LPL Financial Welcomes Williams Tax & Financial Services

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

July 16, 2026

Financial Services

LPL Financial announced that the financial advisors of Buell Wealth Management have joined its broker-dealer and Registered Investment Advisor platform. The team manages approximately $370 million in advisory, brokerage, and retirement plan assets and will continue serving clients across 21 states.

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 Commonwealth Financial Network

August 1, 2025

Financial Services

LPL Financial Holdings Inc., together with its subsidiaries, has completed the acquisition of Commonwealth Financial Network, a wealth management firm that supports roughly 3,000 advisors and manages about $305 billion in assets. Commonwealth will operate as a wholly owned portfolio company while its advisors are onboarded to LPL's platform, and Commonwealth's CEO Wayne Bloom will continue to lead the business within LPL.

LPL Financial to Acquire The Investment Center, Inc.

September 4, 2024

Financial Services

LPL Financial LLC entered into a definitive agreement to acquire The Investment Center, Inc., a Bedminster, New Jersey-based broker-dealer and registered investment adviser. The Investment Center supports roughly 240 advisors and approximately $9 billion in brokerage and advisory assets, and the deal is expected to close in the first half of 2025 subject to regulatory approval and other conditions.

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).