Trilogy Financial

LPL Retains $2 Billion Firm Affiliated With NPC

By Trilogy Financial
October 19, 2017
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Trilogy Financial, with over $2 billion in client assets one of the largest financial planning firms affiliated with National Planning Corp., said on Thursday afternoon it was joining LPL Financial.

LPL in mid-August said it acquired the assets of National Planning Holdings Inc., an independent broker-dealer network with 3,200 advisers and $120 billion of client assets. The firms in the NPH network are: National Planning, Invest Financial Corp., Investment Centers of America Inc. and SII Investments Inc. Combined in 2016, they generated $909 million in revenues, according to InvestmentNews data.

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October 20, 2026

Trilogy Capital, an Irvine, Calif.-based wealth management company with more than $5 billion in advisory and brokerage assets, announced it has acquired Mountain Capital Investment Advisors in Westminster, Colo., an advisory firm with more than $1 billion in client assets.

The purchase of Mountain Capital, founded 15 years ago, is Trilogy's largest deal of the year and gives it its second location in Colorado and 11th overall, the company said in a press release today.

“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” Jeff Motske, co-founder, president and CEO of Trilogy, said in a prepared statement. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”

Mountain was founded by U.S. Marine Corps veteran and former airline pilot Brandt Burns and his wife Michelle Burns, a former senior manager at United Airlines for 14 years, the press release said. Read more here.

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