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Shoreline Adds To LPL Advisor Growth While Shares Trade Below Targets

Simply Wall St·02/18/2026 11:21:05
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  • Shoreline Private Wealth Management, led by Jason Mochi, has joined LPL Financial’s platform.
  • The team focuses on high net worth clients and is moving its advisory practice to LPL’s network.
  • This move reflects ongoing advisor recruitment activity at LPL Financial Holdings (NasdaqGS:LPLA).

LPL Financial Holdings, ticker NasdaqGS:LPLA, continues to add experienced advisory teams to its platform, with Shoreline Private Wealth Management as one of the latest arrivals. The company’s shares recently closed at $322.19, and the stock shows a 32.9% return over 3 years and a 144.0% return over 5 years, alongside a 14.9% decline over the past year.

For you as an investor, this kind of advisor movement is worth tracking because it ties directly to how LPL grows its assets and broadens its service offering. As more high net worth focused teams choose LPL’s platform, it can shape how the firm competes for client relationships and advisor loyalty over time.

Stay updated on the most important news stories for LPL Financial Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on LPL Financial Holdings.

NasdaqGS:LPLA Earnings & Revenue Growth as at Feb 2026
NasdaqGS:LPLA Earnings & Revenue Growth as at Feb 2026

We've flagged 3 risks for LPL Financial Holdings. See which could impact your investment.

Quick Assessment

  • ✅ Price vs Analyst Target: At US$322.19 vs a US$455.00 consensus target, the price is about 29% below where analysts see it.
  • ✅ Simply Wall St Valuation: Simply Wall St estimates the shares are trading 22.1% below fair value, flagged as undervalued.
  • ❌ Recent Momentum: The 30 day return is a 14.9% decline, so short term sentiment has been weak.

There is only one way to know the right time to buy, sell or hold LPL Financial Holdings. Head to Simply Wall St's company report for the latest analysis of LPL Financial Holdings's Fair Value.

Key Considerations

  • 📊 Shoreline joining supports LPL's advisor recruitment efforts, which are central to growing assets on its platform.
  • 📊 It may be useful to monitor advisor headcount trends, asset inflows and whether the US$322.19 price remains at a wide gap to the US$455.00 target.
  • ⚠️ One major risk is that debt is not well covered by operating cash flow, which matters if LPL continues to invest in advisor growth.

Dig Deeper

For the full picture including more risks and rewards, check out the complete LPL Financial Holdings analysis. Alternatively, you can visit the community page for LPL Financial Holdings to see how other investors believe this latest news will impact the company's narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.