PartnershipAug 6, 2026, 08:57 AM

LPL Financial Welcomes Paxel Financial Consulting with $300M AUM

AI Summary

LPL Financial LLC announced that Paxel Financial Consulting has joined its broker-dealer and Registered Investment Advisor (RIA) platform. Paxel Financial Consulting, led by Chin Po, CPA, brings approximately $300 million in advisory, brokerage, and retirement plan assets and moved from Cetera. The firm will also leverage Private Advisor Group's infrastructure to enhance client experience through expanded technology and resources, while maintaining its independent advisory model.

Key Highlights

Paxel Financial Consulting joined LPL Financial's broker-dealer and RIA platform.
The team reported serving approximately $300 million in advisory, brokerage, and retirement plan assets.
Paxel Financial Consulting, led by Founder Chin Po, CPA, joins LPL from Cetera.
The firm will leverage Private Advisor Group's infrastructure for growth.
LPL Financial supports over 32,000 financial advisors and approximately $2.6 trillion in assets.

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LPLA

Investment Bankers/Brokers/Service

LPL Financial Holdings Inc.

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