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True Compass Advisors joins LPL Financial, bringing $870M in assets and a focus on long-term, coordinated financial planning.

Market News
21 May 2026
GlobeNewsWire
View Source
Bullish
pluang ai news

True Compass Advisors, led by Jared White, has joined LPL Financial's platform, bringing approximately $870 million in advisory, brokerage, and retirement assets. The team focuses on relationship-driven, comprehensive financial planning for professionals nearing retirement, emphasizing coordinated strategies across investments, taxes, and estate planning. They chose LPL for its advanced technology, advisor independence, and resources that support holistic client service. This move strengthens LPL's network and enhances its capability to support advisors with innovative tools and long-term planning solutions.

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