Acquisition · Activity not yet classified

Commonwealth Financial Network

Transaction overview

Reported completed

Announced: Closed:

On August 1, 2025, LPL Financial Holdings Inc., together with its subsidiaries, announced the closing of its acquisition of Commonwealth Financial Network. The acquisition had been announced on March 31, 2025. Commonwealth was to operate as a wholly owned portfolio company while advisor onboarding to LPL’s platform continued, with that separate process expected to finish in the fourth quarter of 2026.

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 Closes Its Acquisition of Commonwealth Financial Network ↗

    Official source website · Published Aug 1, 2025

    On August 1, 2025, LPL Financial Holdings Inc., together with its subsidiaries, announced the closing of its acquisition of Commonwealth Financial Network. The acquisition had been announced on March 31, 2025. Commonwealth was to operate as a wholly owned portfolio company while advisor onboarding to LPL’s platform continued, with that separate process expected to finish in the fourth quarter of 2026.

No firms selected for comparison.
Commonwealth Financial Network · RIA Monitor