LPL Financial has announced the addition of the McAnally Investment Group – comprising financial advisors Mark McAnally, Josh McAnally, and Brandon McAnally – to its network.
Before joining LPL Financial’s broker-dealer, RIA and custodial platforms, the group was affiliated with Wells Fargo Advisors, where it managed around $250 million in advisory, brokerage, and retirement plan assets.
Operating from Booneville, Mississippi, the McAnally Investment Group is a family-run business that has evolved significantly since Mark McAnally founded it in 2000.
Joining with his sons, Josh and Brandon, Mark has expanded the firm to provide personalized financial services that cater to clients in various life stages. Operations manager Carlin Crowe supports the team in delivering these services.
"I started my career with the hopes of building a family business, and my dream has become a reality as we embark on this partnership,” said Mark McAnally, a advisor with 24 years of experience who began his career at Edward Jones. “We take a comprehensive, long-term approach to investment planning and portfolio management to help clients manage their wealth across generations."
He says the move to LPL was motivated by a desire for greater independence – a “business necessity” – and flexibility in serving client needs.
The industry's shift toward independent advisory models influenced the McAnallys' decision to join LPL, recognizing it for its advisor-centric approach and the freedom it offers to tailor practices without constraints.
"We’re honored this family team turned to LPL as they seek new ways to elevate service experiences and build their ideal practice,” said Scott Posner, LPL’s executive vice president of business development. “We look forward to a long-lasting relationship with the entire team."
LPL is welcoming the McAnallys after onboarding two other advisor teams this month: Texas-based RFS Financial Services from Lincoln Financial Advisors and Aero Capital, a Kansas boutique practice previously with Stifel, which joined the LPL umbrella through an alignment with Mariner Advisor Network.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
