LPL Financial Welcomes Five Star Wealth Planning
LPL Financial announced that financial advisor Tasha Coleman, founder of Five Star Wealth Planning, has joined their broker-dealer and RIA platform. Five Star Wealth Planning, serving approximately $185 million in assets, chose LPL for its advanced technology, AI, and cybersecurity. Coleman emphasized the move's focus on preserving client relationships while enhancing firm infrastructure.
LPL Financial Welcomes Advisor Trey Pope
LPL Financial announced that Trey Pope, an advisor serving approximately $160 million in assets, has joined their broker-dealer and RIA platform from Edward Jones. Pope, based outside Huntsville, Alabama, chose LPL for its extensive resources, technology, and support, which he believes will enhance client service and practice efficiency. Scott Posner of LPL noted that Pope's client-centric approach aligns with the firm's mission to empower advisors.
LPL Financial stock reiterated at outperform by Citizens on valuation
Citizens reiterated a Market Outperform rating and $500.00 price target on LPL Financial Holdings (NASDAQ:LPLA) stock, despite the stock's 18% year-to-date decline. The firm believes the underperformance is due to softer net new assets data, AI headline risk, and a broader market pullback, but sees the current dynamics as a compelling opportunity because the stock appears undervalued. LPL Financial recently reported increased advisory and brokerage assets and announced a partnership with Simplicity Group to enhance insurance offerings.
LPL Financial stock reiterated at outperform by Citizens on valuation
Citizens reiterated a Market Outperform rating and $500.00 price target on LPL Financial Holdings (NASDAQ:LPLA) stock, despite an 18% year-to-date decline attributed to softer net new assets, AI risk, and market pullback. The firm sees the current valuation as a compelling opportunity, with InvestingPro indicating the stock is undervalued and net income is expected to grow. Recent positive developments include an increase in advisory and brokerage assets, a new partnership with Simplicity Group, and upward revisions of price targets by Jefferies and Citizens following strong Q4 2025 results.
Perpetual Ltd Makes New $36.23 Million Investment in LPL Financial Holdings Inc. $LPLA
Perpetual Ltd has made a significant new investment in LPL Financial Holdings Inc. (NASDAQ:LPLA), acquiring 101,433 shares valued at approximately $36.23 million in the fourth quarter. This move comes as LPL Financial exceeded Q4 earnings and revenue estimates, maintaining a "Moderate Buy" consensus rating from analysts with an average target price of $428.71. Institutional investors actively increased their stakes, holding 95.66% of the company's stock, while insiders recorded some sales.
Touchstone Variable Series Trust-Touchstone Balanced Fund's LPL Financial Holdings Inc(LPLA) Holding History
As of December 31, 2025, Touchstone Variable Series Trust-Touchstone Balanced Fund held 963 shares of LPL Financial Holdings Inc (LPLA), valued at $343,950, representing 1.11% of their stock portfolio. The fund initiated its position in Q3 2025 and has made two purchases at an average price of $361.27 per share. Based on LPLA's current price of $293.67, the estimated gain on these holdings is a loss of $65,098.21, or -18.71%.
LPL Financial Welcomes Advisor Trey Pope
LPL Financial announced that Trey Pope has joined its broker-dealer and RIA platform, bringing approximately $160 million in client assets. Pope, with over a decade of experience, focuses on comprehensive financial planning and long-term relationships for a diverse client base in the Huntsville, Alabama area. He chose LPL for its extensive resources, technology, and support, which he believes will help him operate more efficiently and enhance the client experience.
Edward Jones advisor managing $160M moves his practice to LPL
LPL Financial announced that advisor Trey Pope has joined its broker-dealer and RIA platform, bringing approximately $160 million in advisory, brokerage, and retirement plan assets from Edward Jones. Pope, based in Huntsville, Alabama, cited LPL’s scale, technology, and advisor support as key factors in his decision, emphasizing a planning-first approach for his diverse client base. This move continues LPL's recent trend of advisor recruitment, contributing to its growing platform and asset base.
