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LPL Financial Welcomes Barlow Capital Advisors
LPLALPL Financial(LPLA) GlobeNewswire·2025-05-01 12:55

Core Insights - LPL Financial LLC has welcomed financial advisor R. Brennan Barlow, who manages approximately 250millioninadvisory,brokerage,andretirementplanassets,toitsplatforms[1][2]−BarlowfoundedBarlowCapitalAdvisorsin2009andaimstoprovideafamily−ownedandoperatedindependentpracticetoservehiscommunity[2]−Barlowemphasizesaholisticapproachtowealthmanagement,focusingonprotectingwealth,preservinglifestyle,andpreventingsurprisesinretirement[3]CompanyOverview−LPLFinancialHoldingsInc.isoneofthefastest−growingwealthmanagementfirmsintheU.S.,supportingnearly29,000financialadvisorsandservicingapproximately250 million in advisory, brokerage, and retirement plan assets, to its platforms [1][2] - Barlow founded Barlow Capital Advisors in 2009 and aims to provide a family-owned and operated independent practice to serve his community [2] - Barlow emphasizes a holistic approach to wealth management, focusing on protecting wealth, preserving lifestyle, and preventing surprises in retirement [3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting nearly 29,000 financial advisors and servicing approximately 1.7 trillion in brokerage and advisory assets [6] - The firm offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to choose the business model and resources they need [6]