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LPL Financial welcomes Paxara Wealth Partners, adding $330M in assets and expanding advisor independence.

Market News
07 May 2026
GlobeNewsWire
Bullish
pluang ai news

LPL Financial announced that Paxara Wealth Partners, led by Conley Thornhill and team, joined Linsco by LPL, bringing approximately $330 million in advisory, brokerage, and retirement assets. The team, formerly with UBS, serves a diverse national client base including business owners and retirees, focusing on personalized, team-based wealth planning. They chose LPL for its advanced technology and advisor independence, allowing them to offer objective financial advice without proprietary product constraints. This move enhances LPL's advisor network and supports Paxara's mission to provide tailored financial guidance through major life transitions and multigenerational wealth planning.

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