LPL Financial Welcomes Financial Advisor Jeff Runyan and Team

Strategic Insights -

LPL Financial, a leading wealth management firm, has announced the arrival of financial advisor Jeff Runyan and his team, who have joined the company's broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. Runyan, who founded his independent firm, Runyan Capital, in 2010, brings with him approximately $330 million in advisory, brokerage, and retirement plan assets*. He cited LPL's size, scale, and reputation, as well as its impressive integrated and streamlined technology, as the reasons for making the move.

The Runyan Capital team, which includes Connor Brumfield, Sam Aamot, and Jenni Runyan, Jeff's wife, sought improved technology offerings, more autonomy, and the opportunity to amplify the elevated client experience. With over two decades of experience in investment management, Runyan remains grounded in the midwestern values that shaped him, earning a reputation as a trusted advisor known for thoughtful guidance and a deep commitment to helping clients make confident, informed financial decisions.

"We welcome Jeff, Connor, Sam, and Jenni to the LPL community and congratulate them on this milestone in the evolution of their practice," said Scott Posner, LPL Managing Director, Business Development. "Just as the Runyan Capital team offers their unwavering dedication to their client's financial success, we are committed to helping our advisors differentiate themselves and enhance the client experience."

Key Takeaways:

  • Financial advisor Jeff Runyan and his team, including Connor Brumfield, Sam Aamot, and Jenni Runyan, have joined LPL Financial's broker-dealer, RIA, and custodial platforms.
  • Runyan brings approximately $330 million in advisory, brokerage, and retirement plan assets* to the company.
  • The Runyan Capital team sought improved technology offerings, more autonomy, and the opportunity to amplify the elevated client experience in making the move to LPL.
  • Runyan has over two decades of experience in investment management and remains grounded in the midwestern values that shaped him.
  • He has earned a reputation as a trusted advisor known for thoughtful guidance and a deep commitment to helping clients make confident, informed financial decisions.
  • LPL Financial supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.8 trillion in brokerage and advisory assets.
  • The company provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services.

Statistics:

  • $330 million in advisory, brokerage, and retirement plan assets* managed by Runyan Capital.
  • Approximately $1.8 trillion in brokerage and advisory assets serviced and custodied by LPL Financial.
  • Over 29,000 financial advisors supported by LPL Financial.
  • Approximately 1,200 financial institutions supported by LPL Financial.
  • $1.8 trillion in brokerage and advisory assets serviced and custodied by LPL Financial as of the end of 2024.
  • Over 7 million Americans have their financial assets serviced and custodied by LPL Financial.

Sources:

  • GlobeNewswire (MIL-OSI) SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE)
  • LPL Financial Holdings Inc. (Nasdaq: LPLA)
  • Runyan Capital
  • LPL Financial (www.lpl.com)