custodian
LPL Financial Holdings Inc.
In PWD coverage since August 14, 2026 · 6 stories
1Deals on our tracker
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
McCutchen Wesson Wealth Advisors
Aug 20 · team liftout
Deal recordFull tracker →
Feb 28, 25Deal announcedCommonwealth
PWD coverage
RIA
LPL Financial to report third-quarter earnings after market close Oct. 27
The platform says it supports more than 32,000 advisors and about $2.6 trillion in brokerage and advisory assets.