DealsJul 15, 2026, 08:56 AM
LPL Financial Welcomes Buell Wealth Management, Adding $370M Assets
AI Summary
LPL Financial LLC announced that Buell Wealth Management, a team of five financial advisors, has joined its broker-dealer and Registered Investment Advisor platform. The team reported serving approximately $370 million in advisory, brokerage, and retirement plan assets. Buell Wealth Management, led by CEO Chris Berris, chose LPL for its robust operational infrastructure and comprehensive support model to enhance client service and streamline operations. This move further expands LPL's network of financial advisors and assets under management.
Key Highlights
- Buell Wealth Management joined LPL Financial's platform.
- The team reported serving approximately $370 million in assets.
- Buell Wealth Management consists of five financial advisors.
- Advisors have 187 years of combined industry experience.
- Buell Wealth Management is based in Glastonbury, Connecticut.
- LPL Financial supports over 32,000 financial advisors.
- LPL custodies approximately $2.3 trillion in brokerage and advisory assets.
Price Impact
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