LPL Recruits $600M Soundview Wealth Management
LPL Financial has welcomed the three-advisor team behind Soundview Wealth Management — Michael Stevenson, David Johnson and Nikko Gronhovd, CFP — to its broker-dealer and registered investment advisor platform. The team reported serving approximately $600 million in advisory, brokerage and retirement plan assets and joins LPL from D.A. Davidson.
Soundview serves a multigenerational client base, working with individuals and families across all stages of their financial lives, from wealth transitions to early-stage investing for younger clients.
“We are different because of our relationships with clients and how our team works together,” said Johnson. “We’ve been fortunate to be part of a practice where many relationships span generations, allowing us to work with families across all stages of life. It’s a true team approach — we challenge each other, talk things through and make decisions together with the client in mind.”
The team takes a comprehensive, planning-focused approach centered on helping clients cut through market noise and stay aligned with long-term priorities.
“Our role goes beyond selecting investments,” said Gronhovd. “We’re here to listen, serve as a sounding board and help clients make thoughtful, informed decisions.”
Stevenson cited LPL’s transparent onboarding process and platform capabilities as key factors in the decision. “From the start, LPL’s approach was straightforward. They walked us through their technology, the flexibility of the platform and how it supports the way we want to work with clients,” he said.
Marc Cohen, Chief Growth Officer at LPL, said the firm was pleased to welcome the team, noting that Soundview’s “collaborative approach and commitment to serving clients across generations align with LPL’s purpose to empower advisors with the flexibility, technology and support they need.”
Pictured: Soundview Wealth Management team