Wealthmanagement iconWealthmanagementSep 25, 2026

Deals & Moves: LPL Financial Adds Two Utah Advisory Teams With $1B

Verdence completes its second deal since selling a majority stake, Modern Wealth acquires a $290 million California firm in its sixth deal of 2026, and Carson Wealth adds a Great Lakes advisor team.

Deals & Moves: LPL Financial Adds Two Utah Advisory Teams With $1B

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Verdence completes its second deal since selling a majority stake, Modern Wealth acquires a $290 million California firm in its sixth deal of 2026, and Carson Wealth adds a Great Lakes advisor team.

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Verdence completes its second deal since selling a majority stake, Modern Wealth acquires a $290 million California firm in its sixth deal of 2026, and Carson Wealth adds a Great Lakes advisor team.

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