Allspring Global Investments Holdings LLC Has $45.11 Million Stock Position in LPL Financial Holdings Inc. $LPLA
Allspring Global Investments Holdings LLC reduced its stake in LPL Financial Holdings Inc. by 23.2% in Q4, now holding 124,728 shares valued at $45.11 million. LPL Financial exceeded Q4 earnings expectations with an EPS of $5.23 and revenue of $4.93 billion, and analysts project an EPS of 19.35 for the current fiscal year. Despite significant institutional ownership, insiders have been net sellers, while the company pays a quarterly dividend of $0.30.
Advisory M&A News – 4/1/2026
This article details several significant M&A activities in the advisory sector as of April 1, 2026. Key announcements include Plancorp's first major acquisition adding $1 billion, Five Star Wealth joining LPL Financial, Creative Planning's international expansion with Maseco, Osaic onboarding C&N Wealth Management, RFG Advisory's majority acquisition of RVA Wealth Management, and EP Wealth Advisors partnering with Divergent Planning. Additionally, Stout launched new ESOP advisory consulting practices.
LPL Welcomes Advisor Tasha Coleman & Five Star Wealth Planning
LPL Financial announced that financial advisor Tasha Coleman, founder of Five Star Wealth Planning, has joined their broker-dealer and RIA platform. Coleman and her team, who report serving approximately $185 million in assets, chose LPL for its technology, AI advancements, and cybersecurity protections. Five Star Wealth Planning, based in Minnesota, specializes in retirement and wealth transfer planning with a relational and education-driven approach.
Kestra continues to nab recruiters from inside LPL.
Kestra Financial has hired two more recruiters, Dave Sawan and Doug Wallace, from Commonwealth Financial Network, which was acquired by LPL Financial Holdings. This move is part of Kestra's ongoing strategy to expand its recruiting of financial advisors across various regions and follows previous hires from LPL. The firm has been actively recruiting advisors, particularly from Commonwealth, since LPL's acquisition, aiming to strengthen its advisor community and business development team.
LPL Financial Welcomes Five Star Wealth Planning
LPL Financial announced that Tasha Coleman, founder of Five Star Wealth Planning, has joined their broker-dealer and Registered Investment Advisor platform. Based in Minnesota, Coleman's firm serves approximately $185 million in assets and specializes in retirement and wealth transfer planning. The Five Star Wealth Planning team chose LPL for its advanced technology, AI capabilities, and robust cybersecurity protections.
Advisor Tasha Coleman moves $185M practice from Osaic to LPL
LPL Financial announced that financial advisor Tasha Coleman, CFP, founder of Five Star Wealth Planning, joined their broker-dealer and RIA platforms. The Minnesota-based practice brings approximately $185 million in assets and moved from Osaic, citing LPL’s technology, AI capabilities, and cybersecurity as key reasons for the transition. Coleman and her team plan to continue serving multigenerational families with personalized financial planning.
LPL Financial Holdings Inc (LPLA) Stock Price Quote Today & Current Price Chart
The article provides a stock price quote and current price chart for LPL Financial Holdings Inc (LPLA). It also mentions online trading with the Capital.com smart investment app.
LPL Onboards $180 Million Firm Gibson Financial Group
LPL Financial announced that advisors Kelly Lawrence and Vin Sbano, formerly with B. Riley Wealth Management, have joined its Linsco employee advisor model to form Gibson Financial Group. The Boston-based firm manages approximately $180 million in assets and emphasizes a personalized, relationship-driven approach to financial planning. Their move to LPL was driven by a desire for greater independence, enhanced technology, and long-term growth support, aligning with LPL's advisor-focused model.
LPLA: Insurance Partnership Expansion Will Support Future Fee-Based Earnings Streams
LPL Financial Holdings' analyst price target has slightly decreased to $451.92, reflecting mixed analyst views with some raising and others trimming targets. The company recently partnered with Simplicity Group to expand insurance capabilities for its advisors, a move expected to enhance future fee-based earnings. Valuation adjustments include minor changes to the discount rate, revenue growth, net profit margin, and future P/E, maintaining a similar implied value.
