LPL Financial Welcomes Wilson Peak Wealth Management Team
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
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LPL Financial announced Jeffrey Wilson and Michael Sadowski of Wilson Peak Wealth Management Inc. have joined LPL Financial's broker-dealer and Registered Investment Advisor platform and will be leveraging Private Advisor Group's infrastructure for the next stage of their growth. They reported serving approximately $150M in advisory, brokerage and retirement plan assets and join LPL from Wells Fargo Advisors. Located in Upper Saddle River, New Jersey, within the metropolitan New York area, Wilson Peak Wealth Management was founded by Wilson, who has 20 years of industry experience. The team provides comprehensive financial planning services, specializing in tax and estate planning strategies, and they serve professionals, next generation accumulators, retirees, entrepreneurs and families. They have built long-term relationships with clients and their families, working together to ensure that they're on target to meet their financial goals.
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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: 366.900
Low
380.00
Averages
430.92
High
486.00
Current: 366.900
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.
LPL Financial Holdings to Announce Q4 Earnings on January 29
- Earnings Announcement: LPL Financial Holdings is set to release its Q4 earnings on January 29, with consensus EPS estimated at $4.90, reflecting a 15.3% year-over-year increase, and revenue expected at $4.91 billion, up 39.9%, indicating robust profitability and growth potential.
- Historical Performance: Over the past two years, LPL has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's strong reputation among market analysts and consistent performance.
- Estimate Revisions: In the last three months, EPS estimates have seen 10 upward revisions and 1 downward revision, while revenue estimates have had 3 upward revisions with none downward, reflecting optimistic market sentiment regarding LPL's future performance.
- Asset Growth: LPL's advisory and brokerage assets increased by 0.5% month-over-month in November, with a target of 90% adviser retention and a projected post-integration EBITDA run rate of $425 million, demonstrating the company's ongoing growth in asset management and competitive market position.
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LPL Financial Reports Strong Q4 2025 Earnings and Growth
- Asset Growth Highlight: LPL Financial achieved $23 billion in organic net new asset growth in Q4 2025, although down from $33 billion in Q3, it still reflects strong market demand and client trust.
- Profitability Improvement: The company reported an adjusted EPS of $20.09 for the year, with Q4 adjusted EPS at $5.23, slightly up from Q3, indicating effective strategies in cost control and revenue growth.
- 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.
- Expense Management and Investment: Despite core G&A rising to $536 million in Q4, management plans to continue investing in 2026 to enhance operational efficiency, with core G&A growth projected between 4.5% and 7%, demonstrating confidence in future growth.
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