Home Alts News Former Advisor Group Firm with $275 Million in Assets Join LPL Financial

Former Advisor Group Firm with $275 Million in Assets Join LPL Financial

LPL Financial LLC, the nation’s largest independent broker-dealer, announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, registered investment advisor and custodial platforms.

Blue Sky reported having served approximately $275 million in advisory, brokerage and retirement plan assets, and join LPL from Woodbury, part of Osaic (formerly Advisor Group).

Located in Greenwood Village, Colorado, Blue Sky Wealth Management was formed in 2016 when Di Biasi and McElheny merged their individual practices. The pair’s team includes advisors Leor Getzel and Bill Simmermon.

“As this industry continues to evolve, it’s important to partner with a leading wealth management firm to help us keep up with our clients’ growing needs. It’s clear that LPL is a forward-thinking and progressive partner that understands the importance of investing in innovative and integrated technology to help us work efficiently and provide an exceptional client experience,” said Di Biasi.

LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.

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