Economos Private Wealth Joins LPL’s Independent Advisor Network
Key Highlights
- ➤Economos Private Wealth reported approximately $580 million in advisory and brokerage assets.
- ➤Nick Economos launched the practice through LPL’s Independent Advisor Network.
- ➤LPL supports more than 32,000 financial advisors nationwide.
- ➤LPL services approximately $2.6 trillion in brokerage and advisory assets.
Expert Statements
Nick Economos, Founder of Economos Private Wealth
“We view our role as being the CFO for successful families. Just as a CFO helps coordinate every aspect of a company’s financial life, we help clients bring all the moving pieces of their financial lives together through a coordinated strategy.”
Nick Economos, Founder of Economos Private Wealth
“Every family has different goals, priorities and challenges, so we start by listening and building a plan tailored to what matters most. That plan serves as a guide, but just like a GPS, the directions evolve as life changes. Our goal is to help clients move forward with confidence, knowing they have an experienced partner helping navigate the journey.”
Nick Economos, Founder of Economos Private Wealth
“Every major decision we make starts with one question: what is best for our clients.”
Nick Economos, Founder of Economos Private Wealth
“Moving to independence gives us the flexibility to tailor our approach around each family's unique needs and goals. What attracted us to LPL was the ability to combine that independence with the scale, resources and support of a leading wealth management firm. It truly offers the best of both worlds, allowing us to remain personal and relationship-driven while enhancing our ability to serve clients for generations to come.”
Marc Cohen, Chief Growth Officer of LPL Financial
“Nick has built Economos Private Wealth around deep relationships, comprehensive planning and a commitment to helping families navigate complex financial decisions with confidence.”
Marc Cohen, Chief Growth Officer of LPL Financial
“His ‘CFO for successful families’ approach reflects the kind of differentiated advice investors value today.”
Marc Cohen, Chief Growth Officer of LPL Financial
“We’re excited to welcome Nick, Heather and Tyler to LPL and look forward to supporting the continued growth of their business.”
SAN DIEGO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Nick Economos, CFP®, CPFA®, CEPA®, CRPC®*, has launched Economos Private Wealth through affiliation with LPL Financial’s supported independence model, LPL Independent Advisor Network. He reported serving approximately $580 million in advisory and brokerage assets** and joins LPL from Merrill Lynch.
Based outside of San Francisco in Danville, Calif., Nick Economos brings more than 25 years of industry experience serving corporate executives, business owners and multigenerational families. Following in the footsteps of his father, who founded The Economos Group at Merrill Lynch in 1994, Nick joined the business in 2000 and spent the next quarter century helping clients navigate complex financial decisions and pursue their long-term goals.
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