LPL Financial Holdings Inc. — News

SAN DIEGO, July 21, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors John Bizjack and Brian Bizjack have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Ascendus Financial Advisors, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $145 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley.

globenewswire.com - 2026-07-21 09:00:00

Cantillon Capital Management LLC trimmed its position in LPL Financial Holdings Inc. (NASDAQ: LPLA) by 12.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 324,927 shares of the financial services provider's stock after selling 44,141 shares during the quarter.

defenseworld.net - 2026-07-20 04:11:49

SAN DIEGO, July 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Alan Feutz, CFP®, has joined Genesis Wealth, an LPL-aligned wealth management firm, through LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Feutz reported serving approximately $725 million in advisory, brokerage and retirement plan assets* and joins from J.P. Morgan.

globenewswire.com - 2026-07-16 08:55:00

SAN DIEGO, July 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Buell Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $370 million in advisory, brokerage and retirement plan assets* and joins from Buell Securities Corporation.

globenewswire.com - 2026-07-15 08:55:00

SAN DIEGO, July 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of HighWater Wealth have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Quotient Advisor Partners, an existing firm supporting LPL-affiliated advisors. The team reported serving approximately $2.4 billion in advisory assets* and joins LPL from U.S. Bank.

globenewswire.com - 2026-07-14 08:55:00

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

globenewswire.com - 2026-07-09 16:05:00

Commonwealth Financial Network, acquired by LPL in 2025, secured its 13th consecutive #1 JD Power ranking, while LPL Financial LLC rose to #2 overall.

globenewswire.com - 2026-07-09 08:15:00

SAN DIEGO, July 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Brian Lubel, CFP®, CLU®, ChFC®, has affiliated with LPL Financial's supported independence model, LPL Independent Advisor Network , to support his existing independent practice, Cypress Point Wealth Partners . He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from MML Investors Services, a subsidiary of MassMutual.

globenewswire.com - 2026-07-08 08:55:00

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC today released its Midyear Outlook 2026: Policy, Buildouts and Bottlenecks. Setting the tone for the second half of the year, the report provides a comprehensive analysis of the economic and market environment and outlines key considerations for investors navigating an increasingly policy-driven and complex landscape.

globenewswire.com - 2026-07-07 09:00:00

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that David Logsdon has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Logsdon reported serving approximately $380 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.

globenewswire.com - 2026-07-07 08:55:00

SAN DIEGO, July 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisors Doug Haskin, CRPS®, CPFA®, and Jenny Haskin have launched a new independent practice, Haskin Private Wealth Advisors , through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network . The advisors oversee approximately $170 million in advisory, brokerage and retirement plan assets* and join LPL from Wells Fargo.

globenewswire.com - 2026-07-07 08:50:00

Certain financial companies tend to benefit from higher interest rates.

fool.com - 2026-07-01 04:30:00

SAN DIEGO, June 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Wayne McCormick, CFP®, CHFC® has joined Linsco by LPL Financial to launch McCormick Private Wealth. He reported serving approximately $340 million in advisory, brokerage and retirement plan assets* and joins LPL from Steward Partners.

globenewswire.com - 2026-06-30 08:55:00

On June 26, 2026, LPL Financial Holdings Inc (LPLA) shares fell 3.1% to a current price of $268.86. The stock has experienced a challenging year, with a 52-week

gurufocus.com - 2026-06-26 19:22:00

SAN DIEGO, June 25, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Ronald White has launched a new independent practice, NorthStar Wealth Advisors, with support from Good Life Companies, an LPL Financial-affiliated firm. The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.

globenewswire.com - 2026-06-25 08:55:00

On June 24, 2026, LPL Financial Holdings Inc (LPLA) shares fell 4.4% today, closing at $282.15. This decline is part of a broader trend, with shares down 20.8%

gurufocus.com - 2026-06-24 18:11:00

Investors need to pay close attention to LPLA stock based on the movements in the options market lately.

zacks.com - 2026-06-24 10:21:08

SAN DIEGO, June 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Tribute Financial have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Led by president and chief executive officer, Kevin Daniels, MBAF, the team reported serving over $500 million in advisory, brokerage and retirement plan assets* and joins LPL from United Planners Financial Services.

globenewswire.com - 2026-06-24 08:55:00

SAN DIEGO, June 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Daniel Zacharias has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, aligned with Decorum Wealth Management, an existing LPL Strategic Wealth firm. Zacharias reported serving approximately $250 million in advisory, brokerage and retirement plan assets* and joins from UBS Financial Services.

globenewswire.com - 2026-06-17 08:55:00

SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for May 2026.

globenewswire.com - 2026-06-16 16:05:00

SAN DIEGO, June 16, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Spectrum Wealth Strategies have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $1.5 billion in advisory, brokerage and retirement plan assets* and joins LPL from MassMutual.

globenewswire.com - 2026-06-16 08:55:00

SAN DIEGO, June 15, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Fortress Financial Planning have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Advisors Bassem Moez, CRPC® and James Darden, JD, reported serving approximately $150 million in advisory, brokerage and retirement plan assets* and join LPL from MassMutual.

globenewswire.com - 2026-06-15 08:55:00

SAN DIEGO, June 11, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Les Smith, CFP®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Smith reported serving approximately $185 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

globenewswire.com - 2026-06-11 08:55:00

SAN DIEGO, June 09, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Darren Colananni, CFP®, ChFC®, CIMA®, CPWA®, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform, launching Allegia Wealth Management. Colananni reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and joins LPL from Centurion Wealth Management.

