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LPLA

LPL Financial Holdings Inc.

NASDAQ · Financial Services · Financial - Capital Markets · US

$328.09
−0.56%
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  • Sep 18, 2026, 16:37 UTC

    LPL recruited a team from Wells Fargo's FiNet.

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  • Sep 18, 2026, 12:46 UTC

    Valero Energy Corp elected Matthew Audette to its Board of Directors effective September 17, 2026, granting him 372 pro-rata stock units vesting on the first anniversary of the grant.

  • Sep 18, 2026, 10:00 UTC

    Merit Financial Advisors acquired advisor Tim Brennan's practice, which oversees about $888 million in client assets, marking its 62nd acquisition and 11th partnership in 2026.

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  • Sep 16, 2026, 15:15 UTC

    Horizon Wealth Management Group, a Wichita, Kansas-based advisory team with about $385 million in client assets, left Wells Fargo Advisors Financial Network to affiliate with LPL Financial's broker-dealer and RIA platforms.

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  • Sep 15, 2026, 23:59 UTC

    At least nine pending investor lawsuits have been filed against LPL Financial over the conduct of former El Paso, Texas broker Michael C. Graham, who was discharged by LPL in June 2025 and died in November.

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  • Sep 15, 2026, 20:05 UTC

    Twenty-eight advisors managing $825 million chose to remain with LPL Financial and join Gateway Financial Partners rather than follow Sierra Ridge to Cetera.

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  • Sep 15, 2026, 12:55 UTC

    Horizon Wealth Management Group advisors Bill Wagner, Scott Sennett and Andrew Kocukov joined LPL Financial's broker-dealer and RIA platforms, bringing approximately $385 million in advisory, brokerage and retirement plan assets from Wells Fargo Advisors Financial Network.

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  • Sep 10, 2026, 12:55 UTC

    Northstar Financial Advisors, LLC, founded by financial advisor Jeneen Slack, joined LPL Financial's broker-dealer and Registered Investment Advisor platform, bringing more than $270 million in client assets from Raymond James.

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  • Aug 28, 2026, 15:59 UTC

    Pete Dorsey joined State Street as Chief Revenue Officer for its wealth management business, leading revenue strategy for the asset manager's custody and clearing operations as it expands into wealth services.

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  • Aug 23, 2026, 08:51 UTC

    Danske Bank A/S acquired a new stake of 2,721 shares in LPL Financial Holdings Inc. during the second quarter, valued at approximately $766,000, as disclosed in a recent SEC filing.

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  • Aug 21, 2026, 16:21 UTC

    LPL Financial Holdings Inc. reported its July 2026 activity, showing continued growth in client assets and positive organic net new assets, despite modest sequential declines across some key metrics.

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  • Aug 21, 2026, 10:42 UTC

    BlackRock Inc. acquired a new stake of 4,732,991 shares in LPL Financial Holdings Inc. during the second quarter, valued at approximately $1.33 billion, representing about 6.01% ownership.

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  • Aug 12, 2026, 19:00 UTC

    Tucker Bria Wealth Strategies, led by Jim Tucker and Patrick Bria, joined Cetera through its Summit Financial Networks channel, bringing approximately $420 million in assets under administration.

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  • Aug 6, 2026, 11:15 UTC

    Financial advisors John Chaulklin and Brian Clayton moved from LPL Financial to Raymond James Financial Services in Burlington, North Carolina, bringing over $540 million in client assets.

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  • Aug 4, 2026, 13:00 UTC

    LPL Financial LLC announced that LPL Research launched a new suite of Building Block Model Portfolios, expanding its model portfolio platform to more than 70 offerings.

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  • Jul 31, 2026, 18:42 UTC

    LPL Financial increased its share buyback authorization.

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  • Jul 31, 2026, 13:06 UTC

    LPL Financial reported a 35% increase in recruited assets in Q2 2026, bringing in $25 billion during the quarter.

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  • Jul 31, 2026, 00:31 UTC

    LPL Financial Holdings Inc. reported Q2 2026 earnings of $5.84 per share, beating the Zacks Consensus Estimate of $5.39 per share, compared to $4.51 per share a year ago.

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  • Jul 28, 2026, 18:14 UTC

    Waverly Advisors acquired InVista Advisors, a hybrid RIA previously affiliated with LPL Financial in Montgomery, Alabama, adding about $443 million in client assets under management.

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  • Jun 4, 2026, 19:34 UTC

    LPL Financial is facing a class action lawsuit over its sales of Phoenix annuities, alleging the firm concealed financial risks from clients while collecting millions in commissions.

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