- CLARIFICATION: This updated press release clarifies that the AI tools are concepts in prototype. This version supersedes the release distributed at 8:05 a.m. ET on May 14, 2026.

SAN DIEGO, May 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fifteen:22 Financial Partners have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Nations Financial Group.

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.

SAN DIEGO, May 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Conley Thornhill, CFP®, CIMA®, Doug Rathbun and Nikki Rathbun have joined Linsco by LPL Financial to launch Paxara Wealth Partners. The team reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

SAN DIEGO, May 05, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Bobby Lumpkin, Cindy Little and Allina Bell of Capital Investment Services have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The firm reports approximately $775 million in advisory, brokerage and retirement plan assets* and joins LPL from Raymond James.

Key Financial Results

SAN DIEGO, April 28, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq:LPLA) today announced the launch of its Military Deployment Practice Continuation Program, a new support framework designed to help eligible LPL-affiliated financial advisors who serve in the U.S. Armed Forces maintain the value and stability of their practices when they are called to active duty.

SAN DIEGO, April 28, 2026 (GLOBE NEWSWIRE) -- 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 advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

SAN DIEGO, April 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Courtney Walker, CFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Spring Line Wealth Partners, an existing firm supporting LPL-affiliated advisors. She reported serving $180 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.

SAN DIEGO, April 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Brian Bogue, CWS®, CRC®, has launched Texas Wealth Solutions through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. He reported serving approximately $235 million in advisory, brokerage and retirement plan assets* and joins LPL from PNC Wealth Management.

Private Advisor Group to Acquire Hybrid RIA Business

SAN DIEGO, April 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report first quarter financial results after the market closes on Thursday, April 30. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.

SAN DIEGO, April 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Emerald Legacy Advisors have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* They join LPL from Wells Fargo Advisors Financial Network.

SAN DIEGO, April 02, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Trey Pope, CRPC®, ABFP®, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. Pope reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

SAN DIEGO, March 31, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP®, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

SAN DIEGO, March 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisors Kelly Lawrence and Vin Sbano have joined Linsco by LPL Financial to launch Gibson Financial Group of LPL Financial. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from B. Riley Wealth Management.

SAN DIEGO, March 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for February 2026.