FUNDRAISING NEWS | September 20, 2024
LPL Financial has added Bury Financial Group to its broker-dealer, RIA, and custodial platforms, according to a September 19 news release.
Founded by President and Managing Partner Todd Bury in 1992, Youngstown, OH-based Bury Financial Group manages approximately $655M in assets and focuses on long-term planning. In 2006, Bury partnered with Vice President and Managing Partner Brian Laraway, and since then the two have grown to a full-service wealth management firm supported by a 10-person team.
The Bury Financial move follows closely on LPL’s addition of California-based Apex Private Wealth Advisors on September 11, as previously reported by Dakota.
According to Dakota data, LPL manages assets worth approximately $1.4T across its platforms.
View the press release here.
John Washington is the Data Research Analyst at Dakota.
