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LPL Financial Welcomes Prestige Wealth Group

Dec 12, 2024•over 1 year ago

Contract Type

partnership

San DiegoFinancial ServicesSoftwareFinanceFintech

Description

LPL Financial LLC announced a new partnership with Prestige Wealth Group (PWG), a financial advisory firm based in Franklin Lakes, N.J., and Westchester, Pa. The advisors of PWG, led by managing partners Rich Galgano and Matt Geraci, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They bring with them approximately $540 million in advisory, brokerage, and retirement plan assets, and have made the move to LPL in order to grow and provide more value to their high-net-worth clients.

Company Information

Company

LPL Financial

Location

4707 Executive Drive

San Diego, California, United States

About

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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Agreement Insights

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Strategic partnership established

Partnership agreements typically involve technology integration and joint go-to-market strategies

Contract momentum indicator

Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months