Northern Advisory Group Brings $300M in Assets to LPL Financial
LPL Financial LLC has expanded its network with the addition of 10 financial advisors from Northern Advisory Group, integrating them into its broker-dealer, RIA, and custodial platforms. The team, which previously operated under Osaic, reports serving approximately $300 million in advisory, brokerage, and retirement plan assets.
Founded in 2004 by partners Richard DiTaranto, Brian DiBrino, and Jeff Miller, Northern Advisory Group has built a strong presence in Fairfield, NJ. Together, they bring eight decades of wealth management experience. The team also includes advisors Anthony Fresella, Daniel Greenwood, Griffin Durand, Robert Kelley, Seamus Nelson, Jaret Mittenthal, and Damien DiTaranto—Richard’s son.
Seeking improved service experiences and a robust technology platform, Northern Advisory conducted an extensive due diligence process before choosing LPL.
“It was the campus visit that sealed the deal for me,” said DiBrino. “We had only been there for about 15 minutes when I said, ‘This is the spot for us.’ I was impressed by several things during that visit, such as how it was made clear that we are the client and LPL is here to serve us.”
The most recent Osaic departure to LPL was Charter Oak Wealth Partners, who is aligning with existing firm Academy Financial, which joined LPL in August of 2024. The Hartford County, CT-based firm serves approximately $600 million in assets.
Prior to that, the San Diego-based firm added Salient Wealth Planning Group, a Manhattan Beach, CA-based advisory firm with $1 billion in client assets, and Bart and Alex Lewellyn, the father-son duo of Lewellyn Wealth, bringing approximately $320 million in client assets.
LPL provides comprehensive support to nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, overseeing and safeguarding $1.7 trillion in brokerage and advisory assets for around six million Americans.
Pictured: Northern Advisory Group team