LPL Financial Holdings Inc. announced the completion of onboarding First Horizon Advisors to its Institution Services platform. This transition follows an agreement made in April 2025 to expand First Horizon Bank's wealth management capabilities.
First Horizon Advisors, Inc., a subsidiary of First Horizon Bank, includes approximately 125 advisors who serve approximately $18 billion in assets. The successful completion of this onboarding integrates First Horizon's broker-dealer and investment advisory services with LPL's platform.
This operational milestone signifies the full implementation of a strategic partnership designed to enhance client offerings and streamline wealth management services. The transition is expected to benefit clients by leveraging LPL's resources and technology.
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