Fundz

LPL Financial to fully acquire Good Life

PUBLIC · LPLAJul 21, 2026

Acquiring Company

LPL Financial

Acquired Company

Good Life

San DiegoFloridaFinancial ServicesSoftwareFinanceFintechFinancial ServicesFinanceLendingConsulting

Description

LPL Financial has announced its intention to fully acquire Good Life, a $15 billion advisory firm based in Celebration, Florida. This acquisition is part of LPL's long-term strategy to expand its scale and recurring revenue. The move aligns with LPL's efforts to formalize partnerships with large enterprises already affiliated with its platform. The acquisition aims to provide Good Life's advisors with enhanced access to LPL’s wealth services.

Who to call at LPL Financial, and when

When LPL Financial changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

  • An alert the day LPL Financial raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at LPL Financial, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at LPL Financial. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

LPL Financial

Location

4707 Executive Drive

San Diego, California, United States

About

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. * Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021.LPL and its affiliated companies provide financial services only from the United States. Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment LPL Financial makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

Christa
Likely contact at this company
••••••••@••••••••

See Christa's verified email →

Mike
Likely contact at this company
••••••••@••••••••

See Mike's verified email →

Shubham
Senior decision-maker at this company
••••••••@••••••••

See Shubham's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for LPL Financial's next move

Learn about Strategic plan

Frequently asked

Who acquired Good Life?

Good Life was acquired by LPL Financial, based in San Diego. The deal was reported on July 21, 2026. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. LPL Financial is publicly traded (LPLA) and operates in Financial Services.

When did LPL Financial acquire Good Life?

LPL Financial's acquisition of Good Life was reported on July 21, 2026. LPL Financial has announced its intention to fully acquire Good Life, a $15 billion advisory firm based in Celebration, Florida. This acquisition is part of LPL's long-term strategy to expand its scale and recurring revenue. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Good Life do?

Good Life is an investment advisory firm that provides comprehensive financial services to clients. The firm focuses on delivering personalized financial strategies and investment solutions. It is privately held, operating in Financial Services, and is based in Florida.

This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.