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LPL adds $525M Anchor Financial Partners team from Northwestern Mutual

The Vinings, Ga., team joined LPL's broker-dealer and RIA platforms and cited independence and open architecture.

$525MClient assets the team reported serving

At a glance

  1. The team, led by Frank Conner, joined both LPL's broker-dealer and RIA platforms and is based in Vinings, Ga., outside Atlanta.
  2. The practice serves affluent and high net worth individuals and families, plus business owners, and operates as one integrated team in which partners share responsibility for client relationships.
  3. For advisors weighing a similar move, the team cited independence, open architecture and room to expand organically and welcome experienced advisors as the reasons it chose LPL.

Anchor Financial Partners, a team reporting about $525 million in advisory, brokerage and retirement plan assets, moved from Northwestern Mutual to LPL Financial, according to GlobeNewswire — Finance on Oct. 29, 2026.

The team, led by Frank Conner, joined both LPL's broker-dealer and RIA platforms and is based in Vinings, Ga., outside Atlanta.

The practice serves affluent and high net worth individuals and families, plus business owners, and operates as one integrated team in which partners share responsibility for client relationships. Terms were not disclosed.

For advisors weighing a similar move, the team cited independence, open architecture and room to expand organically and welcome experienced advisors as the reasons it chose LPL.

Reported by the Moves desk from GlobeNewswire — Finance. Published . Corrections

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