[ORGANIZATION]
Keefe, Bruyette & Woods
Featured in 9 tracked stories · first seen
Situations
LPL Financial asset and advisor movements
2 clusters · 4 sources · last updated
Latest: LPL Financial reports $2.6 trillion in client assets
LPL Financial has experienced significant shifts in advisor affiliations and asset growth. In mid-September 2026, the company saw the addition of the Horizon Wealth Management Group from Wells Fargo Advisors Financial Ne
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