Business combination · Activity not yet classified
Conte Wealth Advisors, LLC
Transaction overview
Reported joined
Announced:
Exact closing date not established.
LPL Financial reported that Conte Wealth Advisors, LLC joined its broker-dealer and RIA platforms.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- LPL Financial Welcomes Conte Wealth Advisors, LLC ↗
LPL Financial · Published Aug 24, 2026
Reports that the continuing Conte Wealth Advisors, LLC firm or team joined LPL Financial.