Press Release

CFRA and LPL Financial Expand Strategic Partnership to Deliver Integrated Research Suite to 32,000 Advisors

21 May 2026

CHARLOTTESVILLE, VA, May 21, 2026 – CFRA, the world’s leading provider of independent investment research, is expanding its 15-year strategic relationship with LPL Financial to deliver technical market analysis and public policy research alongside fundamental equity coverage to more than 32,000 financial advisors.

The expansion comes as advisors increasingly seek integrated research solutions to navigate volatile markets and anticipate policy shifts. LPL advisors will now access CFRA's complete research suite, which includes Lowry Research’s 80-year-old technical analysis methodology and Washington Analysis’s policy insights – adding NYSE/NASDAQ market signals and regulatory intelligence to the existing coverage of 1,650+ stocks, 3,600+ ETFs, and 16,000+ mutual funds found on the Marketscope Advisor platform.

“In today's complex market environment, our advisors need more than fundamental analysis—they need technical signals to time market moves and policy insights to anticipate regulatory changes that impact client portfolios,” said Adam Turnquist, Chief Technical Strategist at LPL Financial. “This expansion reflects LPL's commitment to equipping advisors with the integrated research tools required to deliver superior outcomes for clients.”

CFRA's MarketScope Advisor platform has been among the most popular research offering at LPL since 2010, trusted by advisors for its proprietary STARs ranking system and unbiased analysis. The addition of technical and policy research creates a comprehensive intelligence solution spanning fundamental, technical, and regulatory dimensions.

“LPL has been a strategic partner in our mission to deliver actionable intelligence to wealth advisors,” said Patricia Wilson, Head of Wealth and Global Business Solutions for CFRA. "This expansion brings technical analysis and policy intelligence alongside our fundamental research—all embedded directly into LPL advisors' workflows. Now they have the complete research picture they need, right when they need it, to deliver better outcomes for their eight million clients."

About CFRA Technical Research

Lowry Research, acquired by CFRA in 2021, pioneered technical market research in 1938. Its data-driven methodology analyzes supply and demand dynamics to provide advisors insight into market, sector, and security strength across all market environments. Learn more about CFRA's Technical Research.

About CFRA Public Policy Research

Washington Analysis, acquired by CFRA in 2021, has delivered 50 years of institutional-grade policy research. The firm translates legislative and regulatory developments into actionable market insights through analysis tailored for financial advisors. Learn more about CFRA's Public Policy Research.


ABOUT CFRA

CFRA is a global leader in financial intelligence solutions, serving more than 150,000 financial advisors worldwide. The firm’s proprietary approach blends fundamental equity, forensic accounting, fund, public policy/legal, and technical research with data, analytics, and technology to deliver the intelligence clients need to achieve their investing goals.

ABOUT LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of around 1,100 financial institutions. LPL services and provides custodial support for approximately $1.9 trillion in brokerage and advisory assets on behalf of about seven million investors in the U.S.


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