LPL Stock Recent News

SEATTLE--(BUSINESS WIRE)--Amazon (NASDAQ: AMZN) today announced that LPL Financial has expanded its use of Amazon Business, the company's online business-to-business store, to its financial advisors nationwide for their key business purchasing needs. LPL Financial is a leading wealth management firm in the U.S., supporting over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions. Amazon Business makes business purchasing simpler by offerin.

SAN 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 and First Horizon Bank announced the agreement in April 2025. In August 2025, approximately $12B of brokerage and advisory assets onboarded to LPL.

SAN 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 has outperformed the S&P 500, delivering a 911% total return over the past decade, driven by strong earnings and M&A growth. LPLA boasts a high-quality, diversified business mix, with resilient profit drivers and strong profit margins. Significant earnings growth potential exists from secular industry tailwinds, market share gains, and continued successful M&A, including the Commonwealth Financial acquisition.

LPLA's brokerage and advisory assets hit $1.94T in July, rising 1.1% from June and surging nearly 27% year over year.

SAN 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.

SAN 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.

SAN 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.

President & Chief Financial Officer Matt Audette highlighted significant operational enhancements that power the service advisors provide to their clients