James Spinelli: The Journey from Leap of Faith to Building a $10 Billion Wealth Management Firm
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy LPLA?
Source: Barron's
Company Overview: James Spinelli co-founded Great Valley Advisor Group (GVA) 12 years ago, which has grown to 190 advisors across 25 states and manages $10 billion in assets.
Growth Ambitions: Spinelli is focused on further growth for GVA, leveraging capital from LPL Financial to support this expansion.
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Analyst Views on LPLA
Wall Street analysts forecast LPLA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LPLA is 430.92 USD with a low forecast of 380.00 USD and a high forecast of 486.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 372.340
Low
380.00
Averages
430.92
High
486.00
Current: 372.340
Low
380.00
Averages
430.92
High
486.00
About LPLA
LPL Financial Holdings Inc. is an independent broker-dealer and an investment advisory firm. The Company offers an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at institutions in the United States. Through its comprehensive platform, it offers integrated technology solutions; brokerage and advisory platforms; clearing, compliance, business and planning and advice services; consultative practice management programs and training, and in-house research. Through its custody and clearing platform, using both proprietary and third-party technology, it offers access to diversified financial products and services, enabling its advisors to offer personalized financial advice and brokerage services to retail investors. Its products include alternative investments, annuities, exchange-traded products, insurance-based products, mutual funds, and retirement plan products. It also offers wealth management solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Consistent Dividend Record: The company has now announced a dividend of $0.30 for thirteen consecutive quarters, a stable dividend policy that not only boosts investor confidence but also reflects the company's robust financial management.
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- Client Asset Retention: Management expects to achieve a 90% retention rate of client assets upon the integration of Commonwealth Financial Network in Q4 2026, which will provide stability for future revenues.
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