$1B BFG Snags Commonwealth Duo, Opens N.C. Office

BFG Financial of Kestra has brought on a $150 million advisor duo seeking a succession plan; separately, Raymond James ...
Nasdaq

LPL Financial to Acquire Commonwealth Financial Network

SAN DIEGO and WALTHAM, Mass., March 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA) (together with its subsidiaries, including LPL Financial LLC, “LPL Financial” or “LPL”) ...
Wealth Management

Summit Wealth Adds Advisor Relations and Investment Executives

Colorado Springs RIA Summit Wealth Group hired Seamus O'Brien for advisor success and Chelsea Ganey as CIO to support growth ...
Seeking Alpha

LPL Financial Closes Its Acquisition of Commonwealth Financial Network

SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (LPLA) (NASDAQ: LPLA), together with its subsidiaries, including LPL Financial LLC, announced the closing of its acquisition of ...
InvestmentNews

Add Commonwealth Financial – a blockbuster – to the list of potential LPL targets

Chatter about LPL, a behemoth with 29,000 financial advisors and $1.7 trillion in assets, buying Commonwealth Financial Network, a boutique with more than 2,345 advisors has been building all week, ...
Financial Planning

As LPL acquisition looms, Commonwealth pulls another team from Osaic

Commonwealth Financial Network's approaching acquisition by LPL Financial isn't deterring new recruits, as evidenced by its addition of yet another substantial advisory practice. Processing Content ...
Business Wire

Commonwealth Financial Network Partners with Messina College, Creating Career Paths for First-Generation College Students

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership ...
Financial Advisor

Peoples & Co. Joins Commonwealth Financial Network

Peoples & Co. Private Wealth Stewardship, a financial services firm based in Allentown, Pa., that previously was with Morgan Stanley, has joined the Commonwealth Financial Network, a national RIA ...
The National Law Review

LPL Financial to Acquire Commonwealth Financial Network

Commonwealth supports ~2,900 independent advisors managing ~$285 billion in assets Commonwealth ranked #1 in Independent Advisor Satisfaction 11 times in a row by J.D. Power Founder of Commonwealth to ...
Morningstar

Commonwealth Financial Network Partners with Messina College, Creating Career Paths for First-Generation College Students

Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, has initiated a new partnership with Messina College, a two-year ...
planadviser.com

LPL Financial Acquiring Commonwealth Financial Network

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform mid-2026, joining the nearly 29,000 LPL advisers. After rumors of the ...