Family Wealth Partners LLC Sells 3,639 Shares of LPL Financial Holdings Inc. $LPLA
Family Wealth Partners LLC reduced its stake in LPL Financial Holdings Inc. by 3.4% during the fourth quarter, selling 3,639 shares but still holding 102,005 shares valued at $36.4 million, making it their second-largest holding. Company insiders have also been net sellers, with directors Matthew Enyedi and Marc Eliot Cohen offloading shares. Despite these sales, LPL Financial beat Q4 earnings and revenue expectations and maintains a "Moderate Buy" consensus rating from analysts, with a target price significantly above its current trading price.
Assenagon Asset Management S.A. Acquires 26,509 Shares of LPL Financial Holdings Inc. $LPLA
Assenagon Asset Management S.A. significantly increased its stake in LPL Financial Holdings Inc. by 1,103.2% in Q4 2025, purchasing 26,509 shares to bring its total to 28,912 shares valued at $10.33 million. This increase follows LPL Financial's strong Q4 performance, which saw better-than-expected earnings of $5.23 EPS and $4.93 billion in revenue. Despite institutional buying, corporate insiders sold 6,990 shares in the past three months, while analysts maintain a "Moderate Buy" rating with a consensus target price of $428.71.
Vanguard (LPLA) files Schedule 13G/A showing 0 shares after realignment
The Vanguard Group filed an Amendment No. 12 to a Schedule 13G/A, reporting 0 shares (0%) of LPL Financial Holdings Inc. (LPLA) common stock. This change is due to an internal realignment effective January 12, 2026, where certain subsidiaries or business divisions will now report beneficial ownership separately. The filing cites SEC Release No. 34-39538 as the basis for this disaggregated reporting.
3 Stocks That May Be Underestimated In March 2026
Despite a recent market decline, the U.S. market shows resilience with projected annual earnings growth of 16%, making it crucial to identify undervalued companies. This article highlights three potentially underestimated stocks: LPL Financial Holdings (LPLA), AbbVie (ABBV), and CNH Industrial (CNH), all trading below their estimated fair values with strong projected earnings growth. The analysis focuses on their financial health and future potential based on discounted cash flow valuations.
3 Stocks That May Be Underestimated In March 2026
This article identifies three potentially undervalued U.S. stocks—LPL Financial Holdings (LPLA), AbbVie (ABBV), and CNH Industrial (CNH)—for March 2026, based on their discounted cash flow values. Despite broader market declines, these companies show strong projected earnings growth, surpassing the U.S. market average. The analysis highlights their current financial positions, operational segments, and discounts to fair value, urging investors to look beyond short-term market fluctuations for long-term value.
LPL Financial (LPLA) director granted 19 stock units, updates trust holdings
Richard P. Schifter, a director at LPL Financial Holdings Inc. (LPLA), received an award of 19 fully vested common stock units on March 24, 2026. These units were granted under the company's 2021 Omnibus Equity Incentive Plan and credited to his deferred compensation account in connection with a quarterly cash dividend. The filing also updated his direct holdings to 38,098.5716 shares and disclosed his indirect beneficial ownership as co-trustee for 11 grandchildren's trusts, each holding 440 shares.
Director at LPL Financial (NASDAQ: LPLA) receives 10 stock units
James S. Putnam, a director at LPL Financial Holdings Inc. (NASDAQ: LPLA), was granted 10 fully vested stock units under the 2021 Omnibus Equity Incentive Plan. These units were credited to his deferred compensation plan account in connection with a quarterly cash dividend. Following this transaction, Putnam directly holds 136,668.5 shares or stock units, indicating a routine compensation-related acquisition rather than an open-market purchase.
[Form 4] LPL Financial Holdings Inc. Insider Trading Activity
William Francis Glavin Jr., a director at LPL Financial Holdings Inc. (LPLA), reported an acquisition of 15 stock units on March 24, 2026, as detailed in a Form 4 filing. These stock units, granted under the 2021 Omnibus Equity Incentive Plan and valued at $0.00, were fully vested and credited to his deferred compensation plan account. This transaction is characterized as a routine, compensation-related equity grant, rather than an open-market trade.
