Conte Wealth Advisors joins LPL Financial

Conte Wealth Advisors, LLC is now a part of LPL Financial‘s broker-dealer and Registered Investment Advisor (RIA) platform.

A third-generation family owned firm, Conte Wealth Advisors is led by financial advisor Tony Conte, CFP, CEPA. The practice, which is based in Camp Hill, traces its roots back to Tony’s grandfather, Sam Conte, who entered the financial services industry in the 1950s, according to a media release.

Tony’s father, Frank Conte, CLU, ChFC, later joined the business and continues to serve clients today. Tony’s brother-in-law, Joe Henriques, CFP, AIF, is also part of the practice as managing director, principal wealth advisor. Since assuming leadership of the firm in 2012, Tony has overseen the growth of CWA into a collaborative enterprise supporting 24 advisors and offices across multiple states, according to the media release.

CWA serves business owners, high-net-worth and ultra-high-net-worth individuals and families through a planning-first approach designed to address clients’ investments, businesses and broader financial lives. The firm reported serving approximately $1.6 billion in advisory, brokerage and retirement plan assets and joins LPL from Cambridge Investment Research, according to the media release.

“Our role is to help guide clients toward not only suitable investment strategies, but also suitable financial decisions for themselves, their businesses and often their employees. It’s a comprehensive approach built on long-term relationships and thoughtful planning,” Conte said in the media release.

LPL Chief Growth Officer Marc Cohen said, “In getting to know Tony, I came to appreciate his genuine care for CWA’s clients and advisors, as well as his thoughtful stewardship of the Conte family legacy. His passion for serving others and the collaborative culture he and his team have built strongly resonate with our values at LPL. We are honored that Tony, Frank, Joe, and the entire Conte Wealth Advisors team have chosen LPL, and we look forward to helping them pursue their vision while preserving what makes the firm so distinctive.”

According to the media release, CWA differentiates itself through its collaborative culture, bringing together independent-minded advisors who regularly share ideas, best practices and expertise to serve clients. The team meets weekly to discuss client strategies and support one another’s growth.

“We’ve built a culture where advisors can maintain their independence without feeling like they’re on an island,” Conte said. “Our advisors genuinely support one another and openly share insights and experiences. That collaboration makes us better advisors and enables us to deliver more effective planning and investment guidance to our clients.”

According to the media release, CWA selected LPL for its technology capabilities, advisor support resources and ability to help the firm scale while enhancing the client experience.

“We want to continue attracting advisors who fit our culture and helping them build successful businesses. LPL gives us the scale, technology and resources necessary to do that. It also provides stability and forward-looking investment in innovation that we believe is essential to serving clients and growing our business well into the future,” Conte said in the media release.

LPL Financial Holdings Inc. (Nasdaq: LPLA) supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run their businesses.