Business UpdateAug 4, 2026, 09:06 AM
LPL Financial Model Portfolio AUM Exceeds $100B; Launches New Models
AI Summary
LPL Financial announced that LPL Research has launched a new suite of 17 Building Block Model Portfolios, expanding its model portfolio platform to over 70 offerings. This launch provides advisors with greater flexibility for customized investment solutions. The announcement coincides with LPL Research's model portfolio platform surpassing $100 billion in assets under management as of February 2026, reflecting strong advisor adoption and growth.
Key Highlights
- LPL Research's model portfolio platform surpassed $100 billion in AUM as of February 2026.
- LPL Research launched 17 new Building Block Model Portfolios.
- The new models expand the platform to more than 70 offerings.
- LPL Financial supports over 32,000 financial advisors.
- The firm services approximately $2.6 trillion in brokerage and advisory assets.
- LPL serves approximately 8 million Americans through its platform.
Price Impact
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