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HighWater Wealth joins LPL Financial via Quotient Advisor Partners, bringing $2.4B in assets and multi-generational planning.

Market News
14 Jul 2026
GlobeNewsWire
View Source
Bullish
pluang ai news

HighWater Wealth, a San Diego-based advisory team managing approximately $2.4 billion in assets, has joined LPL Financial's platform through Quotient Advisor Partners. The team, formerly with U.S. Bank, specializes in multi-generational wealth planning with a focus on trust, estate, and customized investment strategies. They chose LPL for its independence, scale, advanced planning tools, and broad investment options, aiming to provide personalized, comprehensive services to high-net-worth families. This move enhances LPL's offerings and supports HighWater's growth in serving affluent clients with tailored financial solutions.

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