custodian
LPL Financial Holdings Inc.
In PWD coverage since August 14, 2026 · 4 stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Paul McCutchen
Aug 19 · advisor move
Arrivals
Anthony "Tony" Conte
Aug 18 · from Cambridge Investment Research
Kristian Forster
Aug 18 · from U.S. Bank
Departures
None tracked.
Deal recordFull tracker →
Feb 28, 25Deal announcedCommonwealth
PWD coverage
RIA
LPL adds $7.4B in July while markets pull back $16.1B
Advisory mix climbs to 60.6% even as total client assets fall to $2.55 trillion.