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LPL Acquisitions

LPL has acquired 16 companies and its latest acquisition was Commonwealth Financial Network on Mar 2025

Unlock 13 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Commonwealth Financial Network

Mar 2025

Source »
$2.7B
Commonwealth is a Massachusetts-based investment advisory firm that provides services such as asset management and financial planning for businesses.
The Investment Center, Inc.

Sep 2024

Source »
undisclosed
The Investment Center is a New Jersey-based financial services firm that provides solutions such as investment advisory and cash management for businesses.
Atria Wealth Solutions, Inc.

Feb 2024

Source »
$805M
Atria Wealth Solutions is a New York-based wealth management platform that offers solutions such as life planning and advisory for financial professionals and institutions.

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Crown Capital Securities, L.P's Wealth Management Business

Jul 2023

Source »
undisclosed
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Financial Resources Group Investment Services

Nov 2022

Source »
$140M
FRGIS is a South Carolina-based company that provides services such as business development, compliance, and accounting for financial advisors and institutions.

Frequently Asked Questions about LPL

  1. What companies did LPL acquire?

    Companies acquired by LPL include Commonwealth Financial Network, The Investment Center and Atria Wealth Solutions

  2. How many acquisitions does LPL have?

    LPL has acquired 16 companies including Commonwealth Financial Network, The Investment Center and Atria Wealth Solutions.

  1. How many acquisitions did LPL make in 2025?

    In 2025 LPL acquired 1 companies including Commonwealth Financial Network.