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Firm & Fund Lookup

Search the firms, funds, and people in PWD’s coverage — every profile links its deals, moves, and stories.

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Firms, funds & people
LPL Financial
custodian · $819.1B AUM (SEC IAPD) · 236 PWD stories
LPL Financial Holdings Inc.
custodian · 6 PWD stories
Linsco by LPL Financial
other · 3 PWD stories
Align Private Wealth (LPL Financial platform)
firm · 0 PWD stories
Coverage
LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Osaic recruits $2.3 billion ICG next team from LPL Financial
LPL Financial to report third-quarter earnings after market close Oct. 27
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.