Deals & Moves: United Capital Snags $240M Kansas-Based RIA [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
United Capital Financial Advisors, a subsidiary of registered investment advisor Creative Planning , has acquired a $240 million wealth manager in Leawood, Kan. United Capital, which is based in Irving, Texas, announced the deal to acquire Groebl Brothers, which was founded by Joe Groebl and in 2010 and includes his brother Tim. The duo had been with broker/dealer LPL Financial before moving to Triad Advisors in 2017, before breaking away from them in 2023, according to BrokerCheck. Joe Groebl had worked at Smith Barney as a financial planning specialist and stock broker before starting his own advisory firm with the idea that advisors “should be direct fiduciaries to their clients and that this model should, and would, become the industry standard,” according to the announcement. Groebl Brothers is United Capital's third acquisition of 2025. Maridea Wealth Management, an acquisitive Brooklyn, N.Y.-based RIA, has launched a tax and business services division through the acqui
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LPLA
News
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- Stocks enter final stretch of 2025 just off record highs: What to watch this week [Yahoo! Finance]Yahoo! Finance
LPLA
Earnings
- 10/30/25 - Beat
LPLA
Sec Filings
- 12/11/25 - Form 4
- 12/11/25 - Form 3
- 12/9/25 - Form 4
- LPLA's page on the SEC website