Business combination · Activity not yet classified

Horizon Wealth Management Group

Transaction overview

Reported joined

Announced:

Exact closing date not established.

LPL Financial reported that Horizon Wealth Management Group 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

  1. LPL Financial Welcomes Horizon Wealth Management Group ↗

    LPL Financial · Published Sep 15, 2026

    Reports that the continuing Horizon Wealth Management Group firm or team joined LPL Financial.

No firms selected for comparison.
Horizon Wealth Management Group · RIA Monitor