Brind.

LPL Financial acquired Commonwealth Financial Network on August 26, 2025, absorbing teams from various firms including Edward Jones and Lincoln.

Steady: 0 in the last 7 days Updated sep 15

The latest in this situation

  1. A firm, likely AllianceBernstein, has relocated its wealth management team from Houston and established a new office in Minnesota.

How it started

6 reports, 5 independent, last reported Aug 12. The briefing below covers this first event.

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Well supportedReported by 5 independent outlets

LPL Financial acquired Commonwealth Financial Network on August 26, 2025, absorbing teams from various firms including Edward Jones and Lincoln.

Who's involved

What this event is mainly about
LPL FinancialCommonwealth Financial Network

How it developed

Newest first. Tap a step to see who reported it.
  1. Chris Stockton joined LPL Financial from Edward Jones and led NewEdge Wealth's expansion into Houston.Sub-event
  2. LPL Financial acquired Commonwealth Financial Network, absorbing teams from various firms.1 source
  3. Wayne Bloom joined LPL Financial's management committee following the acquisition of Commonwealth.1 source

Keep exploring

The entities involved

Related events

Coverage

Newest first; wire copies grouped
  • investmentnews.com
  • financial-planning.com
  • Wealth ManagementLPL Attracts $700M Texas Team From Wedbush Securities You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. A Houston-based team managing about
  • Business WireAmeriprise Financial Welcomes Two Advisors with Over $150 Million in Assets From Commonwealth Financial Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in
  • Wealth Management&Partners Lures Second Commonwealth Team in as Many Weeks You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. &Partners, a St. Louis-based hy
  • GlobeNewswireLPL Financial Closes Its Acquisition of Commonwealth Financial Network SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, includi