LPLA News & Events

LPL Financial announced the promotions of Kirby Horan-Adams and Joe Lanser to managing director roles, reflecting their expanded leadership responsibilities and longstanding impact across the firm. Horan-Adams has been promoted to managing director of business design and solutioning. In this role, she leads teams responsible for designing and delivering business solutions that enhance LPL's client experience and sales effectiveness. Lanser has been promoted to managing director and head of financial planning and analysis. He oversees LPL's financial strategy, enterprise planning and performance management, partnering closely with executive leadership to support strategic execution, investment decisions and long-term operational discipline.

LPL Financial announced Robert Woodend has joined LPL Financial's broker-dealer and will be leveraging the Private Advisor Group Registered Investment Advisor platform and infrastructure as part of his transition to Memphis Planning and Wealth, an established LPL and PAG aligned practice. Woodend reports serving approximately $150M in advisory, brokerage and retirement plan assets and joins LPL from Ameriprise. Based in Memphis, Tenn., Woodend is a second-generation financial advisor with 15 years of industry experience. He began his career by interning with his father throughout high school and college before roles in the bond business and ultimately transitioning into financial planning.

LPL Financial announced Michael Dworetsky, has joined LPL Financial's broker-dealer, Registered Investment Advisor, aligned with Lighthouse Private Wealth, an existing firm supporting LPL-affiliated advisors. He reports serving approximately $200M in advisory, brokerage and retirement plan assets and joins LPL from StoneX.

LPL Financial released its monthly activity report for January. Total advisory and brokerage assets at the end of January were $2.41T, an increase of $38B, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2B, translating to a 2.1% annualized growth rate. Total client cash balances at the end of January were $56.5B, a decrease of $4.5B compared to the end of December 2025. Net buying in January was $13.8B.