LPLA

SAN DIEGO, Nov. 03, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Joe Borgese, CFP® of  Contour Wealth Management, LLC has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately $390 million in assets* and joins LPL from Cetera.

SAN DIEGO, Oct. 29, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that the financial advisors of Anchor Financial Partners have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. The team reported serving approximately $525 million in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.

Key Financial Results Net income was $357 million , translating to diluted earnings per share ("EPS") of $4.52 Adjusted EPS* increased 15% year-over-year to $5.97 Gross profit* increased 12% year-over-year to $1,662 million Core G&A* increased 11% year-over-year to $532 million Adjusted pre-tax income* increased 13% year-over-year to $641 million Key Business Results Total client assets increased 11% year-over-year to $2.6 trillion Advisory assets increased 16% year-over-year to $1.6 trillion Advisory assets as a percentage of total client assets increased to 60.9%, up from 58.2% a year ago Total organic net new assets were $29 billion , representing 5% annualized growth Recruited assets ( 1 ) were $24 billion, down 26% from a year ago Recruited assets over the trailing twelve months were $81 billion Total client cash balances were $57 billion , consistent with prior quarter and an increase of $1 billion year-over-year Client cash balances as a percentage of total client assets were 2.2%, consistent with prior quarter and down from 2.4% in the prior year Key Capital and Liquidity Measures Corporate cash ( 2 ) was $563 million Leverage ratio ( 3 ) was 1.93x Share repurchases were $ 301 million and dividends paid were $24 million Key Updates M&A: Commonwealth Financial Network ("Commonwealth"): On track to complete the conversion in the fourth quarter of 2026 Asset retention is now expected to be approximately 83% Estimated run-rate EBITDA is now expected to be $415 million Liquidity & Succession: Deployed approximately $20 million of capital to close three deals in Q3 Core G&A: Given our performance to date, we are narrowing our 2026 Core G&A* outlook range to $2,140-2,160 million, including expenses related to Commonwealth Capital Management: Dividend: The Company's Board of Directors declared a $0.30 per share dividend to be paid on November 30, 2026 to all stockholders of record as of November 12, 2026 *See the Non-GAAP Financial Measures section and the endnotes to this release for further details about these non-GAAP financial measures SAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the "Company") today announced results for its third quarter ended September 30, 2026, reporting net income of $357 million, or $4.52 per share. This compares with a net loss of $30 million, or $0.37 per share, in the third quarter of 2025 and net income of $379 million, or $4.74 per share, in the prior quarter.

SAN DIEGO, Oct. 27, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Matt Griggs, AAMS®, CRPC™, of Griggs Investment Group has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. Griggs reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones.

SAN DIEGO, Oct. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Kacy Walker, MSFS, AIF®, CPFA®, has launched Kinetic Wealth through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network. Walker joins LPL from Cetera and reported serving approximately $300 million* across retirement plans and individual wealth management relationships, including retirees and business owners.

LPL Financial (LPLA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SAN DIEGO, Oct. 14, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial professionals of Prince Financial Services have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The Seattle-based firm reported serving approximately $1 billion in advisory, brokerage and retirement plan assets* and joins LPL from Northwestern Mutual.

SAN DIEGO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Nick Economos, CFP®, CPFA®, CEPA®, CRPC®*, has launched Economos Private Wealth through affiliation with LPL Financial's supported independence model, LPL Independent Advisor Network . He reported serving approximately $580 million in advisory and brokerage assets** and joins LPL from Merrill Lynch.

SAN DIEGO, Oct. 07, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC  announced today that financial advisor Brad Jerome of Legacy Financial Group has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platforms. He reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and joins LPL from Osaic.

SAN DIEGO, Oct. 06, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”), the parent corporation of LPL Financial LLC, announced today it will report third quarter financial results after the market closes on Tuesday, October 27. The Company will host a conference call to discuss its results at 5 p.m. ET the same day.