How LPL’s February Asset Surge and Advisory Shift Will Impact LPL Financial (LPLA) Investors
LPL Financial Holdings Inc. reported a significant surge in February 2026 assets, reaching US$2.43 trillion, with US$9.1 billion in organic net new assets. A key trend is the increasing proportion of advisory assets, now 59.3% of the total, indicating a strategic shift toward fee-based advisory relationships. This shift supports LPL's investment thesis of attracting advisors and growing fee-based assets, aiming for projected revenues of $23.0 billion and earnings of $1.9 billion by 2028, and a fair value of $453.46.
Advisory M&A News – 3/25/2026
This article provides an update on recent mergers and acquisitions in the advisory sector. Key movements include Moss Adams Wealth Advisors going independent as Threadline Wealth, LPL Financial adding Gibson Financial Group, Beacon Pointe Advisors expanding with two new teams, and The Finance Couple joining Osaic. Additionally, Composition Wealth has merged with Edgewater Wealth Management, adding a significant team and assets.
LPL Welcomes Gibson Financial Group to Linsco
LPL Financial announced that financial advisors Kelly Lawrence and Vin Sbano have joined Linsco by LPL Financial, launching Gibson Financial Group of LPL Financial. The Boston-based team, previously with B. Riley Wealth Management, reported serving approximately $180 million in assets and chose LPL for its independence, technology, and resources. They emphasize a personalized, relationship-driven approach to client financial planning.
Advisor Moves: LPL adds $180M team in Boston as Beacon Pointe brings in two acquisitions
LPL Financial has expanded its presence in Massachusetts by adding financial advisors Kelly Lawrence and Vin Sbano, who launched Gibson Financial Group and brought approximately $180 million in assets. Concurrently, RIA Beacon Pointe Advisors acquired MGB Wealth Management and Pacifica Wealth Advisors, adding $645 million in assets and strengthening its position in Texas and California. Both moves highlight strategic growth and a focus on enhanced resources for clients and advisors.
Boston advisors managing $180M switch from B. Riley to LPL
LPL Financial announced that advisors Kelly Lawrence and Vin Sbano have joined its Linsco platform, forming Gibson Financial Group of LPL Financial. The Boston-based team, previously with B. Riley Wealth, brings approximately $180 million in assets. They cited LPL's scale, technology, and self-clearing structure as key reasons for their move.
LPL Financial Welcomes Consilium Wealth
LPL Financial announced that advisors Stephen Horvath, Brady Doe, and David Hermann have joined its platform to form Consilium Wealth in Tucson, Arizona. The team, specializing in serving retired and retiring university professors, reported managing over $250 million in assets. They chose LPL for its scale, resources, and advisor-focused platform, which they believe will enhance client service.
Legacy Ridge Private Wealth Joins LPL Strategic Wealth
Frank Boley and Susie Garber-Johnson have launched Legacy Ridge Private Wealth, an independent practice affiliated with LPL Financial's Strategic Wealth model. Based in Sheridan, Wyoming, the team previously served approximately $600 million in assets and will offer comprehensive, family-focused office services using their proprietary LegacyWorth™ framework for clients with complex financial needs. They chose LPL for its strategic platform and comprehensive suite of services, allowing them to focus on client goals.
How LPL’s February Asset Surge and Advisory Shift Will Impact LPL Financial (LPLA) Investors
LPL Financial Holdings Inc. reported strong February 2026 activity, with total advisory and brokerage assets reaching US$2.43 trillion and US$9.1 billion in organic net new assets. This update reinforces LPL's strategic shift towards fee-based advisory relationships, with advisory assets now comprising 59.3% of total assets, which helps mitigate revenue compression. However, the company still faces challenges from interest rate sensitivity, fee compression, competitive pressures, and advisor recruitment and retention.
LPL Financial Holdings Inc. $LPLA Shares Sold by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd reduced its stake in LPL Financial Holdings Inc. by 31% in the third quarter, selling 5,565 shares. Despite this, institutional investors collectively own 95.66% of the stock. The article also notes recent insider selling by directors Matthew Enyedi and Marc Eliot Cohen, alongside LPL Financial's strong Q4 earnings, outperforming expectations with an EPS of $5.23 and revenue of $4.93 billion, and its declaration of a quarterly dividend.
