LPL Financial Welcomes Cornerstone Advisors and Clear Pointe Wealth Management
SAN DIEGO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the financial advisors of Cornerstone Advisors and Clear Pointe Wealth Management have joined LPL Financial's broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The teams reported serving approximately $1 billion in assets* and join LPL from Northwestern Mutual.
The two Salt Lake City, Utah area-based practices share a decades-long personal and professional relationship and are preparing to operate from a shared office while maintaining their distinct business identities. Together, the teams provide comprehensive financial planning and retirement-focused wealth management services to business owners, professionals and retirees throughout the region.
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