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Independent intelligence on family offices and private capital
Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
PWD Data

Firm & Fund Lookup

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Firms, funds & people
LPL Financial
custodian · $819.1B AUM (SEC IAPD) · 177 PWD stories
LPL Financial Holdings Inc.
custodian · 6 PWD stories
Linsco by LPL Financial
other · 2 PWD stories
Coverage
LPL Financial to report third-quarter earnings after market close Oct. 27
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