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LPL Financial

San Diego, Californialpl.com3expert edges

Leading independent broker-dealer and advisory services platform with $1.1 trillion in assets served, providing technology, trading, compliance, and support services to independent financial advisors.

Why interesting to a deal team

Kaminski and Gent both built M&A teams at LPL; represents institutional buyer in RIA consolidation market; acquired Mariner Advisor Network from Bicknell in April 2026.

Experts connected to this company

Sources

Strongest evidenceStructured data2 public sourcesHow the grades work