Is It Time To Reassess LPL Financial (LPLA) After Recent Share Price Weakness?
LPL Financial Holdings (LPLA) has experienced recent share price weakness, with mixed returns over various periods. An Excess Returns analysis suggests the stock is 31.2% undervalued, implying an intrinsic value of about US$414.63 per share. However, a Price vs. Earnings approach indicates the shares are overvalued compared to its tailored "Fair Ratio," trading at a P/E of 26.48x against a fair ratio of 19.40x.
LPL Financial gains as February asset-growth report highlights stronger net inflows
LPL Financial Holdings (LPLA) saw a 3.6% increase in its stock today, primarily driven by its February 2026 monthly activity update. The report indicated continued growth in total advisory and brokerage assets and a notable pickup in organic net new assets, factors that often lead to positive investor reactions due to their implications for revenue. The company reported $2.43 trillion in assets, an increase of 0.9% from January, and $9.1 billion in organic net new assets, representing a 4.5% annualized growth rate.
LPL Financial's Brokerage & Advisory Assets Rise in February
LPL Financial (LPLA) saw its total brokerage and advisory assets increase by almost 1% month-over-month and 33.3% year-over-year in February 2026, reaching $2.43 trillion. Advisory assets, in particular, showed significant growth, up 1.3% from January and 44.9% from February 2025. The company's solid advisor productivity and recruiting are expected to continue supporting its advisory revenues, though capital market uncertainty and elevated operating expenses remain concerns.
LPL CEO Steinmeier’s Pay Triples to $14.6 Million for 2025
LPL Financial CEO Rich Steinmeier's compensation tripled to $14.6 million in 2025, his first full year in the top role. This increase reflects LPL's strong business results, including significant asset growth and successful acquisitions, despite some lower-than-expected organic growth metrics. His pay, however, remains below some peers like Raymond James' CEO Paul Shoukry and Edward Jones' Penny Pennington.
LPL Financial reports $2.43 trillion in assets for February
LPL Financial Holdings Inc. reported a significant increase in total advisory and brokerage assets, reaching $2.43 trillion by the end of February, an increase of $22.3 billion from January. This growth was driven by a rise in advisory assets to $1.44 trillion and organic net new assets of $9.1 billion, contributing to a 4.5% annualized growth rate. The strong financial performance aligns with positive analyst sentiment and recent strategic initiatives, including a new agreement with Simplicity Group to enhance insurance offerings.
LPL gathered $9.1B in new assets in February as client cash fell
LPL Financial reported that its total advisory and brokerage assets reached $2.43 trillion in February 2026, an increase of 0.9% month-over-month and 33.3% year-over-year. The firm attracted $9.1 billion in total organic net new assets during the month, contributing to a 4.5% annualized growth rate. Despite this growth, client cash balances decreased by $0.6 billion to $55.9 billion, partly due to a conversion of sweep money market funds to purchased money market funds.
Advisor moves: Husband-wife advisor team from LPL hops to Osaic OSJ
A husband-and-wife advisor team, The Finance Couple, left LPL Financial to join Osaic through Innovative Financial Group, bringing $204 million in client assets. Separately, Cunningham Financial Group affiliated with Cetera, aiming for $1 billion in AUM, and the Turnock Bonacci Group moved from Morgan Stanley to RBC Wealth Management with nearly $360 million in client assets. These moves represent significant recruiting wins for Osaic, Cetera, and RBC in the wealth management sector.
LPL Financial Holdings Inc. $LPLA Shares Acquired by Lynwood Price Capital Management LP
Lynwood Price Capital Management LP increased its holdings in LPL Financial by 9.3% in Q3, acquiring an additional 5,000 shares to bring its total to 59,000 shares, valued at $19.63 million. This makes LPL Financial its fifth-largest holding, representing 9.8% of the firm's portfolio. The article also highlights LPL Financial's strong Q4 performance, including an EPS beat, and discusses its dividend declaration and analyst ratings.
