LPL Financial Welcomes Buell Wealth Management to Its Broker-Dealer and RIA Platform

LPL Financial Welcomes Williams Tax & Financial Services

July 27, 2026

Wealth Management

LPL Financial announced that the advisors of Williams Tax & Financial Services have joined its broker-dealer and Registered Investment Advisor platform, leaving Cetera. The team manages approximately $340 million in advisory, brokerage, and retirement plan assets.

LPL Financial to Acquire Mariner Advisor Network Segment

April 16, 2026

Financial Services

LPL Financial Holdings has entered into a definitive purchase agreement to acquire Mariner Advisor Network, a segment of Mariner Wealth Advisors. In partnership with Private Advisor Group, 223 advisors will remain affiliated with LPL, while 144 hybrid advisors will transition to Private Advisor Group’s hybrid RIA model on the same LPL platform.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

LPL Financial Acquires Minority Stake in Private Advisor Group

November 20, 2025

Wealth Management

LPL Financial Holdings Inc. has acquired a minority ownership stake in Private Advisor Group, the Morristown, New Jersey–based RIA with $41.3 billion in AUM. Republic Capital Group served as the investment banking advisor to Private Advisor Group. The investment joins LPL with existing minority owner Merchant Investment Management and six legacy shareholders to deepen strategic ties and expand programs, technology, and operational support for advisors.

LPL Financial Acquires Crown Capital Securities' Wealth Management Business

May 8, 2024

Wealth Management

LPL Financial has closed its acquisition of the wealth management business of Crown Capital Securities, L.P., a full-service broker-dealer and registered investment advisor based in Orange County, California. Approximately 125 advisors representing about $1.3 billion of brokerage and advisory assets have been onboarded to LPL as of May 8, 2024, with roughly $3.7 billion expected to transfer in the coming months.

LPL Financial to Acquire Atria Wealth Solutions

February 14, 2024

Financial Services

LPL Financial Holdings entered into a definitive purchase agreement to acquire Atria Wealth Solutions, a wealth management solutions holding company headquartered in New York. Under the deal, Atria’s brokerage and advisory assets will transition to the LPL platform, with completion expected in the second half of 2024 (and conversion to mid-2025, subject to regulatory approvals).