Press release
LPL Financial Welcomes Northern Advisory Group
SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL
About this update from Lpl Financial Holdings Inc.
[{"type":"text","content":"SAN DIEGO, May 05, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that 10 financial advisors with Northern Advisory Group have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. They reported serving approximately $300 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Partners Richard DiTaranto, Brian DiBrino and Jeff Miller, who have a combined eight decades of wealth management experience, teamed up in 2004 to launch Northern Advisory Group. The ensemble practice is headquartered in Fairfield, N.J., and includes fellow financial advisors Anthony Fresella, Daniel Greenwood, Griffin Durand, Robert Kelley, Seamus Nelson, Jaret Mittenthal and Damien DiTaranto — Richard’s son. Together, the group takes a holistic approach to helping their clients work towards their fiscal goals. “We really take the time to understand our clients’ fiscal goals — both in the short and long-term — by asking where they would like to be in 10-, 15-, 20-years,” DiBrino said. “Using that information, we put together a customized plan, get our clients’ buy-in and then work with them to make adjustments over the years to help them pursue their financial goals.” “Client education is key because we want our clients to understand the process and take an active role in their financial futures,” DiTaranto said. “We want them to ask questions and take a vested interest in how their money is invested. After all, the best client is an educated client.” Looking for enhanced service experiences and a more robust technology platform, the Northern Advisory team made the move to LPL after an in-depth due diligence process. “It was the campus visit that sealed the deal for me,” DiBrino said. “We had only been there for about 15 minutes when I said, ‘This is the spot for us.’ I was impressed by several things during that visit, such as how it was made clear that we are the client and LPL is here to serve us. I also appreciated learning that 90% of calls are picked up by a real person within 30 seconds and most issues are resolved during that first call. I am confident that partnering with LPL is the right choice for the next phase of our business.” DiTaranto added, “With LPL’s technology platform, our clients are going to appreciate the single sign-on, and the service LPL provide...