LPL Financial Advisors Embrace AI’s Potential for Business Growth, Increased Capacity, Survey Finds
LPLA(NASDAQ:LPLA) A survey at LPL Financial's flagship annual conference, Focus 2025, unveils financial advisor perspectives on priorities, challenges and emerging trends.
LPL Financial Welcomes Concentric Wealth Management
LPLASAN 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 Advisor (RIA). They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
LPL Financial Welcomes Skyward Financial
LPLASAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s 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.
LPL Financial Reports Monthly Activity for July 2025
LPLASAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), today released its monthly activity report for July 2025.
LPL Financial Welcomes Women-Led Chloey Wealth
LPLASAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $140 million in advisory, brokerage and retirement plan assets.* Vitosh joins LPL from Edward Jones and Paige from New York Life.
LPL Financial Welcomes Zarra Wealth Management
LPLASAN DIEGO, Aug. 19, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Zarra Wealth Management have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately $270 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.
LPL Financial Showcases Innovation, Investment and Inspiration at Focus 2025 Finale
LPLAPresident & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients
LPL Financial CEO Rich Steinmeier Addresses Over 6,000 Financial Advisors at Focus 2025
LPLACEO Rich Steinmeier was joined by several LPL executives who spoke to the firm’s commitment to innovation and transformation across wealth management.
LPL Financial Kicks Off Focus 2025, Largest Gathering of Financial Advisors in Firm History
LPLAThe 3-day event marks the largest in-person gathering in LPL history, offering curated content, strategic insights and immersive experiences for advisors.
Barclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $450
LPLARedburn Atlantic Upgrades LPL Finl Hldgs to Buy, Raises Price Target to $460
LPLADemystifying LPL Finl Hldgs: Insights From 8 Analyst Reviews
LPLACitigroup Downgrades LPL Finl Hldgs to Neutral, Maintains Price Target to $400
LPLAHere's How Much You Would Have Made Owning LPL Finl Hldgs Stock In The Last 10 Years
LPLABeyond The Numbers: 7 Analysts Discuss LPL Finl Hldgs Stock
LPLAMorgan Stanley Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $450
LPLAHere's How Much You Would Have Made Owning LPL Finl Hldgs Stock In The Last 10 Years
LPLABarclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $400
LPLAJMP Securities Maintains Market Outperform on LPL Finl Hldgs, Raises Price Target to $440
LPLACORRECTION: LPL Finl Hldgs Q1 Adj. EPS $5.15 Beats $4.67 Estimate, Sales $3.67B Beat $3.27B Estimate
LPLALPL Finl Hldgs Q1 Adj. EPS $4.25 Misses $4.67 Estimate, Sales $3.67B Beat $3.27B Estimate
LPLAWhat's Driving the Market Sentiment Around LPL Finl Hldgs?
LPLA$1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth This Much Today
LPLAWells Fargo Maintains Overweight on LPL Finl Hldgs, Lowers Price Target to $342
LPLAJMP Securities Maintains Market Outperform on LPL Finl Hldgs, Lowers Price Target to $420
LPLAHow Do Investors Really Feel About LPL Finl Hldgs?
LPLABarclays Maintains Overweight on LPL Finl Hldgs, Lowers Price Target to $365
LPLAAssessing LPL Finl Hldgs: Insights From 12 Financial Analysts
LPLACitigroup Maintains Buy on LPL Finl Hldgs, Lowers Price Target to $400
LPLAReported Earlier, LPL Financial Prices Public Offering Of 4.69M Shares At $320.00 Per Share
LPLALPL Financial Launches $1.5B Stock Offering to Help Fund Commonwealth Acquisition
LPLALPL Financial Enters Definitive Purchase Agreement To Acquire Commonwealth Financial Network For Approximately $2.7B In Cash
LPLAHere's How Much $1000 Invested In LPL Finl Hldgs 10 Years Ago Would Be Worth Today
LPLAHow Do Investors Really Feel About LPL Finl Hldgs?
LPLALPL Financial Selects SS&C To Support Growing Retail Alternatives Business
LPLA$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today
LPLA$1000 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth This Much Today
LPLABarclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $379
LPLACitigroup Maintains Buy on LPL Finl Hldgs, Raises Price Target to $385
LPLAHere's How Much $100 Invested In LPL Finl Hldgs 5 Years Ago Would Be Worth Today
LPLAKeefe, Bruyette & Woods Maintains Outperform on LPL Finl Hldgs, Raises Price Target to $390
LPLAPeering Into LPL Finl Hldgs's Recent Short Interest
LPLATD Cowen Upgrades LPL Finl Hldgs to Buy, Raises Price Target to $413
LPLAGoldman Sachs Maintains Buy on LPL Finl Hldgs, Raises Price Target to $305
LPLACitigroup Maintains Buy on LPL Finl Hldgs, Raises Price Target to $310
LPLABarclays Maintains Overweight on LPL Finl Hldgs, Raises Price Target to $311
LPLATD Cowen Maintains Hold on LPL Finl Hldgs, Raises Price Target to $277
LPLAPilot Financial Joins LPL Financial's Broker-Dealer
LPLAMorgan Stanley Maintains Overweight on LPL Finl Hldgs, Lowers Price Target to $246
LPLA5 Analysts Have This to Say About LPL Finl Hldgs
LPLAAnalysts have provided the following ratings for LPL Finl Hldgs (NASDAQ:LPLA) within the last quarter:
