LPL Financial Adds $420M Sound Wealth Team

Advisors Curt Pederson and Britt Saylor bring significant client assets to LPL's platform.

Published on Feb. 12, 2026

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LPL Financial has welcomed the financial advisory team of Curt Pederson and Britt Saylor, who previously managed about $420 million in client assets at Ameriprise. The Sound Wealth team, based in Seattle and Phoenix, serves high-net-worth individuals, families, and small businesses with comprehensive financial planning and investment management services.

Why it matters

The addition of the Sound Wealth team represents a significant asset inflow for LPL Financial, one of the largest independent broker-dealers in the U.S. It also highlights the ongoing trend of advisors leaving larger firms to join independent platforms that offer more flexibility, customization, and technology capabilities.

The details

Pederson and Saylor, who have 40 years of combined experience, cited LPL's open architecture, customizable technology, and commitment to innovation as key factors in their decision to join the firm. They noted that LPL's resources will allow them to further enhance their highly personalized, human-centered approach to serving clients with complex financial needs.

  • On February 12, 2026, LPL Financial announced that Pederson and Saylor had joined the firm's broker-dealer and Registered Investment Advisor (RIA) platform.

The players

Curt Pederson

A financial advisor with over 20 years of experience, Pederson co-founded the Sound Wealth practice.

Britt Saylor

A financial advisor with over 20 years of experience, Saylor co-founded the Sound Wealth practice.

LPL Financial

One of the largest independent broker-dealers in the United States, providing a wide range of services and technology to financial advisors and institutions.

Ameriprise

A financial services firm where Pederson and Saylor previously managed client assets before joining LPL Financial.

Scott Posner

The managing director of business development at LPL Financial.

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What they’re saying

“At Sound Wealth, our relationships with clients are deeply personal. We take the time to truly understand each family's goals, values and the emotional context behind their financial decisions. By blending advanced financial planning with genuine emotional intelligence, we're able to provide a human-centered advisory experience that delivers clarity, confidence and warmth at every step.”

— Britt Saylor (stocktitan.net)

“LPL offers independence, flexibility and advanced technology that allows us to tailor strategies uniquely for each client. We were impressed by LPL's leadership in technology and AI, the ability to choose from multiple planning tools and the genuine support we felt throughout the transition. LPL made us feel like a priority.”

— Curt Pederson (stocktitan.net)

“We are pleased to welcome Curt and Britt to LPL. Their deeply personalized approach aligns with LPL's commitment to empowering advisors with the freedom, tools and technology to run thriving practices. We look forward to supporting Sound Wealth for years to come.”

— Scott Posner, Managing Director of Business Development, LPL Financial (stocktitan.net)

What’s next

LPL Financial plans to continue supporting the Sound Wealth team with its advanced technology, customizable tools, and commitment to innovation as they grow their practice and serve their high-net-worth clients.

The takeaway

The addition of the Sound Wealth team to LPL Financial's platform underscores the ongoing shift of experienced advisors seeking greater independence, flexibility, and technology capabilities to better serve their clients' complex financial needs.