Danske Bank A S Acquires New Position in LPL Financial Holdings Inc. $LPLA
Danske Bank A/S has acquired a new position in LPL Financial Holdings Inc. (NASDAQ:LPLA), purchasing 131,432 shares valued at approximately $43.7 million during the third quarter. This move makes Danske Bank A/S one of several institutional investors to adjust their holdings in LPL Financial, which recently exceeded Q4 earnings and revenue expectations. Despite recent insider selling, institutional investors hold a significant majority of the stock, and analysts maintain a "Moderate Buy" rating for LPL Financial.
Earnings Strength Remains Amid Mideast Conflict - LPL Financial - Commentaries
Despite ongoing Mideast conflict and related concerns about oil prices and market stability, LPL Financial's Jeff Buchbinder reports that earnings expectations have held up remarkably well. This resilience is largely driven by massive capital investment in AI capabilities and fiscal stimulus. The article emphasizes that strong earnings momentum, particularly from the technology and energy sectors, is expected to continue providing a strong foundation for the stock market.
Prana Capital Management LP Grows Position in LPL Financial Holdings Inc. $LPLA
Prana Capital Management LP significantly increased its stake in LPL Financial Holdings Inc. by 105.1% in the third quarter, bringing its total holdings to 8,607 shares valued at $2.86 million. This comes as LPL Financial exceeded quarterly earnings expectations, with analysts maintaining a "Moderate Buy" rating and an average price target of $428.71. Despite the institutional buying, company insiders have recently sold over $2.2 million worth of shares.
LPL Financial Holdings Inc. (NASDAQ:LPLA) Given Average Rating of "Moderate Buy" by Brokerages
LPL Financial Holdings Inc. (NASDAQ:LPLA) has received an average "Moderate Buy" rating from fifteen brokerages, with an average one-year price target of $428.71. The company recently surpassed Q4 earnings and revenue estimates, leading to increased price targets from several firms. Despite insider stock sales totaling 6,990 shares in the last 90 days and a declared quarterly dividend of $0.30 per share, institutional investors have been actively adjusting their positions in the stock.
Advisors managing $250M for professors join LPL, launch Consilium Wealth
LPL Financial announced that advisors Stephen Horvath, Brady Doe, and David Hermann have joined its platform to form Consilium Wealth, bringing approximately $250 million in assets. The new firm, based in Tucson, Arizona, specializes in serving retired and retiring university professors and other academic referrals. Consilium Wealth chose LPL for its scale, investment research, and combined clearing model, reinforcing LPL's advisor-centric growth strategy.
Lone Pine Capital LLC Acquires 383,466 Shares of LPL Financial Holdings Inc. $LPLA
Lone Pine Capital LLC increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) by purchasing 383,466 additional shares, bringing its total ownership to 2,255,714 shares valued at $750,453,000. This makes LPL Financial the firm's 5th largest position, comprising 5.5% of its portfolio. Other institutional investors have also adjusted their holdings, and the stock has received a "Moderate Buy" average rating from analysts with an average target price of $428.71.
Alliancebernstein L.P. Sells 137,204 Shares of LPL Financial Holdings Inc. $LPLA
Alliancebernstein L.P. reduced its stake in LPL Financial Holdings Inc. by 19.6% in the third quarter, selling 137,204 shares and now owning 564,215 shares valued at $187.7 million. Despite institutional selling, other hedge funds like Creative Planning and Virtu Financial LLC increased their positions. Analysts maintain a "Moderate Buy" rating with a consensus price target of $428.71, while company insiders have also sold shares recently.
LPL Financial Holdings Inc. $LPLA Shares Bought by Holocene Advisors LP
Holocene Advisors LP significantly increased its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA) during the third quarter, now owning 298,873 shares valued at approximately $99.43 million. This comes as LPL Financial exceeded Q4 earnings expectations with EPS of $5.23 and revenue of $4.93 billion, leading to a consensus "Moderate Buy" rating from analysts. Despite insider share sales totaling about $2.2 million in the last quarter, institutional investors collectively own 95.66% of the company's stock, and a quarterly dividend of $0.30 per share has been declared.
