LPL Financial Welcomes Skyward Financial
LPL Financial (NASDAQ:LPLA) has announced that Skyward Financial, a Houston-based advisory team managing approximately $700 million in assets, has joined LPL's broker-dealer and RIA platform from Wedbush Securities.
The team, led by Matthew Houston, Lynn Houston, and Ross Stripling, consists of six advisors with over 200 years of combined experience. Skyward Financial primarily serves business owners and retirees, with a specialized focus on Major League Baseball players and plans to expand into serving college athletes.
The transition to LPL was primarily driven by the firm's need for enhanced technology capabilities and service experiences. LPL Financial currently supports over 29,000 financial advisors and approximately 1,100 financial institutions, with approximately $1.9 trillion in brokerage and advisory assets under management.
LPL Financial (NASDAQ:LPLA) ha comunicato che Skyward Financial, un team di consulenza con sede a Houston che gestisce circa $700 milioni in asset, 猫 passato dalla piattaforma di Wedbush Securities a quella broker-dealer e RIA di LPL.
Il team, guidato da Matthew Houston, Lynn Houston e Ross Stripling, 猫 composto da sei consulenti con oltre 200 anni di esperienza complessiva. Skyward Financial serve principalmente imprenditori e pensionati, con una specializzazione nei giocatori della Major League Baseball e l'intenzione di estendere i servizi agli atleti universitari.
Il passaggio a LPL 猫 stato motivato principalmente dalla necessit脿 di migliori capacit脿 tecnologiche e di un'esperienza di servizio superiore. LPL Financial supporta attualmente oltre 29.000 consulenti finanziari e circa 1.100 istituzioni finanziarie, con circa $1,9 trilioni in asset in gestione fra servizi di intermediazione e consulenza.
LPL Financial (NASDAQ:LPLA) ha anunciado que Skyward Financial, un equipo asesor con sede en Houston que gestiona aproximadamente $700 millones en activos, se ha incorporado a la plataforma broker-dealer y RIA de LPL procedente de Wedbush Securities.
El equipo, dirigido por Matthew Houston, Lynn Houston y Ross Stripling, est谩 formado por seis asesores con m谩s de 200 a帽os de experiencia combinada. Skyward Financial atiende principalmente a due帽os de negocios y jubilados, con un enfoque especializado en jugadores de la Major League Baseball y planes para ampliar servicios a atletas universitarios.
La transici贸n a LPL se debi贸 principalmente a la necesidad de mayor capacidad tecnol贸gica y mejores experiencias de servicio. LPL Financial apoya actualmente a m谩s de 29.000 asesores financieros y aproximadamente 1.100 instituciones financieras, con alrededor de $1,9 billones en activos en corretaje y gesti贸n asesorada.
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LPL Financial (NASDAQ:LPLA) a annonc茅 que Skyward Financial, une 茅quipe de conseil bas茅e 脿 Houston qui g猫re environ 700 millions de dollars d'actifs, a rejoint la plateforme broker-dealer et RIA de LPL en provenance de Wedbush Securities.
L'茅quipe, dirig茅e par Matthew Houston, Lynn Houston et Ross Stripling, compte six conseillers totalisant plus de 200 ans d'exp茅rience. Skyward Financial sert principalement des chefs d'entreprise et des retrait茅s, se sp茅cialise dans les joueurs de la Major League Baseball et pr茅voit d'茅tendre ses services aux sportifs universitaires.
La transition vers LPL a 茅t茅 motiv茅e principalement par le besoin de capacit茅s technologiques renforc茅es et d'une meilleure exp茅rience de service. LPL Financial soutient actuellement plus de 29 000 conseillers financiers et environ 1 100 institutions financi猫res, avec environ 1,9 billion de dollars d'actifs en courtage et gestion-conseil.
LPL Financial (NASDAQ:LPLA) hat bekannt gegeben, dass Skyward Financial, ein in Houston ans盲ssiges Beratungsteam, das rund $700 Millionen an Verm枚genswerten verwaltet, von Wedbush Securities zur Broker-Dealer- und RIA-Plattform von LPL gewechselt ist.
Das von Matthew Houston, Lynn Houston und Ross Stripling gef眉hrte Team besteht aus sechs Beratern mit mehr als 200 Jahren kombinierter Erfahrung. Skyward Financial betreut haupts盲chlich Gesch盲ftsinhaber und Ruhest盲ndler, ist auf Major-League-Baseball-Spieler spezialisiert und plant, sein Angebot auf College-Athleten auszuweiten.
Der Wechsel zu LPL wurde prim盲r durch den Bedarf an erweiterten technologischen M枚glichkeiten und besseren Serviceerfahrungen vorangetrieben. LPL Financial unterst眉tzt derzeit 眉ber 29.000 Finanzberater und rund 1.100 Finanzinstitute und verwaltet etwa $1,9 Billionen an Brokerage- und Beratungsverm枚gen.
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SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- 听announced today that the advisors of have joined LPL Financial鈥檚 broker-dealer, Registered Investment Advisor (RIA) platform. They reported serving approximately
Based in Houston, Skyward Financial was founded and is led by Matthew Houston, Lynn Houston and Ross Stripling. The team of six advisors have over 200 years of combined experience and takes a collaborative approach to helping clients establish their financial plans. They believe that educating, guiding and understanding their clients leads to their vision of achieving greater financial freedom. Most of their clients are business owners and retirees, but they also work with Major League Baseball players and are looking to expand their base of college athletes.
鈥淲e believe that people need to be comfortable with what they own and understand why they own certain things. There is very close collaboration at the beginning of the relationship and we take the time to understand the client's full financial picture to craft strategies that reflect their unique needs,鈥� said Matthew Houston. 鈥淥ur clients hire us for our expertise and direct access to senior advisors with decades of experience.鈥�
Why Skyward Financial chose LPL
Seeking enhanced service experiences and a more robust technology platform, the Skyward Financial team, which includes Carlie Clayton, Jerry Axelrod, Lisa Marcelli, CFP庐, CDFA庐, Mike Hamilton, Valencia Linton and Vice President of Operations, Steven Phan, transitioned to LPL to scale their client-focused financial support.
鈥淭he standout benefit for us was LPL鈥檚 robust technology. As a historically regional firm, we realized our technology couldn鈥檛 keep up, and our younger clients were seeking something that better suited their needs,鈥� said Houston. 鈥淭hrough LPL, we gain all the tools of a Wall Street firm without actually being one, and still maintaining our independence, including our own branding and image.鈥�
Scott Posner, Managing Director, Business Development, said, 鈥淲e welcome the Skyward Financial team to LPL. As their partner, we are committed to delivering innovative technology, integrated platforms and strategic resources to help them seamlessly run their practice and provide an elevated client experience. We look forward to supporting the team in this next chapter of their business.鈥�
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About LPL Financial
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
Securities and advisory services offered through LPL Financial LLC (鈥淟PL Financial鈥�), a registered investment advisor and broker-dealer, member FINRA/SIPC.听Skyward Financial and LPL Financial are separate entities.
Throughout this communication, the terms 鈥渇inancial advisors鈥� and 鈥渁dvisors鈥� are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the 鈥溾�� or 鈥溾�� section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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FAQ
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