Submit Deal

LPL FINANCIAL HOLDINGS INC

HQ - San Diego

Summary

LPL Financial Holdings was founded in 1989 and is considered the largest independent broker-dealer in the United States.

Deals Overview

Total Deals10

Valued Deals3

Total Value£ 2.43 B

Avg. Deal Size£ 809 M

Market Context

Senior Management

Dan Arnold
President and CEO
Rich Steinmeier
CEO
Matthew Jon Audette
CFO

Sort

waddell & reed (wealth management business)

HQ - United States

Asset Managers and Custodians

30 Apr 2021

Investment Date

100%

Stake

£ 216 M

Deal Value

financial resources group investment services

HQ - United States

Financial Data and Systems

1 Feb 2023

Investment Date

100%

Stake

£ 121 M

Deal Value

atria wealth solutions

HQ - United States

Asset Managers and Custodians

1 Oct 2024

Investment Date

100%

Stake

n/a

Deal Value

the investment center

HQ - United States

Diversified Financials

4 Sep 2024

Investment Date

100%

Stake

n/a

Deal Value

commonwealth financial network

HQ - United States

Diversified Financials

1 Aug 2025

Investment Date

100%

Stake

£ 2.09 B

Deal Value

private advisor group

HQ - United States

Management Consulting

18 Nov 2025

Investment Date

n/a

Deal Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy