Align Private Wealth Joins LPL Financial Broker-Dealer and Custodial Platforms

LPL Financial announced on June 4, 2026, that the wealth management firm Align Private Wealth has joined its broker-dealer, RIA, and custodial platforms. The transition brings a team of financial advisors to LPL Financial, where they will utilize the company’s integrated technology and service infrastructure to manage their client portfolios.

Align Private Wealth operates as an independent practice, providing comprehensive financial planning and investment management services to its clients. By moving to LPL Financial, the firm gains access to a suite of resources, including research tools, practice management support, and digital platforms designed to streamline administrative operations. This move follows LPL Financial’s ongoing strategy of recruiting independent advisory firms to its network, which provides the necessary regulatory and operational framework for these practices to conduct business. The partnership allows Align Private Wealth to maintain its independent business model while leveraging the scale and capabilities of the larger LPL Financial organization.

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Date: June 4, 2026

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GOAI