LPL Financial Gains $870 Million Assets with True Compass Advisors Move
LPL Financial onboarded True Compass Advisors, which manages about $870 million in advisory, brokerage and retirement plan assets under Jared White’s leadership in Southbury, Connecticut. The team rejoined LPL to leverage its advanced technology, independence and specialist resources, accelerating growth of its retirement and multi-generational planning capabilities.
1. True Compass Advisors Joins LPL
True Compass Advisors, led by Jared White with COO Karin Hubbard and advisors Harrison Graham and Laura Maguire, has transitioned from Kestra to LPL’s broker-dealer and RIA platform.
2. Team Asset and Service Profile
The Southbury, Connecticut–based team brings approximately $870 million in advisory, brokerage and retirement plan assets, delivering comprehensive financial planning to professionals approaching retirement.
3. Drivers for Choosing LPL
The firm selected LPL for its forward-thinking technology, advisor independence and access to specialized resources that support integrated, long-term planning across investments, taxes and estate matters.
4. Implications for LPL Financial
This addition bolsters LPL Financial’s asset base and amplifies its retirement and multi-generational planning services, supporting its growth strategy across a $2.4 trillion intermediary platform.