Business UpdateJun 4, 2026, 08:56 AM
LPL Financial Welcomes Align Private Wealth with $2B in Assets
AI Summary
LPL Financial announced that financial advisors Scott Gilliam and Travis Blessing have launched a new independent practice, Align Private Wealth, affiliating with LPL's broker-dealer and RIA platform. The team, joining from PNC Private Bank, reported serving approximately $2 billion in advisory plan assets. Based in Greenwood, Ind., Align Private Wealth focuses on high-net-worth and ultra-high-net-worth families, choosing LPL for its independence support, scale, and resources to enhance client experience.
Key Highlights
- Financial advisors Scott Gilliam and Travis Blessing launched Align Private Wealth.
- The team reported serving approximately $2 billion in advisory plan assets.
- They joined LPL Financial from PNC Private Bank.
- Gilliam and Blessing bring a combined 40 years of industry experience.
- Align Private Wealth serves high-net-worth and ultra-high-net-worth families.
- LPL supports over 32,000 financial advisors and 1,100 financial institutions.
- LPL services and custodies approximately $2.3 trillion in brokerage and advisory assets.
Price Impact
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