globenewswire.com - 2026-06-09 08:55:00

LPL Financial Holdings Inc. is upgraded to buy, with valuation now attractive and strong earnings growth projected for 2026 and beyond. LPLA's Q1 saw 30% YoY client asset growth to $2.3 trillion, robust pre-tax margins, and resumed share buybacks. Despite lagging SPY and XLF, LPLA targets mid- to high single-digit organic growth and potential upside to $336/share at 16x P/E.

seekingalpha.com - 2026-06-05 09:06:00

SAN DIEGO, June 04, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Scott Gilliam, CFP® and Travis Blessing, AIF®, have launched a new independent practice, Align Private Wealth, through affiliation with LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team reported serving approximately $2 billion in advisory plan assets* and joins LPL from PNC Private Bank.

globenewswire.com - 2026-06-04 08:55:00

LPL Financial Holdings Inc. (LPLA) Presents at 46th Annual William Blair Growth Stock Conference Transcript

seekingalpha.com - 2026-06-03 11:42:01

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.

globenewswire.com - 2026-05-28 08:55:00

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.

globenewswire.com - 2026-05-27 16:05:00

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.

globenewswire.com - 2026-05-27 08:55:00

LPLA's client assets climb to $2.48 trillion in April 2026 as advisory assets surge 51.5% year over year.

zacks.com - 2026-05-25 12:26:07

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

globenewswire.com - 2026-05-21 16:05:00

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.*

globenewswire.com - 2026-05-21 13:00:00

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.

globenewswire.com - 2026-05-21 08:55:00

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.

globenewswire.com - 2026-05-20 08:55:00

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.

globenewswire.com - 2026-05-19 08:55:00

LPL Financial has been recognized with two Stevie® Awards honoring the firm's leadership in applying AI to transform the advisor and investor experience.

globenewswire.com - 2026-05-14 20:14:00

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.

globenewswire.com - 2026-05-14 08:55:00

LPL Financial has been recognized with two Stevie® Awards honoring the firm's leadership in applying AI to transform the advisor and investor experience.

globenewswire.com - 2026-05-14 08:05:00

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.

globenewswire.com - 2026-05-07 08:55:00

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.

globenewswire.com - 2026-05-05 08:55:00

LPL Financial beats Q1 earnings estimates as revenues jump 35% and advisory assets surge. Rising expenses and softer recruited assets temper the quarter.

zacks.com - 2026-05-01 10:11:25

LPL Financial Holdings Inc. (LPLA) Q1 2026 Earnings Call Transcript

seekingalpha.com - 2026-05-01 03:11:34

LPL Financial Holdings Inc. (LPLA) came out with quarterly earnings of $5.6 per share, beating the Zacks Consensus Estimate of $5.49 per share. This compares to earnings of $5.15 per share a year ago.

zacks.com - 2026-04-30 21:45:15

While the top- and bottom-line numbers for LPL Financial (LPLA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

zacks.com - 2026-04-30 20:30:22

Key Financial Results Net income was $356 million , translating to diluted earnings per share ("EPS") of $4.43 , up 4% from a year ago Adjusted EPS* increased 9% year-over-year to $5.60 Gross profit* increased 25% year-over-year to $1,593 million Core G&A* increased 29% year-over-year to $532 million Adjusted pre-tax income* increased 20% year-over-year to $613 million Key Business Results Total client assets increased 30% year-over-year to $2.3 trillion Advisory assets increased 42% year-over-year to $1.4 trillion Advisory assets as a percentage of total client assets increased to 59.5%, up from 54.5% a year ago Total organic net new assets were $21 billion , representing 4% annualized growth Recruited assets ( 1 ) were $ 17 billion, down 55% from a year ago Recruited assets over the trailing twelve months were $83 billion Total client cash balances were $59 billion , a decrease of $2 billion sequentially and an increase of $6 billion year-over-year Client cash balances as a percentage of total client assets were 2.5%, down from 2.6% in the prior quarter and 3.0% in the prior year Key Capital and Liquidity Measures Corporate cash ( 2 ) was $567 million Leverage ratio ( 3 ) was 1.86x Dividends paid were $24 million Key Updates M&A: Commonwealth Financial Network ("Commonwealth"): On track to complete the conversion in the fourth quarter of 2026 Continue to expect asset retention of approximately 90% Estimated run-rate EBITDA has decreased from $425 million to $410 million Mariner Advisor Network : In April, announced an agreement to lead the acquisition of Mariner Advisor Network, an LPL branch office supporting 367† advisors who collectively manage $31 billion† of client assets As part of this transaction, approximately 223 advisors will remain directly affiliated with LPL, and approximately 144 hybrid advisors will transition to Private Advisor Group's hybrid RIA model Liquidity & Succession: Deployed approximately $62 million of capital to close six deals in Q1 Core G&A: Given our performance to date, we are lowering the upper end of our 2026 Core G&A* outlook range by $20 million to a range of $2,155-2,190 million, including expenses related to Commonwealth Capital Management: Share Repurchases: In April, resumed our share repurchase program, with an estimated $125 million of repurchases planned during the second quarter *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures SAN DIEGO, April 30, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its first quarter ended March 31, 2026, reporting net income of $356 million, or $4.43 per share. This compares with net income of $319 million, or $4.24 per share, in the first quarter of 2025 and net income of $301 million, or $3.74 per share, in the prior quarter.

globenewswire.com - 2026-04-30 16:05:00

Beyond analysts' top-and-bottom-line estimates for LPL Financial (LPLA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.

zacks.com - 2026-04-29 10:20:41

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. When advisors enter active military service, FINRA designates them as inactive under its Active Military Leave policy, temporarily pausing certain registration requirements.

globenewswire.com - 2026-04-28 09:00:00

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.

globenewswire.com - 2026-04-28 08:55:00

LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

zacks.com - 2026-04-23 11:04:32