LPL Financial

LPLA

Market cap $29.8B

SAN DIEGO, Jan. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that the financial advisors of Oak Bridge Financial, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $230 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.

LPL announces appointments of Suzanne Elovic as executive vice president, head of supervision, & Mike Murphy as executive vice president, head of service.

SAN DIEGO, Jan. 12, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Ilan Davidovici has joined the firm as executive vice president, Corporate Strategy. In this role, Davidovici will lead LPL's Corporate Strategy team, partnering across the organization to define long-term vision, shape strategic priorities, evaluate growth opportunities and position LPL for sustainable success.

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report fourth quarter and full year financial results after the market closes on Thursday, January 29. The Company will host a conference call to discuss its results at 5 p.m. ET the same day. The conference call will be accessible and available for replay at investor.lpl.com/events.

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA), a leading wealth management firm, today announced that Somesh Khanna has been elected to the company's board of directors as an independent director. Khanna currently serves as a senior advisor at McKinsey & Company and is the executive co-chair of Apexon, a technology services firm specializing in artificial intelligence, data and digital-first solutions.

SAN DIEGO, Jan. 08, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Spencer W. Rand, CFP® and Michael J. Williams, CFP® of Rand, Williams & Associates, LLC have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $260 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.

LPLA posts $2.36T in brokerage and advisory assets for November, up 0.5% month over month and 34.3% year over year on advisory growth.

SAN DIEGO, Dec. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. ( Nasdaq: LPLA ) (the “Company”) today released its monthly activity report for November 2025. Total advisory and brokerage assets at the end of November were $2.36 trillion, an increase of $12.5 billion, or 0.5%, compared to the end of October 2025.

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Melissa Mirabile has joined LPL's employee advisor channel Linsco by LPL Financial to launch Forest Lake Wealth Partners. She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.

LPL Financial Holdings Inc. (LPLA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript