Announced

Completed

LPL Financial completed the acquisition of Oak Bridge Financial.

Synopsis

LPL Financial, an independent broker-dealer, completed the acquisition of Oak Bridge Financial, a wealth management firm. Financial terms were not disclosed. “We wanted autonomy to run our business the way we see fit. Our clients rely on us for immediate, transparent access to their information. LPL provides the robust infrastructure and open-architecture technology tools we need to provide a superior, data-drive client experience while maintaining our firm’s independence and diverse culture.," Peter Goudeau, Oak Bridge CEO.

Show Details & Financials

Did you work on this deal?

Claim Deal

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Claim Deal

All rights reserved. Copyright © 2026 Datasite

MergerLinks - LPL Financial completed the acquisition of Oak Bridge Financial.