Snapshot from Aug 01, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Business / Buell Wealth Management joins LPL
Business business partnership

Buell Wealth Management joins LPL

Analysis based on 6 articles · First reported Jul 15, 2026 · Last updated Jul 15, 2026

Sentiment
10
Attention
1
Articles
6
Market Impact
General
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Market Impact

This move is a modest positive for LPL Financial as it adds $370 million in assets under administration. It reflects LPL's continued growth in the wealth management space, but the impact on LPL's stock is likely minimal given the size relative to LPL's $2.3 trillion in total assets.

Financial services
Event Summary

LPL Financial LLC announced that the financial advisors of Buell Wealth Management have joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team, led by CEO Chris Berris, reported serving approximately $370 million in advisory, brokerage and retirement plan assets and joins from Buell Securities Corporation. The five advisors have 187 years of combined experience and will continue serving clients across 21 states. Buell Wealth Management selected LPL for its operational infrastructure and support model. LPL Chief Growth Officer Marc Cohen welcomed the team.

Key Actions
80 Buell Wealth Management joined LPL Financial
Entities Involved
priv
Buell Wealth Management
Buell Wealth Management joins LPL Financial, gaining access to LPL's technology, compliance, and operational support, which should enhance its ability to serve clients and grow.
Importance 100.0 Sentiment 20.0
stock
LPL Financial
LPL Financial gains $370 million in assets under administration and expands its advisor network, reinforcing its position as a leading wealth management platform.
Importance 80.0 Sentiment 10.0
per
Chris Berris
Chris Berris, CEO of Buell Wealth Management, leads his team to LPL, continuing his role and benefiting from LPL's resources.
Importance 60.0 Sentiment 10.0
priv
Buell Securities Corporation
Buell Securities Corporation loses the Buell Wealth Management team as they move to LPL, but the entity itself is not directly affected beyond the departure.
Importance 30.0 Sentiment -10.0
per
Marc Cohen
Marc Cohen, as LPL's Chief Growth Officer, publicly welcomed the new team, reflecting his role in business development.
Importance 20.0 Sentiment 5.0
Relationships
LPL Financial related ↔ Marc Cohen
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