LPL Financial Reaches Industry-Leading 6,200 CFP® Certified Advisors With New Planning Tools
LPL Financial reported that 6,200 affiliated advisors earned CFP® certification by December 31, 2025, the highest count in the industry. The firm credited its expanded integrated planning software, paraplanning and high-net-worth services and robust practice management support for elevating advisor capabilities.
1. LPL Financial Reaches New CFP® Certification Milestone
LPL Financial announced that 6,200 of its affiliated financial advisors have earned the CERTIFIED FINANCIAL PLANNER™ designation as of December 31, 2025, marking the highest total in the industry. This achievement underscores LPL’s significant investments in technology and service infrastructure: integrated planning software within its ClientWorks platform, dedicated paraplanning and high-net-worth services, and comprehensive case and practice management support. These tools have driven a 25% year-over-year increase in advisor adoption of written financial plans, according to Cerulli research. CEO Tara Popernik highlighted that this planning-led approach positions LPL to meet rising client demand: 72% of investors surveyed indicated they want a formal financial plan, yet only 45% currently receive one under traditional advisory models. The CFP® milestone aligns with LPL’s broader goal of expanding fiduciary-aligned advice at scale across its network of over 32,000 advisors, servicing approximately $2.3 trillion in client assets.
2. LPL Financial Onboards Moto Wealth Partners to Linsco Platform
LPL Financial has welcomed Breanne Bovara, CPWA®, and Derrick Petry, CFA®, to its Linsco by LPL division, as they launch Moto Wealth Partners. The duo brings nearly four decades of combined experience and reported roughly $2 billion in advisory, brokerage and retirement plan assets from their previous tenure at Fifth Third Private Bank. Operating out of Cincinnati and Dayton, Ohio, Moto Wealth Partners will serve high-net-worth and ultra-high-net-worth families nationwide, leveraging LPL’s scale and ClientWorks integration. Bovara and Petry emphasize a dynamic, planning-first model—incorporating cash-flow analysis, tax-efficiency strategies and estate structuring—to guide clients through complex events such as business transitions, inheritance and divorce. They cited LPL’s robust technology ecosystem and operational flexibility as key factors in their decision to transition, projecting a 15% boost in advisory revenue by year-end 2026 as they capitalize on LPL’s extensive practice management resources.