How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story

Simply Wall St.12-20 22:11

LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2592255146?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/7132000-choice1-main-header/1585186724276","is_english":true,"pubTime":"2025-12-20 22:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592255146","market":"sg","top_or_hot":-1,"title":"How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story","media":"Simply Wall St.","content":"<div>\n<p>LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/how-advisor-additions-and-organic-asset-growth-at-lpl-financ\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Advisor Additions And Organic Asset Growth At LPL Financial (LPLA) Have Changed Its Investment Story\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-20 22:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/how-advisor-additions-and-organic-asset-growth-at-lpl-financ><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/how-advisor-additions-and-organic-asset-growth-at-lpl-financ\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/how-advisor-additions-and-organic-asset-growth-at-lpl-financ","article_id":"2592255146","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/7132000-choice1-main-header/1585186724276"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nasdaq-lpla/lpl-financial-holdings/news/how-advisor-additions-and-organic-asset-growth-at-lpl-financ","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592255146","pubTimestamp":1766239890,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$280 million in advisory, brokerage and retirement plan assets and a nationwide client base. \nA separate November 2025 activity update showed total advisory and brokerage assets at about US$2.36 trillion with continued organic net new asset inflows, underscoring LPL’s ability to grow assets even...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4127":"投资银行业与经纪业","LU0971096721.USD":"富达环球金融服务 A","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LPL":"LG Display Co ADS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LPLA":"LPL Financial Holdings Inc","BK4561":"索罗斯持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4518":"OLED概念","BK4148":"电子元件"},"translate_title":"LPL Financial(LPLA)的顾问增加和有机资产增长如何改变其投资故事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LPLA":1.5,"LPL":1.5},"content_text":"LPL Financial LLC recently reported that veteran advisor Melissa Mirabile joined its Linsco by LPL Financial employee channel to launch Forest Lake Wealth Partners in Albany, N.Y., bringing about US$280 million in advisory, brokerage and retirement plan assets and a nationwide client base.  A separate November 2025 activity update showed total advisory and brokerage assets at about US$2.36 trillion with continued organic net new asset inflows, underscoring LPL’s ability to grow assets even while off-boarding some large offices. We’ll now examine how LPL’s resilient organic asset growth, alongside continued advisor recruitment momentum, shapes the company’s broader investment narrative. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 34 companies in the world exploring or producing it. Find the list for free.LPL Financial Holdings Investment Narrative RecapTo own LPL, you need to believe its advisor-centric model can keep attracting assets and advisors faster than competitive and regulatory pressures bite. The latest November update, showing US$2.36 trillion in assets and positive organic inflows despite off-boarding large offices, supports the near term growth catalyst of resilient asset gathering. These data points do not materially change the biggest current risk, which remains earnings sensitivity to interest rate driven cash sweep revenues. The Melissa Mirabile move into Linsco by LPL underscores that recruitment momentum is not just about scale, but also about higher quality, experienced advisors bringing sizable client relationships, such as the roughly US$280 million she reported. This kind of addition aligns directly with LPL’s core catalyst of building fee based, advice led assets that are less exposed to pricing pressure and interest rate cycles. Yet while asset and advisor growth look encouraging, investors should also be aware that... Read the full narrative on LPL Financial Holdings (it's free!)LPL Financial Holdings' narrative projects $23.0 billion revenue and $1.9 billion earnings by 2028. This requires 18.7% yearly revenue growth and about an $0.8 billion earnings increase from $1.1 billion today.Uncover how LPL Financial Holdings' forecasts yield a $448.33 fair value, a 24% upside to its current price.Exploring Other PerspectivesLPLA 1-Year Stock Price Chart Three members of the Simply Wall St Community currently place LPL’s fair value between US$361.62 and US$483.69, reflecting a wide spread of expectations. When you weigh that against LPL’s reliance on interest rate sensitive cash sweep revenue, it underlines why many investors choose to compare several different viewpoints before forming an opinion.Explore 3 other fair value estimates on LPL Financial Holdings - why the stock might be worth as much as 33% more than the current price!Build Your Own LPL Financial Holdings NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your LPL Financial Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.Our free LPL Financial Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate LPL Financial Holdings' overall financial health at a glance.Searching For A Fresh Perspective?These stocks are moving-our analysis flagged them today. Act fast before the price catches up:Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.Find companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2592255146","isCrawlerRequest":true}