SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLCĀ announced today that the advisors of Skyward Financial have joined LPL Financialās broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $700 million in advisory, brokerage and retirement plan assets* and join LPL from Wedbush Securities.
Related Questions
Could this merger increase LPL's market share in the advisory space and influence competitive dynamics within the brokerādealer and RIA landscape?
How will the integration of Skyward Financial's $700M in assets affect LPL Financial's AUM growth trajectory and earnings forecasts?
What valuation premiums or synergies does the market anticipate from LPL's acquisition of a Wedbush Securitiesāoriginated team versus organic growth?