LPL Financial Enters Partnership with Northern Advisory Group to Enhance Wealth Management Services

Reuters
05-05
LPL Financial Enters Partnership with Northern Advisory Group to Enhance Wealth Management Services

SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. has announced a new partnership with Northern Advisory Group. This collaboration sees 10 financial advisors from Northern Advisory joining LPL Financial's broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. The group, which manages approximately $300 million in advisory, brokerage, and retirement plan assets, transitioned from Osaic to LPL. The move is aimed at leveraging LPL's innovative technology and comprehensive business solutions to enhance service experiences and support the growth of Northern Advisory Group. Partners Richard DiTaranto, Brian DiBrino, and Jeff Miller, who collectively bring eight decades of wealth management experience, founded Northern Advisory Group in 2004 and are enthusiastic about this strategic step to better serve their clients and expand their practice.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LPL Financial Holdings Inc. published the original content used to generate this news brief via GlobeNewswire (Ref. ID: GNW9443880-en) on May 05, 2025, and is solely responsible for the information contained therein.

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